GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,393 $594K 0.12% -148 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,392 $594K 0.15% -8 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,391 $593K 0.45% +1 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 1,443 $593K 0.23% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,389 $592K 0.5% 0 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 1,386 $591K 0.09% -607 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,385 $591K 0.35% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,384 $590K 0.03% -10 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,383 $590K 0.11% +97 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,381 $589K 0.17% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,377 $587K 0.14% -164 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,374 $586K 0.28% 0 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 1,373 $585K 0.47% 0 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1,370 $584K 0.31% -238 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,370 $584K 0.03% -179 13F-HR Timeline Group Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 1,371 $584K 0.3% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,368 $583K 0.03% +37 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,367 $583K 0.08% -38 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 1,364 $582K 0.49% -40 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,361 $580K 0.08% +84 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,360 $580K 0.02% +10 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 1,360 $580K 0.2% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,358 $579K 0.05% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,357 $579K 0.04% 0 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 1,353 $577K 0.45% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,350 $576K 0.1% +1 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,349 $575K 0.09% +1 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 1,347 $574K 0.17% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,345 $574K 0.5% +70 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,344 $573K 0.06% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,343 $573K 0.41% -947 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,342 $572K 0.02% -58 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 1,342 $572K 0.54% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,337 $570K 0.15% +108 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 1,336 $570K 0.29% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 1,285 $569K 0.11% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,332 $568K 0.38% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 1,331 $568K 0.11% -54 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,330 $567K 0.12% -10 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,328 $566K 0.39% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,325 $565K 0.01% -152 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,325 $565K 0.35% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,324 $565K 0.04% +10 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,320 $563K 0.23% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,316 $561K 0.04% -45 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,307 $557K 0.23% -9 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,307 $557K 0.07% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,296 $553K 0.12% +27 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,293 $551K <0.01% -2,542 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,290 $550K 0.25% -3 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 1,290 $550K 0.13% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,290 $550K 0.32% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,288 $549K 0.27% +106 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,286 $548K 0.31% -458 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 1,281 $546K 0.48% +12 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,275 $544K 0.13% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,269 $541K 0.06% +165 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,256 $536K 0.09% -32 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,253 $534K 0.07% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,253 $534K 0.16% -367 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,253 $534K 0.43% -158 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,253 $534K 0.23% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,251 $533K 0.13% +31 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,250 $533K 0.32% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,250 $533K 0.02% -24 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,248 $532K 0.08% 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,248 $532K 0.04% +83 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 1,246 $531K 0.24% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,246 $531K 0.11% +162 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,244 $530K 0.53% -65 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,243 $530K 0.04% 0 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 1,242 $530K 0.72% -19 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,241 $529K 0.06% 0 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,240 $529K 0.47% +134 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,239 $528K 0.26% 0 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 1,239 $528K 0.58% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,238 $528K 0.18% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,236 $527K 0.08% -22 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,235 $527K 0.05% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,234 $526K 0.16% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,230 $525K 0.16% 0 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 1,229 $524K 1.89% +167 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,227 $523K 0.07% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,225 $522K 0.09% +640 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,224 $522K 0.12% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,223 $521K 0.23% -18 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,223 $521K 0.33% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,222 $521K 0.12% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,221 $521K 0.03% 0 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 1,220 $520K 0.16% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,217 $519K 0.06% +75 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,209 $516K 0.17% +633 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,208 $515K 0.07% +1 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,208 $515K 0.09% new 13F-HR/A Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,205 $514K 0.11% 0 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 1,204 $514K 0.34% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,202 $513K 0.13% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,202 $513K 0.18% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,200 $512K 0.05% -144 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,200 $512K 0.09% 0 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 1,200 $511K 0.25% -61 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,200 $511K 0.3% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,199 $511K 0.23% -95 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,193 $509K 0.02% -6 13F-HR Timeline Capital Research Global Investors in group Capital Research Global Inves… More: the full row for Capital Research Global Investors 1,236 $508K <0.01% -1,532 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,190 $507K 0.07% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,190 $507K 0.77% -57 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,189 $507K 0.04% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,188 $507K 0.09% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,186 $506K 0.06% +1 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,185 $505K 0.24% +156 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 1,185 $505K 0.13% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,071 $505K 0.06% +19 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 1,183 $504K 0.22% -22 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,175 $501K 0.09% 0 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,174 $501K 0.31% 0 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 1,172 $500K 0.1% +33 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,171 $499K 0.06% +146 13F-HR Timeline City State Bank More: the full row for City State Bank 1,167 $498K 0.13% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,166 $497K 0.38% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,164 $496K 0.59% -253 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,164 $496K 0.11% -35 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,163 $496K 0.04% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,159 $494K 0.09% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,158 $494K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,147 $493K 0.04% +156 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 1,156 $493K 0.21% 0 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 1,153 $492K 0.34% -89 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,034 $489K 0.2% 0 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 1,144 $488K 0.24% +629 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,136 $484K 0.05% 0 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 1,132 $483K 0.5% 0 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 1,129 $481K 0.06% -50 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,129 $481K 0.31% -2,200 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,127 $481K 0.29% -68 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,126 $480K 0.12% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,123 $479K 0.05% -25 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,123 $479K 0.05% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,122 $478K 0.04% +117 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,111 $478K 0.06% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,119 $477K 0.16% -455 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,972 $477K 0.15% +3,098 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 988 $474K 0.1% -11 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,110 $473K 0.24% +23 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 1,100 $469K 0.25% +6 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,094 $466K 0.01% +185 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 983 $466K 0.33% +1 13F-HR/A Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,093 $466K 0.23% +5 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,093 $466K <0.01% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,090 $465K 0.06% +19 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,074 $464K 0.28% +1 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,086 $463K 0.28% +1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,086 $463K 0.41% +32 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,084 $462K 0.16% +1 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,083 $462K 0.04% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,078 $460K 0.09% -2 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,078 $460K 0.13% +260 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,076 $459K 0.13% 0 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 1,072 $457K 0.31% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,071 $457K 0.13% -6 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,070 $456K 0.28% +2 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,068 $455K 0.01% -137 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,061 $453K 0.12% -14 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 1,060 $452K 0.45% +11 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 1,055 $450K 0.13% -30 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,055 $450K 0.03% -66 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 1,050 $448K 0.13% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 1,048 $447K 0.19% +73 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,037 $442K 0.08% -455 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,036 $442K 0.06% -34 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,034 $441K 0.04% 0 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 1,031 $440K 0.02% +56 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 1,026 $437K 0.02% new 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 1,022 $436K 0.05% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,022 $436K 0.11% 0 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 1,020 $435K 0.52% -123 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,019 $435K 0.03% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,017 $434K 0.09% 0 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 1,014 $432K 0.11% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 1,013 $432K 0.2% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,012 $432K 0.15% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,012 $432K 0.15% -691 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,011 $431K 0.07% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,010 $431K 0.05% +475 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,008 $430K 0.2% 0 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 1,007 $429K <0.01% 0 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 1,004 $428K 0.14% -40 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,003 $428K 0.01% +47 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 1,000 $426K 0.28% -200 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 999 $426K 0.26% 0 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 997 $425K 0.03% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 996 $425K 0.03% -373 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 996 $425K 0.24% -470,411 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 995 $424K 0.03% +105 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 994 $424K 0.28% -31 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 994 $424K 0.15% -63 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 992 $423K 0.1% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 988 $421K 0.26% +187 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 988 $421K 0.08% +20 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 980 $418K 0.03% -459 13F-HR Timeline