Values Added Financial LLC More: the full row for Values Added Financial LLC 4,603 $583K 0.34% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,595 $582K 0.05% -75 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 4,594 $582K 0.22% -106 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 4,564 $578K 0.09% -27 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,554 $577K 0.12% 0 13F-HR/A Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,438 $563K 0.3% -1,753 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,121 $559K 0.03% +8 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 4,405 $558K 0.37% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DAVIS R M INC More: the full row for DAVIS R M INC 4,400 $558K 0.01% +400 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,393 $557K 0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,355 $555K 0.05% -216,227 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,333 $549K 0.01% -1 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 4,011 $546K 0.23% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,308 $546K 0.05% +300 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,295 $544K 0.08% +1 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,293 $544K 0.26% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 4,289 $544K 0.12% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 4,244 $538K 0.13% +4 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 4,220 $535K 0.06% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,193 $531K 0.04% -17 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,147 $526K 0.01% -1 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,131 $524K 0.11% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,128 $523K <0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,125 $523K 0.02% -122 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,125 $523K <0.01% -37 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,108 $521K 0.42% +4 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 4,099 $520K 0.09% +2 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,072 $516K 0.16% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 4,067 $515K 0.19% +399 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,047 $513K 0.02% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,037 $512K 0.03% -105 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 4,000 $507K 0.04% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 4,000 $507K 0.03% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,952 $501K 0.02% -152 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,912 $496K 0.06% +29 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,897 $494K 0.21% +201 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,879 $492K 0.03% +1,929 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 3,765 $490K 0.26% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,862 $489K 0.04% +338 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,819 $484K 0.05% +77 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,620 $484K 0.33% 0 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 3,655 $484K 0.05% new 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 3,815 $484K 0.34% 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 3,807 $482K 0.19% +4 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,728 $473K 0.12% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 3,724 $472K 0.26% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,693 $468K 0.01% new 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 3,676 $466K 0.12% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,661 $464K 0.26% -96 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 3,658 $464K 0.13% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,647 $462K 0.06% -148 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,645 $462K 0.46% 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,630 $460K 0.06% +1 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,588 $455K 0.02% 0 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,574 $453K 1.12% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,574 $453K 0.05% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,535 $448K 0.09% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,526 $447K 0.02% -645 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,514 $445K 0.2% +85 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,502 $444K 0.11% -612 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,499 $443K 0.01% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,488 $442K 0.07% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 3,460 $439K 0.26% 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,449 $437K 0.23% +2 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,431 $435K <0.01% +991 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,407 $432K 0.05% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,403 $431K 0.09% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,402 $431K 0.06% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 3,382 $429K 0.38% 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,369 $427K <0.01% -148 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,365 $427K 0.07% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,326 $422K 0.13% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,282 $416K 0.36% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 3,281 $416K 0.05% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,274 $415K 0.03% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,272 $415K 0.14% -298 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,257 $413K 0.23% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,248 $412K 0.04% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,245 $411K 0.09% -17 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,240 $411K 0.1% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,238 $410K 0.01% +36 13F-HR Timeline Group Delta Financial Group, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 3,108 $394K 0.05% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,107 $394K 0.12% -9 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 2,864 $393K 0.22% +2 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,081 $391K 0.02% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 3,080 $390K 0.08% +3 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,079 $390K 0.06% +190 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,077 $390K 0.01% +324 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 3,072 $389K 0.2% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,066 $389K 0.08% -24,024 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,057 $387K 0.02% +454 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,043 $386K 0.03% +1 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,035 $385K 0.05% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,278 $383K 0.03% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,015 $382K 0.02% -500 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,005 $381K 0.01% -13 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,995 $380K 0.02% -337 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,982 $378K 0.01% +3 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,962 $375K 0.14% -15 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,954 $374K 0.4% 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 2,947 $374K 0.27% +1 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,938 $372K 0.05% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,924 $371K 0.08% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,891 $366K 0.1% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,870 $364K 0.13% -3,960 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,852 $361K 0.08% -1,005 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 2,854 $361K 0.27% -1,159 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,845 $361K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,823 $358K 0.02% +1,148 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,811 $356K 0.04% -161 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,805 $356K 0.08% +51 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 2,800 $355K 0.18% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,775 $352K 0.01% +445 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,766 $351K 0.04% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,742 $348K 0.01% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,728 $346K 0.02% +44 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,725 $345K 0.01% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 2,718 $345K 0.21% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,713 $344K 0.04% -22 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,694 $341K 0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,686 $340K 0.09% -552 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,679 $340K 0.04% +218 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 2,677 $339K 0.11% -155 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,677 $339K 0.05% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,659 $337K 0.1% +270 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,641 $335K 0.02% +263 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 2,640 $335K 0.12% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,618 $332K 0.02% 0 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,600 $330K 0.1% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,579 $327K 0.28% 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,552 $323K 0.11% 0 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 2,546 $323K 0.29% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,539 $322K 0.15% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,509 $318K 0.03% +3 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 2,508 $318K 0.28% +168 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,495 $316K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,482 $314K 0.14% +3 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,479 $314K 0.05% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,448 $310K 0.05% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,429 $308K 0.26% 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,415 $306K 0.01% +42 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,404 $305K 0.21% 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 2,400 $304K 0.08% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,395 $304K 0.13% +1 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,389 $303K 0.01% +1 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,382 $302K 0.15% +2 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,375 $301K 0.04% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,372 $301K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,368 $300K 0.05% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,367 $300K 0.02% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,365 $299K <0.01% -3,296 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,356 $299K 0.01% +2,338 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,355 $299K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,350 $298K 0.03% 0 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 2,342 $297K 0.02% +1 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 2,341 $297K <0.01% -1,569 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,339 $296K 0.03% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,320 $294K 0.04% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,318 $294K 0.09% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,317 $294K 0.08% +1 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,312 $293K 0.03% -122 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,277 $289K 0.02% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 2,270 $288K 0.07% +399 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,264 $287K 0.02% -585 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,256 $286K 0.08% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,250 $285K 0.05% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,079 $285K 0.11% -147 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,246 $285K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,245 $285K <0.01% -107 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,240 $284K 0.05% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,234 $283K 0.01% -374 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,230 $283K 0.02% -15 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,227 $282K 0.09% -41 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,223 $282K 0.17% 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,214 $281K 0.15% -60 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,207 $280K 0.03% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,200 $279K 0.07% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,200 $279K 0.1% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,197 $278K 0.03% +99 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 2,187 $277K 0.26% 0 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 2,183 $277K 0.06% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,183 $277K 0.02% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,171 $275K 0.05% -24 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,156 $273K 0.02% +460 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,156 $273K 0.07% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,154 $273K 0.05% -1,447 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,134 $270K 0.09% +116 13F-HR Timeline