Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 830 $348K 0.04% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 828 $347K 0.1% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 826 $346K 0.23% -12 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 824 $345K 0.05% +401 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 823 $345K 0.32% 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 821 $344K 0.01% 0 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 821 $344K 0.08% -8 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 820 $343K 0.05% -15 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 817 $342K 0.32% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 816 $342K 0.03% +3 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 815 $341K 0.11% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 811 $339K 0.07% -27 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 809 $339K 0.21% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 808 $338K 0.01% +16 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 806 $337K 0.03% -15 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 803 $336K 0.04% -5 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 801 $335K 0.18% +68 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 799 $335K 0.19% -5 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 799 $335K 0.08% -25 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 799 $335K 0.36% 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 800 $334K 0.13% -2,123 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 795 $333K 0.09% +33 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 793 $332K 0.03% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 792 $332K 0.17% 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 790 $331K 0.3% 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 788 $330K 0.1% -12 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 787 $329K 0.25% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 786 $329K 0.05% -226 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 786 $329K 0.1% -89 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 777 $325K 0.02% +82 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 777 $325K 0.05% +96 13F-HR/A Timeline RDA Financial Network More: the full row for RDA Financial Network 776 $325K 0.09% +65 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 776 $325K 0.09% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 774 $324K 0.13% -84 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 773 $324K 0.05% -16 13F-HR/A Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 771 $323K 0.06% +266 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 769 $322K 0.14% -10 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 767 $321K 0.02% -107 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 766 $321K 0.01% -392 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 765 $320K 0.01% -421 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 765 $320K 0.28% 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 762 $319K 0.02% -95 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 760 $318K 0.04% -11 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 759 $318K 0.01% +6 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 759 $318K 0.05% -56 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 757 $317K 0.2% -72 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 756 $317K 0.06% +129 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 752 $315K 0.06% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 751 $314K 0.01% -199,350 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 748 $313K 0.17% +210 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 746 $312K 0.24% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 746 $312K <0.01% -106 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 752 $312K 0.12% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 744 $311K 0.12% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 743 $311K 0.12% -34 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 743 $311K 0.05% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 742 $311K 0.15% 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 740 $310K 0.05% +103 13F-HR Timeline Buckingham Capital Management, Inc. More: the full row for Buckingham Capital Management, Inc. 739 $309K 0.04% -56 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 738 $309K 0.04% +700 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 738 $309K 0.22% +20 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 729 $305K 0.12% -40 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 722 $302K 0.03% +18 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 722 $302K 0.33% 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 721 $302K 0.1% -6 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 709 $297K 0.03% +35 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 707 $296K 0.11% 0 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 706 $296K 0.02% -95 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 706 $296K 0.03% -18 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 705 $295K 0.17% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 705 $295K 0.06% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 670 $294K 0.08% -38 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 702 $294K 0.07% -1 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 701 $293K 0.18% -2 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 700 $293K 0.14% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 700 $293K 0.21% +106 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 700 $293K 0.34% 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 695 $291K 0.03% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 695 $291K 0.2% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 650 $290K 0.25% 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 691 $289K 0.01% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 690 $289K 0.04% -2 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 690 $289K 0.11% +2 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 689 $289K 0.1% 0 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 688 $288K 0.29% 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 686 $287K 0.02% -80 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 686 $287K 0.18% -169 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 684 $286K 0.02% -20 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 684 $286K 0.06% -729 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 682 $286K 0.23% -10 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 681 $285K 0.2% -81 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 680 $285K 0.11% +6 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 677 $283K 0.11% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 676 $283K 0.11% -61 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 676 $283K 0.01% 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 675 $283K 0.09% +6 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 672 $281K 0.06% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 671 $281K 0.29% 0 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 671 $281K 0.16% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 671 $281K 0.26% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 670 $281K 0.16% 0 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 670 $280K 0.16% +221 13F-HR/A Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 668 $280K 0.05% -101 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 667 $279K 0.08% -412 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 665 $278K 0.02% -5 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 663 $278K 0.02% -27 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 659 $278K 0.1% -121 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 661 $277K 0.03% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 662 $276K 0.27% -26 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 608 $276K 0.05% -4 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 657 $275K 0.02% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 657 $275K 0.08% +61 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 656 $275K 0.04% +2 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 639 $270K 0.25% -359 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 644 $270K 0.06% +117 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 586 $269K 0.14% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 641 $268K 0.01% +121 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 640 $268K 0.23% 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 639 $268K 0.46% -3 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 636 $266K 0.01% -50 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 634 $265K 0.02% -4 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 632 $265K -2,979 Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 632 $265K 0.03% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 630 $264K 0.1% -25 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 631 $264K 0.03% +145 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 629 $263K 0.05% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 627 $263K <0.01% +2 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 627 $263K 0.06% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 627 $262K 0.18% -200 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 626 $262K 0.08% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 626 $262K 0.12% +1 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 625 $262K 0.03% +34 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 623 $261K 0.15% -28 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 620 $260K 0.09% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 619 $259K 0.07% -14 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 618 $259K 0.11% +53 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 617 $258K 0.1% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 616 $258K 0.02% -4 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 615 $257K 0.03% +3 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 614 $257K 0.07% 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 612 $256K 0.01% -375 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 609 $255K 0.06% +600 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 607 $254K 0.06% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 604 $253K 0.14% +5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 603 $253K 0.01% -133 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 602 $252K 0.1% -1,621 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 601 $252K 0.12% -29 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 600 $251K 0.13% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 600 $251K 0.08% 0 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 600 $251K 0.06% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 600 $251K 0.01% -9 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 600 $251K 0.14% 0 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 600 $251K 0.29% 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 600 $251K 0.19% 0 13F-HR/A Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 599 $251K 0.27% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 599 $251K 0.04% -129 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 598 $250K 0.2% +56 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 598 $250K 0.06% +15 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 598 $250K 0.14% +50 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 575 $246K 0.17% +8 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 585 $245K 0.07% -20 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 583 $244K 0.01% -62 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 583 $244K 0.07% +38 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 582 $244K 0.05% +2 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 579 $242K 0.12% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 578 $242K 0.12% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 578 $242K 0.01% -1 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 577 $242K 0.09% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 577 $242K 0.06% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 575 $241K 0.09% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 575 $241K 0.12% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 570 $239K 0.02% -31 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 569 $238K 0.02% +18 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 566 $237K 0.04% -14 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 564 $236K 0.01% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 564 $236K 0.16% 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 563 $236K 0.11% 0 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 562 $235K 0.16% 0 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 562 $235K 0.51% +28 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 561 $235K 0.04% +43 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 559 $234K 0.03% +39 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 557 $233K 0.13% +30 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 556 $233K 0.02% -119 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 555 $233K 0.02% +68 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 555 $232K 0.02% -9 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 553 $232K 0.17% -20 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 551 $231K 0.12% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 551 $231K 0.03% new 13F-HR/A Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 550 $230K 0.06% -14 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 549 $230K 0.21% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 549 $230K 0.01% new 13F-HR/A Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 548 $229K 0.07% +5 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 546 $229K 0.08% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 545 $228K 0.01% +22 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 544 $228K 0.01% -22 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 541 $227K 0.09% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 538 $225K 0.03% +2 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 536 $224K 0.01% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 519 $224K 0.05% +10 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 535 $224K 0.04% -376 13F-HR Timeline