MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,461 $1.09M 0.13% +6 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 1,479 $1.09M 0.23% +5 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,479 $1.09M 0.26% -244 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,477 $1.08M 0.18% +154 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,475 $1.08M 0.09% -1,084 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,474 $1.08M 0.21% -270 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,473 $1.08M 0.01% -9,659 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,472 $1.08M 0.1% +27 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,470 $1.08M 0.24% +55 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,470 $1.08M 0.05% -410 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,470 $1.08M 0.09% +50 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,469 $1.08M 0.73% -10 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,465 $1.08M 0.36% -124 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,461 $1.07M 0.34% +76 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,458 $1.07M 0.33% +26 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,456 $1.07M 0.52% +484 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,455 $1.07M 0.13% -328 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,454 $1.07M 0.51% +33 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,453 $1.07M 1.15% +38 13F-HR/A Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,453 $1.07M 0.73% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,453 $1.07M 0.58% +104 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,452 $1.07M 0.14% -33 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 1,450 $1.07M 0.21% -2 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,448 $1.06M 0.41% +26 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,448 $1.06M 0.08% +137 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,448 $1.06M 0.2% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,448 $1.06M 0.35% -81 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,682 $1.06M 0.57% +65 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,446 $1.06M 0.25% +52 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,439 $1.06M 0.59% +62 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,438 $1.06M 0.43% +19 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 1,437 $1.06M 0.54% 0 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,437 $1.06M 0.88% +126 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,504 $1.05M 0.11% +1,368 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,431 $1.05M 0.48% -5 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,430 $1.05M 0.96% +16 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,466 $1.05M 0.3% +57 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 1,427 $1.05M 0.25% +1 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 1,427 $1.05M 1.02% +134 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,427 $1.05M 0.45% +12 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,421 $1.04M 0.61% -7 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,421 $1.04M 0.72% +43 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,465 $1.04M 0.82% +9 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,417 $1.04M 0.23% +1 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,415 $1.04M 0.93% +42 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 1,415 $1.04M 0.3% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,415 $1.04M 0.35% +416 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 1,414 $1.04M 0.71% +2 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,413 $1.04M 0.07% -413 13F-HR/A Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,413 $1.04M 0.26% -258 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,411 $1.04M 0.57% -138 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,410 $1.04M 0.25% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,405 $1.03M 0.52% -627 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,405 $1.03M 0.04% -710 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,403 $1.03M 0.13% +9 13F-HR Timeline Group Tepp RIA, LLC More: the full row for Tepp RIA, LLC 1,401 $1.03M 1.17% +994 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,176 $1.03M 0.36% +1,408 13F-HR Timeline Truxt Investmentos Ltda. More: the full row for Truxt Investmentos Ltda. 1,399 $1.03M 1.44% 13F-HR/A Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,397 $1.03M 0.05% -31 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,396 $1.03M 0.73% +6 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,395 $1.02M 0.74% -100 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,394 $1.02M 0.66% 0 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,393 $1.02M 0.3% +522 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,391 $1.02M 0.39% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,423 $1.02M 0.65% 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,389 $1.02M 0.21% -30 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,386 $1.02M 0.04% 0 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 1,389 $1.02M 0.31% +5 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1,385 $1.02M 3.26% 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,385 $1.02M 0.59% -1 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,384 $1.02M 0.15% +171 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,384 $1.02M 0.36% +83 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,383 $1.02M 0.26% +350 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 1,382 $1.01M 0.36% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,381 $1.01M 0.27% +194 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 1,380 $1.01M 0.57% +22 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,379 $1.01M 0.63% +58 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 1,379 $1.01M 0.77% +535 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,378 $1.01M 0.16% +103 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,378 $1.01M 0.42% +123 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,375 $1.01M 0.1% +71 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,375 $1.01M 0.65% +79 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,373 $1.01M 0.17% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 1,371 $1.01M 0.31% +28 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,370 $1.01M 0.26% +5 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,369 $1.01M 0.09% +4 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,368 $1M 0.34% +7 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 1,359 $998K 0.85% -554 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,356 $996K 0.57% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 1,356 $996K 0.26% 0 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,356 $996K 0.6% 0 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 1,350 $991K 0.36% +123 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,347 $989K 0.71% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,346 $989K 0.11% -44 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,340 $984K 0.54% +377 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,340 $984K 1.92% 0 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,340 $984K 0.32% +39 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,339 $983K 0.76% +113 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,338 $983K 0.14% -1 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,336 $981K 0.15% +29 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,335 $980K 0.18% -235 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,330 $977K 0.6% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,329 $976K 0.68% +458 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,329 $976K 0.31% +115 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,328 $975K 0.48% +130 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,328 $975K 0.04% +1,017 13F-HR/A Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,327 $975K 0.08% +38 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,327 $975K 0.46% -225 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,324 $972K 0.37% +164 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,324 $972K 0.22% +300 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,354 $971K 0.78% -60 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,322 $971K 0.08% +42 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 1,318 $968K 0.78% -20 13F-HR/A Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,314 $965K 0.37% +32 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,345 $965K 0.18% +181 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,311 $963K 0.59% +23 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,311 $962K 0.05% +200 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,308 $960K 0.21% +93 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 1,306 $959K 0.52% +10 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 1,305 $958K 0.85% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,304 $958K 0.04% -102 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,302 $956K 0.51% +118 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 1,300 $955K 0.08% +8 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 1,300 $955K 1.06% -650 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,336 $955K 0.23% +11 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,299 $954K 0.39% +544 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 1,299 $954K 0.31% -24 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,298 $953K 0.21% +100 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 1,297 $952K 0.6% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,293 $950K 0.45% +54 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 1,293 $950K 0.76% -598 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,291 $948K 1.39% +29 13F-HR/A Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 1,291 $948K 0.34% -40 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,290 $947K 0.74% +28 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,289 $947K 0.23% -469 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,286 $944K 0.44% +12 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,286 $944K 0.6% +27 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,285 $944K 0.38% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,282 $942K 0.53% +30 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,276 $940K 0.44% +172 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,279 $939K 0.17% -62 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,279 $939K 0.28% +26 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,275 $936K 0.85% -420 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 1,272 $934K 0.52% -6 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,270 $932K 0.77% -4 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 1,269 $932K 0.18% 0 13F-HR Timeline Politan Capital Management LP More: the full row for Politan Capital Management LP 1,269 $932K 0.08% +26 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,266 $930K 0.5% +54 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,264 $928K 0.05% -50 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,263 $927K 0.23% -75 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 1,262 $927K 0.45% +39 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,262 $927K 0.34% 0 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,258 $924K 0.4% -102 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,257 $923K 0.06% +135 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,255 $921K 0.31% -50 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,253 $920K 0.64% +611 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 1,467 $920K 0.39% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,252 $919K 0.37% -113 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 1,251 $919K 0.62% -19 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,251 $919K 0.11% +115 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,250 $918K 0.1% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,249 $917K 0.28% -71 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,342 $917K 0.58% +80 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,247 $916K 0.82% new 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,246 $915K 0.8% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,245 $914K 0.52% -23 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,244 $914K 0.44% +439 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,241 $914K 0.26% +60 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,239 $910K 0.36% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,239 $910K 1.05% -7 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,237 $908K 0.27% -7,106 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,236 $908K 0.11% +68 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,236 $908K 0.35% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,236 $908K 0.08% +21 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,272 $907K 1.07% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,233 $905K 0.39% -193 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,233 $905K 0.43% 0 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 1,443 $905K 0.26% +30 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,231 $904K 0.37% +16 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 1,231 $904K 0.6% -251 13F-HR Timeline Constellation Investimentos e Participa… More: the full row for Constellation Investimentos e Participacoes Ltda 1,230 $903K 1.93% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,229 $903K 0.85% -20 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,229 $903K 0.2% +6 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,227 $901K 0.42% -2 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,227 $901K 0.87% -646 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 1,225 $901K +360 Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,226 $900K 0.13% -11 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,351 $900K 0.63% +163 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,226 $900K 0.14% +100 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,225 $899K 0.69% +53 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,223 $898K 0.2% -29 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,222 $898K 0.41% +23 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,213 $891K 0.35% +8 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,211 $889K 0.62% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,209 $888K 0.6% +50 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,209 $888K 0.08% -131 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,208 $887K 0.36% +574 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,206 $886K 0.78% +1 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,205 $885K 0.19% +120 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,205 $885K 0.79% +85 13F-HR Timeline