Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 1,203 $406K 0.47% +239 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,200 $405K 0.09% new 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,200 $405K 0.24% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,200 $405K 0.19% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,199 $405K 0.07% +92 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,198 $405K 0.01% +127 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,197 $405K 0.02% +32 13F-HR Timeline Independent Wealth Network Inc. 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Bainbridge & Co., Inc. 1,193 $403K 0.04% +293 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,193 $403K 0.1% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,189 $402K 0.06% +88 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,188 $401K 0.3% -125 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,187 $401K 0.14% new 13F-HR Timeline DeDora Capital, Inc. 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More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 496 $394K 0.37% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,163 $393K 0.07% +243 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,162 $393K 0.1% +454 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,160 $392K 0.12% +208 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,370 $391K 0.06% -5,742 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,152 $389K 0.05% -120 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,152 $389K 0.01% -588 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,152 $389K 0.29% -359 13F-HR Timeline AMG Asset Management Group, Inc. 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More: the full row for Warwick Investment Management, Inc. 1,124 $380K 0.06% +190 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,122 $379K 0.17% new 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 1,122 $379K 0.38% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,121 $379K 0.25% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,119 $378K 0.01% -20 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,118 $378K 0.14% -66 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,117 $377K 0.04% -20 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,115 $377K 0.11% -29 13F-HR Timeline TFR Capital, LLC. 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More: the full row for Watershed Asset Management, L.L.C. 1,086 $367K 0.38% -573 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,085 $367K 0.08% -929 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,084 $366K 0.02% +183 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,079 $365K <0.01% -413 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 1,000 $364K 0.06% 0 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 1,077 $364K 0.08% 0 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 781 $364K 0.09% +11 13F-HR Timeline QVR LLC More: the full row for QVR LLC 1,076 $364K 0.18% -10,588 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,075 $363K 0.06% +625 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,075 $363K 0.03% +325 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 1,074 $363K 0.12% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,072 $362K 0.02% +9 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,070 $362K 0.06% -225 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,069 $361K 0.09% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,068 $361K 0.1% +13 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 1,070 $360K 0.1% +25 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,065 $360K 0.23% +44 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,059 $358K 0.05% -41 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 1,056 $357K 0.18% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,001 $356K 0.02% +4 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 875 $356K 0.1% -477 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,052 $355K 0.02% +1,015 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 1,051 $355K 0.05% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,049 $354K 0.03% +13 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 1,048 $354K 0.36% +130 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,048 $354K 0.02% -8 13F-HR Timeline Corundum Group, Inc. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 981 $331K 0.02% -351 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 978 $330K 0.15% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 977 $330K 0.2% +2 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 975 $329K 0.02% new 13F-HR Timeline Valley Brook Capital Group, Inc. 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