Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 219 $233K 0.02% +1 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 217 $231K 0.03% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 200 $231K 0.05% 0 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 214 $228K 0.07% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 213 $227K 0.01% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 212 $226K 0.03% 0 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 211 $225K 0.04% new 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 204 $222K 0.03% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 205 $218K 0.05% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 204 $217K 0.16% +19 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 202 $215K 0.12% 0 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 200 $213K 0.04% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 200 $213K 0.04% new 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 197 $210K 0.24% +1 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 196 $209K 0.14% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 195 $208K 0.01% 0 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 194 $207K 0.05% -5,143 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 192 $205K 0.09% +12 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 191 $203K 0.11% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 182 $194K 0.12% +86 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 172 $183K 0.08% +100 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 157 $173K 0.07% -1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 147 $157K 0.08% +47 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 141 $150K 0.03% +17 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 135 $144K 0.02% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 126 $134K 0.02% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 125 $133K 0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 123 $131K 0.08% +62 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 122 $130K 0.02% +71 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 112 $119K 0.04% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 108 $115K 0.02% +8 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 103 $109K 0.05% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 102 $109K 0.01% 0 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 100 $107K 0.04% -88 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 97 $103K 0.02% -4 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 83 $91.1K 0.03% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 75 $79.9K 0.05% +55 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 45 $47.9K 0.02% +5 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 44 $46.9K 0.01% -18 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 29 $30.9K 0.01% new 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 28 $29.8K 0.02% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 10 $10.7K 0.01% new 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 10 $10.7K <0.01% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 5 $5.33K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 4 $4.26K <0.01% +2 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 4 $4.26K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2 $2K <0.01% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 167,669 $695K +167,084 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.