AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 7,634 $1.14M 0.01% -2,495 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 7,615 $1.14M 0.24% -246 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 7,612 $1.14M 0.13% -66 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 6,378 $1.14M 0.57% -1,834 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,600 $1.14M 0.07% +343 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,576 $1.14M 0.17% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,548 $1.13M 0.37% -161 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 7,532 $1.13M 0.3% +291 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 7,518 $1.13M 0.14% -151 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 7,518 $1.13M 0.71% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 7,510 $1.13M 0.01% -290 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 7,506 $1.13M 0.56% -254 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 7,506 $1.13M 0.55% -644 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 7,488 $1.12M 0.52% -318 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,482 $1.12M 0.47% -435 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 7,475 $1.12M 0.22% -352 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,435 $1.11M 0.1% -16,868 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,431 $1.11M 0.4% 0 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 7,444 $1.11M 0.85% -6,463 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,419 $1.11M 0.19% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 7,408 $1.11M 0.24% +1,032 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 7,396 $1.11M 0.73% +593 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 7,386 $1.11M 0.6% +458 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 7,384 $1.11M 0.45% +3,714 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,359 $1.1M 0.02% +5,823 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,337 $1.1M 0.16% +462 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 7,331 $1.1M 0.09% -1,528 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 7,329 $1.1M 0.31% +1 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 7,311 $1.1M 0.01% -349 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 7,297 $1.09M 0.51% +867 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 7,287 $1.09M 0.74% +9 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 7,268 $1.09M 0.81% +3 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 7,264 $1.09M 0.47% +1 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 7,237 $1.08M 1.3% +230 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,228 $1.08M 0.11% +1,924 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 7,222 $1.08M 0.19% -272 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 7,217 $1.08M 0.31% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,195 $1.08M 0.18% +2,936 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 7,146 $1.07M 0.08% -2,923 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 7,139 $1.07M 0.22% +370 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 7,130 $1.07M 0.32% -125 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,123 $1.07M 0.06% +405 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,121 $1.07M 0.29% -129 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 7,114 $1.07M 0.1% -149 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 7,106 $1.07M 0.21% +151 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 7,088 $1.06M 0.55% +257 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,080 $1.06M 0.8% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 7,073 $1.06M 0.93% -703 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 7,044 $1.06M 0.51% +26 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 7,023 $1.05M 0.35% -323 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 7,018 $1.05M 0.32% -63 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,016 $1.05M 0.18% -512 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,012 $1.05M 0.18% -8 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 6,999 $1.05M 0.49% +691 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,997 $1.05M 0.45% +2,500 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,997 $1.05M 0.12% -644 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 6,959 $1.04M 0.17% +47 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 6,957 $1.04M 0.32% -18,562 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 6,948 $1.04M 0.95% +5,450 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 6,937 $1.04M 0.22% -3,126 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,928 $1.04M 0.08% +20 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 6,918 $1.04M 0.48% +6 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 6,909 $1.04M 0.46% +55 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 6,890 $1.03M 0.51% -5,578 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 6,879 $1.03M 0.33% +972 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 6,870 $1.03M 0.29% +803 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 6,855 $1.03M 0.19% -319 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 6,837 $1.03M 0.76% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 6,834 $1.02M 0.62% +655 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 6,816 $1.02M 0.18% +21 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 7,188 $1.02M 0.45% +1,111 13F-HR/A Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,780 $1.02M 0.21% +288 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 6,771 $1.02M 0.86% +4 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,770 $1.02M 0.37% -625 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 6,926 $1.01M 0.23% -268 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 6,749 $1.01M 0.65% -570 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,740 $1.01M 0.56% +1,493 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,703 $1.01M 0.07% +1,433 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,702 $1M 0.39% -114 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 6,683 $1M 0.82% +899 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 6,683 $1M 0.18% -24 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 6,673 $1M 0.39% -255 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 6,657 $998K 0.62% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 6,656 $998K 0.07% -282 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,649 $997K 0.58% -1,481 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 6,635 $995K 0.16% -105 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,604 $990K 0.17% +2,281 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,604 $990K 0.1% -859 13F-HR/A Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 6,600 $990K 0.37% +4,202 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 6,596 $989K 0.16% +2,096 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,588 $988K 0.05% -1,213 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,572 $985K 0.03% +298 13F-HR/A Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,570 $985K 0.22% -215 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,523 $978K 0.12% -94 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,520 $978K 1.1% +317 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 6,497 $974K 0.08% -151 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 6,478 $971K 0.29% +6,254 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 6,479 $971K 0.76% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 6,471 $970K 0.26% -25 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,458 $969K 0.1% +317 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,461 $969K 0.09% +60 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,451 $967K 0.48% +149 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,493 $967K 0.26% -171 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,437 $965K 0.04% -1,648 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 6,434 $965K 0.32% +39 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 6,429 $964K 0.34% +6 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,428 $964K 0.58% +537 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 6,428 $964K 0.25% +1,119 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 6,417 $962K 0.18% +28 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 6,408 $961K 0.34% -68 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,397 $959K 0.02% -308 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 6,390 $958K 0.25% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,381 $957K 0.27% -8,993 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,375 $956K 0.35% +1,365 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 6,369 $955K 0.13% -35,613 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,367 $955K 0.64% +60 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 6,362 $954K 0.53% +549 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 6,358 $953K 1.66% -47,221 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,352 $952K 0.17% -1,397 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 6,349 $952K 0.43% +183 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 6,346 $952K 0.41% -111 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 6,341 $951K 0.07% -19 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,066 $949K 0.08% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,324 $948K 0.43% +972 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 6,320 $948K 0.38% -13 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 6,315 $947K 0.28% -249 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6,306 $945K 0.38% -221 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,303 $945K 0.05% -3,151 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 6,297 $944K 0.09% +23 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 6,296 $944K 0.17% -661 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 6,284 $942K 0.13% +49 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 6,281 $942K 0.76% -400 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 6,278 $941K 0.29% new 13F-HR Timeline Group Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 6,274 $941K 0.28% -591 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 6,272 $940K 0.09% -14,029 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,269 $940K 0.14% +600 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,266 $940K 0.21% -484 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 6,256 $938K 0.51% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6,244 $936K 0.86% +559 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 6,240 $936K 0.21% -787 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,240 $936K 0.56% +13 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,229 $934K 0.08% +729 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,222 $933K 0.32% -28,717 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,188 $928K 0.15% -615 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 6,188 $928K 0.19% +16 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,184 $927K 0.09% +161 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 6,183 $927K 0.22% +299 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,181 $927K 0.21% -85 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 6,163 $924K 0.8% +60 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 6,162 $924K 0.39% -6,035 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,150 $922K 0.12% +397 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,121 $918K 0.26% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,117 $917K 0.11% +200 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,128 $917K 0.02% +2,541 13F-HR Timeline Group Poplar Forest Capital LLC More: the full row for Poplar Forest Capital LLC 6,115 $917K 0.16% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 6,111 $916K 0.86% -40 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,107 $916K 0.2% +300 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,093 $914K 0.15% +7 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 6,080 $912K 0.5% -2,575 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,073 $911K 0.48% -124 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,069 $910K 0.37% +1,867 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 13,229 $909K 0.22% -1,034 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 6,773 $906K 0.37% +131 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,040 $906K 0.45% +386 13F-HR/A Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,023 $903K 0.45% +4 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 6,003 $900K 0.16% +283 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 6,001 $900K 0.35% +467 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,994 $899K 0.06% +27 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 5,995 $899K 0.76% +3,651 13F-HR Timeline Trust Co More: the full row for Trust Co 5,992 $898K 0.11% -135 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,949 $895K 0.1% +2,867 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5,965 $894K 0.14% -124 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,961 $894K 0.12% -325 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,955 $893K 0.64% +125 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,954 $893K 0.4% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,954 $893K 0.07% -755 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,948 $892K 0.02% -364 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,944 $891K 0.08% -983 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 5,941 $891K 0.03% +77 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 5,924 $888K 0.25% -31 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,918 $887K 0.03% +183 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,917 $887K 0.1% -9 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 5,914 $887K 0.18% +3 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,904 $885K 0.24% +434 13F-HR Timeline NWF Advisory Services Inc. 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