SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,861 $2.01M 0.04% +338 13F-HR Timeline Group InvesTrust More: the full row for InvesTrust 13,754 $2M 0.81% -2,578 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 13,103 $1.98M 1.2% -889 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 13,622 $1.98M 0.59% +48 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 13,609 $1.98M 0.03% -1,008 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 13,556 $1.97M 0.06% +1,433 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 13,540 $1.97M 0.68% +1,163 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,692 $1.94M 0.16% +1,238 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 13,368 $1.94M 0.24% +86 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,229 $1.92M 0.76% -889 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 13,228 $1.92M 0.37% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 13,075 $1.9M 0.15% -105 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 12,970 $1.88M 0.24% +3,074 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 12,924 $1.88M 0.36% -4,502 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 12,358 $1.8M 0.22% -2,631 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 12,358 $1.8M 0.22% +1,627 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 12,236 $1.79M 0.23% -135 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 12,212 $1.77M 0.54% -419 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 12,142 $1.76M 0.54% +191 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,836 $1.72M 0.61% +209 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 11,694 $1.7M 1.11% -397 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 11,670 $1.7M 0.2% +71 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,543 $1.68M 0.2% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 11,432 $1.66M 0.84% +515 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 11,407 $1.66M 1.07% -243 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 11,361 $1.65M 0.45% +375 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 11,344 $1.65M 0.89% -235 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 11,336 $1.65M 0.31% +195 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 11,302 $1.64M 0.23% -131 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 11,080 $1.61M 0.55% +1,623 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 10,924 $1.59M 1.06% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10,853 $1.58M 0.08% -4,641 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 10,796 $1.57M 0.8% +10 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 10,674 $1.55M 0.57% +31 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 10,673 $1.55M 0.26% -2,993 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,486 $1.52M 0.32% -1,082 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 10,310 $1.5M 0.72% -37 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 10,221 $1.48M 0.24% +1,065 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 10,156 $1.48M 0.3% +21 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 10,040 $1.46M 0.17% +790 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 10,013 $1.45M 0.08% -7,330 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 10,006 $1.45M 0.12% +8,291 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 9,784 $1.42M 0.31% -1,905 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 9,730 $1.41M 0.67% -61 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,679 $1.41M 0.1% -560 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 9,583 $1.39M 0.35% -392 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 9,528 $1.38M 0.24% -540 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,401 $1.37M 0.24% +103 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,372 $1.36M 0.29% -579 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 9,329 $1.36M 0.18% +7,034 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,261 $1.35M 0.07% +352 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 9,256 $1.34M 0.5% +2,480 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 9,233 $1.34M 0.54% -148 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 9,137 $1.33M 0.59% +98 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 9,094 $1.32M 0.05% -604 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,060 $1.32M 0.28% +69 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,056 $1.32M 0.25% +999 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 9,021 $1.31M 0.32% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,982 $1.3M 0.34% -5,911 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,951 $1.3M 0.11% -980 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,907 $1.29M 0.23% -271 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 8,860 $1.29M 0.52% +3,593 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,843 $1.28M 0.72% -163 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 8,843 $1.28M 0.27% +2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 8,813 $1.28M 0.59% +366 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 8,684 $1.26M 0.18% -351 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 8,654 $1.26M 0.71% +604 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,650 $1.26M 0.12% +944 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 8,565 $1.24M 0.58% +36 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,473 $1.24M 0.51% -455 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,507 $1.24M 0.1% +166 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 8,506 $1.24M 0.95% -85 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,480 $1.23M 0.09% -96 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 8,381 $1.22M 0.22% +1 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 8,316 $1.21M 0.74% +306 13F-HR Timeline Scheeler Financial LLC More: the full row for Scheeler Financial LLC 8,308 $1.21M 0.91% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 8,262 $1.2M 0.3% -1,909 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,176 $1.19M 0.55% -23 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,081 $1.17M 0.09% -1,871 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 8,066 $1.17M 0.23% -301 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 8,032 $1.17M 0.22% -19 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,982 $1.16M 0.41% +110 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 7,982 $1.16M 0.28% -596 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,909 $1.15M 0.5% +702 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 7,876 $1.14M 0.17% -209 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 7,832 $1.14M 0.07% +550 13F-HR Timeline Group BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 7,602 $1.13M 0.12% +201 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 7,701 $1.12M 0.04% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 7,679 $1.12M 0.44% -235 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 7,646 $1.11M 0.2% -1,603 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 7,639 $1.11M 0.85% -359 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 7,606 $1.1M 0.13% -27 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,601 $1.1M 0.07% +743 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 7,587 $1.1M 0.14% +5,293 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 7,567 $1.1M 0.48% -171 13F-HR Timeline Group Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 7,565 $1.1M 0.42% +566 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 7,483 $1.09M 0.8% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 7,470 $1.09M 0.09% +9 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 7,466 $1.08M 0.75% -300 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,066 $1.07M 0.12% +211 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,273 $1.06M 0.12% +16 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 7,198 $1.05M 0.25% -2,183 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 7,188 $1.04M 0.32% -141 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 6,868 $998K 0.21% +2,930 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 6,842 $994K 0.15% -134 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,810 $989K 0.1% -4,726 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,768 $983K 0.18% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 6,694 $972K 0.19% -150 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 6,675 $970K 0.11% -90 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 6,675 $970K 0.2% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 6,656 $967K 0.34% -115 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,630 $963K 0.18% +2,312 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 6,608 $960K 0.33% +36 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,566 $954K 0.23% -4 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,534 $949K 0.15% +736 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,525 $948K 0.06% -37 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 6,482 $942K 0.62% +408 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 6,410 $931K 0.24% +66 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,381 $927K 0.41% +200 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 6,372 $926K 0.9% -13 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 6,348 $922K 0.39% +62 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 6,368 $917K 0.51% +35 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 6,260 $913K 0.16% -54 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,264 $910K 0.23% -395 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 6,250 $908K 0.64% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,206 $902K 0.02% -253 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 6,182 $898K 0.52% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 6,180 $898K 0.2% -313 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,123 $890K 0.07% +2,735 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,111 $888K 0.38% +287 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,881 $886K 0.04% -2,171 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 6,089 $885K 0.19% +685 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,084 $884K 0.63% +6 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,000 $872K 0.05% +1 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,967 $867K 0.14% -263 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,897 $857K 0.47% 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 5,895 $856K 0.14% +471 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,846 $849K 0.36% +64 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 5,844 $849K 0.35% 0 13F-HR Timeline Seven Hills Financial, LLC More: the full row for Seven Hills Financial, LLC 5,795 $842K 0.51% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,790 $841K 0.5% -209 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,731 $833K 0.61% +122 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,627 $817K 0.44% -750 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 5,571 $809K 0.58% +1,811 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,521 $802K 0.2% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 5,501 $799K 0.23% -406 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,493 $798K 0.15% +133 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,484 $797K 0.46% -497 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,415 $787K 0.15% -200 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 5,411 $786K 0.06% -256 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,361 $779K 0.2% +2,765 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,335 $775K 0.32% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5,258 $764K 0.5% -814 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 5,248 $762K 0.13% +203 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,242 $762K 0.08% -100 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,142 $747K 0.37% -57 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 5,057 $735K 0.44% -58 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,004 $727K 0.11% +308 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 4,978 $723K 0.2% -12 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 4,971 $722K 0.38% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,968 $722K 0.27% -129 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,924 $715K 0.42% +68 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 4,917 $714K 0.12% +308 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,882 $709K 0.04% +34 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 4,813 $699K 0.35% +30 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 4,760 $692K 1.25% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,624 $686K 0.13% -89 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,699 $683K 0.26% +35 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,687 $681K 0.37% +257 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 4,696 $676K 0.43% -19 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,642 $674K 0.38% +700 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,621 $671K 0.08% -17 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 4,610 $670K 0.2% -145 13F-HR Timeline Savior LLC More: the full row for Savior LLC 4,498 $653K 1.81% -209 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,435 $644K 0.21% +22 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,429 $643K 0.2% +159 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,383 $637K 0.11% +1,027 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 4,359 $633K 0.4% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 4,338 $630K 0.05% +145 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,309 $626K 0.11% -134 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,283 $622K 0.15% -15 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,277 $621K 0.07% +189 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,272 $621K 0.14% -235 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,267 $620K 0.09% +127 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4,250 $617K 0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 4,242 $616K 0.3% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,234 $615K 0.09% +9 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,210 $612K 0.37% -77 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 4,142 $607K 0.27% 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 4,175 $607K 0.49% +852 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,069 $591K 0.07% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,052 $589K 0.28% -95 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 3,970 $577K 0.12% +21 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,908 $568K 0.02% -207 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 3,907 $568K 0.11% +19 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,863 $561K 0.12% +21 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,853 $560K 0.26% -353 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,822 $555K 0.06% +8 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,790 $551K 0.23% -35 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,787 $550K 0.19% 0 13F-HR Timeline