Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,955 $716K 0.33% +1 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,955 $716K 0.09% +191 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,954 $715K 0.99% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,945 $714K 0.11% +154 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,939 $713K 0.48% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,931 $711K 0.07% +27 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,900 $711K 0.19% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,926 $710K 0.24% -35 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,923 $710K 0.09% +27 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,923 $710K 0.14% +6 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,922 $710K 0.29% +89 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,922 $710K 0.04% +1,144 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,921 $709K 0.38% -151 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,920 $709K 0.05% -200 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,920 $709K 0.09% -28 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,913 $708K 0.08% -24 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,882 $708K 0.08% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,911 $708K 0.09% +603 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 3,892 $704K 0.26% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,888 $703K 0.08% +40 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,880 $702K 0.04% +672 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,877 $701K 0.12% +48 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,864 $699K 0.13% +231 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 3,849 $696K 0.11% +1,990 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,846 $696K 0.12% +646 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,839 $694K 0.06% +283 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,836 $694K 0.1% new 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,835 $694K 0.51% 0 13F-HR Timeline Group MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,825 $692K 0.05% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 3,816 $690K 0.12% +182 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,810 $689K 0.14% +215 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 3,809 $689K 0.33% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,802 $688K 0.13% -100 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 3,800 $687K 0.32% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,797 $687K 0.29% +1 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,794 $686K 0.04% +46 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,783 $684K 0.09% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,783 $684K 0.25% -382 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,778 $683K 0.21% +6 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,770 $682K 0.1% -424 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,760 $680K 0.05% +15 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,759 $680K 0.03% +6 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,756 $680K 0.18% -317 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,752 $679K 0.06% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,751 $679K 0.17% +246 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,745 $678K 0.09% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,744 $677K 0.06% +119 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 3,750 $677K 0.01% 0 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,742 $677K 0.09% -1 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,720 $677K 0.04% -60 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 3,740 $677K 0.3% +45 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,727 $674K 0.36% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,726 $674K 0.13% +313 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,724 $674K 0.24% -12 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 3,724 $674K 0.16% 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,722 $673K 0.14% -23 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,722 $673K 0.08% new 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,717 $672K 0.11% +813 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,717 $672K -17,078 Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,722 $672K 0.58% +2,700 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,672 $670K 0.09% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,698 $669K 0.04% +819 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,688 $667K 0.2% -24 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,687 $667K 0.02% -82 13F-HR Timeline Group VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,686 $667K 0.46% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,671 $664K 0.41% +44 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,659 $662K 0.18% -34 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,656 $661K 0.01% -10,077 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,656 $661K 0.12% +101 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,642 $659K 0.07% -24 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,629 $657K 0.39% -4 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,587 $654K 0.21% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 3,609 $653K 0.3% +390 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,602 $652K 0.09% +410 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,602 $652K 0.43% +1,543 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,600 $651K 0.08% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,600 $651K 0.15% +18 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,593 $650K 0.25% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,592 $650K 0.05% -3 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,584 $648K 0.08% +23 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,581 $648K 0.05% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,575 $647K 0.04% -3,677 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,575 $647K 0.36% +3 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 3,574 $647K 0.36% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 3,568 $646K 0.06% +2,045 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,568 $646K 0.05% -53 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,560 $644K 0.3% +600 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,558 $644K 0.08% -557 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,558 $644K 0.27% +409 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,554 $643K 0.02% -1,070 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 38,097 $643K 0.15% +36,276 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,552 $643K 0.06% -350 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,534 $639K 0.09% -609 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,534 $639K 0.04% -36 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,529 $638K 0.04% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,527 $638K 0.03% +500 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,524 $638K 0.14% +13 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,505 $634K 0.02% -173 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,494 $632K 0.11% +911 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 3,491 $632K 0.05% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,484 $630K 0.03% +1,276 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,483 $630K 0.17% +196 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,483 $630K 0.15% -34 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,480 $630K 0.32% +9 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,470 $628K 0.17% +541 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,468 $627K 0.13% +234 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 3,461 $626K 0.34% 0 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,460 $626K 0.21% +5 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,454 $626K 0.14% +300 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,443 $623K 0.06% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,435 $621K 0.2% +350 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,424 $619K 0.03% +183 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,423 $619K 0.13% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,422 $619K 0.07% +28 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,415 $618K 0.03% +234 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,386 $618K 0.04% 0 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 3,408 $617K 0.08% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,412 $617K 0.09% -234 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,401 $615K 0.42% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 3,401 $615K 0.01% +38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 3,400 $615K 0.07% -170 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,354 $612K 0.02% -28 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,380 $611K 0.23% -108 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,379 $611K 0.06% -15,937 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,378 $611K 0.39% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,375 $611K 0.02% -250 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,373 $610K 0.07% +123 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,372 $610K 0.13% +827 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 3,363 $608K 0.1% new 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 3,362 $608K 0.12% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,331 $608K 0.16% -256 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,357 $607K 0.28% -1,049 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,350 $607K 0.13% -325 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 3,353 $607K 0.2% 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 3,351 $606K 0.02% -204 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,348 $606K 0.04% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,343 $605K 0.04% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,323 $603K 0.16% +2 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,329 $602K 0.4% +275 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,326 $602K 0.12% -618 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 3,320 $601K 0.29% -107 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,287 $600K 0.1% +137 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 3,298 $597K 0.68% new 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,268 $596K 0.01% -18 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,287 $595K <0.01% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,286 $594K 0.17% +2,006 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,253 $593K 0.02% +195 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,122 $592K 0.16% +15 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,269 $591K 0.09% -23 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,258 $589K 0.13% +573 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,257 $589K 0.11% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,221 $587K 0.08% -82 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,245 $587K 0.02% -13 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,237 $586K 0.16% +357 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 3,236 $585K 0.16% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,231 $584K 0.09% +40 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,231 $584K 0.03% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 3,231 $584K 0.11% -97 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,215 $582K 0.14% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,212 $581K 0.02% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,212 $581K 0.11% -124 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,212 $581K 0.14% +337 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,208 $580K 0.05% +422 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,204 $580K 0.08% -125 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,203 $579K 0.1% +337 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,202 $579K 0.54% -806 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,197 $578K 0.31% +512 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,190 $577K 0.14% -13 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,186 $576K 0.29% +476 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,179 $575K 0.03% -126 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,153 $570K 0.12% +1 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,130 $566K 0.16% -69 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,115 $564K 0.26% +280 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,111 $563K 0.33% -1,771 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,876 $563K 0.21% -74 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,000 $561K 0.06% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,096 $560K 0.13% -179 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,094 $560K 0.17% +366 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,094 $560K 0.43% -54 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,093 $560K 0.19% +414 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,093 $560K 0.04% +137 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,084 $558K 0.02% -200 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,083 $558K 0.35% +173 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,058 $558K 0.13% -15,837 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,079 $557K 0.01% -135,839 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,075 $556K 0.1% -136 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,066 $555K 0.4% +412 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,062 $554K 0.07% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,056 $553K 0.12% -6 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 2,924 $552K 0.34% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,052 $552K 0.22% +226 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,048 $552K 0.19% +238 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 3,010 $550K 0.01% +128 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,041 $550K 0.19% -25 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,041 $550K 0.27% -252 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,040 $550K 0.01% +556 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 3,029 $548K 0.08% +570 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,028 $548K 0.18% -41 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,027 $548K 0.04% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,022 $547K 0.03% -500 13F-HR Timeline