McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,078 $434K 0.06% -793 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 2,076 $433K 0.03% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,069 $432K 0.08% +3 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,880 $432K 0.18% +127 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 2,066 $431K 0.08% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,065 $431K 0.04% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,062 $430K 0.02% -289 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,058 $429K 0.01% +724 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,052 $428K 0.05% -21 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,039 $426K 0.05% -448 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,039 $426K 0.14% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,030 $424K 0.06% -82 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,024 $422K 0.02% -2,657 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,020 $422K <0.01% -1,012 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,017 $421K 0.01% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,012 $420K 0.22% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,011 $420K 0.01% -4 13F-HR Timeline Group Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,010 $420K 0.18% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,012 $419K 0.06% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,007 $419K <0.01% -436 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 2,003 $418K 0.01% +309 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,000 $417K 0.05% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,000 $417K 0.37% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,996 $417K 0.03% -2,996 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,993 $416K 0.09% -17 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,989 $415K 0.02% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,721 $415K 0.2% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,971 $411K 0.05% +123 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,957 $409K 0.07% new 13F-HR/A Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,956 $408K 0.05% -506 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,947 $406K 0.02% -263 13F-HR Timeline Traynor Capital Management, Inc. 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More: the full row for Legacy Capital Group California, Inc. 1,907 $398K 0.1% +12 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,906 $398K 0.04% +583 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,906 $398K 0.02% -27 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,905 $398K 0.12% -2 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,898 $396K 0.15% +20 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,895 $396K 0.13% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,895 $396K 0.35% 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,894 $395K 0.14% -16 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,892 $395K 0.06% -4 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,892 $395K 0.02% +134 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,888 $394K 0.02% -530 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,829 $393K 0.04% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,880 $392K 0.08% +229 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,877 $392K 0.01% +77 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,874 $391K 0.03% -3 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,873 $391K 0.21% -580 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,870 $390K 0.06% +65 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,865 $389K 0.01% +202 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,797 $388K 0.03% -812 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,853 $387K 0.12% +44 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,844 $385K 0.17% +14 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 1,721 $384K 0.08% -200 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,836 $383K 0.08% -131 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,833 $383K 0.03% +110 13F-HR Timeline Prudent Man Investment Management, Inc. 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More: the full row for FDx Advisors, Inc. 1,810 $378K 0.19% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,805 $377K 0.05% -18 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,800 $376K 0.11% 0 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,793 $374K 0.09% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,792 $374K 0.09% -48 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,782 $372K 0.07% +76 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,675 $371K 0.04% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 1,769 $369K 0.09% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,767 $369K 0.2% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,766 $369K 0.05% -67 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 1,765 $368K 0.28% -3 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,763 $368K 0.23% -84 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,759 $367K 0.01% -132 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,758 $367K 0.18% -25 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,753 $366K 0.25% +43 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,747 $365K 0.08% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,745 $364K 0.09% new 13F-HR/A Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 1,741 $363K 0.08% 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,736 $362K 0.11% +17 13F-HR Timeline American Trust More: the full row for American Trust 1,731 $361K 0.03% -643 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,726 $360K 0.05% +504 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,723 $360K 0.12% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,723 $359K 0.01% -182 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,721 $359K 0.1% +39 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,715 $358K 0.08% 0 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 1,713 $358K 0.08% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,708 $357K 0.38% 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,705 $356K 0.06% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,700 $355K 0.02% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,691 $354K 0.1% +184 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,688 $352K 0.26% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,674 $349K 0.02% -79 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 1,673 $349K 0.15% -35 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,669 $348K 0.09% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,664 $347K 0.21% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,661 $347K 0.02% +225 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,658 $346K 0.01% +251 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,520 $346K 0.07% +132 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,647 $344K 0.03% -1,047 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,647 $344K 0.32% 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,645 $343K 0.03% +17 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,642 $343K 0.17% +66 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,630 $340K 0.02% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,611 $336K 0.08% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,610 $336K 0.03% +25 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,609 $336K <0.01% -6 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,604 $335K 0.04% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,600 $334K 0.02% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 1,600 $334K 1.55% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,596 $333K 0.03% +25 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,589 $332K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,579 $330K 0.04% +73 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,578 $329K 0.03% +1 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,575 $329K 0.1% -50 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,574 $329K 0.01% -144 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,563 $326K 0.87% -505 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,562 $326K 0.06% +278 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,557 $325K 0.21% -74 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,551 $324K 0.01% -300 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,551 $324K 0.02% +24 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,545 $322K 0.03% -137 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,544 $322K 0.03% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,544 $322K 0.03% +4 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,543 $322K 0.02% -513 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,540 $321K 0.14% -62 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 1,520 $321K 0.11% +3 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,527 $319K 0.02% +22 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,525 $318K 0.11% 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 1,522 $318K 0.51% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,520 $317K 0.16% +6 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,519 $317K 0.03% -187 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,516 $316K 0.1% +59 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,514 $316K 0.19% 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,512 $316K 0.81% new 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. 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More: the full row for Financial Guidance Group, Inc. 1,500 $313K 0.13% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,500 $313K 0.12% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,489 $311K 0.05% +164 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,485 $310K 0.01% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,483 $310K <0.01% 0 13F-HR Timeline Group Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 1,481 $309K 0.22% -15,479 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,471 $307K 0.02% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,471 $307K 0.01% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,461 $305K 0.09% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,460 $305K 0.02% -4,694 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,445 $302K 0.05% +53 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,442 $301K 0.22% +13 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,435 $300K 0.11% +82 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,432 $299K 0.34% -507 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,431 $299K 0.01% +113 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,429 $298K 0.05% -239 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,425 $297K 0.03% +38 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,421 $297K 0.02% +1 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,415 $295K 0.02% +1 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,409 $294K 0.07% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,406 $293K 0.15% 0 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 1,404 $293K 0.27% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,401 $292K 0.02% +67 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,400 $292K 0.08% 0 13F-HR Timeline Group PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 1,400 $292K 0.2% 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,397 $292K 0.1% -382 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,393 $291K 0.06% -108 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,390 $290K 0.05% +147 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,390 $290K 0.1% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,376 $287K 0.02% -172 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,375 $287K 0.02% -28 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,372 $286K 0.02% +188 13F-HR Timeline Cardinal Capital Management, Inc. More: the full row for Cardinal Capital Management, Inc. 1,000 $286K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,371 $286K 0.1% +1,015 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 1,370 $286K 0.19% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,370 $286K 0.1% -500 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,364 $285K 0.01% -4 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,363 $284K 0.02% +244 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,303 $284K 0.01% -71 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,358 $283K 0.16% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,350 $282K 0.02% -32,532 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,350 $282K 0.05% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,348 $281K 0.03% -1,993 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,347 $281K 0.01% 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,345 $281K 0.22% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,342 $280K 0.16% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,342 $280K 0.02% +151 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 1,334 $278K 0.25% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,330 $278K 0.01% -117 13F-HR/A Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,330 $278K 0.04% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,327 $277K 0.02% -239 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,326 $277K 0.03% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,325 $277K 0.05% 0 13F-HR Timeline