Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,940 $250K 0.03% -541 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,933 $249K 0.03% -44 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,930 $249K 0.1% +20 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,929 $248K 0.08% -290 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 1,929 $248K 0.17% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,927 $248K 0.05% -62 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,927 $248K 0.2% -77 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,925 $248K 0.16% -725 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,920 $247K 0.11% -202 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,914 $246K 0.03% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,910 $246K 0.04% 0 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 1,908 $246K 0.24% +137 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 1,905 $245K 0.13% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 1,905 $245K 0.05% -44 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,904 $245K 0.05% +120 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,903 $245K 0.11% -257 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,902 $245K 0.09% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,900 $245K 0.03% -290 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,900 $245K 0.23% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Members Trust Co More: the full row for Members Trust Co 1,894 $244K 0.01% -165 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,894 $244K 0.02% -613 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 1,888 $243K 0.14% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,886 $243K 0.09% +451 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,884 $243K 0.05% -103 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,880 $242K 0.08% -345 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,878 $242K 0.07% -70 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,874 $241K 0.07% -247 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,864 $240K 0.14% +191 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,861 $240K 0.06% -183 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,858 $239K 0.11% -521 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,857 $239K 0.21% -902 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 1,851 $238K 0.27% -237 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,850 $238K 0.01% -150 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,839 $237K 0.8% -8 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,829 $235K 0.07% -13 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,826 $235K 0.19% +192 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,826 $235K 0.17% -17 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,821 $235K 0.05% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,820 $234K 0.01% +6 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,820 $234K 0.05% +94 13F-HR Timeline Kelman-Lazarov, Inc. 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More: the full row for West Family Investments, Inc. 1,809 $233K 0.08% -2,029 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,809 $233K 0.24% 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,807 $233K 0.03% +3 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,805 $232K 0.17% +443 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,801 $232K 0.16% +349 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,799 $232K 0.36% +263 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,739 $231K 0.15% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,795 $231K 0.05% -166 13F-HR Timeline Northstar Group, Inc. 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More: the full row for Lifestyle Asset Management, Inc. 1,785 $230K 0.08% +1 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 1,784 $230K 0.01% -811,390 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,782 $229K 0.09% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,779 $229K 0.03% -277 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,768 $228K 0.16% -487 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,768 $228K 0.04% -1,072 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,768 $228K 0.08% -54 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,766 $227K 0.02% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,763 $227K 0.08% -387 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,762 $227K 0.08% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,762 $227K 0.2% +118 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,761 $227K 0.26% -1,117 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,761 $227K 0.02% -154 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,759 $227K 0.01% +146 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,753 $226K 0.14% +54 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,749 $225K 0.1% -10 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,745 $225K 0.01% -220 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,726 $222K 0.01% -301 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,724 $222K 0.05% +70 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 1,724 $222K 0.08% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,720 $222K 0.13% -438 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 1,718 $221K 0.09% -62 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,715 $221K 0.18% +9 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,715 $221K 0.1% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 1,183 $221K 0.03% -34 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,708 $220K 0.07% -364 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,708 $220K 0.18% -227 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,707 $220K 0.03% -168 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,705 $220K 0.01% -177 13F-HR Timeline Group Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,704 $219K 0.03% +52 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,704 $219K 0.04% -195 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,704 $219K 0.02% -2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,703 $219K 0.17% +120 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,703 $219K 0.07% +1 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,700 $219K 0.05% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,700 $219K 0.03% -135 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,698 $219K 0.03% -559 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,697 $219K 0.06% -621 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 1,696 $218K 0.04% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,695 $218K 0.12% 0 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 1,693 $218K 0.03% -194 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,578 $217K 0.09% 0 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,685 $217K 0.12% +23 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,684 $217K 0.02% -16 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,680 $216K 0.02% 0 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 1,677 $216K 0.05% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,676 $216K 0.07% -10 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,671 $215K 0.04% -72 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,668 $215K 0.06% +132 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,665 $214K 0.06% +70 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,663 $214K 0.01% -955 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,662 $214K 0.1% -77 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,662 $214K 0.09% +1 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,661 $214K 0.03% +172 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,659 $214K 0.09% +8 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,658 $214K <0.01% +21 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,655 $213K 0.04% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,655 $213K 0.07% -693 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,654 $213K 0.14% -616 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 1,656 $213K 0.03% +1 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,670 $213K 0.04% 0 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 1,650 $212K 0.18% -915 13F-HR/A Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,647 $212K <0.01% -952 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,645 $212K 0.06% -5,137 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,642 $211K 0.09% +72 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,642 $211K 0.04% +393 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,637 $211K 0.12% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,636 $211K 0.02% +110 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,635 $211K 0.02% +32 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,635 $211K 0.08% -279 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,634 $210K 0.03% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,629 $210K 0.01% -9 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,620 $209K 0.07% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,619 $209K 0.02% -257 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,617 $208K 0.09% -1,876 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,617 $208K 0.03% -34 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,618 $208K 0.05% 0 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,615 $208K 0.02% 0 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 1,615 $208K 0.17% 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,611 $207K 0.05% -536 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,609 $207K 0.07% -41 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 1,609 $207K 0.19% -69 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,603 $206K 0.02% +235 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 1,600 $206K 0.06% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,600 $206K 0.03% -25 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,598 $206K 0.03% -828 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,594 $205K 0.11% -102 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,592 $205K 0.08% -66 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,589 $205K 0.25% -113 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,587 $204K 0.15% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,583 $204K 0.06% +58 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,583 $204K 0.21% +28 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,581 $204K 0.02% -495 13F-HR Timeline Group Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,579 $203K 0.12% -5 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,631 $203K 0.01% -129 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,578 $203K 0.19% new 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 1,576 $203K 0.21% -239 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,575 $203K 0.04% -12 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,574 $203K 0.16% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,571 $202K 0.05% -15 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 1,571 $202K 0.19% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,569 $202K 0.1% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,565 $202K 0.23% -3 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,561 $201K 0.1% +150 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,559 $201K 0.06% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,542 $199K 0.01% -83 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,539 $198K 0.14% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,524 $196K 0.06% -120 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,487 $191K 0.06% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,473 $190K 0.11% +288 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,471 $189K 0.06% +36 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 1,462 $188K -50 Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,446 $186K 0.04% -1,129 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 1,443 $186K 0.63% +1,269 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,408 $181K 0.11% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,400 $180K 0.05% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,382 $178K 0.03% -23 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,366 $176K 0.07% -384 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,333 $172K 0.11% -784 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,324 $171K 0.01% -306 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,300 $167K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,296 $167K 0.04% +99 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,290 $166K 0.07% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,286 $166K 0.01% -70 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,272 $164K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,264 $163K 0.09% +395 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,242 $160K 0.03% -298 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,237 $158K 0.12% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,218 $157K 0.02% +818 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,208 $156K 0.04% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,201 $155K 0.1% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,174 $151K 0.01% -5,991 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,156 $149K 0.04% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,151 $148K 0.01% -181 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,121 $144K 0.02% -17 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 1,110 $143K 0.05% -83 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,106 $142K 0.03% +157 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,102 $142K 0.02% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,101 $142K 0.07% +1 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,069 $138K 0.07% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,069 $138K 0.02% +283 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,062 $137K 0.06% 0 13F-HR Timeline