Truepoint, Inc. More: the full row for Truepoint, Inc. 1,675 $254K 0.01% +68 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,672 $253K 0.03% -10 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,672 $253K 0.05% -84 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,666 $252K 0.05% -88 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,666 $252K 0.03% +82 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,666 $252K 0.04% +409 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 1,676 $252K 0.03% +278 13F-HR Timeline Abacus Planning Group, Inc. 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More: the full row for New Covenant Trust Company, N.A. 1,643 $249K 0.19% +85 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,632 $247K 0.04% -1,077 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,631 $247K 0.04% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,629 $247K 0.07% -35 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,628 $247K 0.05% -105 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,628 $247K 0.05% +3 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,626 $246K 0.15% 0 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,624 $246K 0.13% 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,624 $246K 0.04% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,621 $246K 0.12% +3 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,620 $245K 0.03% -1 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,617 $245K 0.08% +1,517 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,614 $245K 0.06% +61 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,609 $244K 0.01% -147 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,608 $244K 0.02% -2,721 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,605 $243K 0.06% -69 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,600 $242K 0.02% +4 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,598 $242K 0.02% -2,341 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,596 $242K 0.06% -27 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 1,600 $241K 0.03% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,591 $241K 0.02% +104 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,589 $241K 0.04% +2 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,582 $240K 0.08% +200 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,581 $239K <0.01% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 1,579 $239K 0.12% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,574 $238K 0.02% -603 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,571 $238K 0.13% +298 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,569 $238K 0.09% +3 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,569 $238K 0.05% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,569 $238K 0.03% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,568 $238K 0.07% +17 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 1,566 $237K 0.12% +79 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,562 $237K 0.09% -30 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 1,561 $236K 0.03% +118 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,561 $236K 0.07% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,556 $236K 0.02% +27 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,552 $235K 0.1% 0 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 1,552 $235K 0.12% 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. 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More: the full row for Ascension Capital Advisors, Inc. 1,507 $228K 0.06% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,505 $228K 0.14% new 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,502 $228K 0.07% +88 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,501 $227K 0.13% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,501 $227K 0.03% +20 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,499 $227K 0.06% +13 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,497 $227K 0.05% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 1,497 $227K 0.08% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,490 $226K 0.06% -185 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,486 $225K 0.02% +100 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1,485 $225K 0.21% -42 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,481 $224K 0.12% -211 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,477 $224K 0.04% -83 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,465 $222K 0.03% +47 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,464 $222K 0.12% -12 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,459 $221K 0.04% +4 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,459 $221K 0.03% +33 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,459 $221K 0.03% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,456 $221K 0.02% +38 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,455 $220K 0.08% -330 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,451 $220K 0.05% -23 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,450 $220K 0.04% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,450 $220K 0.06% -97 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,441 $218K 0.02% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 1,440 $218K 0.12% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,438 $218K 0.02% 0 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 1,438 $218K 0.25% +27 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,436 $218K 0.03% +17 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,435 $217K 0.05% +65 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 1,433 $217K 0.15% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,431 $217K 0.01% +89 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 1,429 $216K 0.07% +25 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,427 $216K 0.03% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,427 $216K 0.01% -24 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,425 $216K 0.03% +59 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,424 $216K 0.01% +11 13F-HR/A Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,419 $215K 0.08% +83 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,418 $215K 0.08% +100 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,417 $215K 0.04% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,417 $215K 0.09% -508 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 1,416 $215K 0.13% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,416 $215K 0.05% -98 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,416 $214K 0.1% -29 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,415 $214K 0.01% -93 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,413 $214K 0.02% -227 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 1,406 $214K 0.07% -30 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,407 $213K 0.14% -25 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,406 $213K 0.08% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,377 $213K 0.04% +2 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,403 $213K 0.02% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,401 $212K <0.01% -218 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,400 $212K 0.31% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,399 $212K 0.05% -15 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,398 $212K 0.02% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,397 $212K 0.04% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,396 $212K 0.01% +19 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,396 $211K 0.02% +31 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,396 $211K 0.03% +2 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,387 $210K 0.01% +5 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,386 $210K 0.12% 0 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 1,386 $210K 0.07% 0 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 1,385 $210K 0.09% +76 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,383 $210K 0.05% -13 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,381 $209K 0.04% +1 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,380 $209K 0.07% -264 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,374 $209K 0.07% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,375 $208K 0.01% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 1,372 $208K 0.04% 0 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 1,372 $208K 0.04% 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 1,371 $208K 0.02% +4 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,367 $207K 0.08% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,363 $206K 0.02% new 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,362 $206K 0.06% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,360 $206K 0.04% new 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 1,360 $206K 0.18% -35 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,360 $206K 0.03% -141 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,358 $206K 0.02% +31 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,358 $206K 0.04% +102 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,357 $206K 0.02% +66 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,356 $205K 0.01% new 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,284 $205K 0.24% -145 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,353 $205K 0.06% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 1,360 $204K 0.12% -145 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 1,349 $204K 0.04% 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,345 $204K <0.01% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,343 $203K 0.03% -200 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,343 $203K 0.09% new 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,343 $203K 0.03% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,341 $203K 0.06% -84 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,338 $203K 0.12% +18 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 1,337 $203K 0.08% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,333 $202K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,329 $201K 0.04% +396 13F-HR/A Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,328 $201K 0.08% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,327 $201K 0.05% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 1,324 $201K 0.03% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,324 $201K 0.03% -180 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,236 $198K 0.05% +997 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,279 $194K 0.01% +131 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,268 $192K <0.01% +94 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,255 $190K 0.04% -11,905 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,218 $185K 0.08% -45 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,216 $184K 0.11% +201 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,210 $183K 0.19% +89 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,206 $183K 0.07% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,200 $182K 0.02% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,200 $182K 0.15% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,190 $180K 0.12% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,187 $180K 0.07% +44 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,179 $179K 0.06% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,177 $178K 0.11% -219 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,177 $178K 0.05% -5 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,175 $178K 0.01% -305 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,158 $175K 0.04% +53 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,120 $170K 0.02% +33 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,104 $167K 0.01% 0 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,099 $167K 0.01% +49 13F-HR Timeline Group Westside Investment Management, Inc. 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