FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 19,134 $4.94M 1.86% +899 13F-HR Timeline Castellan Group More: the full row for Castellan Group 19,118 $4.93M 0.62% new 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 18,021 $4.92M 4.3% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 18,537 $4.91M 0.43% +20 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 18,986 $4.9M 0.18% +1,974 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 18,970 $4.89M 0.31% +2,838 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 18,901 $4.88M 0.15% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 18,899 $4.88M 0.66% -526 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 18,852 $4.86M 1.08% -779 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 18,793 $4.85M 0.4% -751 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 18,698 $4.82M 5.1% 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 18,677 $4.82M 1.17% +4,273 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 18,671 $4.82M 2.13% +1,030 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 18,364 $4.74M 0.45% -551 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 18,359 $4.74M 0.09% -525 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 18,356 $4.74M 0.37% -1,341 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 18,310 $4.72M 0.62% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 18,261 $4.71M 0.64% +635 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 18,161 $4.68M 0.78% +294 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 18,155 $4.68M 0.17% -1,258 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 18,100 $4.67M 1.47% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 18,099 $4.67M 1.34% +824 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 17,965 $4.63M 1.16% +591 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17,875 $4.61M 1.2% -45 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 17,858 $4.61M 1.6% +171 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 17,855 $4.61M 0.16% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 17,835 $4.6M 0.09% +8,513 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 17,829 $4.6M 0.26% +128 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 17,775 $4.58M 1.23% -491 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 17,696 $4.56M 0.37% +276 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 17,670 $4.56M 1.53% +204 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 16,569 $4.54M 0.15% +2,535 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 17,579 $4.53M 0.68% +746 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 17,540 $4.52M 0.44% -414 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for FinDec Wealth Services, Inc. 17,260 $4.45M 4.77% -968 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 17,254 $4.45M 0.75% 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 17,229 $4.44M 2.02% -637 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 17,227 $4.44M 2.63% -239 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,202 $4.44M 0.07% -379 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 17,043 $4.41M 1.09% 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 17,079 $4.41M 0.17% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,078 $4.41M 0.09% +941 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 17,052 $4.4M 3.83% -143 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 17,050 $4.4M 0.12% -109 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 15,899 $4.38M 0.53% +646 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 16,990 $4.38M 2.96% +542 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 16,951 $4.37M 2.83% -111 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,886 $4.36M 0.15% -401 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 16,867 $4.35M 1.22% +879 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 16,863 $4.35M 1.18% -284 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 16,826 $4.34M 1.99% +36 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 16,821 $4.34M 0.05% +310 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,802 $4.33M 0.01% +1,175 13F-HR Timeline Group Mystic Asset Management, Inc. 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More: the full row for MATHER GROUP, LLC. 16,546 $4.27M 0.04% -537 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 16,516 $4.26M 1.22% -3,086 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,495 $4.25M 0.25% -839 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 16,441 $4.24M 3.38% -179 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 16,343 $4.22M 1.35% +2,195 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16,314 $4.21M 0.14% -556 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 16,239 $4.19M 0.32% -792 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 16,234 $4.19M 0.42% +8,075 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 16,216 $4.18M 0.18% -567 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 16,167 $4.17M 2.32% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 16,165 $4.17M 0.22% +1,444 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,146 $4.16M 0.09% +15 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 16,131 $4.16M 0.01% -711 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 16,055 $4.14M 0.33% +786 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 16,039 $4.14M 2.05% -227 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 15,986 $4.12M 0.83% +78 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,974 $4.12M 0.2% -4,338 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 15,944 $4.11M 2.8% +44 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 15,753 $4.06M 0.98% +3,471 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 15,680 $4.04M 1.34% +54 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 15,675 $4.04M 0.38% +159 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 15,655 $4.04M 2.62% -1,309 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,624 $4.03M 0.27% +643 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 15,607 $4.03M 0.14% +1,252 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,588 $4.02M 0.02% +2,318 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 15,540 $4.01M 1.4% -135 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 15,498 $4M 1.13% +182 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 15,452 $3.99M 0.59% +1,510 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 15,442 $3.98M 1.3% 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 15,339 $3.96M 0.56% -207 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 15,304 $3.95M 1.45% -565 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 14,389 $3.94M 0.45% -97 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,247 $3.93M 0.06% +2,365 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 15,207 $3.92M 1.04% +173 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15,021 $3.87M 0.1% -255 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,988 $3.87M 0.28% +1,855 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 14,975 $3.86M 1.62% +960 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,904 $3.84M <0.01% +11,719 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,781 $3.81M 0.18% -513 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,672 $3.79M 0.11% +7,304 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 14,403 $3.75M 0.05% +1,216 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 14,515 $3.74M 1.03% -972 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 14,432 $3.72M 0.4% 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 14,429 $3.72M 2.1% +184 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,411 $3.72M 0.01% +214 13F-HR/A Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 14,364 $3.71M 0.17% -325 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 14,338 $3.7M 4.72% +1 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 14,268 $3.68M 0.83% +53 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 14,204 $3.66M 0.67% -39 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 14,198 $3.66M 0.18% +266 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14,196 $3.66M 0.1% -200 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 14,192 $3.66M 0.03% -29 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 14,190 $3.66M 0.76% +48 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 14,167 $3.65M 2.46% +75 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 14,121 $3.64M 0.33% +1,364 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 14,110 $3.64M 0.26% new 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 14,082 $3.63M 3.57% 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 14,066 $3.63M 0.64% +1,848 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 13,980 $3.61M 1.97% -683 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 13,967 $3.6M 0.62% -556 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 13,925 $3.59M 1.26% +5,406 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 13,649 $3.52M 0.67% +3,335 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 13,645 $3.52M 1.92% -217 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 13,559 $3.5M 0.58% +1,045 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 13,542 $3.49M 1.04% -1,094 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 13,534 $3.49M 1.98% -25 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 13,456 $3.47M 1.59% +191 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 13,437 $3.47M 1.94% +6 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 13,405 $3.46M 0.48% -504 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 13,382 $3.45M 3.1% -84 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 13,380 $3.45M 0.61% +1,238 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 13,378 $3.45M 3.05% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 13,343 $3.44M 0.04% +6,491 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 13,299 $3.43M 2% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,280 $3.43M 0.08% -872 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 13,235 $3.41M 2.36% +2,848 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 13,213 $3.41M 0.3% -525 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 13,201 $3.41M 1.11% +4 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 13,168 $3.4M 0.45% -511 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 13,115 $3.38M 1.22% -1,692 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 13,099 $3.38M 0.92% +886 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 13,074 $3.37M 1.35% -637 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 13,037 $3.36M 0.87% -270 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 13,034 $3.36M 0.57% -777 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 13,005 $3.36M 1.58% +81 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 12,973 $3.35M 0.31% +166 13F-HR Timeline Group BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 12,954 $3.34M 0.92% -504 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 12,940 $3.34M 1.85% -925 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 12,900 $3.33M 0.11% -24 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 12,878 $3.32M 0.09% 0 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 12,777 $3.3M 3.54% 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 12,735 $3.29M 3.34% +203 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 12,677 $3.27M 1.74% -7,616 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 12,633 $3.26M 0.37% -71 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,546 $3.24M 0.08% +95 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 12,540 $3.23M 3.03% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 12,521 $3.23M 0.75% +8,093 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 12,519 $3.23M 1.86% +275 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 12,517 $3.23M 0.96% +255 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,507 $3.23M 0.2% +1,415 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 12,500 $3.22M 0.05% 0 13F-HR Timeline Group Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 12,482 $3.22M 1.43% +521 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 12,449 $3.21M 0.24% -254 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 12,438 $3.21M 0.97% +1,005 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 12,391 $3.2M 0.57% -300 13F-HR/A Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 12,276 $3.17M 0.87% -899 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 12,200 $3.15M 2.37% +881 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 12,173 $3.14M 1.66% +1,680 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 12,109 $3.12M 0.55% -6 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 12,043 $3.11M 0.2% -446 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,041 $3.11M 0.57% -1,675 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,021 $3.1M 0.07% new 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 12,000 $3.1M 0.78% -56 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 11,994 $3.09M 0.33% +40 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 11,969 $3.09M 1.05% +10,846 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 11,922 $3.08M 1.3% +16 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 11,893 $3.07M 0.79% +188 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,885 $3.07M 0.14% -925 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,873 $3.06M 0.52% -26 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 11,858 $3.06M 0.77% +68 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 11,816 $3.05M 0.17% +515 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,782 $3.04M 0.18% -1,315 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 11,770 $3.04M 1% -99 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 11,768 $3.04M 0.31% +5 13F-HR Timeline Group Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 11,701 $3.02M 1.27% -2,763 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 11,065 $3.01M 0.68% +454 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 11,643 $3M 0.68% +106 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 11,636 $3M 0.05% 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 11,592 $2.99M 2.11% -95 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 11,561 $2.98M 2.04% -125 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 11,547 $2.98M 0.17% -5 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 11,517 $2.97M 0.8% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,378 $2.96M 0.2% +324 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 11,485 $2.96M 0.56% -16,693 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 11,427 $2.95M 0.04% +10,442 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 11,418 $2.95M 0.37% +111 13F-HR/A Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 11,382 $2.94M 0.26% -123 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 11,375 $2.93M 1.63% +10,415 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 11,340 $2.93M 0.35% -44 13F-HR Timeline