Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,021 $916K 0.16% -355 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,019 $915K 0.12% -319 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,005 $911K 0.08% +951 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 2,992 $907K 0.51% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,982 $904K 0.2% +459 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,502 $903K 0.28% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,971 $901K 0.19% +106 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,959 $897K 0.35% -88 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,949 $894K 0.16% +8 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,944 $892K 0.6% -36 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 2,941 $891K 0.56% 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,939 $891K 0.39% +42 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,923 $886K 0.53% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,914 $883K 0.25% -98 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 2,900 $879K 0.76% -356 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,897 $878K 0.04% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,893 $877K 0.03% +12 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,887 $875K 0.13% -118 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,884 $874K 0.03% +269 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 2,882 $873K 0.37% +2 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,868 $869K 0.3% +9 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,862 $868K 0.06% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,862 $868K 0.05% +793 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,862 $867K 0.63% new 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,861 $867K 0.36% +377 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,860 $867K 0.01% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,853 $865K 0.02% -39 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,836 $860K 0.19% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,835 $859K 0.39% +44 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 2,835 $859K 0.47% +733 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,833 $859K 0.13% -80 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 2,829 $858K 0.78% +48 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,826 $857K 0.1% -135 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2,823 $856K 0.47% -8 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,890 $853K 0.11% -18 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,811 $852K 0.25% +110 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,810 $852K 0.06% -120 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,810 $852K 0.01% -106 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,808 $851K 0.04% -7 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,805 $850K 0.37% +1 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,804 $850K 0.26% +1,004 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,792 $846K 0.18% +17 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 2,785 $844K 0.16% +11 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,794 $843K 0.26% +756 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,776 $842K 0.09% +391 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 2,769 $839K 0.05% +452 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,765 $838K 0.18% +23 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,752 $835K 0.12% -187 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,751 $834K 0.07% +2 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,747 $833K 0.03% -801 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,737 $830K 0.2% +619 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,726 $826K 0.61% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,725 $826K <0.01% -1,129 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 2,717 $824K 0.03% +103 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,711 $822K 0.02% +119 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,710 $821K 0.07% +39 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,700 $818K 0.06% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,695 $818K 0.12% +1 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,692 $816K 0.04% +267 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,684 $813K 0.22% +176 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 2,683 $813K 0.01% -210 13F-HR Timeline Group Seek First Inc. More: the full row for Seek First Inc. 2,679 $812K 0.51% +7 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for Wealth Dimensions Group, Ltd. 2,650 $803K 0.14% -6 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,650 $803K 0.1% +8 13F-HR Timeline Pandi, LLC More: the full row for Pandi, LLC 2,644 $801K 0.12% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 2,642 $801K 0.21% -154 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,636 $799K 0.03% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,626 $796K 0.04% -515 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,621 $794K 0.1% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,612 $792K 0.21% +70 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,607 $790K 0.47% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,599 $788K 0.04% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,597 $787K 0.08% -35 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,596 $787K 0.22% +241 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,591 $785K 0.36% -259 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2,589 $785K 0.51% +385 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2,588 $784K 0.1% -28 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 2,576 $781K 0.61% -5 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,571 $780K 0.38% -1 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,570 $779K 0.1% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,566 $778K 0.06% 0 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 2,563 $777K 0.59% -76 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,561 $776K 0.17% +205 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,542 $770K 0.31% -68 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 2,541 $770K 0.05% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,530 $767K 0.41% +6 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,528 $766K <0.01% +57 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 2,526 $766K 0.07% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,524 $765K <0.01% -87 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,513 $762K 0.29% -3 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,509 $761K 0.01% +906 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 2,507 $760K 0.58% +374 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,506 $760K 0.16% +259 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 2,502 $758K 0.06% 0 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 2,497 $757K 1.52% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,490 $755K 0.29% +4 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,479 $751K 0.11% -1,524 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,475 $750K 0.14% +79 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,468 $748K 0.46% -329 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,456 $744K 0.05% -18 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 2,453 $744K 0.41% +380 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,403 $743K 0.24% -9 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,449 $742K 0.07% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,448 $742K 0.03% +145 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,448 $742K 0.09% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,446 $742K 0.04% +72 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,442 $740K 0.4% -2,153 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,430 $737K 0.12% +92 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,423 $735K 0.18% +274 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,416 $732K 0.12% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,411 $731K 0.04% +1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,408 $730K 0.13% -90 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,408 $730K 0.04% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,400 $727K 0.15% -23 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,384 $723K 0.05% -532 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,383 $722K 0.07% -69 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,376 $720K 0.02% +58 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 2,376 $720K 0.54% +320 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 2,367 $717K 0.38% +1,005 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 2,364 $717K 0.63% -15 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,518 $716K 0.24% +393 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 2,360 $715K 0.59% +7 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,360 $715K 0.04% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,352 $713K 0.06% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,344 $711K 0.28% +1,250 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,357 $708K 0.05% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,325 $705K 0.13% -60 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,323 $704K 0.27% +289 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 2,322 $704K 1.58% -1,241 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,316 $702K 0.13% +200 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 2,316 $702K 0.74% -258 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,309 $700K 0.08% +1 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,308 $700K 0.11% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,304 $698K 0.01% +728 13F-HR Timeline Group Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 2,304 $698K 0.57% -31 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 2,289 $694K 0.45% new 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,284 $692K 0.26% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,280 $691K 0.08% +159 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,278 $691K 0.15% +7 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,273 $689K 0.08% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,268 $687K 0.07% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,262 $686K 0.03% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,258 $684K 0.32% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,257 $684K 0.05% +421 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,255 $684K 0.23% +2,202 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,253 $683K 0.19% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,250 $682K 0.01% +772 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,247 $681K 0.13% +208 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,247 $681K 0.18% -87 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,247 $681K 0.15% +162 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,242 $679K 0.16% +621 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,241 $679K 0.04% +727 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 2,238 $679K 0.51% -59 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,238 $678K 0.01% +191 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,487 $676K 0.12% +2,136 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,223 $674K 0.09% +7 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,231 $673K 0.06% -71 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,218 $672K 0.06% +7 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,217 $672K 0.09% 0 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,213 $671K 0.02% -208 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,206 $669K 0.52% -60 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 2,217 $669K 0.46% -1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,206 $669K 0.06% +169 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 2,206 $669K 0.29% -39 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 2,200 $667K <0.01% +600 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,199 $667K 0.01% 0 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,195 $665K 0.19% -203 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,192 $664K 0.05% -488 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,191 $664K 0.06% +1 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,191 $664K 0.5% +194 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,189 $663K 0.27% +98 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,185 $662K 0.02% +70 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,165 $656K 0.61% +32 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,154 $653K <0.01% +75 13F-HR Timeline Group RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,152 $652K 0.31% +15 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,148 $651K 0.25% +61 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 2,125 $651K 0.26% +2 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,142 $649K 0.05% -275 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,137 $648K 0.12% +134 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,133 $647K 0.04% 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,128 $645K 0.17% -216 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,126 $644K 0.03% -142 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,125 $644K 0.04% +30 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,122 $643K 0.11% +76 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,121 $643K 0.14% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,112 $640K 0.11% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,090 $640K 0.19% +35 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 2,107 $639K 0.4% -92 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,096 $635K 0.44% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,094 $635K 0.16% +121 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 2,091 $634K 0.25% +2 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,134 $634K 0.22% -136 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,076 $629K 0.28% +66 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,073 $628K 0.03% -73 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,069 $627K 0.05% -491 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,066 $626K 0.35% -77 13F-HR Timeline