FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,448 $543K 0.04% +194 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,444 $542K 0.39% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,436 $540K 0.12% new 13F-HR/A Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,436 $540K 0.1% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,433 $540K 0.07% +2 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,434 $540K 0.05% +75 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 2,433 $540K 2.08% +10 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,428 $538K 0.42% +785 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,426 $538K 0.3% -181 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,426 $538K 0.13% +4 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 2,323 $537K 0.12% +43 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,412 $535K 0.22% +418 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 2,409 $534K 36.93% -291,149 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,402 $533K 0.03% -16 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,400 $532K 0.04% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,394 $531K 0.47% +962 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,393 $531K 0.23% -117 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,392 $530K 0.61% -240 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,388 $529K 0.23% +149 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,385 $529K 0.12% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,385 $529K 0.04% -58 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2,031 $529K 0.4% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,371 $526K 0.13% -424 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 2,367 $525K 0.99% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,366 $525K 0.24% +167 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 2,365 $524K 0.18% +68 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,365 $524K 0.05% new 13F-HR/A Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,364 $524K 0.47% -69 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,363 $524K 0.06% -486 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,356 $522K <0.01% +174 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,351 $521K 0.56% -423 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,344 $520K 0.2% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,340 $519K 0.12% +700 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,331 $517K 0.22% -22 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,329 $516K 0.29% -2,261 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2,328 $516K 0.09% -36,299 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,323 $515K 0.25% -302 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,322 $515K 0.2% -51 13F-HR Timeline Nikulski Financial, Inc. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,306 $511K 0.15% +1 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,300 $510K 0.1% +5 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,294 $509K 0.1% +1 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,289 $508K 0.78% -286 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,286 $507K 0.02% -107 13F-HR/A Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,283 $506K 0.06% -38 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 2,280 $506K 0.47% +8 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,280 $506K 0.01% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,275 $504K 0.13% -261 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,271 $504K 0.15% -21 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 2,258 $502K 0.28% +319 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,263 $502K 0.14% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 2,254 $500K 0.04% -339 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,252 $499K 0.22% -898 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,250 $499K 0.22% -150 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,246 $498K 0.16% -87 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,243 $498K 0.52% -1,357 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,050 $493K 0.04% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,231 $491K 0.44% +69 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,207 $489K 0.03% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,206 $489K 0.04% -73 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2,203 $489K 0.39% +12 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2,199 $488K 0.14% +293 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,199 $488K 0.41% +852 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,192 $486K 0.2% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,189 $485K 0.06% -61 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,183 $484K 0.07% -25 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,182 $484K 0.18% +727 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 2,170 $481K 0.3% -4,063 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,159 $479K 0.08% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,157 $478K 0.43% +209 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,146 $476K 0.08% -97,335 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,142 $475K 0.17% +15 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,141 $475K 0.07% -360 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 2,136 $474K 0.18% -1,437 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,135 $473K 0.04% -3,290 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 2,131 $473K 0.21% +927 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 2,051 $472K 0.22% -66 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,119 $470K 0.04% +620 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,099 $465K 0.38% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,098 $465K 0.17% -63 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,086 $462K 0.5% -108 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 2,082 $462K 0.23% +2 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,080 $461K 0.06% +180 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,068 $459K 0.3% new 13F-HR/A Timeline LPWM LLC More: the full row for LPWM LLC 2,066 $458K 0.15% -34 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 2,063 $457K 0.07% -81 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,060 $457K 0.03% +70 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,059 $457K <0.01% -842 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,245 $456K 0.1% -30 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,055 $456K 0.3% +55 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,051 $456K 0.33% +171 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,052 $455K 0.21% -20 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,050 $455K 0.25% +985 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,046 $454K 0.09% +247 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,022 $448K 0.24% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 2,020 $448K 0.24% -29 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,011 $446K 0.09% +234 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 2,001 $444K 0.42% -38 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,001 $444K 0.02% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,997 $443K 0.04% -279 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 1,995 $442K 0.17% -141 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 1,992 $442K 0.11% -66 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,990 $441K <0.01% -1,558 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,988 $441K 0.25% -36 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,017 $437K 0.06% -205 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,971 $437K 0.12% -699 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,967 $436K 0.06% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,967 $436K 0.1% new 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 1,966 $436K 0.44% +181 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,966 $436K 0.02% +614 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,960 $435K 0.25% -2 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,807 $434K 0.14% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,957 $434K 0.34% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,956 $434K 0.11% +127 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,955 $434K 0.86% +52 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 1,955 $433K 0.23% +6 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,954 $433K 0.14% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,952 $433K 0.11% +2 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,952 $433K 0.31% +154 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 1,952 $433K 0.2% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,951 $433K 0.02% +211 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 1,951 $433K 0.4% +80 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,950 $432K 0.27% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,942 $431K 0.03% -124 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,940 $430K 0.23% +2 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,939 $430K 0.07% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,928 $427K 0.17% +129 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,927 $427K 0.27% -258 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,923 $426K 0.01% -51 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,920 $426K 0.24% +888 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,919 $425K 0.34% +68 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,913 $424K 0.16% +44 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,908 $423K 0.5% +120 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,905 $422K 0.16% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,904 $422K 0.08% +400 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,903 $422K 0.05% +355 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,903 $422K 0.07% -797 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,899 $421K 0.02% 0 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 1,899 $421K <0.01% -382 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,897 $421K 0.03% +394 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,890 $419K 0.06% +3 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,890 $419K 0.23% +7 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,873 $415K 0.07% -283 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,864 $413K 0.07% +77 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,863 $413K 0.03% -23 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,857 $412K 0.03% -666 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,856 $412K 0.01% -30 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,855 $411K 0.07% +308 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 1,852 $411K 0.36% -42 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,847 $410K 0.06% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,847 $410K 0.14% +198 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,841 $408K 0.07% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,833 $406K 0.02% +100 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 1,827 $405K 0.14% -118 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,823 $404K 0.19% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,815 $402K 0.03% +552 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,811 $402K 0.06% -579 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,810 $401K 0.18% -132 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,808 $401K 0.03% -1,109 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 1,807 $401K 0.16% +1 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 1,804 $400K 0.39% -50 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 1,803 $400K 2.29% +169 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,800 $399K 0.33% 0 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 1,799 $399K 0.02% +4 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,794 $398K 0.03% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,792 $397K 0.17% -953 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 1,791 $397K 0.34% -55 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,790 $397K 0.07% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,960 $396K 0.17% +100 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,786 $396K 0.05% -43 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 1,786 $396K 0.16% -2,300 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,781 $395K 0.01% +74 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,780 $395K 0.03% +29 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 1,772 $393K 0.3% -58 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,768 $392K 0.26% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 1,761 $391K 0.08% 0 13F-HR/A Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 1,761 $390K 0.01% +7 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,747 $387K 0.01% +788 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,745 $387K 0.04% new 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 1,742 $386K 0.15% +4 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,741 $386K 0.15% +24 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,741 $386K 0.09% -81 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,738 $385K 0.02% +68 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,728 $384K <0.01% +1,500 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,730 $384K 0.04% -50 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,725 $383K 0.19% -67 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,725 $383K 0.29% +840 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,724 $382K 0.02% +4 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,724 $382K 0.09% -1,713 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,719 $381K 0.13% +505 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,717 $381K 0.06% +787 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,711 $379K 0.08% -92 13F-HR/A Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,709 $379K 0.07% -1,769 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,708 $379K 0.01% -76,096 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,703 $378K 0.05% -101 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,699 $377K 0.09% -109 13F-HR Timeline