1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,385 $565K 0.04% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,385 $565K 0.12% 0 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 2,375 $563K 0.48% new 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,368 $561K 0.92% +79 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 2,367 $561K 0.92% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,361 $560K 0.04% +1,063 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,361 $560K 0.17% +115 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 2,359 $559K 0.48% +358 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,356 $558K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,356 $558K 0.11% +16 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,346 $556K 0.05% -17 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 2,345 $556K 0.11% -2,825 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 2,345 $556K 0.1% -2,825 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,344 $555K 0.19% 0 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 2,342 $555K 0.18% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,342 $555K 0.45% +111 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,331 $552K 0.08% +392 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,329 $552K 0.54% -22 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,324 $551K 0.2% -7 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,322 $550K 0.1% +28 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,294 $549K 0.25% -179 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,317 $549K 0.43% -47 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,306 $546K 0.15% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 2,303 $546K 0.43% -1,745 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,295 $546K 0.09% -5 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,297 $544K 0.05% -137 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,291 $543K 0.45% -103 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,290 $543K 0.2% -103 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,286 $542K 0.23% -80 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,283 $541K 0.06% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,279 $540K 0.13% -5,340 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,271 $538K 0.16% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,272 $538K 0.04% +153 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,264 $537K 0.15% -50 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,263 $536K 0.14% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,253 $534K 0.22% -1,277 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,253 $534K 0.21% +61 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,249 $533K 0.03% +350 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,224 $527K 0.43% -1,516 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,225 $527K 0.04% -140 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,220 $526K 0.21% -30 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 2,213 $524K 0.16% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,207 $523K 0.03% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2,203 $522K 0.38% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,202 $522K 0.04% -4 13F-HR Timeline Group REDW Wealth LLC More: the full row for REDW Wealth LLC 2,182 $517K 0.21% +46 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,178 $516K 0.17% -144 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,178 $516K 0.06% -255 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,171 $515K 0.01% -555 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,151 $510K 0.04% +209 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,151 $510K 0.19% +359 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,150 $510K 0.09% -286 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,142 $508K 0.06% -1,306 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,126 $504K 0.07% +1,401 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,124 $503K 0.37% -33 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,121 $503K 0.08% new 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 2,116 $502K 0.23% +712 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,110 $500K 0.04% -25 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,109 $500K 0.18% -279 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,109 $500K 0.08% -50 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,106 $499K 0.06% -35 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,104 $499K 0.06% +24 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,099 $497K 0.38% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,098 $497K 0.34% -212 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,080 $493K 0.18% +152 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,070 $491K 0.15% -28 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,058 $488K 0.33% +7 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,060 $488K 0.03% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,057 $487K 0.05% -132 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 2,057 $487K 0.1% -6 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,056 $487K 0.08% +45 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,048 $487K 0.17% +135 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 2,051 $486K 0.42% +100 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,038 $485K 0.27% -30 13F-HR/A Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,044 $484K 0.17% -98 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,041 $484K 0.22% -282 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,033 $482K 0.16% -149 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,020 $480K 0.01% new 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 2,026 $480K 0.22% -56 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 2,020 $480K 0.17% -730 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,963 $477K 0.17% +3 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,988 $477K 0.29% -774 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,013 $477K 0.04% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,010 $476K 0.22% -12 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,001 $474K 0.02% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,998 $473K 0.23% +78 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,995 $473K 0.04% +987 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,990 $472K 0.14% -76 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,988 $471K 0.24% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,978 $470K 0.05% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,983 $470K 0.34% +64 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,978 $470K 0.06% -39 13F-HR/A Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,981 $470K 0.25% -189 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 1,977 $469K 0.36% -222 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,966 $467K 0.06% +76 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,958 $467K 0.09% +281 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,967 $466K 0.06% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,967 $466K 0.1% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,966 $466K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 1,952 $464K 0.2% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 1,955 $464K 0.24% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,957 $464K 0.32% 0 13F-HR/A Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,954 $463K 0.04% -300 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,942 $460K 0.03% -965 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,940 $460K 0.22% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,939 $460K 0.1% -13 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,932 $458K 0.38% 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,908 $452K 0.48% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,905 $451K 0.03% +42 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 1,905 $451K 0.16% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,904 $451K 0.13% -50 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 1,904 $451K 0.08% +320 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,903 $451K 0.24% -24 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,900 $450K 0.54% -17,516 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,889 $448K 0.21% -162 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,888 $447K 0.07% +264 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,884 $446K 0.03% +90 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,882 $446K 0.05% -426 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,876 $445K 0.17% -376 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,875 $444K 0.14% +315 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,871 $444K 0.02% +288 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,870 $443K 0.09% -101 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 1,860 $441K 0.23% -160 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,847 $438K 0.06% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,844 $437K 0.07% -29 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,841 $436K 0.03% -16 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 1,834 $435K 0.33% -18 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,826 $433K 0.05% +15 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,823 $432K 0.07% -223 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,815 $430K 0.03% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,814 $430K <0.01% -245 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,810 $429K 0.12% +3 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,810 $429K 0.14% -662 13F-HR/A Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,807 $428K 0.1% +480 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 1,806 $428K 0.4% 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,805 $428K 0.55% new 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 1,803 $427K 2.45% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,803 $427K 0.07% -38 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,800 $427K 0.31% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,763 $426K 0.01% +636 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 1,786 $425K 0.15% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,794 $425K 0.05% +91 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,790 $424K 0.03% -667 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,786 $423K 0.01% +25 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,784 $423K 0.05% +88 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 1,782 $422K 0.33% -9 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,781 $422K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,781 $422K 0.07% -9 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,770 $419K 0.22% +1,669 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,768 $419K 0.25% 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 $419K 0.07% 0 13F-HR/A Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,766 $419K 0.2% +86 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,761 $417K 0.01% -95 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,760 $417K 0.05% -26 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,756 $416K 0.1% -200 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,753 $415K 0.11% +55 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,751 $415K 0.03% +63 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,745 $414K 0.04% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,743 $413K 0.09% +2 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 1,742 $413K 0.15% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,740 $412K 0.35% +50 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 1,739 $412K 0.15% -68 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,733 $411K 0.02% -100 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,730 $410K 0.05% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 1,723 $410K 0.21% +164 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 1,729 $410K 0.24% -2,180 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,729 $410K 0.15% -12 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,709 $405K 0.02% -15 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,705 $404K 0.06% -623 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,703 $403K 0.23% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,702 $403K 0.11% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,695 $402K 0.04% 0 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 1,689 $400K 0.25% +146 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 1,626 $398K 0.14% -2,047 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,679 $398K <0.01% -1,197 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,669 $395K 0.01% +5 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,626 $395K 0.27% +171 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,643 $395K 0.06% +184 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,659 $393K 0.12% -60 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,657 $393K 0.14% +123 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,655 $392K 0.05% -33 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 1,632 $392K 0.17% 0 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 1,649 $391K 0.37% -155 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,648 $391K 0.09% -51 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,647 $390K 0.16% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,646 $390K 0.02% +58 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,644 $390K 0.08% +24 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 1,644 $390K 0.13% -351 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,640 $389K 0.03% +23 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,638 $388K 0.09% +1 13F-HR/A Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 1,635 $387K 0.39% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,634 $387K 0.06% -6 13F-HR/A Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,631 $387K 0.08% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,631 $387K 0.04% +3 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,629 $386K 0.09% +249 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,629 $386K 0.08% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,629 $386K 0.27% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,627 $386K 0.19% +65 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,624 $385K 0.07% -280 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,618 $383K 0.01% 0 13F-HR Timeline Group