Mathes Company, Inc. More: the full row for Mathes Company, Inc. 6,950 $511K 0.18% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 6,938 $510K 0.12% -699 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,933 $510K 0.02% +111 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 6,919 $509K 1.54% 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 6,903 $508K 0.02% +3,801 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,893 $507K 0.02% -506 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,864 $505K 0.11% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 6,860 $505K 0.32% +1,577 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 6,854 $504K 0.31% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,816 $501K 0.09% +70 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,803 $500K 0.04% +110 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 6,802 $500K 0.3% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,777 $499K 0.03% 0 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,727 $495K 0.03% +25 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 6,705 $493K 0.04% -760 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 6,705 $493K 0.34% +268 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,693 $492K 1.05% +730 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 6,685 $492K 0.35% 0 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 6,673 $491K 0.51% 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,666 $490K 0.25% +103 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,606 $486K 0.01% +5,037 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 6,600 $485K 0.02% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 6,592 $485K 0.01% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,584 $484K 0.03% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 6,584 $484K 0.07% +693 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 6,563 $483K 0.26% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,520 $480K 0.07% +214 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 6,520 $480K 0.39% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 6,500 $478K 0.13% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 6,495 $478K 0.06% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 6,487 $477K 0.09% +158 13F-HR/A 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 6,467 $476K 0.45% 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,463 $475K 0.15% +734 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,395 $470K 0.25% +335 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 6,375 $469K 0.09% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,300 $463K 0.08% -88 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 6,254 $460K 0.03% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,034 $457K 0.02% +218 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,205 $456K 0.04% -2 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,185 $455K 0.09% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,162 $453K 0.02% -793 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 6,153 $453K 0.14% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,709 $452K 0.01% +259 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,145 $452K 0.21% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,139 $452K 0.04% new 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 6,122 $450K 0.09% 0 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 5,612 $450K 0.19% -1,817 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,071 $447K 0.01% -298 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,041 $444K <0.01% +1,896 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 5,774 $443K 0.08% -2,323 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,700 $439K 0.12% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,730 $439K 0.08% 0 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 5,961 $438K 0.4% +101 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 5,782 $438K 0.06% -147 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,914 $435K 0.11% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,890 $433K 0.03% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 5,871 $432K 0.13% +99 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,866 $432K 0.03% +1,035 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 5,816 $428K 0.07% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,807 $427K 0.02% +807 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 5,779 $425K 0.48% +97 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,729 $421K 0.02% +27 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,707 $420K 0.02% -110 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,689 $418K 0.06% -388 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,663 $417K 0.04% -864 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,660 $416K 0.01% +5,387 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 5,653 $416K 0.1% +945 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,636 $415K 0.34% +1,718 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,634 $414K 0.19% -1,460 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 5,629 $414K 0.33% new 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,620 $413K 0.08% +45 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,586 $413K 0.01% +33 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,594 $411K <0.01% -622 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 5,578 $410K 0.12% 0 13F-HR/A Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,550 $408K 0.19% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 5,521 $406K 0.11% +1,386 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 5,493 $404K 0.03% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,479 $403K 0.02% -236 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 5,467 $402K 0.09% -17 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 5,466 $402K 0.14% +3 13F-HR/A Timeline Providence First Trust Co More: the full row for Providence First Trust Co 5,429 $399K 0.14% -42,220 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 5,347 $393K 0.02% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,345 $393K 0.01% +144 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 5,334 $392K 0.14% -56 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 5,329 $392K 0.28% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,316 $391K 0 Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 5,305 $390K 0.24% +29 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,300 $390K 0.09% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,290 $389K 0.05% +2,053 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 5,278 $388K 0.12% -66 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,076 $386K 0.2% +1,042 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 5,223 $384K 0.08% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 5,212 $383K 0.15% -8 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,200 $383K 0.1% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,195 $382K 0.03% +1,024 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,177 $381K 0.02% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,170 $380K 0.18% +1,295 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 5,166 $380K 0.21% -2,568 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 5,125 $377K 0.17% +1,125 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,029 $376K 0.02% -72 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 5,105 $376K 0.05% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,105 $376K 0.12% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,096 $375K 0.02% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,091 $375K 0.02% +775 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 5,065 $373K 0.19% -3,158 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,700 $372K 0.02% +827 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,050 $371K 0.02% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 5,029 $370K 0.08% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,012 $369K 0.07% -379 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 4,962 $365K 0.05% +83 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,947 $364K <0.01% -4,795 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,945 $364K 0.02% +1,270 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,939 $363K 0.01% +32 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 4,933 $363K 0.19% -1,374 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 4,929 $363K 0.14% +17 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,927 $362K 0.03% -539 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 4,920 $362K 0.16% +4 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,920 $362K 0.01% +1,993 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,905 $361K <0.01% new 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 4,894 $360K 0.05% -50 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4,886 $359K 0.03% -791 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,866 $358K 0.14% 0 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 4,860 $358K 0.11% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,837 $356K 0.02% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,837 $356K 0.11% +2 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,815 $354K 0.01% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 4,787 $352K 0.09% +7 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,783 $352K 0.04% +2 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,760 $350K 0.16% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,755 $350K 0.09% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,754 $350K 0.08% -401 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,671 $344K 0.05% -238 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,664 $343K 0.09% +100 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,623 $340K 0.01% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,399 $339K 0.08% -141 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,600 $338K 0.24% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,568 $336K 0.2% +47 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,566 $336K 0.04% +69 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,530 $333K 0.16% 13F-HR/A Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,528 $333K 0.09% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,522 $333K 0.22% +7 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 4,519 $332K 0.11% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 4,517 $332K 0.29% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 4,507 $332K 0.18% 0 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 4,503 $331K 0.09% +439 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 4,492 $330K 0.11% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,492 $330K 0.22% -120 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 4,490 $330K 0.21% +87 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,478 $329K 0.04% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,451 $327K 0.02% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,447 $327K 0.12% 0 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 4,431 $326K 0.02% -2,054 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,418 $325K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,413 $325K 0.02% -215 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,371 $322K 0.01% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,365 $321K 0.04% +16 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,364 $321K 0.07% -1,150 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,347 $320K 0.01% 0 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,327 $318K 0.04% -375 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,327 $318K 0.23% +25 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 4,325 $318K 0.02% +600 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,325 $318K 0.01% +100 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,318 $318K 0.01% -6,299 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,306 $317K 0.13% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,289 $315K 0.04% +157 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,279 $315K 0.02% -12 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,277 $315K 0.09% -58 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,215 $310K 0.02% -246 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 4,190 $308K 0.04% 0 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 4,170 $307K 0.22% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,161 $306K 0.02% -18 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 4,153 $305K 0.14% +1,153 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,383 $304K 0.07% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 4,119 $303K 0.15% -249 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,971 $302K 0.03% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,086 $301K 0.26% -68 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,086 $301K 0.08% +3,299 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,079 $300K 0.01% +269 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,071 $299K 0.12% +250 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 4,062 $299K 0.14% -5 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,060 $299K 0.02% +350 13F-HR Timeline SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 27,543 $298K 0.31% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,045 $298K 0.01% -65 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,876 $297K 0.05% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,037 $297K 0.04% -1,058 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,036 $297K <0.01% +1,457 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,035 $297K 0.01% new 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 4,028 $296K 0.2% 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 4,021 $296K 0.16% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,010 $295K 0.01% +3 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 4,000 $294K 0.07% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,000 $294K 0.02% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 4,000 $294K 0.02% -5,000 13F-HR Timeline Group Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 4,000 $294K 0.27% 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,978 $293K 0.03% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,962 $291K 0.08% -35 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,950 $291K 0.05% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,946 $290K 0.04% 0 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 3,941 $290K 0.29% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,933 $289K 0.02% -5 13F-HR Timeline