PFG Investments, LLC More: the full row for PFG Investments, LLC 7,314 $549K 0.03% +381 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 7,226 $543K 0.09% +167 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 7,220 $542K 0.47% -119 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 7,212 $542K 0.24% -316 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 7,210 $541K 0.07% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 6,455 $541K 0.32% +3,593 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,175 $539K 0.2% -9 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 7,149 $537K 0.11% -1,028 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 7,148 $537K 0.27% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 7,138 $536K 0.12% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,127 $535K 0.26% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,105 $534K 0.11% -70 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,080 $532K 0.12% +142 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 6,956 $529K 0.48% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 7,049 $529K 0.23% +5 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,030 $528K 0.04% +1,140 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,973 $524K 0.07% -1,148 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 6,965 $523K 0.47% -368 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 6,950 $522K 0.19% 0 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 6,948 $522K 0.35% +243 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,933 $521K 0.08% +413 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 6,929 $520K 1.62% +10 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,907 $519K 0.06% -695 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 6,893 $518K 0.27% -60 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 6,854 $515K 0.31% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,842 $514K 0.02% +1,363 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 6,835 $513K 0.5% +162 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 6,813 $512K 0.38% -790 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,789 $510K 0.26% +394 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 6,763 $508K 0.32% -97 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 6,750 $507K 0.01% +158 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,736 $506K 0.03% +9 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,699 $503K 0.07% new 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,693 $503K 1.05% 0 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 6,685 $502K 0.34% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,676 $501K 0.23% +10 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,659 $500K 0.14% -538 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 6,659 $500K 0.07% +164 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 6,654 $500K 0.05% -571 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,624 $497K 0.11% -240 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 6,600 $496K 0.02% 0 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 6,070 $495K 0.55% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 6,584 $494K 0.07% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 6,569 $493K 0.13% +1,048 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 6,563 $493K 0.26% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 6,522 $490K 0.39% +893 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,520 $490K 0.15% new 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 6,520 $490K 0.39% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 6,516 $489K 0.29% -286 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 6,500 $488K 0.13% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,473 $486K 0.15% +10 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,387 $480K 0.06% +698 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,368 $478K 0.01% +1,448 13F-HR/A Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 6,320 $475K 0.09% -167 13F-HR/A Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,828 $474K 0.02% -206 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,306 $474K 0.01% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,297 $473K 0.05% +2,936 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 6,284 $472K 0.19% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,276 $471K 0.07% -679 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 6,255 $470K 0.03% +1 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,246 $469K 0.08% -54 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,229 $468K 0.1% +44 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,213 $467K 0.04% +8 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,194 $465K 0.21% +560 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 6,191 $465K 0.01% -8,293 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 6,151 $462K 0.37% +372 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,145 $461K 0.22% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,139 $461K 0.04% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 6,122 $460K 0.09% 0 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 6,069 $456K 0.41% -398 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,700 $451K 0.12% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,010 $451K <0.01% +1,063 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 6,000 $451K 0.08% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,992 $450K 0.01% +2,392 13F-HR Timeline Group STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 5,970 $448K 0.2% +9 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,959 $448K 0.01% +4,744 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 5,909 $444K 0.23% new 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 5,909 $444K 0.35% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,903 $443K 0.01% -4,127 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 5,880 $442K 0.14% +9 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 5,782 $437K 0.05% 0 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 5,815 $437K 0.36% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 7,772 $436K <0.01% -6,750 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,730 $430K 0.08% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,729 $430K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,663 $425K 0.04% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 5,635 $423K 0.23% +702 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 5,625 $422K 0.19% +500 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,624 $422K 0.08% +4 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 5,612 $421K 0.19% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,586 $420K 0.01% 0 13F-HR/A Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,550 $417K 0.18% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 5,533 $416K 0.24% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,529 $415K 0.03% +584 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 5,507 $414K 0.09% +40 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 5,493 $413K 0.03% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 5,466 $410K 0.14% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,437 $408K 0.02% +92 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,425 $407K 0.09% -1,650 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,389 $405K 0.16% +460 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 5,369 $403K 0.01% +998 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,363 $403K <0.01% +458 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 5,334 $401K 0.14% 0 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 5,329 $400K 0.29% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 5,308 $399K 0.25% +3 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,300 $398K 0.09% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,290 $397K 0.05% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,252 $394K <0.01% +1,216 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,249 $394K 0.03% -617 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,247 $394K 0.14% +800 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,200 $391K 0.1% 0 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 5,195 $390K 0.22% +29 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 5,190 $390K 0.11% -88 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 4,919 $389K 0.01% +1,979 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,180 $389K 0.02% +84 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,177 $389K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,152 $387K 0.01% -1,454 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,142 $386K 0.03% +3,113 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,138 $386K <0.01% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 5,105 $383K 0.05% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,094 $383K 0.02% +3 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 5,066 $380K 0.18% +1 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,064 $380K 0.04% +1,872 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,059 $380K 0.01% +244 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,057 $380K 0.28% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 5,054 $380K 0.11% -524 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,051 $379K 0.04% +268 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,050 $379K 0.02% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,052 $379K 0.21% -24 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 5,041 $379K 0.21% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,036 $378K 0.07% -878 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,007 $376K 0.01% -2,268 13F-HR/A Timeline Group Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 4,976 $374K 0.07% -53 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 4,970 $373K 0.05% +8 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,957 $372K 0.01% +334 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 4,955 $372K 0.25% -9,255 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,942 $371K 0.01% +3 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,881 $367K 0.14% +15 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,872 $366K 0.13% -557 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,869 $366K 0.05% new 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 4,860 $365K 0.11% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,851 $364K 0.07% +4,291 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,846 $364K 0.03% -81 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,837 $363K 0.02% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,831 $363K 0.1% -6 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,830 $363K 0.03% +1,521 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,804 $361K 0.07% -208 13F-HR Timeline American Trust More: the full row for American Trust 4,790 $360K 0.03% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4,787 $360K 0.03% -99 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,763 $358K 0.04% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,755 $357K 0.1% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 4,755 $357K 0.11% +1,192 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,754 $357K 0.08% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,392 $357K 0.08% -7 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 4,735 $356K 0.09% -52 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,714 $354K 0.09% +50 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,679 $351K 0.09% -974 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,674 $351K 0.06% +3 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,666 $350K 0.04% 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,665 $350K 0.08% new 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 4,647 $349K 0.19% +140 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,640 $348K <0.01% +1,820 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 4,635 $348K 0.02% +310 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,626 $347K 0.02% +1,265 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,624 $347K 0.23% +102 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,621 $347K 0.02% -79 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,765 $347K 0.3% +679 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,585 $344K 0.04% +107 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,579 $344K 0.04% +13 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,573 $343K 0.2% +5 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 4,561 $343K <0.01% +929 13F-HR Timeline Group Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,536 $341K 0.15% +6 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,535 $341K 0.16% -225 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,531 $340K 0.17% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,528 $340K 0.09% 0 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 4,519 $339K 0.1% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 4,517 $339K 0.29% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,515 $339K 0.07% +740 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 4,492 $337K 0.11% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 4,490 $337K 0.23% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,466 $335K 0.22% -26 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,451 $334K 0.02% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 4,440 $333K 0.14% -480 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,418 $332K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,413 $331K 0.03% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 4,412 $331K 0.28% +1,770 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,384 $329K 0.02% +169 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,378 $329K 0.04% +89 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,375 $329K 0.01% +50 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 4,369 $328K 0.34% +1,345 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,365 $328K 0.04% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,328 $325K 0.04% +1 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,971 $324K 0.04% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,306 $323K 0.14% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,300 $323K 0.01% +463 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,270 $321K 0.03% +292 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,246 $319K 0.05% +635 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,024 $318K 0.02% -137 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 4,233 $318K 0.03% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,221 $317K 0.13% +150 13F-HR Timeline