HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,929 $289K 0.1% +420 13F-HR/A Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,902 $287K 0.04% new 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 3,894 $286K 0.03% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,880 $285K 0.07% -277 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 3,877 $285K 0.15% new 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,708 $284K 0.11% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,720 $284K 0.08% +861 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,856 $284K 0.2% +487 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,837 $282K 0.01% +32 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,831 $282K 0.03% -339 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,826 $281K 0.07% 0 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 3,801 $280K 0.23% 0 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 3,789 $279K 0.08% -98 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,775 $278K 0.06% +720 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,736 $275K 0.04% -1,237 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 3,718 $273K <0.01% -3,422 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,662 $269K 0.07% +37 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,642 $268K 0.02% -704 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 3,637 $268K 0.06% -74 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,632 $267K <0.01% +580 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,626 $267K 0.05% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,611 $266K 0.04% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,604 $265K 0.01% 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 3,600 $265K 0.01% +304 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,588 $264K 0.19% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,563 $262K 0.08% new 13F-HR Timeline TLWM More: the full row for TLWM 3,554 $261K 0.05% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,544 $261K 0.27% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,535 $260K 0.07% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,583 $260K 0.17% 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 3,533 $260K 0.15% 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 3,532 $260K 0.06% 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 3,528 $260K 0.12% -14 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,512 $258K 0.08% +2 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,507 $258K 0.15% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,506 $258K 0.01% 0 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,500 $257K 0.05% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,489 $257K <0.01% +136 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,488 $257K <0.01% -594 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,485 $256K 0.02% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,473 $255K 0.01% +244 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,468 $255K 0.01% +239 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 3,462 $255K 0.06% +50 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,443 $253K 0.04% +601 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,440 $253K 0.03% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,421 $252K 0.06% +11 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,414 $251K 0.02% +118 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,410 $251K 0.04% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,408 $251K 0.15% +15 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,371 $248K 0.14% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,370 $248K 0.1% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,365 $248K 0.14% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,361 $247K 0.02% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,361 $247K 0.02% -31 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 3,359 $247K 0.23% 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,355 $247K 0.01% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,350 $246K 0.16% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 3,349 $246K 0.08% 0 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 3,350 $246K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,340 $246K 0.01% new 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 3,335 $245K 0.24% 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,333 $245K 0.02% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,327 $245K 0.02% -330 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,309 $243K 0.02% +260 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 3,308 $243K 0.15% -53 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,290 $242K 0.04% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,284 $242K 0.05% +544 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 3,270 $240K 0.04% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 3,256 $239K 0.11% +55 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,238 $238K 0.05% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,209 $236K 0.07% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,200 $235K 0.03% 0 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 3,199 $235K 0.03% +40 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,192 $235K 0.03% -157 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,182 $234K 0.01% -490 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,178 $234K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,175 $234K 0.01% -78 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,174 $233K 0.09% +19 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,170 $233K 0.06% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,041 $233K 0.06% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,168 $233K 0.01% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,166 $233K 0.04% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,155 $232K 0.17% -23 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,141 $231K 0.01% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,128 $230K 0.04% +42 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,116 $229K 0.02% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,113 $229K 0.04% +55 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,112 $229K 0.07% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 228,404 $228K 0.16% 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 3,105 $228K 0.04% new 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 3,100 $228K 0.08% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 3,093 $228K 0.12% -5 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,091 $227K 0.03% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,089 $227K 0.03% -350 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,082 $227K 0.01% -49 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 3,073 $226K 0.04% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,058 $225K 0.03% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,050 $224K 0.03% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,940 $224K 0.01% +139 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,045 $224K 0.02% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,035 $223K 0.01% +6 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,024 $222K 0.12% +1,894 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 3,024 $222K 0.21% 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,015 $222K 0.09% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,008 $221K 0.05% -25 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,000 $221K 0.01% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,000 $221K 0.05% 0 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,995 $220K 0.24% 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,990 $220K 0.01% new 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 2,990 $220K 0.04% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,980 $219K 0.07% +6 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 2,977 $219K 0.04% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,969 $218K 0.09% 0 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 2,956 $217K 0.07% +40 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,923 $215K 0.02% -806 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 2,920 $215K 0.12% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,917 $215K 0.05% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,903 $214K 0.02% +14 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,898 $213K 0.07% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,894 $213K 0.06% +15 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,892 $213K 0.11% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,883 $212K 0.04% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,862 $211K 0.16% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,854 $210K 0.01% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,854 $210K 0.13% 0 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 2,850 $210K 0.08% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,837 $209K 0.07% -94 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,805 $206K 0.11% new 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 2,800 $206K 0.22% 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,798 $206K 0.04% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,795 $206K 0.05% new 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 2,794 $206K 0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,759 $203K 0.09% new 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 2,753 $203K 0.07% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,752 $202K 0.01% new 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,739 $201K 0.04% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,721 $200K 0.03% -37 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,711 $199K 0.14% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,680 $197K 0.1% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,676 $197K 0.01% +338 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 2,661 $196K 0.19% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,642 $194K 0.16% +1,892 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,605 $192K 0.06% +30 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,571 $189K 0.06% +1,051 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,536 $187K 0.06% -2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,495 $184K <0.01% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 2,500 $184K 0.02% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,475 $183K 0.06% +934 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 2,474 $182K 0.09% +137 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,220 $175K 0.03% -293,039 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,247 $172K 0.01% +572 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,820 $171K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,200 $162K 0.03% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 2,171 $160K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,106 $155K 0.01% +34 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 2,052 $152K 0.09% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,035 $150K 0.05% +34 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,006 $148K 0.09% +34 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,995 $147K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,972 $145K 0.04% +362 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,948 $143K 0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,923 $141K 0.03% -11,986 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,919 $141K 0.01% +338 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,909 $140K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,872 $138K 0.01% +766 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,794 $132K <0.01% +31 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,790 $132K 0.07% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,745 $128K 0.79% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,743 $128K 0.04% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,670 $126K 0.17% +835 13F-HR/A Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,579 $125K 0.05% 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,666 $123K 0.04% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,649 $121K 0.05% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,608 $118K <0.01% +15 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,554 $114K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,552 $114K 0.05% 0 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 1,546 $114K 0.08% +7 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,516 $112K 0.04% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 1,514 $111K 0.06% new 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 1,416 $104K 0.09% +23 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,393 $102K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,376 $101K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,363 $100K 0.04% +3 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,339 $100K 0.04% +11 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,345 $98.9K 0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,240 $95.1K 0.03% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,269 $93.4K 0.05% +21 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,260 $92.7K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,246 $91.7K 0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,223 $90K 0.09% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,215 $89K <0.01% +776 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Copia Wealth Management More: the full row for Copia Wealth Management 1,152 $84.7K 0.06% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,105 $81.3K 0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,102 $81.1K 0.03% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,045 $76.9K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,034 $76.1K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 1,014 $74.6K 0.05% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 998 $73.4K 0.05% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 982 $72.2K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 967 $71.1K 0.01% 0 13F-HR Timeline