First Bank & Trust More: the full row for First Bank & Trust 1,850 $531K 0.09% -45 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,850 $531K 0.24% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,846 $530K 0.18% +488 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 1,846 $530K 0.26% 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,837 $528K 0.12% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,822 $523K 0.42% -43 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,817 $522K 0.06% -4 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,815 $521K 0.02% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,811 $520K 0.13% +5 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,807 $519K 0.14% -433 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,804 $518K 0.07% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,700 $516K 0.05% +5,013 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 1,797 $516K 0.24% +652 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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COHEN & ASSOCIATES, LLC 1,452 $420K 0.07% 0 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 1,448 $416K 0.2% -67 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,447 $416K 0.11% +3 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,446 $415K 0.02% +13 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,443 $414K 0.01% -238 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,441 $414K 0.07% +4 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 1,438 $413K 0.34% -39 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,437 $413K 0.07% -81 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,437 $413K 0.46% +476 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,433 $412K 0.2% +25 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 1,432 $411K 0.27% +4 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,431 $411K 0.2% +42 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,428 $410K 0.05% +56 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,421 $408K 0.02% +1 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,421 $408K 0.21% -1 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 1,415 $406K 0.16% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,415 $406K 0.09% +7 13F-HR Timeline Sage Financial Management Group, Inc. 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ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,392 $400K 0.26% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,391 $399K 0.02% +20 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,389 $399K 0.13% +3 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,388 $399K 0.06% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,388 $399K 0.07% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 3,351 $398K 0.7% 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,386 $398K 0.07% +221 13F-HR Timeline Group Granite FO LLC More: the full row for Granite FO LLC 1,385 $398K 0.24% 0 13F-HR/A Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 1,385 $398K 0.25% 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,381 $397K 0.09% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,375 $395K 0.11% -267 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,373 $394K 0.21% -275 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,373 $394K 0.04% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,371 $394K 0.08% +463 13F-HR/A Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 1,369 $393K 0.06% 0 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 1,364 $392K 0.13% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,358 $390K 0.17% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,352 $388K 0.17% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 1,349 $387K 0.13% -13 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 1,349 $387K 0.05% -515 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,338 $384K 0.03% -4,508 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 1,337 $384K 0.11% -85 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 1,335 $383K 0.32% -256 13F-HR Timeline Willis Johnson & Associates, Inc. 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