Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,546 $557K 0.01% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,531 $554K <0.01% new 13F-HR Timeline Group AVENIR CORP More: the full row for AVENIR CORP 3,513 $551K 0.07% new 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,493 $548K <0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,474 $545K 0.01% +1,260 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,471 $545K 0.05% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,449 $541K 0.01% +781 13F-HR Timeline BEACON HILL WEALTH MANAGEMENT LTD. More: the full row for BEACON HILL WEALTH MANAGEMENT LTD. 3,438 $540K 0.37% 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,435 $539K 0.13% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,435 $539K 0.05% +167 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,429 $538K <0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,410 $535K 0.01% -54 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 3,405 $534K 0.08% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,415 $533K 0.03% +668 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,372 $529K 0.06% 0 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 3,368 $529K 0.29% -40 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,361 $528K 0.27% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,343 $525K 0.24% 0 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 3,341 $524K 0.4% new 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 3,333 $523K 0.45% +3 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,332 $523K 0.04% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,326 $522K 0.03% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,321 $521K 0.04% +939 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,281 $515K 0.03% +1,914 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,265 $512K 0.02% +63 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,260 $512K 0.01% new 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,237 $508K 0.02% -340 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,208 $503K 0.11% -22 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,201 $502K 0.12% +1,264 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,198 $502K 0.02% -100 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,196 $502K 0.21% +718 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,193 $501K +41 Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,189 $501K 0.06% +85 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,177 $499K 0.04% +5 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,174 $498K 0.02% -810 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,155 $495K 0.01% -416 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 3,127 $491K 0.04% +37 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,111 $488K 0.05% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,109 $488K 0.06% -1,027 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,098 $486K 0.03% -85 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 3,095 $486K 0.11% -19 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,500 $484K 0.08% 0 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 3,083 $484K 0.18% -284 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,069 $482K 0.22% +701 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,064 $481K 0.01% +136 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,060 $480K 0.09% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,000 $471K 0.02% 0 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 2,970 $466K 0.21% new 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 2,963 $465K 0.15% -18 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,958 $464K 0.31% +32 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,950 $463K 0.24% +691 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,947 $463K 0.15% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,946 $462K 0.05% -296 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,924 $459K 0.1% -305 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,920 $458K 0.01% +3 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 2,920 $458K 0.27% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,903 $456K 0.02% +12 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,867 $450K 0.04% +176 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,847 $447K 0.07% +253 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,834 $445K 0.05% +75 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,822 $443K 0.05% -95 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,820 $443K 0.02% +430 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,813 $441K 0.01% -751 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,810 $441K 0.05% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,803 $440K 0.01% +216 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,792 $438K 0.02% +1,012 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 2,778 $436K 0.32% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,769 $435K 0.02% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,763 $434K 0.07% new 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 2,768 $433K 0.06% +231 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,751 $432K 0.02% +13 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,750 $432K 0.07% +10 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,748 $431K 0.01% +1,267 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,741 $430K 0.44% +855 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,730 $429K 0.07% new 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 2,710 $425K 0.1% +38 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 2,708 $425K 0.29% -623 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 2,698 $423K 0.32% +4 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,697 $423K 0.27% +962 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,675 $420K 0.1% -288 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,659 $417K 0.21% +106 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,658 $417K <0.01% +523 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,637 $414K 0.02% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 2,634 $413K 0.24% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,632 $413K 0.07% -350 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,630 $413K 0.01% -802 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,625 $412K <0.01% -2,300 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 2,624 $412K 0.02% +7 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 2,590 $406K 0.03% 0 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 2,585 $406K 0.39% -514 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,578 $405K 0.04% +577 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,572 $404K <0.01% +587 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 2,572 $404K 0.17% 0 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,571 $404K 0.33% +9 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 2,916 $403K 0.26% +166 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,563 $402K 0.02% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,560 $402K <0.01% -2,354 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 2,558 $401K 0.32% -19 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,549 $400K 0.14% +343 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,535 $398K 0.1% +1 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,535 $398K 0.06% -254 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 2,533 $398K 0.31% +2 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,531 $397K 0.08% +54 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 2,517 $395K <0.01% -6,285 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 2,498 $392K 0.03% -71 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,486 $390K 0.14% -3 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 2,485 $390K 0.12% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,479 $389K 0.01% -3,040 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,472 $388K 0.06% -554 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,470 $388K 0.21% +9 13F-HR/A Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,464 $387K 0.13% -1,215 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,454 $385K 0.14% +380 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 2,450 $385K 0.23% 0 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 2,417 $379K 0.04% -651 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,415 $379K 0.17% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2,415 $379K 0.1% -124 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,412 $379K 0.21% -128 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,405 $377K 0.17% -634 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 2,405 $377K 0.29% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 2,412 $377K 0.19% +415 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,397 $376K 0.11% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,392 $375K 0.03% -160 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,387 $375K 0.03% -270 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,367 $371K 0.01% -109 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,365 $371K 0.07% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,365 $371K 0.05% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,360 $370K 0.03% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,360 $370K 0.03% +972 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,337 $367K 0.04% -92 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 2,335 $366K 0.17% -1,147 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 2,335 $366K 0.13% +9 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,322 $364K 0.05% +8 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,315 $363K 0.04% +38 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 2,316 $363K 0.19% +31 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 2,297 $360K 0.3% -908 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 2,289 $359K 0.26% -92 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,277 $357K 0.09% +5 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,276 $357K 0.15% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,274 $357K 0.12% -92 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,264 $355K 0.03% 0 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 2,262 $355K 0.41% +14 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,748 $355K 0.02% +2,701 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,260 $355K 0.06% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,237 $351K 0.03% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,236 $351K 0.01% -512 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,234 $351K 0.01% -315 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,231 $350K 0.01% +251 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 2,230 $350K 0.22% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 2,221 $349K 0.19% -525 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,220 $348K 0.01% -600 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,209 $347K 0.02% +411 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,200 $345K 0.07% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,194 $344K 0.11% +8 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,189 $344K 0.07% +122 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 2,174 $341K 0.03% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 2,166 $340K 0.08% -106 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,165 $340K 0.03% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,158 $339K <0.01% +56 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,157 $339K 0.02% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,152 $338K 0.11% +8 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,143 $336K 0.05% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,143 $336K 0.04% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,140 $336K 0.03% 0 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 2,139 $336K 0.08% -3 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,136 $335K 0.1% +404 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,132 $335K 0.01% 0 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 2,126 $334K 0.26% +7 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,121 $333K 0.11% +1 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,115 $332K <0.01% +9 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 2,110 $331K 0.13% new 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 2,096 $329K 0.09% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,094 $329K 0.02% +92 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,085 $327K 0.13% -120 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 2,065 $324K 0.18% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,062 $324K 0.07% +1,031 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,050 $322K 0.04% +6 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 2,045 $321K 0.26% -27 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 2,042 $320K 0.15% +7 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2,048 $320K 0.06% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 2,028 $318K 0.07% +3 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 2,026 $318K 0.25% +10 13F-HR/A Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,022 $317K 0.18% -224 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 2,017 $317K 0.21% +21 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,000 $314K 0.01% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,000 $314K 0.07% 0 13F-HR Timeline Group Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,000 $314K 0.07% 0 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 1,992 $313K 0.18% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,988 $312K 0.08% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,987 $312K 0.11% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,981 $311K 0.04% +164 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,980 $311K 0.05% +6 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 1,970 $309K 0.29% +206 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,966 $309K 0.03% +3 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,960 $308K 0.03% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,954 $307K 0.02% -771 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,950 $306K 0.25% 0 13F-HR/A Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 1,941 $305K 0.04% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,871 $301K 0.12% +191 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,918 $301K 0.01% -106 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,920 $300K 0.07% new 13F-HR Timeline