Truepoint, Inc. More: the full row for Truepoint, Inc. 6,662 $1.45M 0.03% -3,279 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,661 $1.45M 0.12% -192 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,633 $1.45M 0.46% -13,855 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,628 $1.44M 0.39% -38 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 6,616 $1.44M 0.65% +235 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 6,600 $1.44M 0.9% -259 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 6,564 $1.43M 0.28% -5 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,557 $1.43M 0.16% -2 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,541 $1.43M 0.06% -116 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,538 $1.42M 0.23% +11 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 6,511 $1.42M 0.66% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 6,480 $1.41M 0.19% +5,355 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,480 $1.41M 0.12% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,461 $1.41M 0.01% +614 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 6,458 $1.41M 0.06% +116 13F-HR Timeline PECAUT & CO. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,203 $1.35M 0.02% -118 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 6,203 $1.35M 0.94% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 6,200 $1.35M 0.64% +4 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 6,198 $1.35M 0.46% -74 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,195 $1.35M 0.62% +5 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,198 $1.35M 0.05% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 6,137 $1.34M 0.43% 0 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 6,136 $1.34M 0.59% +1,062 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 6,113 $1.33M 0.67% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,897 $1.33M 0.43% -194 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 6,102 $1.33M 0.03% +2 13F-HR Timeline Parsonex Advisory Services, Inc. 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More: the full row for Rather & Kittrell, Inc. 5,960 $1.3M 0.18% -12 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,916 $1.29M 0.49% +448 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,916 $1.29M 0.08% +1,137 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,909 $1.29M 0.02% -1,887 13F-HR Timeline Group DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 5,905 $1.29M 0.89% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 5,901 $1.29M 0.46% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,898 $1.29M 0.16% +24 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,889 $1.28M 0.06% +2,549 13F-HR Timeline Abbot Financial Management, Inc. 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More: the full row for Mraz, Amerine & Associates, Inc. 5,716 $1.25M 0.18% -203 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 5,712 $1.24M 0.25% +2,439 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 5,700 $1.24M 0.51% -317 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,685 $1.24M 0.16% +497 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 5,667 $1.24M 0.61% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 5,659 $1.23M 1.02% 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,637 $1.23M 0.58% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 5,631 $1.23M 0.14% +38 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 5,628 $1.23M 0.67% -420 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,618 $1.22M 0.4% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,616 $1.22M 0.03% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,624 $1.22M 0.14% 0 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 5,606 $1.22M 0.41% 0 13F-HR Timeline Bridgewater Advisors Inc. 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More: the full row for TD Waterhouse Canada Inc. 5,237 $1.14M <0.01% +2,239 13F-HR Timeline CWC Advisors, LLC. 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More: the full row for CORDA Investment Management, LLC. 5,107 $1.11M 0.07% -487 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,098 $1.11M 0.07% +190 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 5,087 $1.11M 0.15% -29 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 5,071 $1.11M 0.87% -20 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 5,070 $1.11M 0.25% -192 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 5,067 $1.1M 0.94% +70 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,062 $1.1M 0.26% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 5,055 $1.1M 0.53% -229 13F-HR Timeline THOMPSON DAVIS & CO., INC. 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Burns & Company, LLC 4,969 $1.08M 0.12% -112 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 4,945 $1.08M 0.46% -312 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,939 $1.08M 0.14% -531 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,938 $1.08M 0.66% +116 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,842 $1.07M 0.06% -1,180 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,897 $1.07M 0.11% -488 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 4,893 $1.07M 0.32% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,887 $1.07M 0.06% -306 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 4,874 $1.06M 0.97% 0 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 4,863 $1.06M 0.72% -95 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4,858 $1.06M 0.44% +4 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,856 $1.06M 0.28% +201 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,844 $1.06M 0.35% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,839 $1.05M 0.17% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,833 $1.05M 0.06% +582 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,833 $1.05M 0.05% -58 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,817 $1.05M 0.05% -790 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 4,795 $1.05M 0.34% +1,518 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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