Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 5,239 $977K 0.14% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,239 $977K 0.15% +1 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 5,227 $975K 0.46% +35 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 5,200 $975K 0.34% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,195 $969K 0.11% +164 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 5,195 $969K 0.53% 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,190 $968K 0.15% +1,744 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,178 $967K 0.2% -64 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 5,155 $962K 0.69% 0 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 5,151 $961K 0.95% -237 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 5,146 $960K 0.03% +164 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,136 $958K 0.13% +53 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5,130 $957K 0.35% +1,313 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,114 $954K 0.24% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 5,113 $953K 0.43% +2 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,079 $951K 0.06% +249 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 5,099 $951K 0.29% +227 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 5,090 $949K 0.14% -2,094 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,081 $948K 0.11% +2,040 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 5,079 $947K 0.12% +3 13F-HR Timeline Group COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 5,078 $947K 0.05% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 5,075 $946K 0.19% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,070 $946K 0.28% +41 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 5,041 $940K 0.39% -50 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,039 $940K 0.45% -29 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5,014 $938K 0.12% +3 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 5,025 $937K 0.89% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,991 $936K 0.64% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 5,012 $935K 0.15% +32 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 4,964 $930K 0.23% +395 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,976 $928K 0.14% +10 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,968 $926K 0.53% +3 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 4,958 $925K 0.54% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,221 $923K 0.11% +2,037 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,946 $922K 0.1% +127 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,931 $920K 0.32% +1,632 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,922 $918K 0.76% +36 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,918 $917K 0.35% -528 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,915 $917K 0.19% -400 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 4,893 $912K 0.34% 0 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 4,886 $911K 0.71% -569 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 4,879 $910K 0.21% +240 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 5,212 $910K 0.08% 0 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 4,820 $899K 0.38% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,808 $897K 0.2% -119 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,804 $896K 0.01% -206 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,774 $890K 0.21% -120 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,760 $888K 0.06% -250 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,753 $886K 0.15% +16 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,749 $886K 0.23% +155 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,743 $884K 0.3% +10 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,729 $882K 0.04% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,705 $881K 0.01% +1,268 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 4,709 $878K 0.11% -113 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,683 $873K 0.19% -522 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,643 $866K 0.35% +35 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 4,635 $864K 0.22% +19 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,625 $863K 0.04% -75 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,587 $855K 0.3% +13 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,569 $852K 0.08% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,566 $851K 0.11% +2,263 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 4,543 $851K 0.62% -181 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,561 $851K 0.27% +30 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 4,555 $849K 0.52% -127 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 4,552 $849K 0.59% +1,971 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,539 $846K 0.29% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,520 $843K 0.36% -13 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,508 $841K 0.17% -302 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 4,509 $841K 0.33% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,509 $841K 0.33% -248 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 4,505 $840K 0.52% -500 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,487 $837K 0.04% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,463 $832K 0.13% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,460 $832K 0.02% -544 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,437 $827K 0.14% +14 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,433 $826K 0.29% +8 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,429 $826K 0.06% +4 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,429 $826K 0.04% -65 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 4,422 $825K 0.5% +831 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,419 $824K 0.64% +218 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,418 $824K 0.4% +330 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,412 $823K <0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,402 $821K 0.15% +272 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,398 $820K 0.59% +360 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,386 $818K 0.07% +230 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 4,385 $818K 0.67% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,383 $817K 0.31% +125 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,373 $816K 0.21% -46 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,372 $815K 0.16% +315 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,366 $814K 0.51% +9 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,364 $814K 0.17% -300 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,355 $812K 0.21% +20 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,349 $811K 0.14% +1,191 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,346 $810K 0.17% -157 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,342 $810K 0.07% +336 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,340 $809K 0.11% +589 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 4,326 $807K 0.11% +127 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,325 $807K 0.01% -20 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 4,293 $805K 0.18% +2,932 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,305 $803K 0.01% +162 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,290 $800K 0.04% -25 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 4,289 $800K 0.23% -5,172 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 4,286 $799K 0.14% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 4,246 $792K 0.23% +1,140 13F-HR/A Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,236 $790K 0.51% -2 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 4,225 $788K 0.25% +4 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,206 $788K 0.61% +416 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,219 $787K 0.02% +5 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,162 $781K 0.15% -12 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 4,153 $774K 0.25% -83 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 4,150 $774K 0.01% +400 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,479 $774K 0.06% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,140 $772K 0.1% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,129 $770K 0.45% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 4,092 $767K 0.43% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,092 $763K 0.17% +80 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 4,080 $761K 0.29% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,079 $761K 0.47% +76 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,042 $757K 0.06% new 13F-HR Timeline Group Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 4,034 $756K 0.12% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 4,051 $755K 0.3% +460 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,041 $755K 0.06% -5 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,045 $754K 0.01% -5 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,037 $753K 0.26% +11 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 4,010 $752K 0.25% -9 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 4,030 $752K 0.44% -395 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 4,026 $751K 0.64% +36 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,025 $751K 0.14% -304 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,004 $747K 0.33% +302 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,002 $746K 0.14% +2,166 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 4,018 $746K <0.01% +2,013 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,000 $745K 0.49% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,974 $741K 0.02% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,972 $741K 0.25% -966 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,968 $740K 0.35% -181 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 3,949 $736K 0.64% +6 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,074 $736K 0.03% +2,857 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,946 $736K 0.57% -67 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 3,928 $733K 0.5% -8 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4,003 $732K 0.43% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,919 $731K 0.05% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3,909 $729K 0.2% 0 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 3,900 $727K 0.49% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,878 $727K 0.02% -394 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,894 $726K 0.19% +2,537 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,885 $725K 0.05% +5 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,877 $723K 0.24% +2,181 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,867 $721K 0.18% +935 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,851 $718K <0.01% +132 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,851 $718K 0.09% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,843 $717K 0.22% -673 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,843 $717K 0.13% -89 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,836 $715K 0.66% +5 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,836 $715K 0.53% +672 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,836 $712K 0.06% +1,800 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,811 $711K 0.09% -700 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,808 $710K 0.31% -51 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,792 $707K 0.28% -4 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,787 $706K 0.38% -263 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 3,785 $706K 0.52% +182 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,776 $704K 0.04% +444 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,757 $701K 0.03% +441 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,747 $699K 0.08% -239 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,739 $697K 0.13% +50 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,724 $695K 0.51% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,714 $693K 0.3% +414 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,703 $691K 0.11% +176 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 3,702 $690K 0.47% -1,250 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,689 $688K 0.08% -88 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,687 $688K 0.16% -6 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,682 $687K 0.19% +38 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,662 $684K 0.18% -125 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,668 $684K 0.16% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,641 $682K 0.21% +663 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,659 $682K 0.07% -17 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,632 $677K 0.26% -366 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,630 $677K 0.04% -4,200 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,628 $677K 0.51% +351 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,628 $677K 0.11% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,615 $674K 0.12% +273 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 3,615 $674K +1,111 Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,611 $673K 0.08% +119 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,609 $673K 0.21% -79 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,601 $672K 0.2% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,592 $670K 0.23% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,571 $669K 0.09% -258 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,589 $669K 0.08% +22 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,585 $668K 0.07% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,577 $667K 0.22% -28 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,570 $666K 0.03% -50 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,570 $666K 0.1% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,569 $666K 0.07% +108 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,569 $666K 0.12% new 13F-HR/A Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,565 $665K 0.01% +9 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,557 $663K 0.02% -130 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 3,549 $662K 0.26% -103 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,543 $661K 0.07% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,541 $660K 0.05% -2 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 3,534 $659K 0.01% +193 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,533 $659K 0.06% -479 13F-HR Timeline