FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,380 $584K 0.05% -971 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,378 $584K 0.46% +846 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,366 $581K 0.11% +263 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 3,350 $579K 0.28% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,342 $577K 0.12% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,332 $576K 0.04% -35 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,329 $575K 0.13% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,328 $575K 0.02% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,323 $574K 0.19% -18 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,321 $574K 0.03% -48 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 3,302 $570K 0.21% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,285 $567K 0.49% +90 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,278 $566K 0.09% -73 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,274 $566K 0.01% +2,621 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 3,265 $564K 0.23% -295 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,258 $563K 0.07% -173 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,257 $563K 0.09% -233 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 3,253 $562K 0.18% -719 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,437 $561K 0.01% -295 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,244 $560K 0.25% -481 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,239 $559K 0.06% +1 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,227 $557K 0.07% -71 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,221 $556K 0.21% +779 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,220 $556K 0.36% +150 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,218 $556K 0.31% 0 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 3,210 $554K 0.21% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,208 $554K 0.11% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,204 $553K 0.03% -67 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,193 $552K 0.08% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,191 $551K 0.27% +127 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 3,181 $549K 0.07% 0 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3,180 $549K 0.43% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,176 $549K 0.16% +35 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 3,165 $547K 0.08% -1,346 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,164 $547K 0.45% +1,106 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,150 $544K 0.57% -245 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,144 $543K 0.26% 0 13F-HR Timeline GARLAND CAPITAL MANAGEMENT INC More: the full row for GARLAND CAPITAL MANAGEMENT INC 3,139 $542K 0.51% +10 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 3,133 $541K 0.17% +93 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,122 $539K 0.06% -3 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,120 $539K 0.22% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,112 $538K 0.06% -127 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,107 $537K 0.03% +853 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,101 $536K 0.1% +1,096 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,094 $535K 0.12% +88 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,082 $532K 0.08% +66 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 3,075 $531K 0.02% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,075 $531K 0.23% +18 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 3,066 $530K 0.03% +40 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,054 $528K 0.12% 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,055 $528K 0.04% -585 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,050 $527K 0.2% +48 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,048 $527K 0.17% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,193 $523K 0.17% +19 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,025 $523K 0.01% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 3,013 $520K 0.36% new 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,012 $520K 0.05% -280 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 3,011 $520K 0.12% -239 13F-HR Timeline Holland Advisory Services, Inc. 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KOHN & COMPANY 2,921 $505K 0.13% +358 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,914 $503K 0.06% +29 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,169 $503K 0.22% -439 13F-HR/A Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,895 $500K 0.52% -2,422 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,893 $500K 0.28% -694 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,875 $497K 0.09% +509 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 2,873 $496K 0.18% +110 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 2,866 $495K 0.38% 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,865 $495K 0.23% -39 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,850 $492K 0.11% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2,848 $492K 0.03% -20 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,845 $491K 0.44% +14 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,843 $491K 0.24% +242 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,841 $491K 0.08% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,839 $490K 0.08% +336 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,836 $490K 0.07% +294 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,835 $490K 0.07% 0 13F-HR/A Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,821 $487K 0.04% +124 13F-HR Timeline Group Ballast, Inc. 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More: the full row for Wealth Dimensions Group, Ltd. 2,768 $478K 0.11% +1,521 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,747 $475K 0.01% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,729 $471K 0.03% +3 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,715 $469K 0.38% -623 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,709 $468K 0.09% +8 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,708 $468K 0.11% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,705 $467K 0.09% +631 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,704 $467K 0.09% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,689 $464K 0.05% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,688 $464K 0.17% -42 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,688 $464K 0.08% +1,146 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 2,739 $464K 0.26% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,670 $461K 0.12% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 2,665 $460K 0.08% -111 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,664 $460K 0.01% +1,402 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,662 $460K 0.04% +16 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,656 $459K 0.12% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,655 $459K 0.09% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,653 $458K 0.04% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,652 $458K 0.12% -8 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 2,698 $457K 0.32% -23 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,636 $455K 0.02% 0 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 2,621 $453K 0.07% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,617 $452K 0.03% -41 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,612 $451K 0.03% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,612 $451K 0.07% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 2,609 $451K 0.06% +11 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,602 $449K 0.08% 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,555 $441K 0.01% -96 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 2,542 $439K 0.22% +35 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,538 $438K 0.03% -359 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,534 $438K 0.04% -106 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,533 $438K 0.32% 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,530 $437K 0.27% -257 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,518 $435K 0.24% -79 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,583 $434K 0.23% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2,511 $434K 0.21% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 2,510 $434K 0.27% -603 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. 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More: the full row for Sterling Investment Advisors, Ltd. 2,383 $412K 0.1% +574 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,369 $409K 0.08% -3,563 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,368 $409K 0.23% -101 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,354 $407K 0.17% +392 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,333 $403K 0.21% -35 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,324 $401K 0.04% -10,392 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,318 $400K 0.16% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,316 $400K 0.3% +556 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 2,308 $399K 0.4% +7 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,305 $398K 0.36% -1 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,301 $398K 0.3% +1 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 2,316 $397K 0.36% -334 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,400 $397K 0.21% +280 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,309 $397K 0.05% -330 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,429 $396K 0.05% new 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,293 $396K 0.1% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,291 $396K 0.07% +31 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,288 $395K 0.25% -1,239 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,285 $395K 0.03% -74 13F-HR Timeline TRUST POINT INC. 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More: the full row for J HAGAN CAPITAL, INC. 2,285 $387K 0.31% 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,221 $384K 0.19% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,211 $382K 0.09% -34 13F-HR Timeline CROBAN More: the full row for CROBAN 2,209 $382K 0.35% +22 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,207 $381K 0.13% +372 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 2,188 $381K 0.18% -18 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,196 $379K 0.05% -303 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,194 $379K 0.03% -33 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,199 $379K <0.01% -914 13F-HR Timeline Group TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,191 $378K 0.08% +294 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,184 $377K 0.02% +115 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,169 $375K 0.01% -1,143 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,159 $373K 0.15% +112 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 2,153 $372K 0.35% +318 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 2,153 $372K 0.17% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,148 $371K 0.33% +59 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,138 $369K 0.09% +196 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,138 $369K 0.03% -308 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,135 $369K 0.05% -58 13F-HR Timeline