Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,431 $606K 0.12% -67 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,395 $600K 0.22% +1,236 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,381 $598K 0.3% -70 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 3,379 $597K 0.08% +214 13F-HR Timeline FAS Wealth Partners, Inc. 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More: the full row for Legacy Private Trust Co. 3,332 $589K 0.04% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,330 $589K 0.23% +976 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,321 $587K 0.12% +227 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,316 $586K 0.03% -127 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 3,312 $585K 0.5% +1,314 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3,306 $584K 0.11% 13F-HR Timeline Group Sage Financial Management Group, Inc. 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More: the full row for Total Clarity Wealth Management, Inc. 3,221 $569K 0.16% -397 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,218 $569K 0.3% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,208 $567K 0.1% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. 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More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,144 $556K 0.27% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,139 $555K 0.12% -2,810 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,131 $554K 0.03% -38 13F-HR/A Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,135 $554K 0.23% +270 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,133 $554K 0.02% -923 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,111 $553K 0.01% -352 13F-HR/A Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,120 $551K 0.2% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,111 $550K 0.52% -500 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,107 $549K 0.32% -113 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,106 $549K 0.17% -217 13F-HR/A Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,104 $549K 0.11% -225 13F-HR Timeline Trilogy Capital Inc. 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More: the full row for GERMAN AMERICAN BANCORP, INC. 2,979 $527K 0.05% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,944 $520K 0.6% +1,229 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,942 $520K 0.03% -165 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,932 $518K 0.15% +1,164 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,930 $518K 0.06% +16 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,922 $516K 0.11% +154 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,910 $514K 0.05% +123 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,908 $514K 0.18% -142 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 2,613 $513K 0.29% 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,899 $512K 0.35% 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 2,897 $512K 0.14% -236 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 8,503 $509K 0.05% new 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,855 $505K 0.11% -2,068 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,850 $504K 0.11% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,841 $502K 0.08% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2,836 $501K 0.03% -12 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,835 $501K 0.07% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 2,827 $500K 0.36% -186 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,827 $500K 0.14% +620 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,825 $499K 0.33% +509 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,811 $497K 0.13% 0 13F-HR/A Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,805 $496K 0.22% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 2,804 $496K 0.26% -6,047 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,800 $495K 0.01% -225 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 2,800 $495K 0.16% -73 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,798 $495K 0.08% +93 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,790 $493K 0.02% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,786 $492K 0.03% +57 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,773 $490K 0.07% -2,393 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2,765 $489K 0.18% +254 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,765 $489K 0.09% +1,172 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,763 $488K 0.17% -26 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,758 $487K 0.01% +306 13F-HR Timeline Sunbelt Securities, Inc. 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More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,653 $471K 0.04% 0 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,656 $469K 0.12% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,654 $469K 0.17% -992 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,652 $469K 0.12% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,649 $468K 0.14% new 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 2,633 $468K 0.25% +706 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 2,646 $468K 0.08% +829 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 2,643 $467K 0.31% -55 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,583 $467K 0.22% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,640 $467K 0.01% -634 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,616 $466K 0.17% -3,696 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,636 $466K 0.02% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,627 $464K 0.07% -651 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 Strid Group, LLC More: the full row for Strid Group, LLC 2,621 $463K 0.07% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 2,620 $463K 0.83% +115 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,619 $463K 0.17% +1,230 13F-HR Timeline Mullooly Asset Management, Inc. 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KOHN & COMPANY 2,573 $455K 0.12% -348 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,570 $454K 0.23% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,567 $454K 0.03% +29 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,557 $452K 0.03% -264 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,536 $452K 0.07% +1,115 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,552 $451K 0.28% +19 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 2,534 $448K 0.13% +95 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,530 $447K 0.21% +130 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,500 $446K 0.18% -6 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 2,516 $445K 0.2% +6 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,508 $443K 0.03% 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 2,504 $443K 0.19% -38 13F-HR Timeline Group ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 2,501 $442K 0.35% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,438 $431K 0.1% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,426 $429K 0.03% +657 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 2,413 $426K 0.16% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,390 $426K 0.04% -39 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,410 $426K 0.12% 0 13F-HR Timeline BAILARD, INC. 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