Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 22,327 $10.6M 7.32% +2,438 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 21,682 $10.6M 7.05% +2,493 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 21,579 $10.5M 1.37% -615 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 21,453 $10.5M 0.96% +3,115 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 21,408 $10.4M 5.56% +12 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 21,385 $10.4M 0.13% new 13F-HR Timeline Group Mathes Company, Inc. More: the full row for Mathes Company, Inc. 21,275 $10.4M 3.7% +55 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 21,256 $10.4M 5.05% -920 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 21,225 $10.4M 0.79% -23 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 21,184 $10.3M 0.49% +6,024 13F-HR/A Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 21,110 $10.3M 0.86% -212 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 21,042 $10.3M 0.36% +81 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 21,021 $10.3M 0.76% +2,788 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 20,890 $10.2M 2.69% +2,428 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 20,811 $10.2M 0.46% -1,088 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 20,779 $10.1M 1.34% new 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 20,624 $10.1M 3.66% +117 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 20,478 $9.99M 0.22% -891 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 20,295 $9.9M 0.73% -217 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 20,244 $9.88M 8.01% +127 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 20,175 $9.84M 4.84% 0 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 20,169 $9.84M 6.21% 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 19,980 $9.75M 0.59% -25 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 19,979 $9.75M 4.05% -82 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 19,863 $9.69M 2.93% -298 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 19,838 $9.68M 3.07% +176 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 19,762 $9.64M 1.27% -903 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 19,691 $9.61M 0.48% -350 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 19,616 $9.57M 1.49% +1,904 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for Disciplined Investors, L.L.C. 19,030 $9.28M 6.09% +1,477 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 18,993 $9.27M 5.18% +428 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,975 $9.26M 0.27% +860 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 18,963 $9.25M 3.93% -22,279 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 18,937 $9.24M 2.54% -153 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 18,915 $9.23M 8.75% -1,692 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 18,788 $9.17M 0.76% +475 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 18,444 $9M 0.16% -336 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 18,307 $8.93M 0.28% +4,491 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 18,282 $8.92M 4.51% -7,712 13F-HR/A Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 18,203 $8.88M 2.19% -1,607 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 18,203 $8.88M 3.37% +3,385 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 18,202 $8.88M 3.53% 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 18,161 $8.86M 3.61% +1,543 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 18,148 $8.85M 2.25% -650 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 18,082 $8.82M 4.08% +4,092 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 18,077 $8.82M 1.22% +1,401 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 18,023 $8.79M 0.49% -452 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 17,952 $8.76M 6.54% -487 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 17,929 $8.75M 1.67% -154 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 17,929 $8.75M 0.11% +414 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 17,844 $8.71M 0.13% +3,817 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 17,825 $8.7M 2.67% +1,387 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 17,797 $8.68M 0.45% -286 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 17,728 $8.65M 0.95% -318 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 17,692 $8.63M 4.27% +1,684 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 17,607 $8.59M 5.5% -2,705 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,580 $8.58M 0.24% +994 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 17,554 $8.56M 2.86% +716 13F-HR Timeline Yoder Wealth Management, Inc. 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More: the full row for CENTAURUS FINANCIAL, INC. 17,320 $8.45M 0.39% -644 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 17,296 $8.44M 0.73% -225 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 17,294 $8.44M 3.96% -742 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 17,282 $8.43M 0.27% -901 13F-HR Timeline Group Dentgroup LLC More: the full row for Dentgroup LLC 17,229 $8.41M 5.77% -1,882 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,142 $8.36M 0.27% +706 13F-HR Timeline Group Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 17,097 $8.34M 1.13% -1,909 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 17,053 $8.32M 0.93% +1,111 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 17,048 $8.32M 2.09% +33 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 17,058 $8.29M 2.32% +403 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 16,940 $8.26M 1.74% -654 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 16,924 $8.26M 2.13% +915 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 16,846 $8.22M 0.56% +721 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 16,836 $8.22M 4.11% 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 16,823 $8.21M 5% -28 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 16,779 $8.19M 0.56% +2,374 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 16,646 $8.18M 3.39% -31 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 16,744 $8.17M 5.22% -678 13F-HR/A Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 16,714 $8.15M 1.58% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 16,618 $8.11M 0.77% +376 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,589 $8.1M 0.09% +2,499 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 16,556 $8.08M 4.49% +9,188 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 16,539 $8.07M 0.54% -452 13F-HR Timeline Group Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 16,534 $8.07M 6.51% -368 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 16,527 $8.06M <0.01% +12,553 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 16,440 $8.02M 0.92% -949 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,387 $7.99M 0.42% +380 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 16,279 $7.94M 0.57% new 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 16,149 $7.88M 2.84% -435 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,105 $7.86M 0.2% +261 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 16,052 $7.83M 0.14% +2,694 13F-HR/A Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 16,045 $7.83M 1.12% +843 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 16,029 $7.82M 1.06% +640 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 16,234 $7.81M 1.91% +3,132 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 15,961 $7.79M 4.49% -311 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 15,809 $7.79M 1.88% -304 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15,801 $7.71M 0.58% -234 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 15,801 $7.71M 0.26% -2,358 13F-HR Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 15,791 $7.7M 2.96% -575 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 15,740 $7.68M 2.08% +358 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 15,629 $7.62M 3.19% +1,461 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 15,627 $7.62M 1.69% +7,716 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 15,602 $7.61M 1.27% -36 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,542 $7.58M 0.35% +1,234 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 15,510 $7.57M 0.89% +421 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 15,389 $7.51M 1.8% -1,305 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 15,375 $7.5M 2.3% -1,539 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 15,295 $7.46M 1.72% -329 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 15,285 $7.46M 5.47% -314 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,255 $7.44M 0.01% -8,789 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 15,218 $7.42M 0.56% -1,788 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 15,117 $7.37M 2.59% +2,715 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 15,032 $7.33M 0.85% -401 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,027 $7.33M 0.12% +425 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,859 $7.25M 0.02% +1,350 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 14,851 $7.25M 0.22% +118 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 14,840 $7.24M 6.6% -399 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 14,625 $7.13M 1.12% -557 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 14,598 $7.12M 4.64% +650 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 14,573 $7.11M 0.42% +2,082 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 14,497 $7.07M 2.62% -489 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 14,493 $7.07M 0.19% -419 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,450 $7.05M 0.23% -3,684 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,440 $7.04M 0.26% +104 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 14,431 $7.04M 1.86% 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 14,394 $7.02M 0.94% -21 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 14,346 $7M 1.22% +2,268 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 14,335 $6.99M 1.06% -11 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 14,191 $6.92M 0.58% -518 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 14,183 $6.92M 0.29% +412 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,124 $6.89M 0.82% -633 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 14,105 $6.88M 2.51% -73 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 14,097 $6.88M 2.28% -2,498 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 14,071 $6.86M 4.17% -78 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 14,044 $6.85M 0.02% +11,529 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 13,995 $6.83M 1.26% +1,853 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 13,961 $6.81M 1.59% -222 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,926 $6.79M 0.06% +1,012 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 13,859 $6.76M 0.42% -763 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,847 $6.76M 0.1% -127 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 13,808 $6.74M 3.66% +2,052 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 13,784 $6.72M 0.04% +22 13F-HR Timeline Group Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 13,651 $6.66M 5.3% -1,167 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 13,639 $6.65M 3.49% +3,265 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,539 $6.61M 0.32% +2,210 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 13,463 $6.57M 2.19% -4,370 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 13,387 $6.53M 0.07% -5,711 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 13,377 $6.53M 2.29% +12,494 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 13,365 $6.52M 1.43% -1,186 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 13,290 $6.48M 0.49% -27 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 13,281 $6.48M 0.74% -322 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 13,190 $6.43M 3.51% +46 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 13,174 $6.43M 1.11% +2,499 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 13,153 $6.42M 3.98% -709 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,116 $6.4M 0.09% +840 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 13,091 $6.39M 0.76% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,044 $6.36M 0.19% -820 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 13,037 $6.36M 0.2% -386 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,866 $6.32M 0.22% +671 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 13,126 $6.32M 5.91% 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 12,953 $6.32M 0.87% +39 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 12,941 $6.31M 0.12% -184 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 12,917 $6.3M 0.18% +144 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 12,894 $6.29M 2.57% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,876 $6.28M 0.08% +546 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 12,869 $6.28M 1.1% -1,720 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 12,811 $6.25M 0.53% -81 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 12,750 $6.22M 2.31% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 12,605 $6.2M 2.31% +480 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 12,695 $6.19M 3.48% +181 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 12,679 $6.19M 5.28% +583 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 12,671 $6.18M 2.68% -166 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for Institute for Wealth Management, LLC. 12,207 $5.96M 0.63% +4,497 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 12,196 $5.95M 5.99% 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 12,189 $5.95M 2.37% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 12,197 $5.95M 0.64% 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 12,181 $5.94M <0.01% +9,395 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 12,131 $5.92M 11.25% -6,586 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 12,129 $5.92M 1.26% +1,317 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 12,118 $5.91M 4.59% -280 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 12,059 $5.88M 0.97% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12,055 $5.88M 0.27% +1,692 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 12,049 $5.88M 0.9% -164 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 12,010 $5.86M 1.08% -398 13F-HR Timeline