Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,489 $1.09M 1.04% 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,462 $1.09M 0.39% -404 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,482 $1.09M 0.24% +71 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,474 $1.08M 0.07% -44 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,474 $1.08M 0.08% +2 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,461 $1.08M 0.73% -50 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,461 $1.08M 0.08% -112 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,464 $1.08M 0.21% +4 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,456 $1.08M 0.5% +66 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,444 $1.07M 0.08% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,439 $1.07M 0.04% +456 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 2,438 $1.07M 0.17% new 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 2,436 $1.07M 0.98% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,435 $1.07M 0.25% -80 13F-HR/A Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,428 $1.06M 0.36% +242 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,424 $1.06M 0.49% +1,830 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,421 $1.06M 0.09% -38 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,419 $1.06M 0.4% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,407 $1.06M 0.37% new 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 2,406 $1.05M 0.13% +8 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,427 $1.05M 0.07% +509 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,380 $1.05M 0.03% -409 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,388 $1.05M 0.27% -175 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 2,386 $1.05M <0.01% -682 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,386 $1.05M 0.15% +6 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,380 $1.04M 0.43% -50 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,366 $1.04M 0.24% -1,589 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,363 $1.04M 0.22% +1,323 13F-HR/A Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,348 $1.03M 0.19% -1,852 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,352 $1.03M 0.05% +1,176 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,349 $1.03M 0.26% -1,431 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,344 $1.03M 0.63% -10 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,344 $1.03M 0.17% +287 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,342 $1.03M 0.48% -198 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,334 $1.02M 0.05% +929 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,334 $1.02M 0.06% -183 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,333 $1.02M 0.25% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,330 $1.02M 0.22% +209 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,322 $1.02M 0.02% +168 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,319 $1.02M 0.32% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,318 $1.02M 0.5% +2 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,310 $1.01M 0.02% +8 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,300 $1.01M <0.01% -12,700 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,298 $1.01M 0.02% +417 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,298 $1.01M 0.18% 0 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,296 $1.01M 0.86% -122 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,294 $1.01M 0.22% +517 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,289 $1M 0.22% +139 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,285 $1M 0.11% +1 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 2,280 $1000K 0.26% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,278 $999K 0.11% +396 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,278 $999K 0.1% -967 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,274 $997K 0.02% 0 13F-HR Timeline Group DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 2,219 $994K 0.52% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,267 $994K 0.44% -83 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,262 $992K 0.36% +80 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,257 $989K 0.08% 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,245 $985K 0.21% 0 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 2,247 $985K 1.62% +39 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,246 $985K 0.24% -435 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,246 $985K 0.03% 0 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 2,244 $984K 0.2% -27 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,236 $980K 0.15% +100 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,231 $978K 0.14% -14 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,225 $975K 0.07% -219 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,225 $975K 0.07% -60 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,219 $973K 0.03% -515 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,218 $972K 0.48% -5 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,216 $971K 0.05% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,212 $970K 0.1% +676 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,211 $969K 0.2% +1,224 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,196 $963K 0.08% -653 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,195 $962K 0.36% +25 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,191 $961K 0.17% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,190 $960K 0.55% +241 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,183 $957K 0.87% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,180 $956K 0.58% 0 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 2,176 $954K 0.54% -24 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,169 $951K 0.4% -74 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,164 $949K 0.43% +5 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,151 $943K 0.01% +340 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,147 $941K 0.7% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,141 $939K 1.16% 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,146 $938K 0.25% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,130 $935K 0.09% -182 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,130 $934K 0.58% -26 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 2,111 $925K 0.7% +532 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,108 $924K 0.14% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,102 $922K 0.11% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,101 $921K 0.1% -211 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 2,100 $921K 0.3% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,096 $920K 0.32% +50 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,094 $918K 0.22% +189 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,084 $914K 0.04% -50 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,063 $904K 1.04% +1,304 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,058 $902K 0.26% -5 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,057 $902K 0.05% +179 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,978 $901K 0.45% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,049 $898K 0.21% +69 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,044 $896K 0.51% -71 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,041 $895K 0.1% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,039 $894K 0.16% -49 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 2,035 $892K 0.73% +65 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,028 $889K 0.28% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,025 $888K 0.26% -22 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,025 $888K 0.03% -62 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,018 $885K 0.12% 0 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,014 $884K 0.72% -156 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,016 $884K 0.14% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,014 $882K 0.13% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,007 $880K 0.15% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,006 $879K 0.01% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,003 $878K 0.27% -20 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,995 $875K 0.09% +824 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,993 $874K 0.74% -123 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,989 $872K <0.01% +91 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,968 $863K 0.22% +8 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,946 $853K 0.44% -70 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,944 $852K 0.38% 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,940 $851K 0.06% +179 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,938 $850K 0.03% +145 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,936 $849K 0.11% +146 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,929 $846K 0.39% +81 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,924 $843K 0.18% +200 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,921 $842K 0.07% -133 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,902 $842K 0.06% -1,488 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,912 $838K 0.25% 0 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,911 $838K 0.44% -17 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,907 $836K 0.12% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,906 $836K 0.15% +456 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,915 $831K 0.04% +425 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,891 $829K 0.21% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,890 $829K 0.16% -1,653 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,884 $826K 0.56% +43 13F-HR/A Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,884 $826K 0.16% 0 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 1,879 $824K 0.22% -1 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,879 $824K 0.47% -976 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,879 $824K 0.4% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,872 $821K 0.39% +120 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,871 $820K 0.13% -251 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,865 $818K 0.04% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,883 $817K 0.32% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,860 $815K 0.62% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,859 $815K 0.2% -22 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,857 $814K 0.53% -245 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,857 $814K 0.55% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,843 $808K 0.21% +103 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,839 $806K 0.47% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,822 $806K 0.35% -216 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,838 $806K 0.08% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,833 $804K 0.09% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,825 $800K 0.31% -273 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,822 $800K 0.17% -59 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,819 $797K 0.39% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,815 $796K 0.22% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,813 $795K 0.25% +748 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,813 $795K 0.17% -868 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,807 $792K 0.31% +64 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,805 $791K 0.4% +193 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,804 $791K 0.28% -232 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,800 $789K 0.02% -45 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,800 $789K 0.29% -47 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,800 $789K 0.06% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,798 $788K 0.54% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,798 $788K 0.22% -17 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,793 $786K 0.26% -134 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,789 $784K 0.29% -1,268 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,787 $783K 0.02% -290 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,780 $780K 0.11% -195 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 1,779 $780K 0.69% -10 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,778 $780K 0.18% +3 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,779 $780K <0.01% -985 13F-HR/A Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,774 $778K 0.53% -58 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,773 $777K 0.56% 0 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,773 $777K 0.6% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,769 $776K 0.24% -320 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,764 $773K 0.31% -29 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 1,705 $773K 0.38% +1,504 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,761 $772K 0.06% +10 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,758 $771K 0.06% +92 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,754 $769K 0.07% -3 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,750 $767K 0.06% -46 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,746 $765K 0.23% +744 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,743 $765K 0.27% +854 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,738 $762K 0.34% -125 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,729 $758K 0.07% +18 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 1,728 $757K 0.85% -116 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,727 $757K 0.24% +30 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,723 $755K 0.08% -1 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,722 $755K 0.03% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,713 $751K 0.06% +60 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,712 $751K 0.78% +202 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,712 $750K 0.09% -1,415 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,710 $750K 0.55% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,706 $748K 0.04% -553 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,701 $746K 0.07% 0 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 1,693 $742K 0.29% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,673 $733K 0.34% -11 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 1,673 $733K 0.3% +38 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 1,670 $732K 0.71% +144 13F-HR Timeline