Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 30,379 $1.64M 0.06% -4,397 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 30,356 $1.64M 0.19% -9 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 30,252 $1.64M 0.07% +6,041 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 30,210 $1.63M 0.16% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 30,177 $1.63M 0.17% +8,886 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 30,101 $1.63M 1.25% -4,807 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 30,027 $1.62M 0.23% -1,846 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 29,965 $1.62M 0.99% +773 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 29,869 $1.61M 1.01% -1,714 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 28,566 $1.61M 0.09% -52 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 29,768 $1.61M 0.33% +496 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 29,683 $1.6M 0.44% +24,039 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 29,616 $1.6M 0.17% -6,409 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 29,589 $1.6M 0.07% -292 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 29,514 $1.6M 0.04% +3,204 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 29,496 $1.59M 0.3% +1,930 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 29,386 $1.59M 0.31% +1,273 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 29,348 $1.59M 0.76% +9,868 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 29,276 $1.58M 0.19% +11,547 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 29,249 $1.58M 1.55% -42 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 29,207 $1.58M 0.2% +2,962 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 29,184 $1.58M -572 Timeline Friday Financial More: the full row for Friday Financial 29,114 $1.57M 0.54% -214 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 29,037 $1.57M 0.66% -1,036 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 29,043 $1.57M 0.17% +538 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 25,850 $1.56M 0.56% -148 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 28,825 $1.56M 0.96% new 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 28,670 $1.55M 0.33% 0 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 28,613 $1.55M 0.52% +27 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 28,480 $1.54M 0.66% +227 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 28,459 $1.54M 1.34% -377 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 28,438 $1.54M 0.13% 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 28,423 $1.54M 0.82% +146 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 28,402 $1.54M 0.14% -11 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 28,401 $1.54M 0.04% +21,466 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 28,380 $1.53M 0.35% +8,543 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 28,297 $1.53M 0.9% -1,397 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 28,222 $1.53M 0.1% +304 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 28,100 $1.52M 0.02% 0 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 28,055 $1.52M 0.89% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 28,019 $1.51M 0.14% -221 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 27,903 $1.51M 0.14% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 27,889 $1.51M 0.34% -325 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 27,853 $1.51M 0.25% -130 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 27,821 $1.5M 0.14% +191 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 27,816 $1.5M 0.12% -671 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 27,814 $1.5M 0.02% +2,883 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 27,799 $1.5M 0.15% +250 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 27,769 $1.5M 0.14% -199 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 27,763 $1.5M 0.31% -299 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 27,707 $1.5M 0.11% -149 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 27,557 $1.49M 0.52% +350 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 27,484 $1.49M 0.42% -1,678 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 27,399 $1.48M 0.03% +15,001 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 27,392 $1.48M 0.02% +818 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 27,359 $1.48M 0.3% -23,607 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 27,336 $1.48M 0.09% -2,000 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 27,160 $1.47M 0.14% 0 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 27,148 $1.47M 0.54% 0 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 27,034 $1.46M 0.13% +137 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 27,023 $1.46M 0.59% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 26,955 $1.46M 0.62% -220 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 26,951 $1.46M 0.16% -72 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 26,915 $1.45M 0.11% -4,538 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 26,911 $1.45M 0.44% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 26,753 $1.45M 0.13% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 26,741 $1.45M 0.68% +6 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 26,738 $1.45M 0.67% +1,755 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 26,718 $1.44M 0.13% +9,145 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 26,701 $1.44M 0.08% +4,028 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 26,659 $1.44M 0.38% -727 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 26,589 $1.44M 0.17% +2,266 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 26,518 $1.43M 0.05% 0 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 26,518 $1.43M 0.13% -1,050 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 26,520 $1.43M 0.31% -2,575 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 26,506 $1.43M 0.34% -17,395 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 26,505 $1.43M 0.49% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 26,497 $1.43M 0.15% +8,790 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 26,442 $1.43M 0.93% -1,326 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 26,357 $1.42M <0.01% -3,500 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 26,312 $1.42M 0.01% +9,434 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 26,427 $1.42M 0.11% +28 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 26,208 $1.42M 1.41% +230 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 26,108 $1.41M 0.21% -2,737 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 26,097 $1.41M 0.07% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 26,000 $1.41M 0.13% +14,400 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 25,966 $1.4M 0.2% new 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 25,904 $1.4M 0.13% +1,834 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 25,901 $1.4M 0.83% +19,961 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 25,777 $1.39M 0.35% -217,127 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 25,773 $1.39M 1.28% +2,001 13F-HR/A Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 25,757 $1.39M 1.57% -2,658 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 25,570 $1.38M 0.16% +49 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 25,564 $1.38M 0.55% +16,260 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 25,488 $1.38M 0.11% -19 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 25,465 $1.38M 0.4% -1,893 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 25,420 $1.37M 0.39% -2,944 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 25,405 $1.37M 0.59% +3,567 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 25,389 $1.37M 0.36% -509 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 25,369 $1.37M 0.42% +2,241 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 25,310 $1.37M 0.22% -731 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 25,195 $1.36M 0.62% -25 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 25,140 $1.36M 1.16% +2,210 13F-HR Timeline Busey Bank More: the full row for Busey Bank 25,082 $1.36M 0.04% +1,764 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 25,027 $1.35M 0.03% +120 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 25,000 $1.35M 0.12% -6,000 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 24,922 $1.35M 0.09% -2,557 13F-HR Timeline Group Financially in Tune, LLC More: the full row for Financially in Tune, LLC 24,874 $1.34M 1.16% +1,134 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 24,881 $1.34M 0.06% -1,015 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 24,688 $1.33M 0.09% -1,103 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 24,647 $1.33M 0.58% +43 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 24,582 $1.33M 0.11% -84 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 24,559 $1.33M 0.39% +69 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 24,536 $1.33M 0.14% +83 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 24,514 $1.32M 0.77% +917 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 24,481 $1.32M 0.49% -90 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 22,817 $1.32M 0.33% +694 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 24,435 $1.32M 0.14% +333 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 24,370 $1.32M 0.85% +456 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 24,353 $1.32M 0.37% +1,818 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 24,177 $1.31M 0.91% +15,124 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 24,076 $1.3M 0.77% +5,482 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 24,001 $1.3M 1.16% +5,794 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 24,126 $1.3M 0.12% 0 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 24,575 $1.3M 0.34% -717 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 23,939 $1.29M 0.04% +895 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 23,875 $1.29M 1.26% +99 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 23,809 $1.29M 0.11% -55,061 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 23,800 $1.29M 0.17% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 23,799 $1.29M 0.23% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 23,786 $1.29M 0.09% +17,883 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 23,714 $1.28M 0.29% +778 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 23,646 $1.28M 0.09% +4,614 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 23,617 $1.28M 0.5% +973 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 23,585 $1.27M 0.27% +652 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 23,589 $1.27M 0.35% -170 13F-HR Timeline SECURITY BENEFIT LIFE INSURANCE CO /KS/ in group SECURITY BENEFIT LIFE INSURAN… More: the full row for SECURITY BENEFIT LIFE INSURANCE CO /KS/ 23,500 $1.27M 0.67% -4,300 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 23,497 $1.27M 0.03% -234 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,489 $1.27M 0.89% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 23,269 $1.26M 0.74% +8,050 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 23,255 $1.26M 0.85% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 23,234 $1.26M 0.29% -243,044 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 23,088 $1.25M 0.23% +2,430 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 23,059 $1.25M 0.54% -25,159 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 22,940 $1.24M 0.02% 0 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 22,889 $1.24M 0.01% -130,080 13F-HR Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 22,836 $1.23M 0.42% +8,781 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 22,795 $1.23M 0.22% -190 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 22,758 $1.23M 0.22% -1,130 13F-HR/A Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 22,687 $1.23M 0.09% 0 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 22,660 $1.22M 1.15% +14,822 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 22,651 $1.22M 1.04% +6,986 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 22,645 $1.22M 0.57% 0 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 22,495 $1.22M 0.34% -212 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 22,485 $1.22M <0.01% +2,231 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 22,469 $1.21M 0.04% -1,381 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 22,413 $1.21M 0.22% -4,156 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 22,387 $1.21M 0.29% +5,865 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 22,373 $1.21M 0.14% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 22,353 $1.21M 0.04% -1,450 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 22,330 $1.21M 0.07% -2,556 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 22,196 $1.2M 0.46% +3,039 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 22,080 $1.19M 0.06% +68 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 22,007 $1.19M 0.08% +173 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 21,994 $1.19M 0.78% -165 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 21,977 $1.19M 0.3% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 21,960 $1.19M 0.05% -660 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 21,911 $1.18M 0.56% -93 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 21,884 $1.18M 1.03% -49,519 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 21,865 $1.18M 0.81% +2,353 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 21,844 $1.18M 0.05% +3,173 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 21,834 $1.18M 0.28% +13,163 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 21,766 $1.18M 0.28% +26 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 21,532 $1.16M 0.46% -837 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 21,442 $1.16M 0.13% new 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 21,439 $1.16M 0.24% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 21,416 $1.16M 0.16% +7,807 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 21,319 $1.15M <0.01% -4,474 13F-HR Timeline CWC Advisors, LLC. 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