Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 6,038 $1.23M 1.11% +373 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 6,016 $1.22M 0.18% -100 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,004 $1.22M 0.24% -1,771 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 6,002 $1.22M 0.2% new 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 5,991 $1.22M 0.73% -1,080 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,954 $1.21M 0.24% -1,500 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 5,938 $1.21M 0.18% -35 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,931 $1.21M 0.05% +1,420 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,880 $1.2M 0.09% +25 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,919 $1.2M 0.02% +54 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 5,909 $1.2M 0.81% +1,992 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 5,900 $1.2M 0.2% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,966 $1.2M 0.04% -815 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,891 $1.2M 0.02% -530 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 5,865 $1.19M 0.5% -642 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,842 $1.19M 0.13% -819 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5,793 $1.19M 0.23% +15 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 5,835 $1.19M 0.39% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,858 $1.18M 0.03% +1,622 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 5,802 $1.18M 0.82% -8 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 5,780 $1.17M 0.1% -24,850 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,748 $1.17M 0.02% +1,717 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,736 $1.17M 0.29% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,718 $1.16M 0.24% -77 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,717 $1.16M 0.03% +391 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 5,714 $1.16M 0.46% +919 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 5,418 $1.16M 0.68% -154 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,704 $1.16M 0.07% -199 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,697 $1.16M 0.06% -40 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,687 $1.16M 0.16% +538 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 5,683 $1.15M 0.69% -270 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,670 $1.15M 0.02% -1,565 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 5,664 $1.15M 0.12% -310 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 5,648 $1.15M 0.16% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 5,647 $1.15M 1.07% +2,934 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,620 $1.14M 0.36% -857 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,569 $1.13M 0.01% +1,218 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,564 $1.13M 0.08% +347 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,548 $1.13M 0.38% -4 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,715 $1.13M 0.09% -880 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,539 $1.13M 0.25% +527 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5,507 $1.12M 0.49% -366 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 5,492 $1.12M 0.02% +650 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,491 $1.12M 0.02% +173 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,490 $1.12M 0.07% +108 13F-HR Timeline Group Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,472 $1.11M 0.69% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,464 $1.11M 0.05% -430 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,458 $1.11M 0.05% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 5,451 $1.11M 0.03% -486 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,426 $1.1M 0.03% -2,021 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,424 $1.1M 0.1% +4 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 5,426 $1.1M 0.11% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,412 $1.1M 0.32% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,384 $1.09M 0.27% +1,232 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,371 $1.09M 0.03% +569 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,354 $1.09M 0.11% -100 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 5,343 $1.09M 0.1% -451 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,328 $1.08M 0.04% +427 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,315 $1.08M 0.03% -118 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,315 $1.08M 0.02% -1,752 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 5,298 $1.08M 0.12% 0 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 5,297 $1.08M 0.12% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,288 $1.07M 0.08% -238 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 5,275 $1.07M 0.26% -150 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,271 $1.07M 0.07% +583 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 5,252 $1.07M 0.81% -80 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,236 $1.06M 0.37% -344 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 5,235 $1.06M 0.44% -249 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 5,185 $1.06M 0.88% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,223 $1.06M 0.05% -125 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,213 $1.06M 0.56% +259 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 5,200 $1.06M 0.01% 0 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5,196 $1.06M 0.38% -153 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,195 $1.05M 0.16% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,112 $1.05M 0.05% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,102 $1.04M 0.02% -6,890 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,080 $1.03M 0.19% +2,930 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,079 $1.03M 0.26% -926 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,072 $1.03M 0.28% -480 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,068 $1.03M 0.22% -100 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,059 $1.03M 0.09% +1,687 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 5,062 $1.03M 0.22% +2,139 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,049 $1.03M 0.37% +14 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 5,046 $1.03M 0.18% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 5,046 $1.03M 0.15% -12 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,040 $1.02M 0.04% -2,395 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,011 $1.02M 0.16% -43 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,025 $1.02M 0.05% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,020 $1.02M 0.03% +1,971 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 4,964 $1.02M 0.02% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,960 $1.02M 0.02% -1,807 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,001 $1.02M 0.08% -462 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 5,000 $1.02M 0.39% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,992 $1.01M 0.04% +93 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,950 $1.01M 0.72% +200 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,991 $1.01M 0.74% +15 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,990 $1.01M 0.69% -187 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,979 $1.01M 0.06% -150 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,974 $1.01M 0.07% +874 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,964 $1.01M 0.41% -2,853 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,953 $1.01M 0.18% -523 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,950 $1.01M 0.54% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,945 $1M 0.31% -117 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 4,921 $1000K 0.1% -246 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,915 $999K 0.04% -900 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,913 $998K 0.23% +1,717 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,907 $997K 0.33% -229 13F-HR Timeline Group TOBAM More: the full row for TOBAM 4,883 $992K 0.26% +1,667 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,873 $990K 0.04% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,871 $990K 0.19% +4,450 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,871 $990K 0.07% +627 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 4,854 $986K 0.39% -40 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 4,849 $985K 0.89% -596 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,845 $984K 0.11% -895 13F-HR Timeline Group US Asset Management LLC More: the full row for US Asset Management LLC 4,836 $983K 0.85% -18 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,803 $976K 0.08% +411 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,864 $976K 0.79% -360 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,797 $975K 0.03% -245 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,794 $974K 0.04% -86 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 4,787 $973K 0.65% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,767 $969K 0.14% -1,542 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 4,748 $965K 0.04% new 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,700 $963K 0.3% -300 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,737 $962K 0.47% -141 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,726 $960K 0.13% +219 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 4,700 $955K 0.11% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,673 $953K 0.21% +2,016 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 4,690 $953K 0.01% -865 13F-HR Timeline Group CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 4,687 $952K 0.22% -58 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,683 $952K 0.11% +1 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 4,656 $946K 0.11% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,640 $943K 0.18% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 4,770 $939K 0.01% +2,237 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,601 $935K 0.02% +734 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 4,562 $927K 0.74% -488 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,613 $926K 0.25% -226 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,552 $925K 0.03% +1,847 13F-HR/A Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,538 $922K <0.01% +462 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,528 $920K 0.23% +572 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,513 $917K 0.01% -4,375 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,513 $917K 0.4% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,510 $916K 0.11% +236 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,569 $916K 0.1% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,502 $915K 0.09% -577 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 4,481 $912K 0.55% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,462 $907K 0.06% +183 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,450 $904K 0.14% -4,194 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,443 $903K 0.03% -378 13F-HR/A Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,436 $901K 0.03% -168 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,414 $897K 0.07% -109 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,213 $895K 0.11% -178 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,392 $892K 0.05% +644 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 4,392 $892K 0.01% -232,133 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,368 $888K 0.22% +1,450 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,358 $886K 0.03% +233 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,350 $884K 0.28% -241 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 4,350 $884K 0.35% +332 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,346 $883K 0.04% -1,636 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,306 $875K 0.03% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 4,290 $872K 0.29% +1,552 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,289 $871K 0.05% -113 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 4,272 $868K 0.91% +14 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,247 $863K 0.55% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,227 $859K 0.07% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,099 $855K 0.08% -300 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,206 $855K 0.04% -271 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,205 $854K 0.21% +66 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,202 $854K <0.01% +175 13F-HR/A Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 4,198 $853K 0.26% +1 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,193 $852K 0.19% +2,025 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,190 $852K -1,022 Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4,178 $849K 0.02% -38,477 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,169 $847K 0.03% -1,298 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,139 $841K 0.13% -345 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,128 $839K 0.15% +2 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 4,106 $834K 0.85% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,105 $834K 0.01% +2,087 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,102 $833K 0.32% 13F-HR/A Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 4,089 $831K 0.28% +496 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,089 $831K 0.01% -460 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,082 $829K 0.06% +103 13F-HR Timeline City State Bank More: the full row for City State Bank 4,081 $829K 0.22% -48 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,080 $829K 0.42% -76 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,072 $827K 0.04% -35 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 4,060 $825K 0.23% +20 13F-HR/A Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,541 $824K 0.13% -57 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 4,053 $823K 0.63% +24 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,047 $822K 0.38% -58 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,037 $820K 0.4% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,015 $816K 0.06% +656 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,980 $815K 0.17% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,006 $814K 0.38% +10 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,001 $813K 0.1% +97 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,999 $813K 0.02% -162 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,996 $812K 0.14% +2,398 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,023 $811K 0.15% -42 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,990 $811K 0.06% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,986 $810K 0.06% -76 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,958 $804K 0.37% +258 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,988 $803K 0.01% +302 13F-HR Timeline