Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,376 $3.12M 0.27% -157 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,372 $3.12M 0.7% +74 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 5,342 $3.1M 0.64% -18 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,336 $3.1M 0.23% -289 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 5,334 $3.1M 0.66% +5 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 5,329 $3.1M 0.39% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,327 $3.09M 0.16% +689 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 5,314 $3.09M 2.34% -71 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,305 $3.08M 0.39% -2,799 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 5,292 $3.07M 1.64% -249 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,276 $3.06M 0.98% new 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 5,266 $3.06M 2.13% -386 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,262 $3.06M 0.18% +472 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 5,260 $3.06M 0.28% +541 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 5,248 $3.05M 0.51% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,232 $3.04M 0.26% -1,634 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 5,224 $3.03M 3.62% new 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 5,213 $3.03M 1.5% -1,885 13F-HR Timeline Group Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 5,212 $3.03M 0.28% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,195 $3.02M 0.27% +1,089 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 5,188 $3.01M 3.36% +263 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 5,185 $3.01M 1.66% 0 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 5,178 $3.01M 0.19% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,170 $3M 0.89% -73 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,167 $3M 0.04% +627 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 5,158 $3M 0.65% -51 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,154 $2.99M 1.14% -679 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 5,144 $2.99M 2.2% +3,331 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,132 $2.98M 0.52% +281 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,131 $2.98M 0.06% +238 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,126 $2.98M 0.35% +1,475 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,120 $2.97M 1.93% +52 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,099 $2.96M 0.45% -46 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 5,096 $2.96M 0.66% -92 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 5,093 $2.96M 3.33% -1,277 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 5,082 $2.95M 1.38% +59 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,455 $2.95M 1.17% -43 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,077 $2.95M 0.09% -3,689 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,075 $2.95M 1.62% -48 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,075 $2.95M 0.91% -253 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,082 $2.95M 0.17% +626 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,069 $2.94M 1.76% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,066 $2.94M 0.74% +652 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,058 $2.94M 0.36% -372 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,051 $2.93M 0.11% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,047 $2.93M 0.2% +700 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 5,046 $2.93M 0.83% -664 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,029 $2.92M 0.01% +636 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,011 $2.91M 0.42% +784 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 5,006 $2.91M 0.73% -2,106 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 5,004 $2.91M 0.43% +844 13F-HR Timeline Tejara Capital Ltd More: the full row for Tejara Capital Ltd 5,000 $2.9M 1.19% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,997 $2.9M 0.16% -9 13F-HR/A Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 4,928 $2.9M 1.55% -175 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 4,977 $2.89M 0.93% +727 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 4,966 $2.88M 1.8% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,963 $2.88M 0.65% -280 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,952 $2.88M 0.14% +3,569 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,944 $2.87M 0.66% -607 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,943 $2.87M 0.11% -16 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,922 $2.86M 0.83% +2,446 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,920 $2.86M 0.4% -877 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,920 $2.86M 0.46% +461 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,913 $2.85M 0.42% +409 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,903 $2.85M 1.31% -678 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 4,901 $2.85M 1.52% +1,499 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 4,900 $2.85M 1.05% -779 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 4,894 $2.84M 0.08% new 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 4,886 $2.84M 1.61% -186 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,896 $2.84M 0.19% +1,110 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 4,875 $2.83M 0.4% -793 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 4,861 $2.82M 3.15% -193 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,856 $2.82M 0.08% +128 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 4,854 $2.82M 0.01% 0 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,847 $2.82M 0.33% +80 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,846 $2.82M 0.04% +83 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,832 $2.81M 0.27% +1,323 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,831 $2.81M 0.76% -390 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,825 $2.8M 0.32% -70 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 4,825 $2.8M 0.48% +761 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,821 $2.8M 0.6% -10 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,805 $2.79M 0.34% +905 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,890 $2.79M 0.41% +832 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,791 $2.78M 0.04% +78 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,788 $2.78M 0.31% -3,633 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 4,778 $2.78M 0.5% -202 13F-HR Timeline MOZAYYX MANAGEMENT LLC More: the full row for MOZAYYX MANAGEMENT LLC 4,775 $2.77M 2.67% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,766 $2.77M 0.64% -144 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 4,764 $2.77M 2.07% -74 13F-HR Timeline Albar Capital Partners LLP More: the full row for Albar Capital Partners LLP 4,756 $2.76M 0.36% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,740 $2.75M 0.09% +164 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,738 $2.75M 0.64% +88 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,731 $2.75M 1.24% -873 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,730 $2.75M 0.23% +160 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4,726 $2.75M 2.3% -17 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,717 $2.74M 0.07% -68 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,716 $2.74M 0.77% -173 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,700 $2.73M 0.62% +102 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 4,681 $2.72M 1.36% -15 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,680 $2.72M 0.45% -1,764 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,676 $2.72M 1.25% +465 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,655 $2.7M 1.59% new 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 4,649 $2.7M 1.68% +290 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,635 $2.69M 0.08% +1,012 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,633 $2.69M 0.06% +3,126 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,630 $2.69M 0.29% -2,557 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,628 $2.69M 0.67% -207 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,638 $2.69M 0.51% -145 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,626 $2.69M 0.62% +373 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 4,620 $2.68M 1.34% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,614 $2.68M 0.83% -63 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,607 $2.68M 0.45% -25 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,595 $2.67M 0.13% -596 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,594 $2.67M 0.27% -3,287 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,590 $2.67M 0.02% -2,138 13F-HR Timeline Group LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,585 $2.66M 1.87% -272 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,580 $2.66M 0.56% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,573 $2.66M 0.19% -549 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,571 $2.66M 0.35% +692 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 4,568 $2.65M 0.8% +1,296 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,561 $2.65M 0.82% -2,389 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,558 $2.65M 0.39% -325 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 4,557 $2.65M 0.92% -620 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 4,553 $2.64M 0.51% +801 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,527 $2.63M 0.43% -350 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,525 $2.63M 0.05% +100 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,512 $2.62M 0.72% -18 13F-HR Timeline ALKEON CAPITAL MANAGEMENT LLC More: the full row for ALKEON CAPITAL MANAGEMENT LLC 4,510 $2.62M 0.01% new 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 4,509 $2.62M 1.71% -1 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,507 $2.62M 0.45% -122 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,496 $2.61M 0.71% -28 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,493 $2.61M 0.59% -83 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,472 $2.6M 0.73% +16 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,469 $2.6M 0.88% -1,555 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 4,465 $2.59M 2.56% -1,099 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,458 $2.59M 0.42% +78 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,454 $2.59M 0.2% -72 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 4,450 $2.59M 0.6% -12,735 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 4,716 $2.58M 1.69% -2,638 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,449 $2.58M 1.17% -123 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,448 $2.58M 1.47% -28 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,442 $2.58M 0.7% -4,308 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,436 $2.58M 0.5% -80 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 4,426 $2.57M 0.18% 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 4,422 $2.57M 1.59% +50 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,420 $2.57M 0.69% +139 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,415 $2.56M 0.95% -144 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,415 $2.56M 0.44% -985 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,414 $2.56M 0.17% +782 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,409 $2.56M 0.24% -1,114 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 4,407 $2.56M 1.1% -85 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 4,400 $2.56M 0.09% -70,520 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,399 $2.56M 0.28% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,516 $2.55M 0.3% +219 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,395 $2.55M 0.18% +600 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 4,395 $2.55M 2.3% +85 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,391 $2.55M 0.25% +253 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,386 $2.55M 0.16% +238 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,385 $2.55M 0.46% +312 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 4,373 $2.54M 1.63% -1,837 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,360 $2.53M 0.72% +1,235 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,357 $2.53M 0.12% -1,776 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 4,355 $2.53M 0.14% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,346 $2.52M 1.77% +29 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,346 $2.52M 0.03% +302 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 4,344 $2.52M 1.97% -3,432 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,328 $2.51M 0.47% -997 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,313 $2.51M 0.15% -2,990 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,293 $2.49M 0.23% +540 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,280 $2.49M 1.64% +29 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 4,276 $2.48M 0.57% -9,654 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 4,254 $2.47M 0.58% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,254 $2.47M 0.59% +416 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 4,251 $2.47M 0.56% +270 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 4,250 $2.47M 0.22% -1,133 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 4,249 $2.47M 0.53% +2,753 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,245 $2.47M 0.1% +305 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,243 $2.46M 0.03% +231 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 4,242 $2.46M 1.68% +313 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 4,204 $2.44M 2.05% -1,558 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 4,194 $2.44M 0.92% -2,654 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,182 $2.43M 0.42% -78 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 4,172 $2.42M 2.02% -57 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,171 $2.42M 0.88% +208 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,167 $2.42M 1.4% -31,105 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 4,166 $2.42M 0.64% +694 13F-HR/A Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,163 $2.42M 0.27% -425 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 4,124 $2.4M 0.49% -1,025 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,123 $2.4M 0.03% -1,646 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,112 $2.39M 0.15% -886 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 4,098 $2.38M 0.13% -369 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 11,700 $2.38M 0.74% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 4,094 $2.38M 0.44% +63 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,092 $2.38M 0.55% -162 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,091 $2.38M 1% +413 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,089 $2.38M 0.74% -106 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4,086 $2.37M 1.51% -288 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,080 $2.37M 0.2% +111 13F-HR/A Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 4,071 $2.36M 1.46% new 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,068 $2.36M 0.83% 0 13F-HR Timeline