Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,512 $311K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,501 $309K <0.01% +485 13F-HR Timeline Group WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 2,500 $309K 0.13% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,498 $309K 0.1% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,497 $309K 0.09% 0 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 2,486 $308K 0.05% 0 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 2,481 $307K 0.73% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,480 $307K 0.07% -512 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,476 $306K 0.11% +59 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,475 $306K 0.05% +25 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,474 $306K 0.03% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,463 $305K 0.05% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,456 $304K 0.1% -239 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,452 $303K 0.08% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,441 $302K 0.1% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,428 $302K 0.18% +28 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,428 $301K 0.03% +3 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,422 $300K 0.59% -25,289 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,416 $299K 0.04% -61 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 2,413 $299K 0.01% -330 13F-HR Timeline Group Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 2,400 $297K 0.26% 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 2,400 $297K 0.12% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,398 $297K 0.02% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,391 $296K 0.01% +58 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,386 $295K <0.01% +8 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,376 $294K 0.02% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,046 $294K 0.05% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,370 $294K 0.09% +1 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,372 $294K 0.02% +99 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,368 $293K 0.01% +1,034 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,367 $293K 0.09% +29 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,360 $292K 0.07% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,349 $291K 0.03% -478 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,349 $291K 0.05% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,345 $290K 0.01% +47 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,345 $290K 0.04% +2 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,337 $289K 0.03% +300 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,331 $288K 0.05% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,330 $288K 0.01% +34 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,326 $288K 0.07% -157 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,321 $287K 0.03% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,292 $284K 0.02% +152 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,279 $282K 0.03% -73 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 2,262 $280K 0.1% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,252 $279K 0.01% 0 13F-HR/A Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,252 $279K 0.39% -194 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,249 $278K <0.01% +129 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,243 $278K 0.05% new 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,233 $276K 0.13% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,228 $276K 0.08% -70 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,220 $275K 0.16% 0 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 2,204 $273K 0.07% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,200 $272K 0.06% 0 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,200 $272K 0.08% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,199 $272K 0.02% new 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 2,178 $270K 0.03% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,168 $268K 0.15% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,161 $267K 0.01% -71 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,159 $267K 0.04% new 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 2,158 $267K 0.14% +4 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,094 $267K 0.01% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,150 $266K 0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,151 $266K 0.1% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,146 $266K 0.02% new 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,126 $263K 0.14% new 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,120 $262K 0.04% -6,502 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,105 $260K 0.09% +1,291 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 2,104 $260K 0.09% +14 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,100 $260K 0.06% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,096 $259K <0.01% -2 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,091 $259K 0.01% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,079 $257K 1.39% -6,389 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,059 $255K 0.03% +25 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,053 $254K 0.12% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,053 $254K 0.17% -30 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 30 $253K 0.07% -1,980 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,047 $253K 0.05% +1 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,044 $253K 0.11% -133 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,042 $253K 0.03% new 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 2,040 $252K 0.02% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,039 $252K 0.01% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,038 $252K 0.11% -27 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,029 $251K 0.01% -489 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,026 $251K 0.04% -50 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,023 $250K 0.01% +90 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,022 $250K 0.06% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,000 $248K 0.07% new 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,000 $248K 0.04% new 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 2,000 $248K 0.05% -150 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,999 $247K <0.01% new 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,984 $246K 0.19% 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 2,025 $245K 0.17% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,980 $245K 0.4% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,975 $244K 0.01% -121 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,990 $243K 0.04% +27 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,964 $243K <0.01% -162 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 1,964 $243K 0.05% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,953 $242K 0.08% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,953 $242K 0.02% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,781 $241K 0.11% new 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 1,988 $241K <0.01% -106 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,942 $240K 0.03% +1,216 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,931 $239K 0.05% new 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,929 $239K 0.09% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,927 $238K 0.01% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,924 $238K 0.2% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,921 $238K 0.16% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,916 $237K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,913 $237K 0.01% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,904 $236K 0.1% new 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 1,900 $235K 0.1% -2,800 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,898 $235K <0.01% -480 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,749 $234K 0.02% -367 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,890 $234K 0.01% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,882 $233K 0.03% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,881 $233K 0.01% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,870 $231K 0.02% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,860 $230K 0.04% +473 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,863 $230K 0.03% +219 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,854 $229K 0.15% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,854 $229K <0.01% new 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,853 $229K 0.05% 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,851 $229K 0.09% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,844 $228K 0.06% +938 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,843 $228K 0.08% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,840 $228K 0.01% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,838 $227K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,835 $227K <0.01% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,834 $227K 0.08% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,827 $226K 0.09% 0 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 1,823 $226K 0.17% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,817 $225K 0.05% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,817 $225K 0.1% new 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 1,815 $225K 0.13% new 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 1,812 $224K 0.1% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,812 $224K 0.15% -2,222 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 1,807 $224K 0.04% new 13F-HR Timeline TOBAM More: the full row for TOBAM 1,803 $223K 0.08% -181 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,800 $223K 0.02% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,788 $221K 0.02% new 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 1,787 $221K 0.15% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,237 $221K 0.01% -42 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,755 $221K 0.02% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,780 $220K 0.03% -364 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 1,740 $217K 0.02% new 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,733 $214K 0.08% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,730 $214K <0.01% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,729 $214K 0.01% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,755 $212K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,716 $212K 0.04% 0 13F-HR Timeline Group S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,712 $212K 0.06% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,704 $211K 0.05% new 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,678 $211K 0.43% new 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,702 $211K 0.05% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,698 $210K 0.1% new 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 1,695 $210K 0.1% new 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,690 $209K 0.11% new 13F-HR/A Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,679 $208K 0.08% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,680 $208K 0.02% -743 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,676 $207K 0.05% -1,864 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,664 $206K 0.06% new 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 1,663 $206K 0.16% new 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 1,660 $205K 0.14% 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,633 $205K 0.15% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,656 $205K 0.13% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,655 $205K <0.01% 0 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 1,644 $204K 0.09% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,643 $203K 0.06% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,643 $203K 0.01% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,642 $203K 0.02% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,637 $203K 0.02% new 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,624 $201K 0.04% new 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,623 $201K 0.17% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,622 $201K 0.09% +12 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 1,617 $200K 0.09% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,616 $200K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,595 $197K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,592 $197K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,592 $197K 0.03% -720 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,588 $197K 0.03% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,537 $190K 0.01% -111 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,500 $186K 0.04% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,444 $179K 0.02% +13 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,427 $178K 0.03% +16 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,400 $173K 0.11% +100 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,397 $173K 0.01% -324 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,394 $173K <0.01% +248 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,393 $172K 0.12% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,387 $172K 0.05% +3 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 1,382 $171K 0.13% +17 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,308 $162K 0.04% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,241 $154K 0.01% +39 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,200 $148K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,200 $148K 0.14% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,191 $147K 0.04% +26 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,174 $146K 0.02% +557 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,182 $146K 0.05% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,174 $145K 0.11% +37 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,149 $142K 0.01% +97 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,119 $138K <0.01% -333 13F-HR Timeline Group