LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,455 $401K 0.28% -140 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,453 $400K 0.06% +21 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 1,452 $400K 0.2% +22 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,450 $400K 0.06% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,450 $400K 0.07% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 1,450 $400K 0.28% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,448 $399K <0.01% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 1,444 $398K 0.19% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,501 $397K 0.14% -121 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 1,436 $396K 0.08% +16 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. 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More: the full row for Wingate Wealth Advisors, Inc. 1,350 $372K 0.33% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,346 $371K 0.26% new 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,344 $370K 0.07% +23 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,343 $370K 0.17% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,341 $370K 0.19% +425 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,340 $369K 0.36% -125 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,340 $369K 0.16% -114 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,335 $368K 0.14% +160 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,336 $368K 0.04% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,334 $368K 0.14% +203 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,328 $366K 0.23% new 13F-HR Timeline Friday Financial More: the full row for Friday Financial 1,328 $366K 0.19% new 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 1,327 $366K 0.2% +8 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 1,326 $366K 0.25% new 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 1,326 $365K 0.29% -150 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,318 $363K 0.08% +3 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 1,318 $363K 0.06% -147 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,316 $363K 0.17% +7 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 1,315 $363K 0.21% +118 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,314 $362K 0.18% new 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 1,312 $362K 0.16% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,311 $361K 0.09% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,310 $361K 0.05% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,310 $361K 0.24% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,309 $361K 0.29% +188 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,302 $359K 0.3% new 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,301 $359K 0.26% +10 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 1,298 $358K 0.16% -32 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 1,298 $358K 0.27% +94 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 1,346 $356K 0.16% +64 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,290 $356K 0.12% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,289 $355K 0.11% -13,663 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,285 $354K 0.29% -11 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,285 $354K 0.31% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,285 $354K 0.08% new 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,284 $354K 0.13% -23 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 1,280 $353K 0.41% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,280 $353K 0.18% +52 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,274 $352K 0.09% +424 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,275 $351K 0.06% -349 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,275 $351K 0.26% +871 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 1,274 $351K 0.09% -264 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,272 $351K 0.14% -19 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,265 $349K 0.04% -699 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,264 $348K 0.21% -15 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,260 $347K 0.04% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 1,256 $346K 0.24% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,251 $345K 0.03% -556 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 1,248 $344K 0.35% 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,248 $344K 0.16% +42 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,247 $344K 0.22% +2 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,241 $342K 0.08% -383 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,240 $342K 0.16% -10 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,239 $342K 0.03% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,236 $341K 0.22% 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 212 $340K 0.19% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,234 $340K 0.19% -12 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,233 $340K 0.21% -26 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,233 $340K 0.22% -92 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,242 $337K 0.16% -6,070 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,224 $337K 0.07% new 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 1,223 $337K 0.21% -464 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 1,223 $337K 0.04% new 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,221 $337K 0.1% new 13F-HR/A Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,219 $336K 0.05% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,217 $335K 0.17% new 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,214 $335K 0.12% -64 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,214 $335K 0.24% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,214 $335K 0.12% -91 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 1,212 $334K 0.15% +31 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 1,211 $334K 0.17% new 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 1,209 $333K 0.08% -695 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,206 $332K 0.02% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,200 $331K 0.07% -20 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 1,200 $331K 0.01% 0 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 1,200 $331K 0.49% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,197 $330K 0.18% new 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,195 $329K 0.06% -25 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,190 $328K 0.06% -311 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,190 $328K 0.84% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,190 $328K 0.11% +156 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,182 $326K 0.09% new 13F-HR/A Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,180 $325K 0.06% -80 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,180 $325K 0.1% new 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 1,179 $325K 0.13% -74 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,176 $324K 0.11% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,175 $324K 0.17% -370 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 1,200 $323K 0.15% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,170 $323K 0.52% -12 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,165 $321K 0.05% new 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,165 $321K 0.02% -54 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,164 $321K 0.08% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,164 $321K 0.12% -380 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,160 $320K 0.13% new 13F-HR Timeline Teramo Advisors, LLC More: the full row for Teramo Advisors, LLC 1,160 $320K 0.12% new 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 1,160 $320K 0.33% new 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 1,159 $319K 0.62% new 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 1,154 $318K 0.06% new 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 1,154 $318K +203 Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,154 $318K 0.11% new 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,152 $318K 0.12% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,150 $317K 0.1% -537 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,150 $317K 0.11% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,137 $316K 0.03% new 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 1,146 $316K 0.24% new 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,141 $315K 0.16% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,088 $314K 0.09% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,138 $314K 0.02% -1,053 13F-HR Timeline Group Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 1,138 $314K 0.11% -960 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,137 $313K 0.3% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,133 $312K 0.1% +93 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,132 $312K 0.18% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,130 $311K 0.04% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,130 $311K 0.11% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 1,130 $311K 0.01% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,127 $311K 0.15% -396 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,126 $310K 0.27% new 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,121 $309K 0.04% -102 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,117 $308K 0.08% new 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,130 $307K 0.14% -1,590 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,114 $307K 0.04% -186 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 1,104 $307K 0.2% +215 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,110 $306K <0.01% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,108 $305K 0.1% new 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,107 $305K 0.22% -165 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,104 $304K 0.07% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,107 $304K 0.11% new 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 1,102 $304K 0.39% -94 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 1,101 $304K <0.01% -1,020 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 1,101 $303K 0.11% new 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 1,101 $303K 0.16% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 1,100 $303K 0.06% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,100 $303K 0.06% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,098 $303K 0.06% -3,527 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 1,098 $303K 0.03% -1,112 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,095 $302K 0.08% -194 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,095 $302K 0.12% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,095 $302K 0.1% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,093 $301K 0.05% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,092 $301K 0.03% new 13F-HR/A Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 1,092 $301K 0.09% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,091 $301K 0.07% -2,427 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,091 $301K 0.07% new 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 1,091 $301K 0.17% new 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 1,090 $300K 0.17% new 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,090 $300K 0.17% new 13F-HR/A Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,089 $300K 0.05% new 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1,085 $299K 0.14% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1,007 $299K 0.18% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,084 $299K 0.03% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,084 $299K 0.26% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,104 $298K 0.04% +64 13F-HR Timeline DISCIPLINED GROWTH INVESTORS INC /MN More: the full row for DISCIPLINED GROWTH INVESTORS INC /MN 1,080 $298K 0.01% new 13F-HR Timeline