Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,235 $663K 0.29% +4 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,231 $662K <0.01% +18 13F-HR/A Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,226 $661K 0.55% -11 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 2,218 $658K 0.25% +1,177 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,218 $658K 0.18% 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,212 $656K 0.16% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,210 $656K 0.18% -52 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,208 $655K 0.33% +13 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,202 $654K 0.05% +202 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 2,194 $651K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,199 $651K 0.29% +46 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,178 $646K 0.09% +47 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,178 $646K 0.06% -148 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,171 $644K 0.59% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,166 $643K 0.05% +127 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,164 $642K 0.06% -36 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 2,161 $641K 0.02% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,156 $640K 0.02% -439 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,149 $638K 0.35% +49 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,147 $637K 0.02% -715 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,145 $637K 0.67% 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,144 $636K 0.25% -35 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,143 $636K 0.28% -46 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,142 $636K 0.19% +33 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,136 $634K 0.44% -35 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,135 $634K 0.07% -69 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,133 $633K 0.03% +7 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,119 $629K 0.24% -29 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,114 $627K 0.12% -234 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,112 $627K 0.08% +12 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,110 $626K 0.04% +382 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 2,106 $625K 0.3% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,104 $624K 0.08% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,076 $624K 0.22% +58 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,100 $623K 0.35% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,100 $623K 0.63% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,097 $622K 0.36% +27 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,095 $622K 0.03% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,095 $622K 0.03% -8 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,093 $621K 0.08% -116 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,094 $621K 0.43% 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,078 $617K 0.08% +3 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,076 $616K 0.07% +484 13F-HR/A Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,076 $616K 0.42% -35 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,074 $616K 0.11% +1 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,073 $615K 0.17% -1,580 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 2,070 $614K -25,321 Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,068 $614K 0.19% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,064 $613K 0.2% +43 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,063 $612K 0.11% -5 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,060 $611K 0.01% +373 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,058 $611K 0.11% -1 13F-HR/A Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,057 $611K 0.32% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,057 $610K 0.06% +28 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,056 $610K 0.09% +120 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,055 $610K 0.29% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,052 $609K 0.07% -195 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,049 $608K 0.14% -35 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,047 $608K 0.18% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,227 $604K 0.2% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,032 $603K 0.42% 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 2,025 $601K 0.25% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,020 $600K 0.4% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,019 $599K 0.01% -12 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 2,017 $599K 0.31% +3 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,031 $597K 0.27% 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 2,011 $597K 0.28% +253 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,010 $597K 0.02% -10,473 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 2,005 $595K 0.22% +29 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,000 $594K 0.47% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,025 $594K 0.26% 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,000 $594K 0.09% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,000 $594K 0.56% 0 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,000 $594K 0.12% -1,045 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,990 $591K 0.17% -3,852 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,988 $590K 0.04% +39 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,988 $590K 0.06% +66 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 1,985 $589K 0.15% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,979 $587K 0.07% +496 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,976 $586K 0.01% 0 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,972 $586K 0.13% +119 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,969 $584K 0.18% -38 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,962 $582K 0.04% +535 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,942 $580K 0.2% -387 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 1,947 $578K 0.25% +251 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,945 $577K 0.05% -96 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,940 $576K 0.16% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,940 $576K 0.19% -10 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,939 $575K 0.06% +39 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 1,932 $573K 0.3% 0 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 1,931 $573K 0.36% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,929 $572K -469 Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,927 $572K 0.15% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,924 $571K 0.04% -4,219 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,919 $570K 0.02% +86 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,913 $568K 0.05% +745 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,912 $567K 0.08% -198 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,911 $567K 0.03% +125 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,909 $567K 0.13% -1 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,906 $566K 0.04% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,904 $565K 0.06% -85 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 1,900 $564K 0.33% 0 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 1,899 $564K 0.07% +181 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,897 $563K 0.39% 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,895 $562K 0.05% -590 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,892 $562K 0.01% +86 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,884 $559K <0.01% -4,777 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,878 $557K 0.29% +337 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,873 $556K 0.07% -89 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,873 $556K 0.3% -330 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,832 $555K 0.13% +3 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,868 $554K 0.04% +245 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,865 $554K 0.09% -14 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 1,863 $553K 0.07% -97 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,860 $552K 0.19% +92 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,858 $551K 0.04% -27 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,853 $550K 0.05% +163 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,849 $549K 0.41% -49 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1,845 $548K 0.04% -25 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,842 $547K 0.35% +242 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,837 $545K 0.01% -1,001 13F-HR Timeline TOBAM More: the full row for TOBAM 1,836 $545K 0.17% -633 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,836 $545K 0.03% -73 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,834 $544K 0.05% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,831 $543K 0.18% 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,824 $541K 0.1% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,821 $540K 0.38% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,797 $540K 0.13% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,818 $540K 0.19% -24 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 1,818 $540K 0.58% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,811 $537K 0.13% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,807 $536K 0.18% -572 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,801 $535K 0.04% +546 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1,794 $532K 0.19% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,793 $532K 0.31% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,791 $532K 0.05% +508 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,788 $531K 0.15% +212 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,788 $531K 0.21% +2 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,781 $529K 0.08% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,781 $528K 0.09% -11 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,776 $527K 0.04% +191 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,768 $525K 0.04% +32 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,762 $523K 0.01% new 13F-HR/A Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,760 $522K 0.23% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,757 $521K 0.11% +762 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,751 $520K 0.36% +275 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,751 $520K 0.07% +337 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,750 $520K 0.3% +113 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,749 $519K 0.08% -72 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,748 $519K 0.05% +621 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,746 $518K 0.17% +859 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,744 $518K 0.11% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,743 $517K 0.11% -179 13F-HR/A Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 1,742 $517K 0.07% -23 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,737 $516K 0.1% -364 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,735 $515K 0.05% -165 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,743 $511K 0.05% +85 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,720 $510K 0.23% -165 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,716 $509K 0.03% +35 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,714 $509K 0.51% 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 1,700 $505K 0.01% 0 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 1,699 $504K 0.06% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,695 $503K 0.04% +1 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,694 $503K 0.11% +19 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,690 $501K 0.15% +13 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 1,687 $501K 0.06% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,686 $500K 0.21% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,685 $500K 0.1% +5 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,683 $499K 0.13% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,681 $499K 0.09% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,677 $498K 0.01% -622 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,676 $497K 0.02% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,671 $496K 0.38% -72 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,665 $494K 0.15% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,661 $493K 0.02% -453 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,658 $492K 0.1% 0 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 1,654 $491K 0.33% +22 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,653 $491K 0.06% -39 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,643 $490K 0.11% +11 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,651 $490K 0.18% -83 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,649 $489K 0.33% -111 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,649 $489K 0.25% +200 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,647 $489K 0.3% +4 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,646 $489K 0.02% +800 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 1,645 $488K 0.1% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,645 $488K 0.35% +20 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,645 $488K 0.32% -73 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,644 $488K 0.2% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,644 $488K 0.16% +7 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,643 $488K 0.03% -12 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,643 $488K 0.09% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,643 $488K 0.17% 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,642 $487K 0.05% +1 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 1,637 $486K 0.3% +25 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,637 $486K 0.53% 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,635 $485K 0.18% -69 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,634 $485K 0.05% +4 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,629 $484K 0.29% +205 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,627 $483K 0.05% +77 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,626 $483K 0.14% -96 13F-HR Timeline