Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,624 $346K 0.08% +401 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,624 $346K 0.14% +185 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,622 $346K 0.1% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,615 $345K 0.29% -147 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 2,605 $344K 0.21% +57 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 2,602 $343K 0.1% +406 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,602 $343K 0.02% -162 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,589 $342K 0.01% -320 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,584 $341K 0.03% -122 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,579 $340K 0.06% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,578 $340K 0.04% -55 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,565 $339K 0.06% +114 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,556 $337K 0.02% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,555 $337K 0.16% +90 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. 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More: the full row for Strategic Financial Partners, Ltd. 2,517 $332K 0.14% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,517 $332K 0.14% +66 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,515 $332K 0.1% -9 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,515 $332K 0.05% -2,095 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,512 $332K 0.15% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 2,505 $331K 0.03% 0 13F-HR Timeline Group Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,500 $330K 0.06% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,494 $329K 0.06% +295 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,491 $329K 0.07% +8 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,486 $328K 0.07% +10 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,486 $328K 0.03% 0 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 2,483 $328K 0.24% +277 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,482 $328K 0.13% +31 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,481 $328K 0.15% -88 13F-HR Timeline Wall Street Financial Group, Inc. 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More: the full row for Mission Creek Capital Partners, Inc. 2,471 $326K 0.07% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,467 $326K 0.22% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,462 $325K 0.01% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,456 $324K 0.01% new 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 2,451 $324K 0.03% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,451 $324K 0.16% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 2,444 $323K 0.22% +103 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,443 $322K 0.22% -185 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,438 $322K 0.03% +325 13F-HR Timeline Group MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,436 $322K 0.08% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,436 $322K 0.16% +19 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,435 $321K 0.12% -496 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,435 $321K 0.1% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,433 $321K 0.13% -95 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,434 $321K 0.05% +55 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,431 $321K 0.11% -605 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,425 $320K 0.25% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,493 $320K 0.18% -292 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,423 $320K 0.17% -299 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,400 $318K 0.24% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,411 $318K 0.1% -233 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,405 $317K 0.39% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,402 $317K 0.05% -8 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,401 $317K 0.05% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,400 $317K 0.16% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,398 $317K 0.17% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,398 $317K 0.13% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,397 $316K 0.05% -139 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,386 $315K 0.02% +20 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 2,381 $314K 0.05% -16,090 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,378 $314K 0.01% new 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,376 $314K 0.02% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,376 $314K 0.1% +181 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,373 $313K 0.09% +3 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,370 $313K 0.05% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,369 $313K 0.1% -7,113 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,572 $313K 0.09% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,368 $313K 0.02% -1,031 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,365 $312K 0.02% new 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 2,364 $312K 0.23% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,362 $312K 0.07% +1 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,361 $312K 0.05% new 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 2,359 $311K 0.04% +27 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,354 $311K 0.09% +16 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,353 $311K 0.14% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,348 $310K 0.11% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,345 $310K 0.1% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,339 $309K 0.06% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,338 $309K 0.04% -59 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,337 $308K 0.06% -431 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,336 $308K 0.03% new 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,334 $308K 0.06% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,334 $308K 0.07% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,326 $307K 0.09% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,324 $307K 0.2% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 2,319 $306K 0.27% -103 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 2,318 $306K 0.09% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,318 $306K 0.04% +11 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,312 $305K 0.02% +23 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,308 $305K 0.03% new 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 2,305 $304K 0.09% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,302 $304K 0.03% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,298 $303K 0.04% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,297 $303K 0.02% -25 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,292 $303K 0.09% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,287 $302K 0.09% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,287 $302K 0.07% +86 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,286 $302K 0.04% -516 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,276 $300K 0.01% +304 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,272 $300K 0.03% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,270 $300K 0.01% 0 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,264 $299K 0.2% +10 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,261 $298K 0.08% +36 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,258 $298K 0.02% -159 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,250 $297K 0.01% -9,116 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 2,250 $297K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,244 $296K 0.02% -50 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,243 $296K 0.03% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,240 $296K 0.18% -76 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,237 $295K 0.05% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,236 $295K 0.03% -37 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 2,232 $295K 0.05% -76 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,226 $294K 0.13% -242 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,224 $294K 0.06% -152 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,220 $293K 0.08% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,217 $293K 0.03% -1,043 13F-HR Timeline North Capital, Inc. 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More: the full row for Hudock, Inc. 2,167 $286K 0.04% -99 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,162 $285K 0.04% new 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 2,159 $285K 0.27% 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,158 $285K 0.02% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,151 $284K 0.02% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,157 $284K 0.03% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,148 $284K 0.08% -33 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 2,148 $283K 0.22% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,147 $283K 0.04% +10 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,139 $282K 0.2% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,139 $282K 0.07% -73 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,139 $282K 0.02% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,138 $282K 0.06% -674 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,136 $282K 0.03% new 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 2,136 $282K 0.05% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,134 $282K 0.12% new 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,132 $281K 0.01% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,126 $281K 0.07% -128 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,126 $281K 0.1% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,120 $280K 0.04% -326 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,117 $279K 0.05% -150 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,100 $279K 0.01% +1,000 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,112 $279K 0.18% -4,217 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,975 $278K 0.04% -404 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,108 $278K 0.01% -76 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,109 $278K 0.02% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,106 $278K 0.07% new 13F-HR Timeline McMillan Office, Inc. 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ALLISON & CO., INC. 2,087 $275K 0.18% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 2,085 $275K 0.18% new 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,079 $274K 0.07% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,074 $274K 0.11% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,073 $274K 0.03% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,072 $273K 0.1% -122 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,071 $273K 0.11% -87 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,069 $273K 0.06% -375 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,084 $272K 0.37% -15 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,062 $272K 0.16% new 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 2,052 $271K 0.11% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,050 $271K 0.05% -126 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,276 $270K 0.04% new 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,047 $270K 0.05% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,047 $270K 0.1% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,040 $269K 0.12% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,037 $269K 0.07% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,026 $267K 0.02% new 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 2,025 $267K 0.2% new 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,025 $267K 0.31% new 13F-HR Timeline Independent Wealth Network Inc. 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