SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 1,576 $1.47M 0.48% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,574 $1.47M 0.21% +27 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,572 $1.47M 0.35% +13 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,571 $1.47M 0.13% -60 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,570 $1.47M 0.59% -253 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,568 $1.47M 0.37% -4 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 1,566 $1.46M 0.69% -403 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,565 $1.46M 0.15% +48 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,562 $1.46M 0.05% +79 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,561 $1.46M 1.07% +1,169 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 1,555 $1.45M 0.3% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,550 $1.45M 0.15% -59 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,550 $1.45M 0.59% +125 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,545 $1.44M 0.17% -16 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,542 $1.44M 0.21% -15 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,540 $1.44M 0.2% +954 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,535 $1.44M 0.85% +77 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,534 $1.44M 0.42% +58 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,534 $1.44M 0.12% -56 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,534 $1.44M 0.23% +1,180 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,532 $1.43M 0.53% -6 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,528 $1.43M 0.28% +193 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,527 $1.43M 0.17% +29 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,526 $1.43M 0.1% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,525 $1.43M 0.13% -27 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 1,525 $1.43M 0.28% +24 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,524 $1.43M 0.74% 0 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 1,524 $1.43M 0.05% -13,869 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,541 $1.42M 0.62% -289 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,650 $1.42M 0.58% +17 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,521 $1.42M 0.33% -213 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,521 $1.42M 0.51% -78 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,521 $1.42M 0.26% -14 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,519 $1.42M 0.13% +66 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,518 $1.42M 0.65% +208 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,544 $1.42M 1.24% -68 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 1,513 $1.42M 0.78% -5 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,512 $1.41M 0.17% +38 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,510 $1.41M 0.74% new 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 1,508 $1.41M 0.48% 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,507 $1.41M 0.42% +28 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,502 $1.41M 0.26% +419 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,502 $1.41M 0.29% +50 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 1,500 $1.4M 1.37% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,498 $1.4M 0.87% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,496 $1.4M 0.09% +60 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 1,496 $1.4M 1.07% +75 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 1,493 $1.4M 0.63% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,493 $1.4M 0.5% +9 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 1,492 $1.4M 0.49% -205 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,489 $1.39M 0.76% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,487 $1.39M 0.74% +136 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,483 $1.39M 0.07% -114 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 1,466 $1.39M 0.58% -121 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,456 $1.39M 0.28% +23 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,477 $1.38M 0.49% -4 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,475 $1.38M 0.05% -113 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,474 $1.38M 0.18% +3 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,474 $1.38M 0.18% +116 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,473 $1.38M 0.15% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,471 $1.38M 0.16% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,470 $1.38M 0.18% +12 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,466 $1.37M 0.13% +892 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,465 $1.37M 0.33% +26 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,463 $1.37M 0.17% -1,082 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,462 $1.37M 0.28% +2 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,462 $1.37M 0.9% -45 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,461 $1.37M 0.5% -5 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,457 $1.36M 0.38% +78 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 1,457 $1.36M 0.13% +76 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,456 $1.36M 0.51% +96 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,121 $1.36M 0.32% +2,186 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,453 $1.36M 0.75% -30 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,451 $1.36M 0.35% -30 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,444 $1.35M 0.16% -100 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,444 $1.35M 0.1% +14 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 1,444 $1.35M 0.57% -34 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,355 $1.35M 0.21% -7 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,442 $1.35M 0.37% +11 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,440 $1.35M 0.41% -198 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 1,437 $1.34M 1.31% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,435 $1.34M 1.08% +5 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,434 $1.34M 0.11% -9 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,431 $1.34M 0.4% -20 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,424 $1.33M 0.89% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,422 $1.33M 0.19% 0 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,419 $1.33M 0.64% +31 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,434 $1.33M 0.13% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,417 $1.33M 0.13% -15 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,415 $1.32M 0.06% -8 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,413 $1.32M 0.37% +1 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,411 $1.32M 0.15% +51 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,410 $1.32M 0.52% +80 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 1,409 $1.32M 0.17% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,404 $1.31M 0.6% -9 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 1,400 $1.31M 0.09% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,399 $1.31M 0.41% -5 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,398 $1.31M 0.16% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,393 $1.3M 0.12% +131 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,393 $1.3M 0.74% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,392 $1.3M 0.06% -199 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,390 $1.3M 0.17% +6 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,390 $1.3M 0.25% +10 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,390 $1.3M 0.43% 0 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 1,389 $1.3M 1.08% -11 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 1,388 $1.3M 0.62% -83 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,388 $1.3M 0.36% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,385 $1.3M 0.03% +11 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,384 $1.29M 0.14% 0 13F-HR Timeline SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 1,382 $1.29M 0.68% -95 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,382 $1.29M 0.21% +116 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,383 $1.29M 1.12% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,382 $1.29M 0.42% -1 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,380 $1.29M 0.07% -10 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,377 $1.29M 0.09% +31 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,376 $1.29M 0.22% +434 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,375 $1.29M 0.1% -8 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,375 $1.29M 0.77% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,372 $1.28M 0.08% +7 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,372 $1.28M 0.29% +20 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,369 $1.28M 0.51% +96 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 1,369 $1.28M 0.87% +74 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 1,364 $1.28M 0.87% +36 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 1,364 $1.28M 0.13% -25 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,362 $1.27M 0.19% +161 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 1,359 $1.27M 0.36% +2 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,358 $1.27M 0.18% -77 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,333 $1.27M 0.34% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,356 $1.27M 0.11% +10 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,356 $1.27M 0.24% +444 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,355 $1.27M 0.11% -1 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,352 $1.26M 0.46% +9 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,351 $1.26M 0.04% +2 13F-HR/A Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 1,350 $1.26M 0.74% -12,975 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,350 $1.26M 0.18% -58 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,340 $1.26M 0.75% -17 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,348 $1.26M 0.17% +30 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 1,344 $1.26M 1.04% 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,343 $1.26M 0.29% +200 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,342 $1.26M 0.08% +84 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,342 $1.25M 0.08% +64 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,340 $1.25M 0.14% +61 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,337 $1.25M 0.12% +3 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,336 $1.25M 0.21% +14 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,335 $1.25M 0.46% -31 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,333 $1.25M 0.2% -19 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,333 $1.25M 0.27% -16 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,328 $1.24M 0.04% -21 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,328 $1.24M 0.87% 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 1,323 $1.24M 0.37% +767 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 1,321 $1.24M 0.86% +26 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,320 $1.23M 1.14% +33 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,318 $1.23M 0.17% -6 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,317 $1.23M 0.19% -27 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,313 $1.23M 0.04% +32 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 1,309 $1.22M 0.14% -15 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,308 $1.22M 0.44% +306 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 1,308 $1.22M 0.65% +19 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,303 $1.22M 0.21% +28 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,302 $1.22M 0.11% +25 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 1,302 $1.22M 0.98% -87 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,299 $1.22M 0.06% -25 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,299 $1.22M 0.06% -4 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,298 $1.21M 0.71% -12 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 1,297 $1.21M 0.21% +73 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,296 $1.21M 0.25% +19 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,293 $1.21M 0.22% -115 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,292 $1.21M 0.44% +276 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,291 $1.21M 0.16% -507 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,290 $1.21M 0.1% -141 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,289 $1.21M 0.41% -22 13F-HR Timeline Group MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,285 $1.2M 0.36% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,284 $1.2M 0.45% +29 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,282 $1.2M 0.24% -82 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,281 $1.2M 0.72% -23 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,279 $1.2M 0.09% -4 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,278 $1.2M 0.12% -25 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,278 $1.2M 0.4% -25 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,277 $1.2M 0.2% -81 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,277 $1.19M 0.1% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.19M 0.28% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,273 $1.19M 0.6% -8 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,272 $1.19M 0.82% +37 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,272 $1.19M 0.12% +24 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,250 $1.19M 0.8% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,269 $1.19M 0.09% -1,361 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,268 $1.19M 0.37% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,268 $1.19M 0.3% -71 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 1,268 $1.19M 0.25% -16 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,265 $1.18M 0.28% +100 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,265 $1.18M 0.33% +39 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,264 $1.18M 0.31% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,264 $1.18M 0.11% +800 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 1,260 $1.18M 0.33% -21 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,260 $1.18M 0.05% +8 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,259 $1.18M 0.51% -10 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,257 $1.18M 0.28% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,255 $1.17M 0.5% -55 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,254 $1.17M 0.28% +2 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 1,253 $1.17M 0.73% +38 13F-HR Timeline