Canopy Partners, LLC More: the full row for Canopy Partners, LLC 8,515 $583K 0.18% -158 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 8,505 $582K 0.03% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,500 $581K 0.05% 0 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 8,475 $580K 0.17% +54 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 8,437 $577K 0.09% +3,770 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 8,424 $576K 0.49% -80 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 8,374 $573K 0.25% -1,209 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 8,546 $572K 0.21% +616 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 8,337 $570K 0.43% +7 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,337 $570K 0.05% +31 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,325 $570K 0.09% -385 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 8,301 $568K 0.26% +448 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 8,284 $567K 0.02% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 8,272 $566K 0.2% -384 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 8,272 $566K 0.31% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,208 $562K 0.01% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,153 $558K 0.05% 0 13F-HR Timeline American Trust More: the full row for American Trust 8,153 $558K 0.04% +415 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 8,144 $557K 0.19% 0 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 8,094 $554K 0.42% +905 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 8,080 $553K 0.03% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,080 $553K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,071 $552K <0.01% +86 13F-HR Timeline Group GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 8,000 $547K <0.01% -10,588 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 8,000 $547K 0.07% +2,758 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 7,995 $547K 0.05% -217 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,958 $544K 0.01% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,954 $544K 0.02% +1,545 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,915 $541K 0.25% +100 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,894 $540K 0.04% +458 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,885 $539K 0.05% +75 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,883 $539K 0.05% +104 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,863 $538K 0.15% -193 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,859 $538K 0.03% +1,850 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,849 $537K 0.05% +104 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 7,830 $536K 0.14% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,820 $535K 0.09% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 7,780 $532K 0.2% -197 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,773 $532K 0.01% +592 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 7,684 $526K 0.04% +131 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,233 $524K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 7,656 $524K 0.01% 0 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 8,146 $523K 0.11% +674 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 7,627 $522K 0.04% 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,589 $519K 0.01% -123 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,517 $514K 0.04% +526 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 7,457 $510K 0.26% +1,196 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 7,445 $509K 0.16% 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 7,433 $508K 0.17% -489 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 7,432 $508K 0.26% -183 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 7,412 $507K 0.07% -2,600 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 7,411 $507K 0.27% new 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 7,405 $507K 0.02% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,400 $506K 0.34% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 7,379 $505K 0.21% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7,362 $504K 0.05% -410 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 7,362 $504K 0.38% -222 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 7,350 $503K 0.25% +362 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 7,325 $501K 0.15% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,318 $501K <0.01% +10 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 7,314 $500K 0.11% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,314 $500K 0.03% -184 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 7,296 $499K 0.04% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,286 $498K 0.11% -61 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 7,275 $498K 0.04% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 7,264 $497K 0.22% +449 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 7,237 $495K 0.16% -759 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 7,228 $494K 0.11% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 7,291 $493K 0.02% +296 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 7,190 $492K 0.04% -960 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 7,839 $490K 0.13% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 7,145 $489K 0.04% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,278 $487K 0.05% +2,682 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 7,104 $486K 0.08% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 7,058 $483K 0.06% -185 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 7,028 $481K 0.01% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 7,000 $479K 0.19% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 6,991 $478K 0.05% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,984 $478K 0.01% new 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 6,981 $478K 0.1% -8,648 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,946 $475K 0.09% -110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,941 $475K 0.04% -11 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 6,937 $475K 0.06% +2 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,904 $472K 0.1% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 6,893 $472K 0.1% +24 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,845 $468K 0.02% +15 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,810 $466K 0.06% -169 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 6,770 $463K 0.1% -125 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 6,767 $463K 0.22% +38 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,753 $462K 0.02% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 6,752 $462K 0.08% +1,460 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,144 $461K 0.07% -198 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,729 $460K 0.02% +660 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,718 $460K 0.04% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,150 $460K 0.03% -98 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,705 $459K 0.14% -60 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,702 $458K 0.02% -64 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,682 $457K 0.16% -19 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,678 $457K 0.14% new 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 6,675 $457K 0.3% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 6,659 $456K 0.26% -17,452 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 6,627 $453K 0.17% -731 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6,594 $451K <0.01% +2,056 13F-HR Timeline Group North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 6,587 $451K 0.18% -346 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6,582 $450K 0.1% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,578 $450K 0.02% -19 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,565 $449K 0.03% +1,588 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 6,541 $447K 0.29% -49 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,674 $447K 0.01% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,525 $446K 0.05% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6,504 $445K 0.09% +41 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,411 $439K 0.05% +721 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,405 $438K 0.03% +19 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 6,400 $438K 0.12% +2,300 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,378 $436K 0.29% -515 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 6,360 $435K 0.09% +900 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,354 $435K 0.09% -775 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,335 $433K 0.01% +4 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,333 $433K <0.01% +1,332 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 6,310 $432K 0.09% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 6,300 $431K 0.05% -28 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,292 $430K 0.07% +1 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,291 $430K <0.01% 0 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 6,282 $430K 0.06% -44 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 6,276 $429K 0.04% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,263 $428K 0.01% -493 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 6,250 $428K 0.05% +3 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,246 $427K 0.01% -57,379 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 6,238 $427K 0.11% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 6,235 $427K 0.03% -75 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,225 $426K 0.05% -115 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,222 $426K 0.06% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,211 $425K 0.12% +962 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 6,210 $425K 0.07% +1,802 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,189 $423K 0.08% +31 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 6,182 $423K 0.13% -46 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,173 $422K 0.01% -54 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 6,106 $418K 0.07% +832 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,090 $417K 0.13% +3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,051 $414K 0.02% -367 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,047 $414K 0.02% -1,356 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,041 $413K 0.13% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 6,095 $413K 0.05% +5,757 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 6,012 $411K 0.05% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,000 $410K 0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 6,000 $410K 0.3% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 5,948 $407K 0.16% -310 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 5,942 $406K 0.03% -65,447 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 5,937 $406K 0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,926 $405K 0.04% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,926 $405K 0.01% +4 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 7,349 $405K 0.38% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,883 $402K 0.01% +8 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 5,879 $402K 0.28% new 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 5,871 $402K 0.08% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 5,865 $401K 0.06% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,984 $400K 0.07% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 5,802 $397K 0.09% -300 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,765 $394K 0.05% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,755 $394K 0.04% -132 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,734 $392K 0.02% +1,896 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,725 $392K 0.06% +579 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,720 $391K 0.01% +1,697 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,719 $391K 0.07% 0 13F-HR/A Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 6,170 $391K 0.07% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,684 $389K 0.18% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,642 $386K <0.01% +884 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,633 $385K <0.01% +1,013 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,632 $385K 0.06% -257 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,599 $383K 0.15% -40 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,597 $383K <0.01% +974 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,521 $378K 0.02% +1,229 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,520 $378K <0.01% -164 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 5,500 $376K 0.07% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 5,493 $376K 0.28% +22 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 5,492 $376K 0.18% -739 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 5,468 $374K 0.16% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,455 $373K 0.03% new 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 5,453 $373K 0.05% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,422 $371K 0.02% +603 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,409 $370K 0.04% -3,240 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,366 $367K 0.04% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 5,340 $365K 0.21% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,335 $365K 0.07% -344 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,325 $364K 0.02% -102 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 5,316 $364K 0.34% -124 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,297 $362K 0.02% +100 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 5,277 $361K 0.2% -23 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 5,250 $359K 0.05% -67 13F-HR Timeline NBH Bank More: the full row for NBH Bank 5,228 $358K 0.15% 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,222 $357K 0.01% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 5,204 $356K 0.05% -787 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,179 $354K 0.02% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 5,170 $354K 0.09% +1,350 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,137 $351K 0.05% -309 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,126 $351K 0.02% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,123 $351K 0.05% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,117 $350K 0.03% +25 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,100 $349K 0.04% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 5,100 $349K 0.31% 0 13F-HR/A Timeline