Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 8,490 $694K 0.26% -255 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 8,476 $693K 0.2% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,467 $692K 0.09% +96 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,467 $692K 0.07% +25 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8,464 $692K 0.12% -1,208 13F-HR Timeline InvesTrust More: the full row for InvesTrust 8,454 $691K 0.19% +326 13F-HR Timeline Security Financial Services, INC. 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More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 8,080 $660K 0.41% -1,441 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,079 $660K 0.07% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,056 $658K 0.06% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,051 $658K 0.06% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 8,034 $657K 0.13% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 8,027 $656K 0.32% -50 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 8,030 $656K 0.02% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 8,025 $656K 0.28% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 7,997 $654K 0.04% -556 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7,985 $653K 0.06% +40 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 7,973 $652K 0.26% -779 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 7,970 $651K 0.08% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 7,949 $650K 0.25% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 7,893 $645K 0.31% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 7,877 $644K 0.03% -919 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,810 $638K 0.05% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 7,807 $638K 0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 7,806 $638K 0.07% +618 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 7,776 $636K 0.08% 0 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 7,766 $635K 0.16% new 13F-HR Timeline Altman Advisors, Inc. 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More: the full row for United Asset Strategies, Inc. 6,519 $533K 0.05% -9,701 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 6,513 $532K 0.6% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 6,490 $530K 0.22% 0 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 6,486 $530K 0.09% -547 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 6,441 $526K 0.01% -46,583 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 6,420 $525K 0.3% -12 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 6,377 $521K 0.03% -237 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 6,365 $520K 0.25% -2,189 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 6,365 $520K 0.17% +295 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,352 $519K 0.01% +229 13F-HR Timeline Group HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,344 $519K 0.29% -92 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 6,321 $517K 0.04% -700 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,279 $513K 0.05% -733 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 6,273 $513K 0.44% -4,526 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 6,264 $512K 0.13% 0 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 6,256 $511K 0.38% -33 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 6,232 $509K 0.01% 0 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 6,223 $509K 0.58% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,200 $507K 0.12% +2 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,185 $506K 0.04% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 6,174 $505K 0.02% 0 13F-HR/A Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 6,170 $504K 0.29% 0 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 6,185 $502K 0.22% -52 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 6,116 $500K 0.13% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,100 $499K 0.01% +130 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 6,068 $496K 0.21% 0 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 6,038 $493K 0.16% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,968 $493K <0.01% -45 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,031 $493K 0.02% -1,345 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 6,028 $493K 0.3% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 6,023 $492K 0.33% -1,204 13F-HR Timeline Conservest Capital Advisors, Inc. 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