SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 10,053 $976K 0.3% 0 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 10,010 $972K 0.3% -9 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 9,994 $971K 0.9% -1,095 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 9,978 $969K 0.07% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 9,968 $968K 0.33% -13 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,967 $968K 0.03% -14 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 9,954 $967K 0.8% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 9,919 $963K 0.3% -39 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 9,867 $958K 0.06% -32 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 9,863 $958K 0.36% -35 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,755 $948K 0.05% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,750 $947K 0.18% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 9,728 $945K 0.11% +709 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 9,715 $944K 0.25% -25 13F-HR Timeline InvesTrust More: the full row for InvesTrust 9,698 $942K 0.4% +270 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9,697 $942K 0.48% +40 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 9,696 $942K 0.13% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 9,688 $941K 0.11% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,669 $939K 0.03% +24 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 9,643 $937K <0.01% -246 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 9,605 $933K 0.08% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 9,579 $930K 0.24% 0 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 9,537 $926K 0.81% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,541 $926K 0.06% +104 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 9,506 $923K 0.64% -2,767 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 9,498 $923K 0.02% -1,332 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,475 $920K 0.06% +190 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,458 $919K 0.09% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 9,415 $914K 0.19% +2,000 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 9,347 $908K 0.33% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 9,276 $901K 0.15% +2,094 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 9,268 $900K 0.71% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 9,243 $898K 0.23% -1,080 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 9,227 $896K 0.14% +6,130 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,200 $894K 0.02% -4 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 9,198 $893K 0.09% +1,011 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 9,172 $891K 0.39% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 9,154 $889K 0.27% -3,268 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 9,147 $888K 0.08% -2,351 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 9,145 $888K 0.04% -10,641 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 9,138 $888K 0.15% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 9,107 $885K 0.01% +2,015 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 9,105 $884K 0.33% +2,156 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 9,095 $883K 0.11% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 9,061 $880K 0.3% +961 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,053 $879K 0.3% -2,531 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 9,051 $879K 0.1% -633 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 9,038 $878K 0.29% -1,105 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,027 $877K 0.02% +3,513 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 9,021 $876K 0.14% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 9,008 $875K 0.54% +647 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,984 $873K 0.08% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 8,653 $871K 0.53% +3,409 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 8,962 $870K 0.46% -405 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 8,959 $870K 0.29% -148 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 8,947 $869K 0.12% 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 8,945 $869K 0.15% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 8,935 $868K 0.02% -627 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,921 $866K 0.25% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 8,905 $865K <0.01% 0 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 8,905 $865K 0.44% -196 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 8,901 $865K 0.07% -13,116 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 8,894 $864K 0.24% -234 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 8,867 $861K 0.57% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,148 $861K 0.03% -2,787 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8,838 $858K 0.19% 0 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 8,832 $858K 0.74% +314 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 8,788 $854K 0.24% -187 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 8,765 $851K 0.64% +4,100 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 8,704 $845K 0.03% -80 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 8,652 $840K 0.3% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 8,631 $838K 0.19% -5,047 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,615 $837K 0.07% -683 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 8,561 $832K 0.2% +132 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 8,546 $830K 0.55% +229 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 8,511 $827K 0.53% -599 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 8,498 $825K 0.03% +525 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 8,496 $825K 0.07% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 8,494 $825K 0.04% +1,968 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 8,475 $823K 0.16% +14 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 8,746 $823K 0.26% -400 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 8,470 $823K 0.11% +438 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 8,457 $821K 0.19% +1,376 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,437 $819K 0.09% +150 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,411 $817K 0.17% -1,019 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 8,405 $816K 0.14% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 8,331 $809K 0.1% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,321 $808K 0.05% -850 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,310 $807K 0.02% +1,213 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,307 $807K 0.08% +96 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 8,307 $807K 0.49% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 8,288 $805K 0.22% -44 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,287 $805K 0.27% -230 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 8,270 $803K 0.13% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 8,266 $803K 0.32% +22 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,238 $800K 0.01% +1,777 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,236 $800K 0.18% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 8,233 $800K 0.55% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 8,190 $796K 0.05% +5,810 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,180 $795K 0.05% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,176 $794K 0.09% 0 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 8,139 $791K 0.18% +4,123 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 8,121 $789K 0.7% 0 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 8,109 $788K 0.05% -18 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 8,102 $787K 0.26% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,100 $787K 0.13% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 8,100 $787K 0.3% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,097 $786K 0.05% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,079 $785K 0.07% 0 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 8,064 $783K 1.08% +8,026 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,051 $782K 0.02% +4,095 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 8,024 $779K 0.08% -179 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 8,003 $777K 0.09% +1,137 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 7,998 $777K 0.93% -330 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,986 $776K 0.08% +1,950 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,986 $776K 0.07% -444 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,984 $775K 0.18% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,933 $771K 0.1% -283 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,916 $769K 0.04% +610 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 7,911 $768K 0.32% -100 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 7,884 $766K 0.22% -98 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 7,849 $762K 0.16% -1,674 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,843 $762K 0.28% +56 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,840 $761K 0.13% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,813 $759K 0.12% -227 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,780 $756K 0.04% +4,536 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 7,773 $755K 0.35% -42,597 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,733 $751K 0.17% +282 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,730 $751K 0.1% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 7,714 $749K 0.08% +18 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 7,694 $747K 0.29% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 7,634 $741K 0.14% -132 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 7,630 $741K 0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 7,611 $739K 0.41% -183 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,600 $738K 0.05% +200 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 7,594 $738K 0.05% +120 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,591 $737K 0.52% +100 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 7,566 $735K 0.05% +3,334 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 7,557 $734K 0.06% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,556 $734K 0.56% +505 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 7,541 $732K 0.01% +3,570 13F-HR Timeline Group OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 7,533 $732K 0.52% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 7,531 $731K 0.74% -275 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,500 $728K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,494 $728K 0.26% -187 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 7,478 $726K 0.06% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,469 $726K 0.05% +10 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 7,467 $725K 0.02% -1,177 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 7,440 $723K 0.25% 0 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 7,421 $721K 0.27% -37 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,418 $720K 0.05% -115 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,365 $715K 0.02% -104 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 7,362 $715K 0.21% +1,600 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,345 $713K 0.09% -224 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,345 $713K 0.09% -426 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 7,310 $710K 0.04% 0 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 7,305 $710K 0.35% -374 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 7,290 $708K 0.27% -171 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 7,276 $707K 0.42% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 7,271 $706K 0.08% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,260 $705K 0.4% -35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 7,237 $703K 0.18% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7,214 $701K 0.05% -230 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,212 $701K 0.09% +1,649 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 7,202 $700K 0.27% +4,977 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 7,138 $693K 0.28% -516 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 7,138 $693K 0.74% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,749 $690K 0.01% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,412 $688K 0.22% +336 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,062 $686K 0.1% -1,573 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,060 $686K 0.03% +217 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,033 $683K 0.06% +54 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7,021 $682K 0.28% +4 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 7,011 $681K 0.11% +59 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 6,648 $680K 0.11% +2,223 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 7,000 $680K 0.06% -255 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,980 $678K <0.01% +473 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,560 $678K 0.04% -750 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6,974 $677K 0.2% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,943 $674K 0.16% -5 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 6,943 $674K 0.74% -109 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 6,892 $669K 0.41% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,882 $668K 0.17% -384 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 6,858 $666K 0.09% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 6,822 $663K 0.06% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 6,786 $659K 0.12% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 6,775 $658K 0.07% -1,207 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 6,754 $656K 0.1% 0 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 6,747 $655K 0.64% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 6,728 $653K 0.27% -446 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,685 $649K 0.35% -1,268 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 6,655 $646K 0.1% 0 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 6,650 $646K 0.49% +60 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,636 $645K 0.12% -10 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 6,606 $642K 0.11% +2,520 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,584 $640K 0.18% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,564 $638K 0.08% +932 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 6,518 $633K 0.11% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 6,507 $632K 0.12% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,476 $629K 0.13% 0 13F-HR Timeline