RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 640 $224K 0.12% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 637 $223K 0.01% 0 13F-HR/A Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 636 $223K 0.07% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 635 $222K 0.04% +1 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 634 $222K 0.01% +9 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 632 $222K 0.01% -78 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 630 $221K 0.06% new 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 625 $219K 0.18% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. 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LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 581 $204K 0.01% -616 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 579 $203K <0.01% new 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 576 $202K 0.1% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 575 $202K 0.05% new 13F-HR Timeline Truepoint, Inc. 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More: the full row for Center for Financial Planning, Inc. 349 $122K 0.01% -26 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 348 $122K 0.03% -30 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 333 $117K 0.04% +8 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 331 $116K 0.02% -56 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 319 $112K 0.11% 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 311 $109K 0.11% new 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 310 $109K 0.05% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 309 $108K 0.02% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 305 $107K 0.01% +10 13F-HR Timeline OAKWORTH CAPITAL, INC. 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More: the full row for Harbor Asset Planning, Inc. 276 $96.8K 0.08% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 265 $96.3K 0.01% +36 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 269 $94.3K 0.07% 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 268 $93.9K 0.03% 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 264 $92.5K <0.01% +132 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 263 $92.2K 0.02% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 263 $92K 0.01% -8 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 262 $92K 0.01% +11 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 260 $91.1K 0.01% -12 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 258 $90.4K 0.01% +5 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 257 $90.1K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 253 $88.4K 0.03% +12 13F-HR Timeline Trust Co More: the full row for Trust Co 250 $87.6K 0.01% -2 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 250 $87.6K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 241 $84.5K 0.04% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 234 $82K 0.03% -70 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 236 $82K 0.04% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 233 $81.8K 0.09% +1 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 231 $81K <0.01% +59 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 212 $78.9K 0.02% +1 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 225 $78.7K 0.03% new 13F-HR/A Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 220 $77K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 206 $72.2K 0.01% +124 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for First Command Advisory Services, Inc. 167 $58.5K <0.01% +5 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 166 $58.2K 0.02% new 13F-HR Timeline eCIO, Inc. 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More: the full row for Kemnay Advisory Services Inc. 88 $30.8K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 88 $30.8K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 85 $29.8K <0.01% +11 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 79 $27.7K 0.01% +8 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 78 $27.3K 0.01% +3 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 78 $27.3K 0.03% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 77 $27K 0.01% -40 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 75 $26.3K <0.01% 0 13F-HR Timeline Group General Partner, Inc. 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Allen Investments, LLC 70 $24.5K 0.02% -32 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 69 $24.2K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 67 $23.5K 0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 66 $23.1K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 66 $23K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 65 $22.8K 0.02% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 64 $22.5K <0.01% +45 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 64 $22.4K 0.01% -10 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 64 $22.4K 0.01% +12 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 63 $22.1K 0.01% +38 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 62 $21.7K <0.01% +5 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 62 $21.7K 0.01% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 61 $21.4K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 61 $21.4K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 60 $21K 0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 60 $21K 0.02% 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 60 $20.9K <0.01% -14,139 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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