Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,266 $699K 0.41% -25 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 5,262 $698K 0.18% new 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,691 $694K 0.19% +158 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,224 $693K 0.22% +4 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,211 $692K 0.09% +99 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,190 $689K 0.07% +26 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,190 $689K 0.04% +2,794 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,187 $688K 0.15% +92 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,183 $688K 0.01% -4,336 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,162 $685K 0.13% +3,366 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 5,157 $684K 0.06% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,136 $682K 0.02% +489 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,128 $681K 0.03% -200 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,120 $680K 0.03% -173 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,117 $679K 0.05% +12 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,102 $677K 0.07% -239 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 5,100 $677K 0.15% 0 13F-HR/A Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,075 $674K 0.23% -300 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,072 $673K 0.02% -1,244 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,069 $673K 0.02% -227 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 4,543 $668K 0.45% -167 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,024 $667K 0.44% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,021 $666K 0.03% -102 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,021 $666K 0.02% -4,234 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 5,015 $666K 0.05% -471 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,008 $664K 0.17% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,425 $662K 0.04% +54 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,985 $662K 0.13% -1,571 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,960 $658K 0.04% +126 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,953 $657K 0.03% -145 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,948 $657K 0.02% -102 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,928 $654K 0.02% 0 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,116 $648K 0.09% -100 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,850 $644K 0.03% -545 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,831 $641K 0.23% -250 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 4,821 $640K 0.35% -93 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,801 $637K 0.3% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 4,793 $636K 0.45% -498 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,788 $636K 0.02% +1,476 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,693 $635K 0.04% +144 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,778 $634K 0.04% +63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,766 $633K 0.26% -100 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,750 $630K 0.45% -200 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,741 $629K 0.01% -3,513 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 4,728 $628K 0.17% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 4,708 $625K 0.27% 0 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 4,698 $624K 0.02% +48 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,701 $624K 0.07% +621 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,700 $624K 0.14% -2,000 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,694 $623K 0.2% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,689 $622K 0.28% -3,637 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,681 $621K 0.05% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 4,671 $620K 0.32% +202 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 4,670 $620K 0.14% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,668 $620K 0.02% +1,349 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,834 $620K 0.07% -1,718 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 4,643 $616K 0.31% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,640 $616K 0.02% +428 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,639 $616K 0.03% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,633 $615K 0.02% +20 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,619 $613K 0.06% +514 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,618 $613K 0.16% -1,537 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,614 $612K 0.04% +17 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,613 $612K 0.07% +21 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 4,609 $612K 0.16% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,595 $610K 0.01% -658 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,595 $610K 0.31% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,591 $609K 0.2% +256 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,582 $608K 0.18% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,576 $607K 0.02% -2,910 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,575 $607K 0.04% +1,655 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,574 $607K 0.05% -92 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,560 $605K 0.2% -440 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,546 $603K 0.06% +71 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,532 $601K 0.14% -500 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,531 $601K 0.19% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,508 $598K 0.05% +211 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,494 $596K 0.1% -2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,493 $596K 0.04% -67 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,491 $596K 0.05% +84 13F-HR/A Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,487 $595K 0.18% +192 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,485 $595K 0.11% -148 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 4,482 $595K 0.01% -500 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,460 $592K 0.11% -21 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 4,457 $592K 0.51% 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,437 $589K 0.04% +258 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,425 $588K 0.1% +504 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,415 $586K 0.04% -96 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,410 $585K 0.01% -5,853 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 4,407 $585K 0.08% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,407 $585K 0.28% -95 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,400 $584K 0.1% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,396 $583K 0.01% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 4,390 $583K 0.12% -119 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 4,390 $583K 0.11% -119 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,384 $582K 0.18% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,383 $582K 0.06% -64 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,313 $572K 0.07% -31 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,312 $572K 0.32% -98 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,289 $569K 0.02% +670 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,285 $569K 0.22% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,284 $569K 0.04% +24 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,275 $567K 0.06% +1,088 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,271 $567K 0.03% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 4,266 $566K 0.33% 0 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 4,239 $563K 0.13% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,234 $562K 0.06% -536 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,232 $562K 0.11% 0 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 4,229 $561K 0.07% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,225 $561K 0.19% -2,700 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,221 $560K 0.07% -84 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,208 $558K 0.18% -41 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,202 $558K 0.2% -21 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,198 $557K 0.08% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,200 $557K 0.06% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,196 $557K 0.05% -328 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 4,191 $556K 0.24% -4,191 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,180 $555K 0.44% +46 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,170 $553K 0.02% -33,693 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 4,162 $553K 0.25% 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 4,165 $553K 0.06% +279 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,165 $553K 0.05% +22 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 4,151 $551K 0.38% -156 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,150 $551K 0.03% -1,376 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,132 $548K 0.2% +1 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,800 $548K 0.24% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,125 $547K 0.03% -112 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,113 $546K 0.03% +1,648 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,109 $545K 0.01% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,248 $545K 0.19% +1,600 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,100 $544K 0.06% -50 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,096 $544K 0.02% +1,326 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,093 $543K 0.02% -833 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,087 $542K 0.1% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,075 $541K 0.03% +7 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,064 $539K 0.06% +120 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 4,055 $538K 0.23% -100 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,055 $538K 0.1% +69 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 4,039 $536K 0.45% 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 4,034 $535K 0.05% -200 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,021 $534K 0.1% -638 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,016 $533K 0.02% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,002 $531K 0.03% -1 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 4,000 $531K 0.23% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,970 $527K 0.07% 0 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 3,967 $526K 0.01% +230 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,962 $526K 0.22% -18 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 3,532 $525K 0.35% 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,954 $525K 0.37% +31 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,944 $523K 0.03% +9 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,921 $520K 0.16% +13 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,900 $518K 0.04% 0 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 3,525 $516K 0.21% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,881 $515K 0.05% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 3,870 $514K 0.32% -2 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3,862 $513K 0.01% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,862 $513K 0.21% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,852 $511K 0.04% +1,663 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,845 $510K 0.22% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,835 $509K 0.05% +545 13F-HR/A Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,826 $508K 0.04% +2 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,516 $507K 0.06% +135 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,819 $507K 0.12% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 46,467 $506K 0.25% +32,346 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,801 $504K 0.1% -8 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 3,801 $504K 0.19% -78 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,189 $502K 0.06% -132 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,775 $501K 0.33% 0 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,772 $500K 0.17% +15 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,757 $499K 0.04% +2,028 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,676 $497K 0.01% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,725 $494K 0.21% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,714 $493K 0.02% -3,006 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,703 $491K 0.05% +24 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 3,702 $491K 0.48% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,694 $490K 0.04% +17 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 3,687 $489K 0.48% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,682 $489K 0.01% +839 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,682 $489K 0.06% +113 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,675 $488K 0.05% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,669 $487K 0.04% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,667 $487K 0.02% +1,354 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,654 $485K 0.06% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,645 $484K 0.09% +544 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 3,640 $483K 0.4% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,625 $481K 0.1% 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,601 $478K 0.03% -45 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,598 $478K 0.03% +1,572 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,596 $477K 0.25% -500 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 3,589 $476K 0.23% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,587 $476K 0.01% +19 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,587 $476K 0.05% -353 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,586 $476K 0.32% -150 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,586 $476K 0.02% +236 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 3,585 $476K 0.07% -1,136 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 3,581 $475K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,579 $475K 0.06% 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,567 $473K 0.04% -230 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 3,565 $473K 0.14% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,555 $472K 0.44% 13F-HR Timeline