PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,543 $470K 0.1% -187 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,540 $470K 0.31% 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 3,533 $469K 0.11% +6 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,523 $468K 0.13% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,513 $466K 0.04% +13 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,512 $466K 0.02% +200 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 3,500 $465K 0.03% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,480 $462K 0.24% +125 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,474 $461K 0.15% -31 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,468 $460K 0.16% 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,463 $460K 0.46% +37 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,457 $459K 0.1% +397 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,451 $458K 0.16% 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,450 $458K 0.05% -100 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,450 $458K 0.05% +109 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,448 $458K 0.31% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 3,446 $457K 0.4% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,441 $457K 0.03% -442 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,437 $456K 0.04% -45 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,421 $454K 0.1% -70 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,418 $454K 0.01% +1,332 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,414 $453K 0.13% +810 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,408 $452K 0.04% 0 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 3,050 $451K 0.04% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,397 $451K 0.07% +30 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,390 $450K 0.05% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,386 $449K 0.12% -92 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,381 $449K 0.08% +666 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 3,378 $448K 0.27% +2 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 3,377 $448K 0.35% +3 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,375 $448K 0.02% -3,363 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 3,370 $447K 0.09% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,366 $447K 0.02% +151 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,355 $445K 0.02% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,353 $445K 0.01% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,345 $444K 0.08% +5 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,345 $444K 0.25% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,342 $444K 0.02% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,337 $443K 0.11% +2 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,336 $443K 0.01% -48 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,336 $443K 0.04% -200 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,336 $443K 0.03% +929 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,332 $442K 0.03% -469 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,314 $440K 0.01% -421 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3,300 $438K 0.07% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,295 $437K 0.01% -25,159 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,292 $437K 0.05% -29 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,290 $437K 0.09% +521 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,289 $437K 0.24% +94 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 3,283 $436K 0.03% -144 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,268 $434K 0.03% -1,164 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,263 $433K 0.48% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,255 $432K 0.39% -6 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,251 $431K 0.07% -1,433 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,241 $430K 0.13% -95 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,227 $428K 0.13% +8 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,221 $428K 0.3% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,219 $427K 0.14% 0 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 3,208 $427K 0.06% 0 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 3,214 $427K 0.41% 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,209 $426K 0.02% +169 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,205 $425K 0.06% -135 13F-HR Timeline Group Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,204 $425K 0.27% -167 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,202 $425K 0.07% -20 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,200 $425K 0.08% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,183 $422K 0.01% -73 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,182 $422K 0.11% -85 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,177 $422K 0.11% +9 13F-HR/A Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 3,164 $420K 0.01% -1,223 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,160 $419K 0.2% -40 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,148 $418K 0.04% +12 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,140 $417K 0.06% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,137 $416K 0.21% +62 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,130 $415K 0.06% +194 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,126 $415K 0.02% -663 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 3,108 $412K 0.04% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,096 $411K 0.08% +23 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,084 $409K 0.01% -1,043 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,069 $407K 0.13% -1,122 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,068 $407K 0.12% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,066 $407K 0.08% -528 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,064 $407K 0.08% +18 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,059 $406K 0.01% +60 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,053 $405K 0.02% +196 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,051 $405K 0.31% -594 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,049 $405K 0.08% -1,238 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,039 $403K 0.03% -316 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,038 $403K 0.04% +20 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,038 $403K <0.01% -2,671 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,037 $403K 0.13% 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,036 $403K 0.05% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,036 $403K 0.24% +1,292 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,022 $401K 0.13% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,018 $401K 0.2% +298 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,014 $400K 0.14% -52 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,012 $400K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,008 $399K 0.12% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,008 $399K 0.04% -6,213 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 3,000 $398K 0.06% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,000 $398K 0.25% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $398K 0.07% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,993 $397K 0.12% 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,992 $397K 0.1% -325 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,990 $397K 0.01% -15 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,986 $396K 0.16% -144 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,982 $396K 0.04% -510 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,981 $396K 0.02% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,967 $394K 0.02% +830 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,962 $393K 0.1% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,942 $390K 0.02% new 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,932 $389K 0.02% +1,296 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,920 $388K 0.15% 0 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 2,918 $387K 0.01% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,892 $384K 0.01% +76 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,889 $383K 0.01% +400 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,886 $383K 0.2% -448 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,882 $382K 0.02% +32 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,878 $382K 0.06% +268 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,875 $382K 0.33% +136 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,872 $381K 0.03% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,860 $380K 0.04% -38 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,856 $379K 0.02% -250 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 2,850 $378K 0.01% -87,874 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,847 $378K 0.03% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,846 $378K 0.01% +33 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,835 $376K 0.03% -61 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,833 $376K 0.04% +8 13F-HR/A Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,804 $372K 0.14% -262 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,796 $371K 0.02% +42 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,792 $371K 0.17% 0 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 2,790 $370K 0.08% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,778 $369K 0.03% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,775 $368K 0.26% +2 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,774 $368K 0.05% -16 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,767 $367K 0.11% -84 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,757 $366K 0.09% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,752 $365K 0.03% +295 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,743 $364K 0.12% +160 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,742 $364K 0.03% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,742 $364K 0.06% -23 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 2,728 $362K 0.14% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,712 $360K 0.01% +411 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,610 $359K 0.14% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,702 $359K 0.07% -7 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,690 $357K 0.08% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,692 $357K 0.02% +110 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,687 $357K 0.04% -9 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,686 $356K 0.07% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,680 $356K 0.05% +4 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,672 $355K 0.08% +29 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,251 $354K 0.14% 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,663 $353K 0.02% -470 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,656 $353K 0.02% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,652 $352K 0.12% +80 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 2,642 $351K 0.08% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,636 $350K 0.05% -473 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,632 $349K 0.04% +33 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,628 $349K 0.08% 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,177 $348K 0.17% new 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,619 $348K 0.17% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,614 $347K 0.03% +16 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,613 $347K 0.03% +664 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 2,611 $347K 0.22% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,608 $346K 0.05% -87 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,604 $346K 0.12% +448 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,195 $345K 0.1% +64 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,600 $345K 0.13% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,597 $345K 0.03% +161 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,590 $344K 0.01% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,585 $343K 0.27% +14 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,579 $342K 0.08% +2 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,572 $341K 0.05% +113 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,570 $341K 0.04% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,567 $341K 0.17% +3 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,560 $340K 0.1% -52 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,547 $338K 0.07% 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 2,528 $336K 0.03% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,525 $335K 0.02% +16 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,519 $334K 0.12% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,519 $334K 0.05% +729 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,517 $334K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,520 $334K 0.08% -292 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,508 $333K 0.16% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,507 $333K 0.18% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,500 $332K 0.23% -100 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,500 $332K 0.36% 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,499 $332K 0.07% 0 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 2,495 $331K 0.05% -32 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 2,489 $330K 0.1% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,484 $330K 0.19% 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,479 $329K 0.08% -205 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,212 $329K 0.05% 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,476 $329K 0.17% +147 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,473 $328K 0.05% -236 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,467 $327K 0.02% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,463 $327K 0.04% -607 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 2,459 $326K 0.02% +659 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,456 $326K 0.02% -118 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,452 $325K 0.03% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,448 $325K 0.07% 0 13F-HR Timeline