Dakota Wealth Management More: the full row for Dakota Wealth Management 3,466 $454K 0.01% -216 13F-HR/A Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,450 $452K 0.05% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,448 $452K 0.3% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,436 $450K 0.02% +469 13F-HR Timeline Group Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 3,435 $450K 0.4% -252 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,435 $450K 0.02% +588 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,431 $450K 0.46% -32 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,421 $448K 0.1% 0 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 3,412 $447K 0.15% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,412 $447K 0.09% -675 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,404 $446K 0.11% +227 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,401 $446K 0.22% -195 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 3,400 $445K 0.13% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,397 $445K 0.07% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 3,389 $444K 0.4% -57 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,387 $444K 0.06% +182 13F-HR Timeline Group Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 3,384 $443K 0.27% +6 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 3,380 $443K 0.35% +3 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 3,374 $442K 0.16% +646 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,363 $441K 0.05% -87 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,361 $440K 0.08% -20 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,357 $440K 0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,355 $440K 0.01% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,353 $439K 0.01% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,345 $438K 0.23% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,345 $438K 0.07% +352 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,342 $438K 0.02% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,341 $438K 0.13% +114 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,336 $437K 0.04% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,328 $436K 0.1% -9 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 3,050 $435K 0.04% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,304 $433K 0.01% +412 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3,300 $432K 0.07% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,298 $432K 0.02% -369 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,290 $431K 0.01% +107 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 3,289 $431K 0.03% +6 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,266 $428K 0.03% -142 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,254 $426K 0.38% -1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,246 $425K 0.03% -195 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,244 $425K 0.03% -88 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,241 $425K 0.01% +182 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,240 $425K 0.05% -52 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,238 $424K 0.03% -431 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,237 $424K 0.04% -200 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,237 $424K 0.02% -275 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,236 $424K 0.13% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,221 $422K 0.3% 0 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 3,216 $421K 0.38% +2 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 3,207 $420K 0.02% -61 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 3,208 $420K 0.06% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,200 $419K 0.08% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,197 $419K 0.04% -390 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 3,193 $418K 0.11% -193 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,189 $418K 0.05% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,186 $417K 0.02% +530 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,183 $417K 0.1% +1 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,170 $415K 0.11% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,169 $415K 0.02% +188 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,163 $414K 0.41% -100 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,160 $414K 0.21% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,159 $414K 0.13% -255 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,140 $411K 0.06% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,126 $410K 0.02% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,124 $409K 0.02% +112 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,119 $409K 0.24% -170 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,112 $408K 0.05% new 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 3,098 $406K +1,549 Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,093 $405K 0.12% +71 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,085 $404K 0.08% -11 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,083 $404K 0.17% -385 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,072 $403K 0.03% -872 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,067 $402K 0.04% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,065 $402K 0.08% +1 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,028 $401K 0.2% +10 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,059 $401K 0.05% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,051 $400K 0.31% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,050 $400K 0.07% -16 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,048 $399K 0.04% -100 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,046 $399K 0.09% +374 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,044 $399K 0.14% +30 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,038 $398K 0.03% 0 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,036 $398K 0.05% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,018 $395K 0.08% -272 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 3,000 $393K 0.06% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,000 $393K 0.3% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $393K 0.07% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,996 $393K 0.01% -318 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,995 $392K 0.24% -41 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,995 $392K 0.05% +135 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,995 $392K 0.12% -74 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,993 $392K 0.09% +1 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,968 $389K 0.02% -241 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,963 $388K 0.11% +1 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,955 $387K 0.01% +109 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,948 $386K 0.01% -42 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,943 $386K 0.06% -259 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,938 $385K 0.02% +82 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,927 $383K 0.16% -59 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 2,918 $382K 0.01% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,905 $381K 0.01% +16 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 2,900 $380K 0.04% -208 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,878 $377K 0.05% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,875 $377K 0.16% -6,596 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,875 $377K 0.03% +97 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,875 $377K 0.06% +974 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,870 $376K 0.01% -2,620 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,857 $374K 0.04% -125 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,850 $373K 0.02% -32 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,850 $373K 0.15% -70 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 2,850 $373K 0.01% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,840 $372K 0.04% +7 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,830 $371K 0.3% -45 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,823 $370K 0.09% -6,850 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,811 $368K 0.03% +432 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,456 $366K 0.05% -3,849 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,792 $366K 0.17% 0 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 2,790 $366K 0.08% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,785 $365K 0.02% -268 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,784 $365K 0.02% -12 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,782 $364K 0.16% -22 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,781 $364K 0.07% +234 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,778 $364K 0.25% +3 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,776 $364K 0.11% +9 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,770 $363K 0.02% +338 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 2,757 $361K 0.08% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,742 $359K 0.01% +30 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,742 $359K 0.06% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 2,735 $358K 0.26% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,719 $356K 0.01% -699 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,717 $356K 0.06% +650 13F-HR Timeline 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 2,707 $355K 0.04% +20 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,700 $354K 0.06% -178 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,695 $353K 0.02% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,695 $353K 0.04% +15 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,686 $352K 0.07% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,682 $351K 0.2% new 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,680 $351K 0.17% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,677 $351K 0.17% -209 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,674 $350K 0.18% +393 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,663 $349K 0.03% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,661 $349K <0.01% +254 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,658 $348K 0.11% -19,661 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,658 $348K 0.05% +50 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,652 $347K 0.11% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,652 $347K 0.11% +92 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 2,650 $347K 0.12% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,643 $346K 0.24% -2,150 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,641 $346K 0.11% -102 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,632 $345K 0.02% -743 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,629 $344K 0.09% +1 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,579 $344K 0.15% -429 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,620 $343K 0.01% -464 13F-HR Timeline Group SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,615 $343K 0.09% -4,060 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,614 $342K 0.03% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,612 $342K 0.02% new 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 2,611 $342K 0.23% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,610 $342K 0.13% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,360 $342K 0.04% +148 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,605 $341K 0.04% -169 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,604 $341K 0.09% +675 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,604 $341K 0.13% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,603 $341K 0.12% +3 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,322 $341K 0.09% +127 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,599 $341K 0.24% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,596 $340K 0.04% -36 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,436 $340K 0.26% +418 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,590 $339K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,581 $338K 0.05% -55 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,576 $338K 0.03% -37 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,572 $337K 0.07% -7 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,571 $337K 0.27% -14 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,559 $335K 0.03% +419 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,551 $334K 0.04% +161 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 2,544 $333K 0.09% -801 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,541 $333K 0.03% -498 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,541 $333K 0.02% +16 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,537 $332K 0.04% -33 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,533 $332K 0.14% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,517 $330K <0.01% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,514 $329K 0.04% +935 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,510 $329K 0.08% +31 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,510 $329K 0.12% -9 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,509 $329K 0.03% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,508 $329K 0.16% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,507 $328K 0.02% -185 13F-HR Timeline Group Claris Financial LLC More: the full row for Claris Financial LLC 2,502 $328K 0.18% -5 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,233 $328K 0.13% -18 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,500 $328K 0.22% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,484 $325K 0.19% 0 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 2,479 $325K 0.05% -16 13F-HR Timeline Group CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,476 $324K 0.16% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,475 $324K 0.09% -14 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,467 $323K 0.02% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,274 $321K 0.03% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,452 $321K 0.03% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,444 $320K 0.02% -298 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,432 $319K 0.02% +85 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,421 $317K 0.04% +1,745 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,416 $317K 0.04% +8 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,200 $316K 0.12% 0 13F-HR Timeline