TAP Consulting, LLC More: the full row for TAP Consulting, LLC 10,258 $569K 0.12% -11,202 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,185 $565K 0.01% -755 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 10,184 $565K 0.01% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,069 $558K 0.07% +3,665 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 10,061 $558K 0.16% +5,184 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,951 $552K 0.01% -845 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,946 $552K 0.1% +457 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 9,914 $550K 0.1% +271 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 9,882 $548K 0.14% +170 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,826 $545K 0.01% +825 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,822 $545K <0.01% -400 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,785 $543K 0.02% +247 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,769 $542K 0.04% +402 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,731 $540K 0.01% +1,037 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,722 $539K 0.02% new 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 9,635 $534K 0.34% +274 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 9,626 $534K 0.31% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,595 $532K <0.01% +228 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 9,571 $531K 0.02% +290 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 9,544 $530K 0.29% +498 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 9,525 $528K 0.11% -10,204 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 9,404 $521K 0.14% -3,151 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 9,399 $521K 0.35% -744 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 9,358 $519K 0.12% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,344 $518K 0.02% +1,636 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 9,296 $515K 0.04% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,275 $514K 0.03% -562 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 9,188 $509K 0.5% 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 9,156 $508K 0.33% -58 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 9,134 $506K 0.39% +2,779 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,102 $505K 0.03% +1,175 13F-HR/A Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,955 $497K 0.16% 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 8,671 $496K 0.13% +1,919 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,868 $492K 0.02% -5,034 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 8,830 $490K 0.22% +1,385 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 8,773 $486K 0.35% +374 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,771 $486K 0.04% +3,502 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 8,745 $485K 0.06% -1 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 8,733 $484K 0.52% +597 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,725 $484K 0.13% -3,585 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,639 $479K 0.07% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 8,625 $478K 0.35% +2,290 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 8,600 $477K 0.6% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 8,579 $476K 0.04% +45 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 8,534 $473K 0.27% +2,636 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,522 $473K 0.01% +1,172 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,505 $472K 0.39% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,480 $470K 0.01% +11 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,475 $470K 0.09% -641 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 8,420 $467K 0.36% 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 8,397 $466K 0.44% 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 8,379 $465K 0.15% +408 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 8,307 $461K 0.22% 0 13F-HR Timeline Maiden Cove Capital, LLC More: the full row for Maiden Cove Capital, LLC 8,252 $458K 0.43% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 8,146 $452K 0.4% +1,477 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 8,044 $446K 0.41% +55 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 8,010 $444K 0.12% -1,125 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 7,819 $434K 0.2% -962 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7,807 $433K 0.07% 0 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 7,664 $425K 0.07% -50 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,598 $421K 0.02% +3,317 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 7,529 $417K <0.01% new 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,507 $416K <0.01% +2,503 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 7,449 $413K 0.21% +154 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,422 $412K 0.01% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,416 $411K 0.09% +3,370 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 7,286 $404K 0.27% +1,240 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 7,217 $400K 0.11% -1,795 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 7,214 $400K 0.31% +869 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 7,178 $398K 0.03% -463 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 7,156 $397K 0.11% 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,134 $396K 0.03% +1,934 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 7,101 $394K 0.14% +19 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,073 $393K 0.03% -1,776 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 7,071 $392K 0.13% +3,071 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 7,054 $391K 1% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,026 $390K 0.02% +1,372 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,025 $390K <0.01% -29,570 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6,939 $385K 0.13% 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 6,927 $384K 0.13% +255 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,906 $383K 0.03% +499 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,848 $380K 0.12% +2,056 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 6,119 $374K 0.03% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,586 $365K 0.04% +1,054 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,580 $365K 0.05% +3,120 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 6,444 $357K 0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,396 $355K 0.04% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,370 $353K 0.06% 0 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,292 $349K <0.01% +1,726 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,266 $347K <0.01% 0 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,188 $343K 0.15% 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 6,161 $342K 0.21% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 6,129 $340K 0.75% +265 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,076 $337K 0.01% -9 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,045 $335K 0.22% +184 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,023 $334K 0.11% +897 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,956 $330K 0.07% +666 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 5,932 $329K 0.05% +2,016 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,901 $327K 0.01% -107 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 5,831 $323K 0.16% -6 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 5,815 $322K 0.02% +2,021 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,760 $319K 0.01% +2,346 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,726 $317K 0.15% +258 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 5,717 $317K 0.27% +654 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,667 $315K 0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 5,525 $306K 0.13% +36 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 5,549 $306K 0.3% 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,427 $301K 0.06% -317 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,411 $300K 0.04% -1,885 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,342 $296K 0.07% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,257 $292K 0.03% -2,733 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,251 $291K 0.04% 0 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 5,214 $289K 0.09% +1,047 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,200 $288K 0.01% 0 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 5,180 $287K 0.23% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,178 $287K 0.02% +1,125 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,143 $285K 0.03% new 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,123 $284K <0.01% -3,881 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,102 $283K 0.02% +200 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,093 $282K 0.08% -439 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,091 $282K 0.01% +1,592 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 5,032 $279K 0.24% +1,308 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,028 $279K 0.01% +23 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,006 $278K 0.06% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,000 $277K 0.11% +500 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,973 $276K 0.27% +89 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,959 $275K 0.16% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,930 $273K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,739 $263K 0.04% -17,120 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 4,664 $259K 0.15% 0 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 4,620 $256K 0.02% new 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 4,605 $255K 0.05% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,604 $255K 0.01% +181 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 4,584 $254K 0.22% +493 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,559 $253K 0.03% +63 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 4,410 $252K 0.14% +304 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,542 $252K 0.14% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,536 $252K 0.02% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,510 $250K <0.01% +1,091 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,453 $247K <0.01% +4,341 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 4,437 $247K 0.16% +46 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,392 $244K 0.09% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,459 $243K 0.03% +1,124 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,385 $243K 0.05% +614 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,343 $241K <0.01% -908 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 4,292 $238K 0.13% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,289 $238K 0.01% +64 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,287 $238K <0.01% -3,197 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,273 $237K 0.05% -417 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,235 $235K 0.02% +127 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,142 $229K 0.06% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 4,116 $228K 0.06% +196 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 4,091 $227K 0.11% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,084 $226K <0.01% -82 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 4,051 $225K 0.07% -7,210 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,025 $223K 0.04% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 4,000 $222K 0.17% 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 3,970 $220K 0.03% -1,363 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,970 $220K 0.07% new 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,968 $220K 0.02% +91 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 3,960 $220K 0.08% 0 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 3,950 $219K 0.04% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 3,932 $218K 0.05% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 3,902 $216K 0.06% -593 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,877 $215K <0.01% +1,792 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,828 $212K 0.06% 0 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,800 $211K 0.08% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,789 $210K 0.01% +49 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,789 $210K 0.01% +49 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,721 $206K 0.04% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,668 $203K 0.01% new 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,665 $203K 0.05% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,647 $202K 0.07% +941 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,501 $201K 0.2% -122 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,608 $200K 0.01% -189 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,547 $197K 0.13% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,487 $196K <0.01% +424 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,488 $193K 0.04% +542 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,455 $192K 0.01% new 13F-HR/A Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,382 $188K 0.08% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,206 $178K 0.03% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,189 $177K 0.01% -2,948 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,176 $176K 0.01% +617 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,175 $176K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,682 $149K 0.02% +58 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,667 $148K 0.06% -23 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,491 $138K 0.04% +49 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,427 $135K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,370 $131K <0.01% -37 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,358 $131K 0.01% +427 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,351 $130K 0.01% +18 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,058 $114K 0.04% +43 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,055 $114K 0.03% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,894 $105K 0.07% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,879 $104K 0.01% +179 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,848 $102K 0.04% -43 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,802 $99.9K 0.01% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 1,665 $98.5K 0.06% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,758 $97.5K <0.01% +512 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,680 $95.9K <0.01% -378 13F-HR Timeline