PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,753 $647K 0.01% +161 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,705 $644K 0.08% +715 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 13,618 $640K 0.1% 0 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 13,570 $638K 0.31% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 13,251 $623K 0.12% +846 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,886 $606K 0.01% +30 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12,883 $606K 0.14% -1,104 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,804 $602K 0.05% -204 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 12,677 $596K 0.02% -1,356 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 12,487 $587K 0.08% -18 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,350 $561K 0.03% +4,614 13F-HR/A Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 11,911 $560K new Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 11,908 $560K 0.04% -947 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 11,672 $549K <0.01% +287 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 11,615 $546K 0.19% -251 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,522 $542K <0.01% +10,897 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 11,415 $537K 0.04% 0 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 11,143 $524K 0.15% -179 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 11,095 $522K 0.09% +2,384 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 11,056 $520K 0.13% +517 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,981 $516K 0.01% -42 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 10,951 $515K 0.1% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 10,818 $509K 0.03% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,765 $506K 0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,579 $497K <0.01% +1 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,387 $488K 0.01% +1,449 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 10,175 $478K 0.1% +71 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 10,113 $476K 0.08% -201 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 10,112 $475K 0.1% -52 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10,000 $470K 0.08% +4,480 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 9,971 $469K 0.12% -441 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 9,933 $467K 0.12% +807 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 9,817 $462K 0.01% -459 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 9,559 $449K 0.27% 0 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 9,527 $448K 0.43% -532 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,520 $448K 0.04% +4 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 9,508 $447K 0.12% -443 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,360 $440K <0.01% -961 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 9,350 $440K 0.1% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,270 $436K 0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,823 $415K <0.01% +275 13F-HR Timeline Group Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 8,641 $406K 0.15% +3,211 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 8,594 $404K 0.03% -35 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 8,512 $400K 0.28% +4,041 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,466 $398K 0.27% +1 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 8,428 $396K 0.05% +1,093 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,373 $394K 0.01% -82 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,211 $386K <0.01% +281 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,085 $380K 0.01% +170 13F-HR/A Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 7,995 $376K 0.13% +5 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 7,882 $371K 0.12% -253 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 7,881 $371K 0.04% +8 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,801 $367K <0.01% -20 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 7,800 $367K 0.02% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 7,654 $360K 0.33% -850 13F-HR/A Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,622 $358K 0.04% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,588 $357K <0.01% -340 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,506 $353K <0.01% -4,005 13F-HR Timeline Group Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 7,500 $353K 0.13% new 13F-HR/A Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 7,488 $352K 0.14% +473 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 7,202 $339K 0.24% +17 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 7,170 $337K 0.07% -1,147 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,149 $336K 0.02% 0 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 7,135 $335K <0.01% 0 13F-HR Timeline Group Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 7,085 $333K 1.52% 0 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 7,070 $332K 0.29% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 6,821 $324K 0.04% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 6,834 $321K 0.28% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,824 $321K 0.01% +887 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 6,825 $321K 0.01% -9 13F-HR Timeline Group Trust Co More: the full row for Trust Co 6,822 $321K 0.03% -799 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 6,721 $316K 0.06% new 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 6,715 $316K 0.2% -6 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,706 $315K 0.03% -39 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 6,685 $314K 0.03% +154 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,623 $311K 0.08% -144 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,617 $311K 0.04% +2,257 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 6,440 $303K 0.34% -1,968 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 6,317 $302K 0.26% +32 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,405 $301K 0.02% -2,270 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 6,400 $301K 0.07% +11 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,330 $298K 0.11% +1,064 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 6,326 $297K 0.13% +10 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,201 $296K <0.01% -25,000 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 6,305 $296K 0.14% -117 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 6,277 $295K 0.15% 0 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 6,225 $293K 0.14% +11 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 6,196 $291K 0.26% 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 6,188 $291K 0.07% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,137 $289K 0.01% 0 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 6,130 $288K 0.25% -1,031 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,218 $286K <0.01% +816 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 6,059 $285K 0.04% -19 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 5,962 $280K 0.16% 0 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 5,934 $279K 0.07% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 5,891 $277K 0.06% +67 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 5,873 $276K 0.16% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,843 $275K 0.01% +94 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,842 $275K <0.01% +465 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,827 $274K 0.02% -203 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,826 $274K 0.01% +91 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 5,819 $274K 0.11% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,772 $271K 0.03% +4 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,710 $268K 0.01% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 5,570 $262K 0.06% +125 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 5,562 $262K 0.07% -461 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 5,524 $260K 0.14% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,368 $252K 0.02% +710 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 5,242 $246K 0.01% 0 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 5,233 $246K 0.05% -1,985 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 5,126 $241K 0.21% +158 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,105 $240K <0.01% 0 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,050 $237K 0.01% -200 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 5,000 $235K 0.11% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,997 $235K 0.01% -35 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,600 $231K 0.06% -6,268 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 4,900 $230K 0.14% +1,298 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,872 $229K 0.01% -87 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,789 $225K <0.01% new 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,751 $223K 0.01% +12 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,735 $223K 0.02% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,381 $220K 0.01% -7 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,621 $217K <0.01% -2,115 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 4,622 $217K 0.09% +115 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,570 $215K <0.01% -178 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 4,550 $214K 0.13% 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 4,532 $213K 0.03% -83 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,475 $210K 0.18% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,449 $209K 0.01% 0 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,225 $208K 0.02% new 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,405 $207K 0.04% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,395 $207K <0.01% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,368 $205K 0.01% -33 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,360 $205K <0.01% -3,342 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,316 $203K 0.02% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,304 $202K <0.01% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,284 $201K 0.14% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,282 $201K 0.06% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,270 $201K 0.01% new 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 4,259 $200K 0.21% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,186 $197K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,862 $182K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,830 $180K 0.01% -1,005 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,740 $176K 0.01% -679 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,618 $170K 0.07% -10 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,194 $169K 0.05% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,495 $164K 0.01% -1,180 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,486 $164K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,454 $162K <0.01% new 13F-HR Timeline Group Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 3,307 $155K 0.14% +851 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,223 $152K 0.04% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 3,089 $145K 0.06% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 2,925 $138K 0.07% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,890 $136K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,840 $134K 0.02% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 2,830 $133K 0.1% +27 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,819 $133K <0.01% -136 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2,518 $118K <0.01% -371 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,504 $118K 0.03% +1,079 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,235 $105K 0.01% 0 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 2,042 $96K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 2,014 $94.7K 0.06% -565 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,907 $89.7K 0.04% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,904 $89.5K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,876 $88.2K 0.01% +625 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,827 $85.9K 0.04% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,767 $83.1K 0.02% +3 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,645 $77.3K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,669 $76.1K <0.01% +1,547 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,598 $75.8K 0.02% +681 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,607 $75.6K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,526 $71.8K 0.01% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,512 $71.1K 0.04% -119 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,250 $58.8K 0.03% -1,074 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,183 $55.6K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,134 $53.3K <0.01% +26 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,099 $51.7K 0.05% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,058 $49.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,015 $47.7K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,000 $47K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 915 $47K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 983 $46.2K 0.03% -134 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 950 $44.7K <0.01% 0 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 940 $44.2K 0.01% +468 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 904 $42.5K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 860 $40.4K <0.01% -50 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 799 $37.5K <0.01% -62 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 777 $36.5K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 675 $32K 0.01% +111 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 584 $27.5K <0.01% 0 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 589 $27.1K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 511 $24K 0.02% +34 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 496 $23.3K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 465 $21.9K <0.01% -463 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 458 $21.5K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 447 $21K 0.01% -20 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 442 $20.8K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 437 $20.5K <0.01% -18 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 430 $20.2K <0.01% +1 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 429 $20.2K <0.01% 0 13F-HR Timeline