McMill Wealth Management More: the full row for McMill Wealth Management 15,479 $167K 0.06% +76 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 15,349 $167K <0.01% +104 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 15,325 $166K 0.05% -36 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,324 $166K 0.01% +1,242 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 15,282 $166K 0.04% new 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 15,240 $165K 0.15% +189 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 15,213 $165K 0.05% +513 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 15,186 $165K 0.1% +985 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 14,014 $165K 0.03% -2,047 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 15,150 $164K 0.14% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 15,145 $164K 0.12% -2,282 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 15,141 $164K 0.09% +240 13F-HR/A Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 15,118 $164K 0.1% +1,895 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 14,927 $162K 0.06% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 14,907 $162K 0.01% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 14,899 $162K 0.09% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 14,720 $160K <0.01% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 14,703 $160K 0.01% +260 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 14,773 $158K 0.1% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,580 $158K 0.01% -743 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 14,542 $158K 0.02% +2,281 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 14,517 $158K <0.01% -1,007 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14,384 $156K 0.01% +6,049 13F-HR Timeline Group Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 14,384 $156K 0.06% -3,555 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 14,377 $156K <0.01% -2,173 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 13,910 $156K 0.01% +994 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 14,369 $156K 0.03% -44 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 14,281 $155K 0.01% +2,940 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 14,275 $155K 0.04% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 14,261 $155K 0.25% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 14,250 $155K 0.09% -6,809 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 14,223 $154K 0.08% +37 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 14,283 $154K 0.02% -707 13F-HR/A Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 14,184 $154K 0.05% +272 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 14,132 $153K 0.05% 0 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 14,124 $153K 0.01% +827 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 14,070 $153K 0.01% -2,090 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,532 $153K <0.01% -366 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 14,039 $152K 0.01% +234 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 14,000 $152K 0.1% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,977 $152K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 13,974 $152K 0.03% +2,413 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 13,963 $151K 0.04% +10,492 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 13,900 $151K 0.18% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 13,897 $151K 0.03% new 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 13,850 $150K 0.01% -508 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,783 $150K 0.01% -704 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 13,709 $149K 0.02% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 13,707 $149K 0.04% +941 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 13,700 $149K 0.16% -100 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 13,676 $148K 0.06% -101 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 13,658 $148K 0.03% -6,900 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 13,649 $148K 0.06% +50 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 12,688 $148K 0.08% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 13,628 $148K 0.03% +2,675 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 13,069 $147K 0.03% -241 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,561 $147K 0.09% +4,739 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 13,547 $147K 0.06% -1,287 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 13,500 $146K 0.05% -850 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 13,443 $146K 0.08% +1,801 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 13,430 $146K 0.04% +72 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 13,428 $146K <0.01% +885 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,418 $146K 0.03% +1,312 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 13,415 $146K 0.11% -4,989 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,375 $145K 0.01% +1,480 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 13,341 $145K 0.06% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 13,273 $144K 0.01% -428 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 13,272 $144K <0.01% +756 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 13,270 $144K 0.15% -2,812 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 13,270 $144K 0.02% +243 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 13,260 $144K 0.1% +194 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13,251 $144K 0.01% +1,321 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 13,228 $144K 0.02% -830 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 13,201 $143K 0.03% -1,441 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 13,188 $143K 0.04% +384 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 13,160 $143K 0.08% -856 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 13,072 $142K 0.03% -153 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 13,023 $141K 0.18% +22 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 12,967 $141K 0.03% +689 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 12,974 $141K 0.02% +264 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 12,995 $141K 0.04% -395 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 14,105 $140K 0.16% +202 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 12,921 $140K 0.06% -254 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 12,912 $140K 0.02% +638 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,846 $139K <0.01% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 12,829 $139K 0.06% +1,583 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 12,822 $139K 0.13% -4,466 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 13,075 $139K 0.07% -5,794 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 12,795 $139K 0.04% +3 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,788 $139K 0.01% -77 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 12,757 $138K 0.02% -1,175 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 12,709 $138K 0.03% -2,100 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 12,687 $138K 0.02% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 12,649 $137K 0.04% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 12,646 $137K 0.09% +97 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 12,624 $137K <0.01% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 12,657 $137K 0.01% -3,237 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,610 $137K 0.01% +18 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 12,607 $137K 0.01% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 12,592 $137K <0.01% +398 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 12,557 $136K 0.01% +919 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 12,531 $136K 0.02% +2,085 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 12,508 $136K 0.04% +520 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 12,503 $136K 0.03% -6,217 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 12,482 $135K 0.04% +696 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 12,425 $135K 0.02% -638 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 12,383 $134K <0.01% -7,350 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 12,373 $134K 0.04% 0 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 12,350 $134K 0.01% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 12,330 $134K 0.02% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 12,304 $134K 0.07% +17 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 12,293 $133K 0.03% +3 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,270 $133K 0.02% -10,487 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 12,151 $132K 0.06% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 12,146 $132K <0.01% +298 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 12,131 $132K 0.01% -12,644 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 12,121 $132K 0.04% +1,821 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,072 $131K 0.01% +273 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 12,045 $131K 0.02% -1,391 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 12,018 $130K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 11,931 $130K 0.05% +167 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,976 $130K <0.01% +325 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 11,970 $130K 0.1% -2,099 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,615 $130K 0.02% -1,708 13F-HR/A Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 11,940 $130K 0.05% +194 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 11,939 $130K 0.01% -1,699 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 11,924 $129K 0.02% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 11,918 $129K 0.02% new 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 11,899 $129K 0.15% -948 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 11,824 $128K 0.03% +1,481 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,773 $128K 0.01% -1,188 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 10,757 $127K 0.05% -1,730 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 10,738 $127K 0.02% +63 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 11,684 $127K 0.05% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11,625 $126K 0.05% +111 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 11,142 $126K 0.01% +88 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 11,609 $126K 0.02% -1,635 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,604 $126K 0.01% -977 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 11,580 $126K 0.04% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,571 $126K 0.08% -3 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 11,547 $125K 0.01% -286 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,538 $125K <0.01% -4,138 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 11,500 $125K 0.09% 0 13F-HR/A Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 11,468 $124K 0.01% new 13F-HR/A Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,419 $124K 0.01% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 11,394 $124K 0.03% +66 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 11,362 $123K <0.01% -99 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 11,360 $123K 0.05% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 11,329 $123K <0.01% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 11,320 $123K 0.01% -3,603 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 11,276 $122K 0.07% +3 13F-HR Timeline American Trust More: the full row for American Trust 11,272 $122K 0.01% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 11,243 $122K <0.01% new 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 11,217 $122K 0.03% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 10,775 $121K 0.05% 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 11,138 $121K 0.05% -2,530 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 11,119 $121K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 11,100 $120K 0.06% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 11,071 $120K 0.04% -201 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 11,067 $120K 0.01% -2,358 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,046 $120K 0.01% +116 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 11,019 $120K 0.1% +183 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 11,000 $119K 0.01% -5,000 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 10,965 $119K 0.06% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 10,965 $119K 0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,906 $118K 0.01% -4,368 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,900 $118K 0.01% +136 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 10,889 $118K 0.08% +155 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,861 $118K 0.01% +255 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 10,842 $118K 0.05% -89 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 10,802 $117K 0.04% -1,100 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 10,798 $117K 0.04% -1,043 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 10,797 $117K 0.01% -1,064 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,790 $117K 0.02% +674 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,780 $117K 0.03% +11 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 10,776 $117K 0.06% +760 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,705 $116K 0.01% -2,226 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 10,683 $116K 0.01% -14,888 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 10,671 $116K <0.01% new 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 10,644 $115K <0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 10,640 $115K 0.1% 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 10,614 $115K 0.02% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 10,578 $115K 0.11% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 10,556 $115K 0.01% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 10,545 $114K 0.01% -6,665 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,500 $114K 0.01% 0 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 10,457 $113K 0.1% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 11,289 $113K 0.02% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 10,425 $113K <0.01% -300 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 10,365 $112K 0.03% -800 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 10,345 $112K 0.01% -10,565 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 10,340 $112K 0.05% +99 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10,329 $112K 0.03% -115 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,323 $112K 0.01% -3,607 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,234 $111K 0.15% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 10,247 $111K 0.08% -81 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 10,221 $111K 0.05% -11,620 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,218 $111K <0.01% +2 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 10,209 $111K 0.11% 0 13F-HR/A Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 10,208 $111K 0.01% 0 13F-HR Timeline