Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 904 $322K 0.02% -173 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 903 $322K 0.02% -906 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 870 $322K 0.02% -7 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 813 $319K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 895 $319K 0.03% +309 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 894 $318K 0.14% +10 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 892 $318K 0.34% 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 892 $318K 0.12% -21 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 892 $318K 0.22% -78 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 890 $317K 0.15% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 889 $317K 0.01% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 889 $317K 0.01% -41 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 887 $316K 0.19% +5 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 885 $315K 0.13% +52 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 885 $315K 0.17% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 885 $315K 0.03% +27 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 882 $314K 0.03% +30 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 881 $314K 0.16% +21 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 878 $313K 0.03% -41 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 880 $313K 0.06% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 877 $313K 0.02% +68 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 877 $312K 0.04% +98 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 873 $312K 0.01% -10 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 875 $312K 0.15% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 875 $312K 0.18% +7 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 871 $310K 0.04% -3 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 868 $309K 0.03% -395 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 868 $309K 0.01% -11 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 864 $308K 0.19% -170 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 864 $308K 0.03% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 860 $308K 0.01% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 860 $308K 0.06% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 863 $307K 0.02% -45 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 862 $307K 0.04% -48 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 861 $307K 0.05% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 860 $306K 0.06% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 856 $305K 0.04% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 853 $304K 0.18% +6 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 851 $303K 0.19% -8,996 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 850 $303K 0.01% -91 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 850 $303K 0.08% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 849 $302K 0.01% -8 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 849 $302K 0.25% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 845 $302K 0.14% +3 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 842 $301K 0.06% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 845 $301K 0.05% -47 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 845 $300K 0.05% -25 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 842 $300K 0.22% new 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 840 $299K 0.02% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 838 $299K 0.1% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 838 $298K 0.07% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 837 $298K 0.03% 0 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 836 $298K 0.33% +2 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 835 $298K 0.15% -3 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 832 $296K 0.16% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 832 $296K 0.11% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 831 $296K 0.06% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 830 $296K <0.01% +26 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 830 $296K 0.14% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 828 $295K 0.02% 0 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 827 $295K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 822 $293K 0.03% +190 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 821 $292K 0.05% +5 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 818 $292K 0.06% -37 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 817 $291K 0.04% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 817 $291K 0.02% -191 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 750 $291K 0.02% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 816 $291K 0.02% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 815 $290K 0.29% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 813 $290K 0.04% -264 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 812 $289K 0.05% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 811 $289K 0.12% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 810 $289K 0.01% -41 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 810 $288K 0.07% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 808 $288K 0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 805 $287K 0.14% +1 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 802 $286K 0.1% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 802 $286K 0.01% -596 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 802 $286K 0.02% -4,848 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 802 $286K 0.87% -685 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 800 $285K 0.03% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 800 $285K 0.65% new 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 800 $285K 0.14% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 800 $285K 0.02% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 799 $285K 0.12% 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 705 $284K 0.05% +4 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 796 $284K 0.09% -7 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 795 $283K 0.25% -86 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 791 $282K 0.09% 0 13F-HR/A Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 790 $281K 0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 789 $281K 0.02% +12 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 788 $281K 0.03% +2 13F-HR Timeline Bell Bank More: the full row for Bell Bank 788 $281K 0.01% +2 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 776 $279K 0.02% +47 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 782 $279K 0.14% +2 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 782 $279K 0.15% +8 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 780 $278K 0.07% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 779 $277K 0.08% +1 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 778 $277K 0.1% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 777 $277K 0.04% new 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 775 $276K 0.11% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 775 $276K 0.05% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 771 $275K 0.01% -39 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 771 $275K 0.08% -25 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 769 $274K 0.03% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 765 $274K 0.01% +6 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 760 $271K 0.15% -7 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 759 $270K 0.03% +28 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 756 $269K 0.01% -337 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 754 $269K 0.05% -313 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 754 $269K 0.06% 0 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 750 $267K 0.15% +14 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 750 $267K 0.02% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 750 $267K 0.02% +50 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 744 $265K 0.15% -11 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 744 $265K 0.01% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 743 $265K 0.09% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 741 $264K 0.05% +21 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 699 $264K 0.23% +4 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 735 $263K 0.05% +2 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 737 $262K 0.02% -44 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 731 $260K 0.21% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 728 $259K 0.01% -65 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 725 $258K 0.03% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 725 $258K 0.1% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 724 $258K 0.04% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 724 $258K 0.01% -206 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 652 $257K 0.03% -19 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 718 $257K 0.24% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 719 $256K 0.01% -153 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 718 $256K 0.03% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 718 $256K 0.09% +18 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 716 $255K 0.08% +19 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 714 $254K 0.07% -19 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 713 $254K 0.1% +9 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 712 $254K <0.01% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 710 $253K 0.03% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 709 $253K 0.1% -10 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 707 $252K 0.02% -141 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 705 $251K 0.11% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 705 $251K 0.03% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 703 $250K 0.02% -99 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 702 $250K 0.01% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 702 $250K 0.01% +1 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 702 $250K 0.05% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 700 $249K 0.01% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 700 $249K <0.01% new 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 700 $249K 0.16% -10 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 700 $249K <0.01% 0 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 698 $249K 0.04% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 698 $249K 0.05% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 696 $248K 0.02% new 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 692 $247K 0.29% -118 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 694 $247K 0.05% +1 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 695 $247K 0.02% -180,600 13F-HR Timeline OSSIAM More: the full row for OSSIAM 691 $246K <0.01% -579 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 690 $246K 0.02% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 687 $245K 0.07% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 686 $244K 0.17% -17 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 683 $243K 0.02% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 682 $243K 0.02% new 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 681 $243K 0.01% new 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 680 $242K 0.16% new 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 678 $242K 0.1% -7,619 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 678 $241K 0.02% new 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 678 $241K 0.07% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 677 $241K 0.01% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 677 $241K 0.02% -16 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 675 $240K 0.02% -50 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 672 $240K 0.14% 0 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 675 $240K 0.22% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 670 $239K 0.13% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 667 $238K 0.16% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Welch & Forbes LLC More: the full row for Welch & Forbes LLC 666 $237K <0.01% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 666 $237K 0.09% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 664 $237K 0.14% +30 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 662 $236K <0.01% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 661 $235K <0.01% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 661 $235K 0.04% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 661 $235K 0.08% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 661 $235K 0.2% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 659 $235K 0.02% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 658 $234K 0.16% -5 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 658 $234K 0.08% -36 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 655 $234K 0.1% -37 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 657 $234K <0.01% -144 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 655 $233K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 655 $233K 0.07% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 654 $233K 0.04% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 651 $232K 0.06% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 650 $232K 0.05% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 650 $232K 0.15% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 644 $231K 0.03% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 649 $231K 0.02% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 647 $231K <0.01% +459 13F-HR Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 646 $230K 0.03% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 646 $230K 0.04% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 647 $230K 0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 645 $230K 0.01% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 644 $229K 0.01% new 13F-HR Timeline Group