ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 287,930 $25.3M 1.52% +281,945 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 285,604 $25.1M 2.15% +3,943 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 160,171 $14.1M 3.01% +4,317 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 144,270 $12.7M 0.33% -14,842 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 130,570 $11.5M 0.08% +3,652 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 126,965 $11.1M 1.3% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 58,672 $5.15M 0.35% -6,025 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 55,017 $4.83M 0.31% +1,564 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 45,893 $4.03M 0.05% +2,899 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 43,745 $3.84M 2.72% -675 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 42,409 $3.72M 0.95% +4,957 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 37,083 $3.26M 0.09% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 27,709 $2.43M 1.11% +339 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 23,607 $2.07M 0.33% -1,659 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 22,464 $1.97M 0.91% new 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 19,898 $1.75M 1.25% +3,873 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 19,070 $1.67M 1.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,574 $1.35M 0.03% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 14,192 $1.25M 0.27% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 10,630 $933K 0.53% -1,190 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 10,271 $902K 0.35% +1,899 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 10,085 $885K 0.6% +2,040 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,788 $859K 0.02% +891 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 8,146 $715K 0.25% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 7,503 $659K 0.33% +163 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 6,815 $598K 0.04% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,792 $596K 0.12% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,704 $589K 0.05% -4,510 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,660 $569K 0.01% +228 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,166 $540K 0.25% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 6,018 $528K 0.25% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,868 $515K 0.02% -210 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,815 $511K 0.22% +386 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,595 $491K 0.06% +46 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,049 $443K 0.01% -229 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,953 $435K 0.12% +19 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 4,917 $432K 0.13% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,911 $431K 0.18% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,782 $420K 0.28% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,229 $371K 0.04% -100 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,150 $364K 0.04% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,000 $351K 0.09% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,909 $343K 0.03% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,686 $324K 0.06% 0 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,621 $318K 0.13% -1,891 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,444 $302K 0.01% +2,235 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,219 $283K 0.08% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,895 $251K 0.08% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,647 $232K 0.02% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,500 $220K 0.15% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,336 $205K <0.01% -1,032 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,500 $132K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,427 $125K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,170 $103K 0.02% -330 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,000 $87.8K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 983 $86.3K 0.06% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 876 $76.9K 0.06% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 692 $60.8K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 608 $53.4K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 358 $31.4K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 345 $30.3K 0.02% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 200 $17.6K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 161 $14.1K <0.01% +146 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 65 $5.71K <0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 1 $64 <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 0 $42 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.