Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,336 $859K 0.23% +672 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,472 $858K 0.42% +140 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,330 $857K 0.1% -2 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,313 $853K 0.11% -41 13F-HR Timeline Claro Advisors Inc. 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More: the full row for Herold Advisors, Inc. 3,270 $842K 0.18% +475 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,265 $840K 0.29% 0 13F-HR/A Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,255 $838K 0.21% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,319 $837K 0.06% -2,471 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,249 $836K 0.37% +25 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,246 $835K 0.43% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,246 $835K 0.04% +76 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,243 $835K 0.01% -849 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,242 $834K 0.17% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,242 $834K 0.21% +13 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,241 $834K 0.51% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,238 $833K 0.2% +49 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,233 $832K 0.28% +385 13F-HR/A Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,228 $831K 0.09% +207 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 3,217 $828K 0.39% +100 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,215 $828K 0.78% +712 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,208 $826K 0.1% +1 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,038 $823K 0.38% -60 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,193 $822K 0.44% +167 13F-HR Timeline Group LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,191 $821K 0.06% 0 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 3,190 $821K 0.22% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,181 $819K 0.1% +351 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,178 $818K 0.03% +73 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,180 $818K 0.11% new 13F-HR/A Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,173 $817K 0.14% +1 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,169 $816K 0.32% 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,168 $815K 0.24% -309 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 3,168 $815K 0.16% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,168 $815K 0.02% -1,616 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,151 $811K 0.04% -44,849 13F-HR/A Timeline ARGUS INVESTORS' COUNSEL, INC. 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More: the full row for Carson Advisory Inc. 3,102 $798K 0.51% -9 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,088 $795K 0.16% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,084 $794K 0.06% +257 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,067 $790K 0.21% +336 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,059 $787K 0.09% +685 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,057 $787K 0.13% +4 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,039 $783K 0.07% new 13F-HR/A Timeline Exchange Bank More: the full row for Exchange Bank 3,032 $780K 0.62% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,032 $780K 0.15% -67 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,024 $778K 0.08% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,020 $777K 0.01% -21,862 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,018 $777K 0.11% -1,806 13F-HR Timeline Mission Creek Capital Partners, Inc. 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More: the full row for Truepoint, Inc. 2,564 $660K 0.02% +73 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,556 $658K 0.27% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,556 $658K 0.12% -1,222 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,555 $658K 0.13% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,553 $657K 0.05% +146 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,543 $654K 0.15% -292 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,535 $652K 0.24% +249 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,533 $652K 0.09% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,527 $651K 0.33% +11 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 2,526 $650K 0.32% -81 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,525 $650K 0.1% -9 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,524 $650K 0.03% -373 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,506 $645K 0.15% +7 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,502 $644K 0.03% +26 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,502 $644K 0.03% +4 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,500 $643K 0.09% -1,399 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,500 $643K 0.28% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 2,499 $643K 0.33% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,494 $642K 0.06% -721 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,487 $640K 0.06% 0 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 2,484 $639K 0.21% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,475 $637K 0.53% -17 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,474 $637K 0.25% +89 13F-HR Timeline New Covenant Trust Company, N.A. 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