NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,831 $255K 0.07% +21 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,821 $254K 0.16% -25 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,819 $254K 0.01% 0 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 1,813 $253K 0.16% -547 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,058 $253K 0.04% -54 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,812 $253K 0.04% +149 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,812 $253K 0.04% +15 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,808 $252K 0.01% +23 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,799 $251K 0.02% +119 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,791 $250K 0.02% -294 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,787 $249K 0.07% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,792 $249K 0.1% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,785 $249K 0.08% -131 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,783 $248K 0.02% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,781 $248K <0.01% +66 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,775 $247K 0.06% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,773 $247K 0.14% +93 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,771 $247K 0.02% +123 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,771 $247K 0.05% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,769 $247K 0.01% new 13F-HR/A Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,769 $247K 0.06% +90 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,768 $246K 0.02% -150 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,767 $246K 0.04% +2 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 1,764 $246K 0.2% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,764 $246K 0.07% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,164 $246K 0.11% new 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,762 $246K 0.05% -70 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,758 $245K 0.01% +33 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,753 $244K 0.09% -1 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 1,750 $244K 0.16% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,749 $244K 0.13% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 1,744 $243K 0.13% +19 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 1,737 $242K 0.06% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,735 $242K 0.01% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,732 $241K 0.08% +30 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,732 $241K 0.19% +495 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,726 $241K 0.04% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,723 $240K 0.08% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,725 $240K 0.03% +41 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 1,725 $240K 0.04% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,719 $240K 0.15% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,715 $239K 0.02% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,715 $239K 0.03% -122 13F-HR Timeline Corecam AG More: the full row for Corecam AG 1,711 $239K 0.21% new 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,709 $238K 0.07% -229 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,708 $238K 0.02% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,705 $238K 0.02% +22 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,705 $238K 0.05% +26 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,703 $237K 0.17% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,703 $237K 0.07% +37 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,700 $237K 0.12% 0 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,700 $237K 0.2% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,695 $236K 0.26% +27 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,695 $236K 0.11% +18 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,693 $236K 0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,693 $236K 0.06% +44 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,692 $236K 0.12% -228 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,687 $235K 0.02% new 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,683 $235K 0.18% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,683 $235K 0.04% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,681 $234K 0.11% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,678 $234K 0.07% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 1,674 $233K 0.07% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,674 $233K <0.01% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,670 $233K 0.04% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,664 $232K 0.01% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,630 $232K 0.2% -41 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,657 $231K 0.04% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,654 $231K 0.1% -510 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,653 $230K 0.04% -2,638 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,652 $230K 0.01% -109 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,645 $229K 0.8% -263 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,640 $229K 0.05% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,640 $229K 0.09% new 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 1,639 $228K 0.09% -16 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,630 $227K 0.05% -62 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,613 $225K 0.04% +10 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,601 $225K 0.05% +675 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,606 $224K 0.03% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,606 $224K 0.02% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,602 $223K 0.07% 0 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,600 $223K 0.06% -361 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,600 $223K 0.07% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,594 $222K 0.11% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,587 $221K 0.1% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,582 $220K 0.01% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,581 $220K 0.04% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,576 $220K 0.07% +503 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,576 $220K 0.05% -132 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,574 $219K 0.03% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,573 $219K 0.01% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,563 $218K 0.1% -114 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,562 $218K 0.05% +262 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,560 $217K 0.15% -168 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,559 $217K 0.03% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,559 $217K 0.02% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,557 $217K 0.11% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,551 $216K 0.13% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,550 $216K 0.01% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,548 $216K 0.03% new 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 1,548 $216K 0.06% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,546 $215K 0.05% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,546 $215K 0.04% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,541 $215K 0.03% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,540 $215K 0.03% new 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,533 $214K 0.1% new 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,532 $214K 0.03% new 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,529 $213K 0.16% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,528 $213K 0.09% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,525 $213K 0.07% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,524 $212K 0.12% +2 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,524 $212K 0.09% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 1,523 $212K 0.02% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 1,525 $212K 0.05% -600 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 1,516 $211K 0.09% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,511 $211K 0.1% new 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,562 $211K 0.12% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,512 $211K 0.08% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,511 $211K 0.06% new 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,510 $210K 0.01% -1,510 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,506 $210K 0.03% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,505 $210K 0.03% new 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,503 $209K 0.06% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,501 $209K 0.01% new 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 1,500 $209K 0.07% new 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 1,500 $209K 0.12% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,500 $209K 0.08% -351 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,499 $209K 0.1% new 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,492 $209K 0.08% 0 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 1,498 $209K 0.04% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,497 $209K 0.07% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,492 $208K 0.02% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,489 $208K 0.04% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,488 $207K 0.13% +102 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,484 $207K 0.03% new 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,482 $207K 0.04% -1,105 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,480 $206K 0.01% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,480 $206K 0.04% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,481 $206K 0.07% -843 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,480 $206K 0.15% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,478 $206K 0.04% +1,468 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,474 $205K 0.02% -108 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,474 $205K 0.03% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,474 $205K 0.01% -210 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,472 $205K 0.1% new 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,461 $204K 0.12% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,455 $203K 0.06% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,451 $202K 0.01% new 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,450 $202K 0.04% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,449 $202K 0.03% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,448 $202K 0.01% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 1,448 $202K 0.15% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,444 $201K 0.05% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,441 $201K <0.01% -548,559 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,437 $200K 0.02% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,436 $200K 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,431 $199K 0.02% +83 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,411 $197K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,402 $196K 0.01% +142 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,404 $196K 0.12% -16 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,400 $195K 0.04% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,349 $188K 0.05% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,335 $186K 0.08% +8 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,319 $184K 0.05% +300 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,296 $182K 0.01% -7 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,298 $181K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,269 $177K 0.01% new 13F-HR/A Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,228 $171K 0.03% +119 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 1,221 $170K 0.08% -23 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,216 $169K 0.02% +16 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,215 $169K 0.02% +19 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,200 $167K 0.08% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,200 $167K 0.01% -36,150 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,200 $167K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,186 $165K 0.02% +311 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,140 $159K 0.01% -18 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,128 $157K 0.06% -125 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,114 $155K 0.06% +16 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,107 $154K 0.05% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,105 $154K 0.02% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,093 $152K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,091 $152K -8 Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,071 $149K 0.03% +26 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,066 $149K 0.03% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,064 $148K 0.08% -176 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,057 $147K 0.1% -342 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,044 $146K 0.03% +244 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,041 $145K 0.02% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,036 $144K 0.06% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,022 $142K 0.03% +6 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,012 $141K 0.03% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,000 $139K 0.07% 0 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 992 $138K 0.05% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 992 $138K 0.12% +6 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 989 $138K 0.09% -216 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 989 $138K 0.04% -88 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 965 $134K 0.05% +7 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 963 $134K 0.06% -477 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 964 $134K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 959 $134K 0.01% 0 13F-HR Timeline