ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 267,504 $102M 3.9% -1,890 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 113,043 $43.1M 0.58% -43 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 77,725 $29.6M 0.21% -2,933 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 58,183 $22.2M 0.64% -2,059 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 47,383 $18M 5.31% +8,495 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 44,638 $17M 1.83% -920 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 43,427 $16.5M 7.6% -359 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 36,897 $14.1M 3.53% +1,585 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 36,505 $13.9M 3% -4,336 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 30,267 $11.5M 1.15% +4,096 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 26,766 $10.2M 0.95% +1,570 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 23,782 $9.06M 3.71% -381 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 21,617 $8.23M 2.55% +1,085 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20,193 $7.69M 0.66% -62 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 20,134 $7.57M 0.1% +561 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 18,218 $6.94M 1.08% +9,794 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 17,756 $6.76M 2.32% new 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 17,293 $6.59M 3.18% -927 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 16,124 $6.14M 2.46% -45 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 16,065 $6.12M 0.39% -205 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 15,824 $6.03M 2.93% -168 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 15,330 $5.84M 0.43% +165 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 15,306 $5.83M 3.77% +2,960 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 14,526 $5.53M 2.54% +482 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,101 $5.37M 0.15% +2,417 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 13,955 $5.31M 0.84% -757 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 12,781 $4.87M 0.55% -135 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 11,425 $4.35M 1.39% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 11,327 $4.31M 0.63% +62 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 10,620 $4.04M 0.8% 0 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 10,160 $3.87M 1.83% +130 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,142 $3.86M 0.77% -186 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10,088 $3.82M 0.17% -351 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 9,875 $3.76M 0.73% -159 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 9,005 $3.43M 1.65% -160 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,766 $3.34M 0.22% +877 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 8,620 $3.28M 0.57% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 8,059 $3.07M 0.32% -125 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,620 $2.9M 0.06% +150 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,614 $2.9M 2.44% +4 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 7,392 $2.82M 1.84% +585 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,371 $2.81M 0.17% -223 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 6,998 $2.66M 0.38% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 6,826 $2.6M 1.36% -2,645 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,726 $2.56M 0.04% -84 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 6,724 $2.56M 1.07% +585 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,539 $2.49M 0.53% +122 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,379 $2.43M 0.07% +2,017 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 6,253 $2.38M 1.74% +1,179 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,268 $2.01M 0.05% -68 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,240 $2M 0.47% -900 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 5,197 $1.98M 0.13% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,181 $1.97M 0.3% 0 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 5,015 $1.91M 1.64% -100 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,929 $1.88M 0.15% -1,026 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 4,756 $1.81M 0.55% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,310 $1.64M 0.04% +105 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,032 $1.54M 0.27% +800 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,729 $1.42M 1.08% -21 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,695 $1.41M 0.31% +1,118 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,677 $1.4M 0.02% +282 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,673 $1.4M 0.06% +501 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 3,331 $1.27M 0.56% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,304 $1.26M 0.61% 0 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 3,253 $1.24M 0.07% +3 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,169 $1.21M 0.34% +125 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,050 $1.16M 0.27% -5 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,044 $1.16M 0.13% -18,514 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,035 $1.16M 0.13% +2,345 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,979 $1.13M 0.13% -3 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,919 $1.11M 0.09% -19 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,863 $1.09M 0.2% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,811 $1.07M 0.29% -952 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,797 $1.07M 0.46% +893 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,788 $1.06M 0.08% +208 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,672 $984K 0.31% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,570 $979K 0.67% +98 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,419 $926K 0.52% -162 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,378 $903K 0.42% -97 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,344 $893K 0.26% 0 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 2,285 $870K 0.76% +968 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,166 $825K 0.12% +10 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,121 $803K 0.02% +303 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,067 $787K 0.47% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,045 $779K 0.19% -1,865 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,025 $771K 0.06% 0 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 2,011 $766K 0.29% -71 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,950 $743K 0.05% +7 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,907 $726K 0.15% -7 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,886 $717K 0.21% -178 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,796 $684K 0.39% +529 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,767 $673K 0.4% +43 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 1,684 $641K 0.25% -6 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,679 $639K 0.12% -14 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,646 $627K 0.34% +17 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,625 $619K 0.01% -30 13F-HR Timeline Group Financial Designs Corp More: the full row for Financial Designs Corp 1,612 $614K 0.32% +55 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,562 $595K 0.21% +103 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,554 $592K 0.26% +34 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,513 $578K 0.11% -88 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 1,500 $568K 0.14% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,491 $568K 0.21% -40 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,410 $537K 0.52% +27 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,403 $534K 0.11% -104 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,400 $533K 0.08% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,385 $527K 0.04% -91 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 1,373 $523K 0.08% +427 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,328 $506K 0.15% +14 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,306 $497K 0.2% 0 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 1,277 $486K 0.19% -21 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,258 $479K 0.13% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,201 $457K 0.01% -5 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,134 $432K 0.08% +11 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,113 $424K 0.19% +436 13F-HR Timeline TLWM More: the full row for TLWM 1,112 $423K 0.07% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,081 $412K 0.04% +327 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,033 $393K 0.09% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,021 $389K 0.04% +660 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 1,011 $384K 0.22% 0 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 1,000 $381K 0.23% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 992 $378K 0.04% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 987 $376K 0.08% +80 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 972 $370K 0.09% -227 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 970 $369K 0.02% +91 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 962 $366K 0.19% +260 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 957 $364K 0.2% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 881 $336K 0.18% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 875 $333K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 870 $331K 0.3% +43 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 855 $326K 0.17% -25 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 850 $324K 0.15% +10 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 828 $315K 0.2% 0 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 825 $314K 0.13% +68 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 821 $313K 0.03% -68 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 820 $312K 0.29% -116 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 768 $292K 0.01% +93 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 765 $291K 0.11% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 760 $289K 0.17% -25 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 718 $273K <0.01% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 696 $265K 0.07% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 685 $261K 0.12% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 680 $259K 0.16% +54 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 663 $252K 0.2% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 654 $249K 0.05% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 649 $247K 0.18% -63 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 642 $244K 0.03% 0 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 637 $243K 0.06% -140 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 620 $236K 0.01% -30 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 600 $229K 0.12% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 598 $228K 0.01% +16 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 590 $225K 0.03% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 581 $221K 0.02% -30 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 578 $221K 0.07% -1 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 574 $219K 0.12% 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 564 $215K 0.14% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 543 $207K 0.07% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 68,093 $206K 0.04% +67,730 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 536 $204K 0.06% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 532 $203K 0.01% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 531 $202K 0.03% new 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 526 $200K 0.03% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 505 $192K 0.02% -40 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 478 $182K 0.05% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 467 $179K 0.07% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 451 $172K 0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 450 $171K 0.01% +39 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 428 $163K 0.13% -4 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 418 $159K 0.11% -13 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 386 $147K 0.07% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 357 $136K 0.01% +126 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 306 $117K 0.04% -50 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 289 $110K 0.07% +184 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 211 $80.4K <0.01% 0 13F-HR Timeline Group Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 152 $57.9K 0.04% -1 13F-HR Timeline Trust Co More: the full row for Trust Co 90 $34.3K <0.01% -50 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 87 $33.1K 0.01% +5 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 50 $19K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 45 $17.1K 0.01% +11 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 39 $14.9K <0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 17 $6.39K <0.01% 0 13F-HR Timeline