Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 8,475 $2.44M 0.54% -10 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 8,461 $2.43M 0.05% -145 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 8,450 $2.43M 1.85% -1,800 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 8,412 $2.42M 1.5% -87 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,403 $2.42M 0.44% +375 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 8,401 $2.42M 0.64% -3 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 8,398 $2.41M 0.01% -776 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 8,368 $2.41M 0.2% +1,490 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 8,368 $2.41M 0.92% +3,967 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 8,366 $2.41M 0.75% -887 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 8,356 $2.4M 0.33% +691 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 8,352 $2.4M 0.6% -3,798 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,339 $2.4M 0.54% -320 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 8,336 $2.4M 2.24% -1,944 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 8,320 $2.39M 0.38% +6,677 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8,313 $2.39M 0.91% -96 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 8,310 $2.39M 2.01% -450 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 8,307 $2.39M 0.52% +219 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 8,307 $2.39M 0.86% -1,371 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 8,287 $2.38M 0.67% -21,520 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,274 $2.38M 0.94% -195 13F-HR/A Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 8,264 $2.38M 2.13% +542 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 8,262 $2.38M 1.88% +1,342 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 8,258 $2.37M 0.44% +592 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 8,248 $2.37M 0.84% -14,351 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,512 $2.37M 1.31% -323 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 8,235 $2.37M 0.12% +5 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 8,231 $2.37M 0.42% +245 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 51,640 $2.37M 0.89% +1,542 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 8,184 $2.35M 1.1% +524 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 8,177 $2.35M 1.06% +84 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,176 $2.35M 0.18% -103 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 8,172 $2.35M 0.73% -720 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 8,152 $2.34M 1.98% -78 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 8,139 $2.34M 1.21% +52 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 6,966 $2.33M 2.18% 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 8,103 $2.33M 2.19% -101 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 8,088 $2.33M 1.73% +155 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 8,084 $2.32M 0.24% 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 8,067 $2.32M 0.37% new 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 8,060 $2.32M 1.3% 0 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 8,058 $2.32M 0.24% +2,570 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,063 $2.32M 0.31% +1,075 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 8,050 $2.31M 0.48% +140 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 8,043 $2.31M 2.13% -27 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,030 $2.31M 0.52% -2,807 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 8,013 $2.3M 0.58% -136 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 8,010 $2.3M 2.28% +383 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 8,005 $2.3M 0.6% +502 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,993 $2.3M 0.33% +621 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 5,907 $2.3M 2.74% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,977 $2.29M 0.16% -49,124 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 7,974 $2.29M 1.68% -249 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 7,965 $2.29M 1.48% -4,717 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 7,962 $2.29M 0.36% -319 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 7,955 $2.29M 0.45% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 7,955 $2.29M 0.5% +13 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 7,935 $2.28M 0.75% +54 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 7,929 $2.28M 0.58% +640 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 7,901 $2.27M 2.04% +2,499 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 7,900 $2.27M 0.9% +364 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 7,892 $2.27M 0.44% -50 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 7,859 $2.26M 0.81% 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 7,857 $2.26M 0.39% -374 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 7,839 $2.25M 0.58% +577 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. 7,841 $2.25M 0.07% -3,660 13F-HR Timeline Group Port Capital LLC More: the full row for Port Capital LLC 7,814 $2.25M 0.1% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 7,811 $2.25M 1.15% +426 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 7,805 $2.24M 1.95% +335 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 7,773 $2.24M 3.25% -305 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 5,830 $2.23M 0.45% -394 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 7,770 $2.23M 0.67% +35 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 7,770 $2.23M 0.12% +53 13F-HR Timeline Group Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 7,760 $2.23M 0.49% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 7,755 $2.23M 0.49% +922 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 7,748 $2.23M 0.18% +500 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,530 $2.23M 0.2% -28 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7,729 $2.22M 1.32% new 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 7,720 $2.22M 0.82% 0 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 7,715 $2.22M 1.64% +132 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,697 $2.21M 0.14% +450 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 7,696 $2.21M 0.25% -208 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 7,688 $2.21M 0.5% +1,259 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 7,678 $2.21M 1.63% -272 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 7,675 $2.21M 0.19% +239 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 6,500 $2.21M 0.19% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 7,646 $2.2M 0.15% +1,524 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,939 $2.2M 0.2% +412 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,642 $2.2M 0.51% +971 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 7,638 $2.2M 0.4% -1,759 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 7,632 $2.19M 0.32% -86 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,626 $2.19M 0.16% -705 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 7,623 $2.19M 1.91% +50 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 7,622 $2.19M 1.35% -285 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 7,605 $2.19M 0.65% -250 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 7,584 $2.18M 1.31% +102 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 7,580 $2.18M 0.42% +116 13F-HR/A Timeline First Washington CORP More: the full row for First Washington CORP 7,577 $2.18M 0.62% -5 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 7,577 $2.18M 3.73% -9,386 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 7,121 $2.18M 0.73% -184 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,554 $2.17M 0.51% -410 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 7,543 $2.17M 1.2% +402 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 7,534 $2.17M 0.64% +1,025 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 7,532 $2.17M 0.72% +156 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,530 $2.17M 0.61% +916 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 7,521 $2.16M 0.23% -431 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 7,520 $2.16M 0.14% -850 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 7,520 $2.16M 0.51% +42 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 7,517 $2.16M 0.62% +555 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 7,514 $2.16M 1.74% +184 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,484 $2.15M 0.85% -209 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 7,469 $2.15M 0.65% +2 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 7,466 $2.15M 1.58% +284 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 7,464 $2.15M 1.53% -1,000 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 7,460 $2.15M 1.07% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7,456 $2.14M 0.21% +186 13F-HR/A Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 7,453 $2.14M 0.25% +4,781 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 7,447 $2.14M 0.21% -415 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 7,445 $2.14M 1.3% -300 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,430 $2.14M 0.31% +306 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 7,428 $2.14M 0.57% 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 7,422 $2.13M 2% -294 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 7,418 $2.13M 1.74% -32,920 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 7,409 $2.13M 1.31% +72 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 7,401 $2.13M 0.9% +227 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 7,397 $2.13M 0.88% +331 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 7,390 $2.12M 0.19% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,385 $2.12M 0.31% +118 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 7,379 $2.12M 0.54% -148 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 7,375 $2.12M 1.17% -240 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,374 $2.12M 0.41% -114 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 7,373 $2.12M 0.17% -658 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 7,358 $2.12M 0.28% +1,400 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7,356 $2.12M 0.34% -3,137 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 7,353 $2.11M 0.57% -308 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 7,351 $2.11M 1.22% 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 7,343 $2.11M 0.34% +78 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 7,338 $2.11M 1.67% +106 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 7,322 $2.11M 0.66% +54 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 7,318 $2.1M 0.44% -882 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 7,314 $2.1M 0.18% +145 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 7,308 $2.1M 2.37% +5,308 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 7,306 $2.1M 1.67% -695 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 5,404 $2.1M 1.98% +129 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 7,299 $2.1M 0.5% +280 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 7,291 $2.1M 0.93% +601 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 7,297 $2.1M 0.52% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 7,294 $2.1M 2.41% -148 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 7,293 $2.1M 1.74% -502 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 7,284 $2.09M 0.88% -137 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 7,272 $2.09M 0.98% +953 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 7,268 $2.09M 1.51% -400 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7,268 $2.09M 0.97% -342 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 7,264 $2.09M 0.43% +578 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 7,255 $2.09M 0.47% +149 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,249 $2.08M 0.94% -427 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 7,248 $2.08M 1.01% -1,866 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 7,240 $2.08M 2.27% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,233 $2.08M 0.44% +49 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 7,230 $2.08M 0.47% -605 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 7,224 $2.08M 1.56% +2,042 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 7,212 $2.07M 0.43% +506 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 7,198 $2.07M 0.86% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,195 $2.07M 1.03% -174 13F-HR Timeline Colorado Capital Management, Inc. 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Lucia & Associates, LLC 7,162 $2.06M 0.74% +176 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 7,145 $2.05M 0.45% -100 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 7,144 $2.05M 0.38% -666 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 7,116 $2.05M 1.92% 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,098 $2.04M 0.34% -30 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 7,079 $2.04M 0.38% +578 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,077 $2.04M 0.17% +89 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,077 $2.03M 0.22% +281 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 7,071 $2.03M 1.83% -79 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 7,068 $2.03M 0.62% -253 13F-HR Timeline Total Wealth Planning & Management, Inc. 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