PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 2,930 $258K 0.21% -22 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,953 $258K 0.06% -394 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,948 $257K 0.07% +172 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,942 $257K 0.06% new 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 2,933 $256K 0.01% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,931 $256K 0.14% -57 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 2,930 $256K 0.11% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,920 $255K 0.06% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 2,918 $255K 0.17% new 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 2,915 $255K 0.09% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,907 $254K 0.13% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,905 $254K 0.02% new 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 2,903 $253K 0.2% +305 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,901 $253K 0.03% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,899 $253K 0.12% -1,106 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 2,882 $252K 0.19% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,881 $252K 0.1% -14 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,860 $250K 0.01% 0 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,857 $249K 0.06% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,852 $249K 0.06% +409 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,851 $249K 0.07% -123 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,845 $248K 0.02% -150 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,840 $248K 0.09% +358 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 2,837 $248K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,830 $247K 0.01% 0 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 2,826 $247K 0.14% 0 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 2,800 $244K 0.08% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,797 $244K 0.07% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 2,795 $244K 0.18% 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 2,794 $244K 0.11% -19 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,779 $243K 0.07% +60 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,777 $242K 0.15% -845 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,769 $242K 0.06% +44 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 2,762 $241K 0.13% -584 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,756 $241K 0.07% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,747 $240K 0.01% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,743 $239K 0.03% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,742 $239K 0.11% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,740 $239K 0.01% +80 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,730 $238K 0.11% -1,763 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,728 $238K 0.05% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,723 $238K 0.04% +85 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,721 $238K 0.11% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 2,715 $237K 0.16% +124 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,711 $237K 0.05% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,705 $236K 0.01% +73 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,686 $235K 0.12% -1,042 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,678 $234K 0.2% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 2,669 $233K 0.18% -14 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 2,668 $233K 0.13% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,660 $232K 0.03% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,658 $232K 0.04% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,651 $231K 0.01% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,645 $231K 0.06% new 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,641 $231K 0.06% +11 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 2,636 $230K 0.15% -466 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 2,635 $230K <0.01% -5,254 13F-HR Timeline Group Willis Investment Counsel More: the full row for Willis Investment Counsel 2,634 $230K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,625 $229K 0.05% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,622 $229K 0.07% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,614 $228K 0.01% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,601 $227K 0.08% new 13F-HR Timeline BANK OF NOVA SCOTIA group of 2 filers holding More: the full row for BANK OF NOVA SCOTIA 2,597 $227K -19,351 Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,593 $226K <0.01% -1,978 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 2,590 $226K 0.03% 0 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,585 $226K 0.02% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,566 $224K 0.01% -1,025 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,563 $224K 0.1% -70 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,560 $224K <0.01% new 13F-HR Timeline Group Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,553 $223K 0.04% -1,136 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,550 $223K 0.09% -775 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 2,541 $222K 0.19% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 2,531 $221K 0.09% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 2,530 $221K 0.08% +88 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,529 $221K 0.15% -210 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 2,523 $220K 0.06% new 13F-HR/A Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,521 $220K 0.1% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,520 $220K 0.04% new 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 2,510 $219K 0.01% -236 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,505 $219K 0.02% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,502 $218K 0.03% -1,750 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,502 $218K 0.06% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 2,500 $218K 0.11% -217 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2,488 $217K 0.12% +63 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,487 $217K 0.02% +7 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 2,486 $217K 0.06% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,474 $216K 0.02% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,466 $215K 0.02% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 2,466 $215K 0.05% -3 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,462 $215K 0.08% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,457 $215K 0.03% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,456 $214K 0.04% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,444 $213K 0.04% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,431 $212K 0.11% new 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 2,399 $212K 0.14% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,422 $211K 0.02% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,419 $211K 0.05% -1,194 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 2,418 $211K 0.06% -193 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,394 $209K 0.01% new 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 2,384 $209K 0.43% -3,500 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,387 $208K 0.14% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,374 $207K 0.1% +20 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,370 $207K 0.08% new 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 2,359 $206K 0.03% new 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 2,353 $205K 0.18% new 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 2,352 $205K 0.06% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,334 $204K 0.15% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,332 $204K 0.08% +59 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,332 $204K 0.03% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,329 $203K 0.06% -14 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,328 $203K 0.02% new 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,324 $203K 0.06% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 2,322 $203K 0.05% -213 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 2,315 $202K 0.04% -1,370 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 2,314 $202K 0.11% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,304 $201K 0.02% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,302 $201K 0.08% +1,213 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,296 $200K 0.02% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,295 $200K 0.02% -179 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,224 $196K 0.28% 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,201 $192K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,021 $176K 0.06% +595 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,011 $176K 0.12% -375 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 2,005 $175K 0.06% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,000 $175K 0.12% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,994 $174K 0.09% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,986 $173K 0.01% -200 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,944 $170K 0.05% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,925 $168K 0.1% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,836 $160K 0.13% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,736 $152K 0.02% +458 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,724 $151K 0.04% +1,347 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,716 $150K 0.05% +1,325 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,676 $146K 0.03% +711 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,657 $145K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,643 $143K 0.02% +153 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,628 $142K 0.07% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 1,617 $141K 0.08% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,609 $140K 0.01% +494 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 1,601 $140K 0.05% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,598 $140K 0.02% +1,394 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,573 $137K 0.03% -1,235 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,572 $137K 0.04% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,571 $137K 0.03% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,533 $134K 0.09% -2 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,524 $133K 0.08% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,514 $132K 0.02% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,506 $132K 0.28% -146 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,502 $131K 0.05% -156 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,498 $131K 0.04% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,495 $131K 0.01% -5,483 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 1,493 $130K 0.06% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,474 $129K 0.02% +166 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 1,425 $124K 0.05% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,406 $123K 0.04% -58 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 1,400 $122K 0.08% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,389 $121K 0.04% -233 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,368 $119K 0.12% +112 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,324 $118K 0.01% -37 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,322 $115K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,311 $114K 0.02% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,280 $112K 0.07% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,263 $110K 0.03% +75 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,258 $110K 0.02% -78 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,253 $109K 0.1% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,244 $109K 0.03% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,197 $105K 0.02% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,193 $104K 0.03% -332 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,190 $104K 0.09% -85 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,148 $100K 0.06% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,121 $97.9K 0.02% -29 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,086 $94.8K 0.06% -120 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,072 $93.6K 0.03% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,071 $93.5K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,068 $93.3K 0.07% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,082 $93.1K 0.05% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,057 $92.3K 0.04% 0 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,039 $90.7K 0.05% 0 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 1,036 $90.5K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,034 $90.3K 0.04% -20 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,026 $89.6K 0.03% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 990 $86.4K 0.02% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 986 $86.1K 0.03% -31 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 980 $85.6K 0.06% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 968 $84.5K <0.01% -418 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 943 $82.3K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 900 $78.6K 0.01% -230 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 900 $78.6K 0.01% +43 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 877 $76.6K 0.07% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 868 $75.8K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 864 $75K 0.02% +176 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 853 $74.5K 0.02% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 840 $73.3K 0.03% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 833 $72.7K 0.07% 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 801 $69.9K 0.02% 0 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 792 $69.6K 0.02% -660 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 796 $69.5K <0.01% +672 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 777 $67.8K 0.04% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 775 $67.7K 0.02% -20 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 790 $66K 0.06% 0 13F-HR/A Timeline