WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,637 $358K 0.33% -1,529 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 6,630 $358K 0.1% +1,553 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,589 $356K 0.06% -444 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,578 $355K 0.01% +663 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 6,574 $355K 0.32% -519 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,571 $355K 0.27% -744 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,565 $354K 0.01% -833 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 6,561 $354K 0.04% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,556 $354K 0.06% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,531 $353K 0.04% -257 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,483 $350K 0.01% -297 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 6,469 $349K 0.08% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,424 $347K 0.03% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6,408 $346K 0.37% -9,784 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 6,399 $345K 0.23% -8,814 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 6,356 $343K 0.05% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 6,291 $339K 0.02% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 6,279 $339K 0.25% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 6,250 $337K 0.11% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 6,224 $336K 0.05% +2,197 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 6,221 $336K 0.03% -289 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,165 $333K <0.01% -200 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 6,143 $332K 0.08% new 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 6,132 $331K 0.19% -1 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 6,120 $330K 0.06% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,100 $330K 0.03% +2,396 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 6,089 $329K 0.23% -1,635 13F-HR/A Timeline Trust Co of the South More: the full row for Trust Co of the South 6,078 $328K 0.07% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 6,039 $326K 0.24% +195 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,027 $326K 0.05% +146 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 6,029 $325K 0.12% +554 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,272 $324K 0.34% +203 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,007 $324K 0.05% -256 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 5,999 $324K 0.03% -3,100 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 5,966 $322K 0.04% +560 13F-HR Timeline Kaydan Wealth Management, Inc. 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More: the full row for Institute for Wealth Management, LLC. 5,875 $317K 0.04% -33 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 5,845 $315K 0.12% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,815 $314K 0.1% +94 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 5,818 $313K 0.36% -226 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 5,786 $312K 0.11% -612 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,120 $312K 0.06% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5,777 $312K 0.09% +7 13F-HR/A Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,767 $311K 0.14% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,766 $311K 0.21% +1,119 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,760 $311K 0.03% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,682 $307K 0.03% -1,092 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 5,678 $306K 0.08% -279 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 5,676 $306K 0.17% -1,060 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,675 $306K 0.06% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,668 $306K 0.15% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 5,655 $305K 0.04% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,555 $301K 0.24% 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,568 $301K 0.08% -14,567 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,527 $298K 0.16% -10,321 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 5,522 $298K 0.07% -174 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 5,502 $297K 0.05% -554 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,502 $297K 0.03% -149 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 5,501 $297K 0.22% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,337 $296K 0.2% -8,938 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,453 $294K 0.22% new 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 5,444 $294K 0.09% -438 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,430 $293K 0.08% +500 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 5,407 $292K 0.04% -128 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,399 $291K 0.04% +315 13F-HR/A Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,349 $289K 0.02% -59 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,344 $288K 0.05% -400 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,237 $284K 0.07% -154,567 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 5,242 $283K 0.14% +964 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 5,220 $282K 0.12% -264 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5,362 $280K 0.07% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,171 $279K 0.03% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,163 $279K 0.07% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,157 $278K 0.03% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,152 $278K 0.05% +272 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,133 $277K 0.08% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 5,118 $276K 0.17% +870 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,088 $275K 0.05% +212 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,072 $274K 0.07% +166 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,070 $274K 0.08% -33 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 5,066 $273K 0.22% -107 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,061 $273K <0.01% -393,022 13F-HR Timeline Group Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 5,049 $272K 0.05% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,045 $272K 0.04% -699 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,023 $271K 0.03% -2,522 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,996 $270K 0.03% -545 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 4,973 $268K 0.06% -159 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,907 $265K 0.27% +130 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,876 $263K 0.08% new 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,862 $262K 0.08% +176 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,858 $262K 0.01% -1,890 13F-HR/A Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,852 $262K 0.21% -48 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,838 $261K 0.17% -1,317 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 4,827 $261K 0.03% -110 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 5,016 $259K 0.22% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,280 $259K 0.04% -17,313 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 4,790 $259K 0.1% -20 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,771 $257K 0.01% -319 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,761 $257K 0.09% -957 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 4,748 $256K 0.03% -1,631 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,963 $256K 0.04% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,735 $256K 0.01% +2 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 4,730 $255K 0.16% +64 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,711 $254K 0.17% +541 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,703 $254K 0.14% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,689 $253K 0.24% +704 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,666 $253K 0.04% +457 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,679 $253K 0.07% -467 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,673 $252K 0.01% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,672 $252K 0.12% -745 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,639 $250K 0.05% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,619 $249K 0.01% -561 13F-HR/A Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 4,615 $249K 0.21% +44 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,605 $249K 0.07% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 4,600 $248K 0.13% +333 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,593 $248K 0.01% -332 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4,582 $247K 0.05% 13F-HR Timeline Group LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,575 $247K 0.1% -254 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 4,541 $245K 0.09% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 4,530 $244K 0.1% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 4,528 $244K 0.08% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,523 $244K 0.03% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,520 $244K 0.15% -447 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,502 $243K 0.07% -497 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,491 $242K 0.09% -108 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,473 $241K 0.06% +320 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,460 $241K 0.03% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,444 $240K 0.05% -1,359 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4,443 $240K 0.05% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,429 $239K 0.14% new 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 4,426 $239K 0.06% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 4,411 $238K 0.14% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,406 $238K 0.05% new 13F-HR/A Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,404 $238K 0.01% -512 13F-HR/A Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 4,394 $237K 0.07% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,385 $237K <0.01% +245 13F-HR Timeline Group Trust Co More: the full row for Trust Co 4,372 $236K 0.03% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,369 $236K 0.08% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,363 $235K 0.07% +73 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,356 $235K 0.03% -287 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 4,325 $233K 0.14% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,318 $233K 0.08% +379 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,315 $233K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,428 $231K 0.08% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,269 $230K 0.13% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4,251 $229K 0.7% +1,864 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 4,240 $229K 0.09% 0 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 4,216 $228K 0.08% -309 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,205 $227K 0.11% -402 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,199 $227K 0.05% -2,324 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 4,192 $226K 0.11% -248 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,154 $224K 0.24% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,146 $224K 0.01% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,121 $222K 0.04% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,107 $222K 0.08% -35 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 4,087 $221K 0.22% 0 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 4,083 $220K 0.01% -424 13F-HR/A Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,058 $219K 0.01% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,044 $218K 0.16% +110 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,032 $218K 0.05% -7,976 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 4,030 $217K 0.14% +100 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,019 $217K 0.13% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,992 $215K 0.01% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,989 $215K 0.05% new 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 3,985 $215K 0.14% -208 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,966 $215K 0.02% +652 13F-HR/A Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,974 $214K 0.03% +83 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,945 $213K 0.1% -6 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 3,940 $213K 0.15% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 3,928 $212K 0.1% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 3,909 $211K 0.17% -45 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 3,892 $210K 0.17% -88 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,855 $208K 0.02% -482 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,851 $208K 0.08% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,851 $208K 0.17% -447 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,843 $207K 0.12% -471 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,834 $207K 0.06% -926 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,833 $207K 0.03% new 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,829 $207K 0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3,826 $207K 0.16% +1,557 13F-HR Timeline LPF Advisors LLC More: the full row for LPF Advisors LLC 3,822 $206K 0.17% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,819 $206K 0.09% +128 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,817 $206K 0.01% -241,113 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 3,814 $206K <0.01% -446 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 3,810 $206K 0.07% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,801 $205K 0.04% new 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 3,804 $205K 0.11% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,786 $204K 0.04% -176 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,786 $204K 0.04% -176 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,775 $204K 0.17% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,767 $203K 0.02% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,735 $202K 0.07% new 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 3,713 $200K 0.13% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,603 $194K 0.01% 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,384 $183K 0.08% -1,792 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 3,275 $176K 0.12% new 13F-HR Timeline