BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,679 $506K 0.01% +3,468 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 7,673 $506K 0.12% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 7,665 $505K 0.03% -722 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,656 $505K 0.03% -116 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,566 $503K 0.17% -821 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,622 $502K 0.04% -265 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,600 $501K 0.03% -49 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 7,557 $498K 0.29% +275 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,547 $497K 0.05% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,543 $497K +532 Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,533 $497K 0.01% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 7,533 $497K 0.34% -37 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,467 $492K <0.01% +1,710 13F-HR Timeline Group Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 7,434 $490K 0.26% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,428 $490K 0.03% 0 13F-HR/A Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,406 $488K 0.21% +85 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 7,364 $485K 0.04% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 7,359 $485K 0.07% +1,000 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 7,356 $485K 0.21% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7,333 $483K 0.48% +2,151 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 7,165 $482K 0.05% +293 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,300 $481K 0.16% -6,228 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,260 $479K 0.04% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 7,228 $476K 0.03% +707 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 7,218 $476K 0.11% -20 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 7,181 $473K 0.14% -2,618 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 7,176 $473K 0.05% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 7,164 $472K 0.37% -8,364 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 8,216 $472K 0.07% +36 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,154 $472K 0.11% +297 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,132 $470K 0.01% +1 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 7,088 $467K 0.27% +657 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,039 $464K 0.01% +114 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,027 $463K 0.2% -29 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 7,010 $462K 0.28% -119 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,922 $456K 0.06% -606 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,906 $455K 0.05% -4,964 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,896 $455K 0.08% new 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 6,690 $454K 0.29% -5 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,866 $453K 0.03% -44 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,866 $453K 0.02% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,865 $453K 0.03% -5,872 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,836 $451K 0.26% -2,661 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 6,833 $450K 0.03% -554 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 6,802 $448K 0.28% 0 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 6,795 $448K 0.01% -15 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,769 $446K 0.03% -154 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 6,767 $446K 0.34% -116 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,686 $441K 0.04% -370 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 6,682 $440K 0.02% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 6,676 $440K 0.02% +72 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 6,620 $436K 0.13% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 6,611 $436K 0.04% -567 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,589 $434K 0.06% +977 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 6,567 $433K 0.04% -527 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 6,553 $432K 0.19% -23 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,534 $431K 0.03% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,509 $429K 0.04% +42 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,501 $429K 0.33% -282 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,473 $427K 0.17% +1,747 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,423 $423K 0.02% +320 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6,401 $422K 0.38% -2 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,395 $422K 0.02% -281 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,348 $418K 0.05% -132 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,203 $417K 0.35% -20 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,317 $416K 0.01% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 6,310 $416K <0.01% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 6,307 $416K 0.04% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,300 $415K <0.01% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 6,300 $415K 0.09% -1,730 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,291 $415K <0.01% -7,818 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 6,279 $414K 0.26% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 6,267 $413K 0.05% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 6,250 $412K 0.12% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,228 $411K 0.02% -11,989 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,001 $408K 0.11% +217 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 6,154 $406K 0.06% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,121 $403K 0.01% +1,434 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,095 $402K 0.08% new 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 6,083 $401K 0.06% -103 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,080 $401K <0.01% -2,684 13F-HR Timeline Group VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 5,999 $396K 0.04% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 5,978 $394K 0.06% +37 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 5,965 $393K 0.03% +366 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,944 $392K 0.04% +1,238 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 5,934 $391K 0.07% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 5,932 $391K 0.24% +37 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 5,891 $388K 0.16% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,886 $388K 0.03% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,879 $388K 0.04% +105 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 5,858 $386K 0.12% -6 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 5,829 $384K 0.24% +197 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,827 $384K 0.07% -565 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,812 $383K <0.01% new 13F-HR Timeline Group MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,782 $381K 0.2% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 5,771 $380K 0.16% +15 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,733 $378K 0.12% -104 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,721 $377K 0.1% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,693 $375K 0.05% +1,531 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,675 $374K 0.06% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,655 $373K 0.11% -414 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 5,632 $371K 0.19% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 5,631 $371K 0.22% +1,725 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 5,618 $370K 0.38% -58 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 5,607 $370K 0.14% +76 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 5,588 $368K 0.06% -27 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5,577 $368K 0.2% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,574 $367K 0.12% +30 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,568 $367K 0.09% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,580 $367K 0.02% -132 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 5,567 $367K 0.04% +1,330 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,513 $366K 0.09% -192 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 5,545 $366K 0.01% +1,222 13F-HR Timeline Group Denver PWM, LLC More: the full row for Denver PWM, LLC 6,084 $365K 0.11% 0 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 5,538 $365K 0.29% -483 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,514 $363K 0.13% +458 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 5,510 $363K 0.3% -82 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,507 $363K 0.24% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,502 $363K 0.05% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,447 $359K <0.01% 0 13F-HR Timeline Group Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 5,444 $359K 0.09% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,426 $358K 0.02% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 5,412 $357K 0.34% 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 7,143 $356K 0.27% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,412 $356K 0.04% -28,154 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 5,392 $355K 0.21% -480 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 5,378 $355K 0.11% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,355 $353K 0.02% +183 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,328 $352K 0.07% -3,740 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 5,326 $351K 0.04% -185 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,293 $349K 0.08% +112 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 5,281 $348K 0.05% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,271 $347K 0.05% +53 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 5,746 $345K 0.04% -1,921 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,197 $343K 0.02% -474 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,190 $342K 0.06% -836 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,166 $341K <0.01% +1,698 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,164 $340K 0.03% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,164 $340K 0.02% -1,584 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,157 $340K 0.07% 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,136 $339K 0.17% -257 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 5,107 $337K 0.06% -21 13F-HR Timeline Collier Financial More: the full row for Collier Financial 5,106 $337K 0.25% 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,058 $333K 0.02% -711 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 5,057 $333K 0.18% +814 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 5,044 $332K 0.09% -66 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,520 $331K 0.05% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 5,020 $331K 0.04% +23 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,016 $331K 0.23% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,014 $330K 0.01% +258 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,003 $330K 0.08% -130 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,995 $329K 0.04% +722 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,994 $329K 0.18% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4,991 $329K 0.08% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,984 $329K 0.07% -6 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 4,933 $325K 0.09% -53 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,927 $325K 0.04% +1,582 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,414 $323K 0.04% 0 13F-HR/A Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 4,900 $323K 0.04% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,863 $321K <0.01% new 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 4,822 $318K 0.01% -1,913 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 4,800 $316K 0.12% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 4,800 $316K 0.17% +475 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,786 $315K 0.08% +285 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,076 $315K 0.12% +1,131 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,776 $315K 0.01% new 13F-HR Timeline Group Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 4,683 $314K 0.3% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,760 $314K 0.11% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,754 $313K 0.19% -13 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,742 $313K 0.04% -161 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 4,734 $312K 0.25% -3,093 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,728 $312K 0.01% +808 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 4,726 $312K 0.39% +662 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,720 $311K 0.13% -40 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 4,704 $310K 0.23% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 4,700 $310K 0.07% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 4,698 $310K 0.25% +561 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,646 $306K 0.27% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,639 $306K 0.06% 0 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 4,637 $306K 0.16% +1 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,629 $305K 0.08% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,605 $304K 0.07% 0 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 4,580 $302K 0.06% 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 4,578 $302K 0.11% -137 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,474 $301K 0.03% -190 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,520 $298K 0.14% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 4,502 $297K 0.03% +78 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 4,498 $297K 0.19% +882 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4,498 $296K 0.05% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,486 $296K 0.17% +298 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,482 $295K 0.01% -301 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,463 $294K 0.07% -1,017 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 4,463 $294K 0.09% +56 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,418 $291K 0.04% +820 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 4,394 $290K 0.08% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 4,372 $288K 0.03% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,370 $288K 0.04% -1,641 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,364 $288K 0.08% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,361 $287K 0.01% -296 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,357 $287K 0.07% +206 13F-HR Timeline