Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 7,433 $463K 0.12% +38 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7,435 $463K 0.12% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 7,415 $462K 0.15% +506 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 7,401 $461K 0.27% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,350 $458K 0.09% +1,945 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 7,346 $458K 0.08% -80 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 7,330 $457K 0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 7,317 $456K 0.14% -37 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 7,298 $455K 0.06% -1,220 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,280 $454K 0.03% -170 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 7,261 $452K 0.36% 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 7,258 $452K 0.03% +26 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,256 $452K 0.02% -350 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,220 $450K 0.3% 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 7,210 $449K 0.06% +67 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 7,205 $449K 0.05% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,202 $449K 0.25% -2,393 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 7,200 $449K 0.87% new 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 7,165 $446K 0.11% +7,160 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 7,163 $446K 0.11% +175 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 7,140 $445K 0.23% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 7,124 $444K 0.05% 13F-HR Timeline Ardent Capital Management, Inc. 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More: the full row for Peregrine Asset Advisers, Inc. 6,710 $418K 0.15% -145 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 6,700 $417K 0.18% 0 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 6,645 $414K 0.11% -475 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 6,640 $414K 0.13% +57 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 6,623 $413K 0.04% -927 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 6,608 $412K 0.27% -1,857 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,452 $411K 0.11% -1,254 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,594 $411K 0.07% -8,011 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 6,590 $411K 0.42% 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 6,586 $410K 0.1% -163 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 6,565 $409K 0.06% +2,725 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 6,563 $409K 0.25% +484 13F-HR Timeline Elios Financial Group Inc. 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KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,382 $398K 0.1% -219 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 6,381 $398K 0.08% +192 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,391 $396K 0.39% +34 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,335 $395K 0.04% -1,300 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,310 $393K 0.1% +129 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,297 $392K 0.09% +161 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 6,295 $392K 0.06% 0 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 6,265 $390K 0.23% +641 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. 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More: the full row for Carson Advisory Inc. 6,233 $388K 0.27% +591 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 6,177 $385K 0.14% +2,947 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 6,175 $385K 0.31% 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 6,163 $384K 0.26% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,148 $383K 0.21% 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 6,137 $382K 0.18% +21 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 6,127 $382K 0.07% +4 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 6,125 $382K 0.26% 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,120 $381K 0.1% +1,300 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 6,104 $380K 0.23% +1 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,088 $379K 0.08% -345 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 6,085 $379K 0.02% 0 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 6,076 $379K 0.21% +22 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 6,065 $378K -468,069 Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,060 $378K 0.06% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,035 $376K 0.14% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 6,026 $375K 0.09% +26 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 5,991 $373K 0.18% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,974 $372K 0.13% +80 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 5,972 $372K 0.05% +707 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,971 $372K 0.02% +31 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,950 $371K 0.08% +625 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 5,931 $370K 0.23% 0 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 5,925 $369K 0.2% -815 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,920 $369K 0.19% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,836 $368K 0.15% -863 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 5,900 $368K 0.11% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5,892 $367K 0.06% +3 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 5,890 $367K 0.02% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 5,890 $367K 0.11% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,880 $366K 0.11% +1,360 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 5,870 $366K 0.04% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 5,860 $365K 0.02% -1,109 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 5,846 $364K 0.05% +1 13F-HR Timeline Fox Financial, Inc More: the full row for Fox Financial, Inc 5,840 $364K 0.33% -190 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,839 $364K 0.03% -141 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 5,835 $364K 0.07% -47,110 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,675 $363K 0.01% -1,371 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 5,824 $363K 0.14% +3 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,802 $362K 0.03% -255 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 5,797 $361K 0.16% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5,783 $360K 0.09% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,780 $360K 0.05% +589 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 5,755 $359K 0.15% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,760 $359K 0.18% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 5,757 $359K 0.14% +2,470 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,746 $358K 0.06% +296 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 5,745 $358K 0.17% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,738 $358K 0.07% 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,725 $357K 0.24% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,719 $356K 0.01% -2,124 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 5,685 $354K 0.18% -115,440 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 5,723 $354K 0.08% +322 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 5,681 $354K 0.06% +23 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,675 $354K 0.03% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,443 $352K 0.08% -449 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,635 $351K <0.01% 0 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 5,626 $351K 0.13% +289 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 5,624 $350K 0.17% +2 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,612 $350K 0.01% -684 13F-HR/A Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,608 $349K 0.07% -23,631 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,605 $349K 0.11% -108 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 5,600 $349K 0.17% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 5,570 $347K 0.14% -42 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,550 $346K 0.23% +129 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,550 $346K 0.02% +475 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,550 $345K 0.05% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,534 $345K 0.04% +50 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 5,528 $344K 0.12% +214 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,516 $344K 0.17% +5 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 5,447 $339K 0.15% -370 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 5,422 $338K 0.07% -321 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 5,400 $336K 0.05% -3,420 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,400 $336K 0.03% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 5,396 $336K 0.03% -94 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 5,391 $336K 0.29% 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 5,375 $335K 0.42% 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 5,350 $333K 0.06% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,340 $333K 0.02% 0 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 5,329 $332K 0.04% +104 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 5,325 $332K 0.02% +8 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,284 $329K 0.22% 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 5,275 $329K 0.07% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,015 $328K 0.13% 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 5,250 $327K 0.09% -2,102 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,248 $327K 0.02% +1,068 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 5,247 $327K 0.11% +21 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,238 $326K 0.01% -185 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,228 $326K 0.06% -330 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 5,217 $325K 0.26% +51 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 5,208 $325K 0.05% -726 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 5,201 $324K 0.01% -257 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 4,995 $323K 0.11% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,175 $322K 0.09% +429 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 5,171 $322K 0.17% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,147 $321K 0.04% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,141 $320K 0.06% +325 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 5,095 $317K 0.14% 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 5,095 $317K 0.09% -108 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 5,083 $317K 0.18% 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 5,071 $316K 0.16% +1,456 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,064 $316K 0.06% +882 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 5,060 $315K 0.04% -418 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 5,043 $314K 0.25% +3 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,042 $314K 0.19% +55 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 5,038 $314K 0.14% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5,032 $314K 0.1% +206 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 5,026 $313K 0.09% +20 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 5,025 $313K 0.13% 0 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 5,014 $312K 0.15% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 5,000 $312K 0.14% 0 13F-HR Timeline