TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,606 $568K 0.19% 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 8,573 $566K 0.18% -34 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 8,568 $565K 2.45% -240 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 8,555 $565K 0.33% -388 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 8,549 $564K 0.18% +108 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 8,525 $563K 0.12% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 8,511 $562K 0.24% -1,821 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 8,508 $562K 0.26% -8 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,460 $558K 0.39% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 8,455 $558K 0.36% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 8,451 $558K 0.11% -8,326 13F-HR/A Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 8,422 $556K 0.09% -6 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 8,403 $555K 0.45% 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 8,400 $554K 0.1% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,354 $551K 0.07% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 8,350 $551K 0.09% +3,000 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,348 $551K 0.03% +220 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 8,335 $550K 0.01% +29 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,667 $550K 0.08% new 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 8,305 $548K 0.29% 13F-HR Timeline Gilbert Capital Group, Inc. 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More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,101 $535K 0.06% +513 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 8,085 $534K 0.07% +3,420 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 8,072 $533K 0.06% +1,143 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 8,070 $533K 0.5% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 8,059 $532K 0.07% -815 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 8,046 $531K 0.23% -69 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 8,010 $529K 0.11% 0 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 8,008 $529K 0.21% -233 13F-HR Timeline Haverford Financial Services, Inc. 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More: the full row for Drexel Morgan & Co. 7,755 $512K 0.08% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,749 $511K 0.18% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 7,708 $509K 0.05% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 7,661 $506K 0.33% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,659 $505K 0.05% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,650 $505K 0.01% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 7,635 $504K 0.05% -3,647 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 7,616 $503K 0.24% 13F-HR Timeline Wealth Management Associates, Inc. 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More: the full row for Collaborative Wealth Managment Inc. 7,091 $468K 0.16% +378 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,071 $467K 0.1% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7,064 $466K 0.07% -2 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 7,062 $466K 0.02% +1,172 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 7,046 $465K 0.25% +75 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 7,015 $463K 0.14% -2,088 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,695 $463K 0.24% +470 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 7,006 $462K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7,009 $462K 0.1% -50 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 7,000 $462K 0.03% -1,863 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 7,000 $462K 0.43% 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 6,988 $461K 0.09% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,971 $460K 0.68% +525 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 6,965 $460K 0.09% -1,166 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 6,950 $459K 0.27% -1,106 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 6,937 $458K 0.51% +1,170 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,517 $458K 0.04% +1,227 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,928 $457K 0.06% +3,510 13F-HR Timeline Ardent Capital Management, Inc. 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More: the full row for FWG Investments, LLC. 6,886 $454K 0.29% +5 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 6,868 $453K 0.02% new 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 6,860 $453K 0.28% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 6,857 $453K 0.05% -480 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,852 $452K <0.01% new 13F-HR Timeline Group Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 6,817 $450K 0.18% +27 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 6,788 $448K 0.11% +2,208 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 6,755 $446K 0.24% +630 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 6,735 $445K 0.23% 0 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 6,719 $443K 0.47% 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,706 $443K 0.01% +446 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 6,688 $441K 0.06% -1,278 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 6,686 $441K 0.25% -58 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 6,671 $440K 0.06% new 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 6,646 $439K 0.21% -125,505 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 6,620 $437K 0.02% +55 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 6,566 $433K 0.05% -2,044 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 6,564 $433K 0.19% 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 6,554 $433K 0.23% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 6,543 $432K 0.11% -92 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,542 $432K 0.03% +409 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,537 $431K 0.03% +790 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6,535 $431K 0.1% +27 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,535 $431K 0.18% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 6,524 $431K 0.15% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,523 $431K 0.03% +2,261 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 6,517 $430K 0.48% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,517 $430K 0.06% +528 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,512 $430K 0.47% -30 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 6,511 $430K 0.09% -150 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,478 $428K 0.12% 0 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 6,478 $428K 0.14% -875 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 6,450 $426K 0.25% +1,299 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 6,442 $425K 0.02% +138 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,014 $423K 0.34% -863 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 6,395 $422K 0.1% -6 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6,388 $422K 0.15% +508 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,388 $422K 0.03% +10 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 6,348 $419K 0.14% -222 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,345 $419K 0.09% -300 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 6,345 $419K 0.18% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,344 $419K 0.37% -789 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,335 $418K 0.04% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,302 $416K 0.11% +4,770 13F-HR Timeline Group J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 6,295 $415K 0.06% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,873 $413K 0.13% +31 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 6,250 $412K 0.09% -1,680 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,242 $412K 0.01% +3,784 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Life Planners More: the full row for Financial Life Planners 6,217 $410K 0.29% -144 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,208 $410K 0.1% -1,180 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 6,180 $408K 0.4% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 6,161 $407K 0.05% -331 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 6,161 $407K 0.14% -259 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 6,146 $406K 0.14% -23 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 6,144 $406K 0.08% +30 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,143 $405K 0.09% -49 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,140 $405K 0.05% +1,122 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 6,117 $404K 0.2% +2 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 6,096 $402K 0.14% -138 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 6,073 $401K 0.03% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,052 $399K 0.03% -18,292 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,038 $399K 0.18% +93 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 5,997 $396K 0.14% -14 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 5,997 $396K 0.22% 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,955 $393K 0.01% 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,943 $392K 0.11% -1,784 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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