FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,895 $286K 0.07% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 4,885 $285K 0.13% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,875 $284K 0.11% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,863 $284K 0.02% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,854 $283K 0.01% +13 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,850 $283K 0.17% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,838 $282K 0.04% +110 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 4,825 $282K 0.02% 0 13F-HR Timeline Group LPF Advisors LLC More: the full row for LPF Advisors LLC 4,827 $282K 0.23% +6 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,818 $281K <0.01% -794 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,808 $281K 0.09% +708 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 4,806 $280K 0.09% +160 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,788 $279K 0.07% -387 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 4,741 $278K 0.28% +294 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,764 $278K 0.08% +1 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 4,755 $277K 0.11% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,736 $276K 0.14% +147 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,735 $276K 0.03% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,733 $276K 0.14% +888 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 4,702 $274K 0.09% -1,532 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4,685 $273K 0.06% +25 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,646 $272K 0.12% +427 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,656 $272K 0.21% -561 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,633 $270K 0.04% +860 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,627 $270K 0.04% 0 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 4,601 $268K 0.16% +1,336 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,593 $268K 0.03% -1,379 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 4,583 $267K 0.01% +976 13F-HR Timeline Total Clarity Wealth Management, Inc. 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More: the full row for Seed Wealth Management, Inc. 4,550 $265K 0.22% 0 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 4,535 $265K 0.02% -790 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 4,535 $265K 0.01% -666 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,530 $264K 0.02% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,529 $264K <0.01% -51 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,525 $264K 0.21% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,530 $264K 0.14% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,519 $264K 0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4,478 $261K 0.03% -582 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,455 $260K 0.16% 0 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 4,450 $260K 0.05% 0 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 4,428 $258K 0.09% -464 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 4,425 $258K 0.1% new 13F-HR Timeline Veltria Advisors Corp. 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More: the full row for Mengis Capital Management, Inc. 4,151 $242K 0.05% +7 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,345 $242K 0.08% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,140 $242K 0.28% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 4,137 $241K 0.25% +12 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 4,132 $241K 0.11% +10 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 4,432 $241K 0.02% -4 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 4,129 $240K 0.04% -12,417 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,091 $239K 0.06% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 4,091 $239K 0.16% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,083 $238K 0.12% +9 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,054 $237K 0.01% -176 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,052 $236K 0.1% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,047 $236K 0.09% -116 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 4,015 $234K 0.05% -730 13F-HR/A Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,010 $234K 0.13% -50 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,005 $234K 0.05% -240 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,000 $233K 0.16% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,172 $233K 0.08% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,993 $233K 0.03% +46 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,989 $233K 0.06% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,976 $232K 0.02% new 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,975 $232K 0.08% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,972 $232K 0.06% -1,054 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,970 $232K 0.15% -1,715 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,717 $232K 0.15% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3,965 $231K 0.03% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,955 $231K 0.07% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 3,955 $231K 0.04% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,941 $230K 0.01% new 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,936 $230K 0.07% +190 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,925 $229K 0.07% -415 13F-HR Timeline Ifrah Financial Services, Inc. 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More: the full row for Bridgewater Advisors Inc. 3,958 $226K 0.02% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,870 $226K 0.02% -235 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,868 $226K 0.24% 0 13F-HR Timeline Group LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,866 $226K 0.25% +40 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,865 $226K 0.05% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3,865 $226K 0.04% -489 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,850 $225K 0.07% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 3,849 $225K 0.14% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,846 $224K 0.07% -576 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,843 $224K 0.04% -79 13F-HR/A Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,843 $224K 0.04% +32 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,838 $224K 0.04% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,837 $224K 0.02% -338 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 3,835 $224K 0.08% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,825 $223K 0.04% new 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,785 $221K 0.16% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,760 $219K 0.02% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,756 $219K 0.03% -557 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,750 $219K 0.1% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,747 $219K 0.03% +127 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3,737 $218K 0.08% +10 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,729 $218K 0.04% -471 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,725 $217K 0.09% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 4,246 $217K 0.07% +1 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,720 $217K 0.02% -4,301 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,715 $217K 0.04% +3 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,704 $216K 0.17% +36 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,699 $216K 0.08% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,680 $215K 0.14% 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,671 $214K 0.01% +117 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,646 $213K 0.06% -497 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,640 $212K 0.05% 0 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 3,640 $212K 0.14% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,628 $212K 0.01% -719 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,620 $211K 0.03% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,612 $211K 0.03% -279 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,610 $211K 0.04% -19 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,606 $210K 0.08% -310 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,605 $210K 0.01% 0 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 3,699 $210K 0.14% +9 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,595 $210K 0.11% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,593 $210K 0.18% -444 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,581 $209K 0.01% +31 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 3,576 $209K 0.07% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,575 $209K 0.05% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 3,575 $209K 0.11% 0 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 3,572 $208K 0.12% -16 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 3,570 $208K 0.17% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,569 $208K 0.03% -2 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 3,562 $207K 0.19% +1 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 3,540 $207K 0.27% -90 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,525 $206K 0.15% 0 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 3,523 $206K <0.01% new 13F-HR/A Timeline Group MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 3,520 $205K 0.01% +40 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,520 $205K 0.05% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,515 $205K 0.02% new 13F-HR/A Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,511 $205K 0.06% -7,775 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,495 $204K 0.01% +9 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,492 $204K 0.04% -78,848 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,491 $204K 0.02% +8 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,487 $203K 0.09% -78 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 3,480 $203K 0.11% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 3,465 $202K 0.05% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 3,459 $202K 0.15% -180 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,448 $201K 0.02% +208 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3,227 $201K 0.14% 0 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 3,439 $201K 0.14% +8 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,438 $201K 0.1% +10 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3,437 $201K 0.15% +304 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,432 $200K 0.1% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,347 $195K 0.14% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,275 $191K 0.01% new 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 3,185 $186K 0.04% -26 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,150 $184K 0.05% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,100 $181K 0.16% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,090 $180K 0.05% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3,057 $178K 0.14% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 3,050 $178K <0.01% -1,136 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,021 $176K 0.08% +941 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3,023 $176K 0.12% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,010 $176K 0.04% +10 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,980 $174K 0.04% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,975 $174K 0.08% -9,659 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,973 $173K 0.07% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 2,785 $162K 0.06% +2,785 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 2,760 $161K 0.08% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,754 $161K 0.04% +1 13F-HR Timeline SJS Investment Consulting Inc. 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