MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 9,208 $209K 0.02% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,200 $209K 0.1% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,187 $209K 0.02% -9,984 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 9,159 $208K 0.01% -1,021 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 9,150 $208K 0.15% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 9,124 $207K 0.07% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,112 $207K 0.04% new 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,820 $207K 0.02% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 9,110 $207K 0.02% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 9,099 $207K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,073 $206K 0.03% +53 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 9,797 $206K 0.01% -3,904 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,053 $206K 0.06% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,050 $206K 0.05% -2,432 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 9,013 $205K 0.05% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 9,010 $205K 0.04% new 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 9,000 $204K 0.09% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,994 $204K 0.04% -1,758 13F-HR/A Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 8,966 $204K 0.02% new 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 8,953 $203K 0.21% new 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 8,950 $203K 0.07% -2,400 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,947 $203K 0.02% -2,604 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,940 $203K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,924 $203K 0.01% -2,288 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 8,860 $201K 0.15% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,855 $201K <0.01% +3,569 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 8,836 $201K 0.04% -1,390 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,815 $200K 0.01% -2,700 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 8,717 $198K 0.13% -2,539 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 8,593 $195K 0.02% -954 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 8,448 $192K 0.1% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 8,350 $190K 0.06% +8,250 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 8,261 $188K 0.04% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 8,172 $186K 0.04% +776 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 8,102 $184K 0.05% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,028 $182K 0.02% -118,800 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,014 $182K 0.01% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 8,922 $181K 0.02% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 7,955 $181K 0.02% -811 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7,887 $179K 0.02% -1,241 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 7,877 $179K 0.16% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,864 $179K <0.01% -2,476 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,861 $179K 0.01% -3,440 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,677 $174K 0.01% -567 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7,654 $174K 0.02% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,598 $173K -2,800 Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,550 $171K 0.08% -1,454 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7,526 $171K 0.03% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 7,505 $170K 0.07% +3,816 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,500 $170K 0.07% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 7,387 $168K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,356 $167K 0.04% -82 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 7,300 $166K 0.06% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,159 $163K 0.01% -392 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 7,150 $162K 0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 7,140 $162K 0.02% -135,903 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 7,099 $161K 0.03% +2,254 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7,050 $160K 0.01% 0 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,000 $159K 0.06% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 6,967 $158K 0.06% +2,316 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 6,870 $156K 0.04% -206 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 6,862 $156K 0.05% -4,376 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6,725 $153K 0.05% -6,036 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,693 $152K 0.03% +1,110 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,691 $152K 0.05% -1,000 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,661 $151K 0.03% -4,254 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,660 $151K 0.03% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,755 $149K 0.07% +947 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,540 $148K 0.02% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 6,525 $148K 0.07% +200 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,383 $148K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 6,462 $147K 0.08% -450 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,457 $147K 0.05% +500 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,396 $145K 0.01% -3,008 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,392 $145K 0.13% -613 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,374 $145K 0.06% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,360 $144K 0.08% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,254 $142K 0.05% +92 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,255 $142K 0.04% +1,565 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 6,228 $141K 0.13% 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 6,172 $140K <0.01% -143,828 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 6,170 $140K 0.08% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,064 $138K 0.02% +2,434 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,991 $136K 0.02% +2,263 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,972 $136K 0.02% +1,781 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,963 $135K 0.04% +2,676 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,932 $135K 0.01% +5,336 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 5,896 $134K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,836 $132K 0.06% -400 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 6,002 $132K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,808 $132K 0.03% +822 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,762 $131K 0.06% +300 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 5,708 $130K 0.03% +2,380 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 5,657 $128K 0.03% +595 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5,677 $128K 0.08% -1,818 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 5,579 $127K 0.1% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 5,400 $123K 0.04% -10,250 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,342 $121K 0.01% -430 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 5,277 $120K 0.05% -17 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 5,253 $119K 0.07% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5,225 $119K 0.03% -336 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5,196 $118K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,667 $118K 0.06% +277 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 5,119 $116K 0.05% -30 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 5,096 $116K 0.01% -2,500 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 5,086 $116K 0.05% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 5,058 $115K 0.07% -494 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,049 $115K 0.03% -1,225 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,866 $111K <0.01% +178 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,875 $111K 0.08% -2,750 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,817 $109K 0.02% +185 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,766 $108K 0.05% +648 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,707 $107K <0.01% -2,957 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,711 $107K 0.01% -10 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,663 $106K 0.1% -155 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 4,565 $104K 0.05% -2,905 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,554 $103K 0.08% -2,805 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,540 $103K 0.1% -290 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 4,547 $103K 0.03% +4,407 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 4,500 $102K 0.03% -4,000 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,492 $102K 0.01% +1,265 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 4,479 $102K 0.02% -840 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,448 $101K 0.03% -400 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,400 $99.9K 0.01% -392 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4,377 $99.4K 0.07% +78 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,319 $98.1K 0.02% +1,661 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,318 $98.1K 0.01% -3,547 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 5,010 $97.2K <0.01% +334 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 4,266 $96.9K 0.07% -201 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 4,225 $96K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 4,210 $95.6K 0.02% -1,767 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,153 $94.3K 0.05% -2,059 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 4,085 $92.8K 0.06% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 11,725 $91.2K 0.01% -2,317 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,953 $89.8K 0.02% -144 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 3,910 $88.8K 0.08% -1,000 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,906 $88.7K 0.04% -681 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,897 $88.5K 0.05% +300 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,860 $87.7K 0.04% -3,304 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 3,857 $87.6K <0.01% +2,760 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 3,809 $86K 0.03% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,721 $84.5K 0.01% -286 13F-HR Timeline Trust Co More: the full row for Trust Co 3,711 $84.3K 0.01% -124 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,689 $83.8K 0.05% +5 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,661 $83.1K 0.06% -60 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,645 $82.8K 0.01% -2,434 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,400 $82.5K 0.05% -25,100 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,607 $82K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,595 $82K 0.01% -7,523 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,535 $80.3K 0.01% +634 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,450 $78.3K 0.06% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,378 $76.7K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,334 $75.7K 0.05% -300 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,194 $73K 0.04% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,194 $72.5K 0.03% -1,715 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,105 $71.9K 0.05% -106 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,160 $71.8K 0.06% -200 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,983 $71.5K 0.03% +853 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,144 $71K 0.01% +540 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,106 $70.5K <0.01% -216 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,100 $70.4K <0.01% -966 13F-HR/A Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 3,092 $70.2K 0.05% +582 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,085 $70.1K 0.07% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,085 $69.9K 0.04% -80 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,067 $69.6K 0.03% +214 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,065 $69.6K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 3,007 $68.3K 0.04% +314 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,936 $66.7K 0.02% -210 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,919 $66.3K 0.03% -50 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,915 $66K 0.02% -31 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,900 $65.9K 0.03% 0 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,881 $65.4K 0.01% new 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 2,845 $64.6K 0.02% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,841 $64.5K 0.02% +42 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,785 $63.2K 0.05% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,727 $61.9K 0.03% +524 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,688 $61K 0.03% -75 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,626 $59.6K 0.01% +58 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,600 $59K 0.02% -400 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,589 $58.1K 0.03% +1 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 3,727 $57.7K <0.01% +912 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,529 $57.4K 0.04% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,523 $57.3K 0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,509 $57K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,502 $56.8K 0.02% -716 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,500 $56.8K 0.03% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,493 $56.6K 0.04% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,480 $56.3K 0.02% +2,379 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,470 $56.1K 0.01% -946 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,457 $55K 0.04% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,387 $54.2K <0.01% -429 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 2,302 $52.3K 0.07% new 13F-HR/A Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,292 $52K 0.02% +500 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,270 $51.5K 0.01% +170 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 2,258 $51.3K 0.01% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 2,194 $49K 0.03% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,222 $48.7K 0.01% -1,378 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,138 $48.6K 0.01% -2,227 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,109 $47.9K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,100 $47.7K 0.02% -6,200 13F-HR Timeline