SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,008 $286K <0.01% new 13F-HR/A Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 10,000 $285K 0.17% new 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 10,000 $285K 0.03% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 9,989 $285K 0.09% -100 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,878 $282K 0.02% -2,620 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,676 $281K 0.05% +684 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 9,811 $280K 0.02% -300 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 9,745 $278K 0.2% -125 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 9,680 $276K 0.11% +187 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 9,655 $275K 0.04% -442 13F-HR Timeline NEW SOUTH CAPITAL MANAGEMENT INC More: the full row for NEW SOUTH CAPITAL MANAGEMENT INC 9,641 $275K 0.01% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 9,629 $275K <0.01% +579 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 9,608 $274K 0.02% -516 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 10,170 $274K 0.2% +510 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,561 $273K 0.05% +225 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 9,551 $272K 0.17% +60 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 9,475 $270K 0.02% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 9,472 $270K 0.06% 0 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 9,440 $269K 0.12% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,411 $268K 0.06% +1,486 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 9,390 $268K 0.03% -6,767 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 9,388 $268K 0.02% +722 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 9,386 $268K 0.09% -2,215 13F-HR/A Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 9,381 $268K 0.18% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,319 $266K 0.01% -104 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,318 $266K 0.02% -107 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,293 $265K 0.03% +1,329 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 9,284 $265K 0.12% -1,518 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 9,259 $264K <0.01% +1,668 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 9,243 $264K 0.03% +97 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 9,241 $264K 0.08% -787 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 9,200 $262K 0.02% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 9,188 $262K 0.11% new 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 9,166 $262K 0.05% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,153 $261K 0.02% +1,237 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 9,119 $260K 0.16% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,068 $259K 0.04% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 9,039 $258K 0.15% -101 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 9,012 $257K 0.16% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,003 $257K 0.03% -116 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 9,000 $257K 0.06% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 8,997 $257K 0.13% new 13F-HR Timeline Group INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 8,961 $256K 0.12% +928 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 12,703 $255K 0.04% +11,853 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 8,900 $254K 0.09% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 8,894 $254K 0.12% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,893 $254K 0.02% +425 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8,871 $253K 0.04% -530 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,863 $253K 0.04% +2,352 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,827 $252K 0.02% -580 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 8,805 $251K 0.11% -81 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 8,804 $251K 0.15% -14 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 8,750 $250K 0.16% new 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 8,654 $247K 0.33% -4,253 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,634 $246K <0.01% +1,283 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,596 $245K 0.02% -630 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 8,579 $245K 0.15% +435 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,562 $244K 0.23% -2,210 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 9,300 $244K 0.13% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 8,567 $244K 0.09% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,538 $244K 0.09% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,499 $242K 0.03% +35 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,432 $241K 0.07% -56 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 9,126 $240K 0.13% -6 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 8,390 $239K 0.27% +15 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,381 $239K 0.01% +816 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,376 $239K 0.01% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 8,348 $238K 0.02% -350 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 8,290 $237K 0.06% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,288 $236K 0.05% +773 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 8,279 $236K 0.07% 0 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 8,269 $236K <0.01% -806 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,263 $236K 0.06% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,208 $234K 0.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,152 $233K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 8,137 $232K 0.01% 0 13F-HR Timeline Group Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 8,125 $232K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,116 $232K 0.09% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,093 $231K 0.03% -100 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,088 $231K 0.12% +25 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 8,088 $231K 0.21% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 8,077 $230K 0.04% -4,339 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,066 $230K 0.08% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,056 $230K 0.05% -1,290 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 7,986 $228K 0.05% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,961 $227K 0.02% +101 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 7,941 $227K <0.01% 13F-HR/A Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 7,931 $226K 0.03% +34 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,880 $225K 0.06% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 7,878 $225K 0.13% +178 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,872 $225K 0.03% -272 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,850 $224K 0.01% -4,422 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,827 $223K 0.01% 0 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 7,800 $223K 0.15% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 7,781 $222K 0.03% +81 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 7,729 $220K 0.1% -196 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 7,693 $219K 0.02% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,681 $219K <0.01% new 13F-HR Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 7,698 $219K 0.08% -553 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,671 $219K 0.07% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,671 $219K 0.05% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,637 $218K 0.05% -9,500 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,635 $218K 0.01% -612 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 7,626 $218K 0.06% -3,867 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 7,624 $218K 0.13% +81 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,621 $217K 0.02% new 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,600 $217K 0.1% -89 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for Nan Shan Life Insurance Co., Ltd. 7,523 $215K 0.01% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 7,517 $214K 0.24% -1,304 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,517 $214K <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 7,500 $214K <0.01% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 7,472 $213K 0.03% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,470 $213K 0.05% new 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 7,441 $212K 0.14% -5,309 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,387 $211K 0.04% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,379 $211K 0.01% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 7,376 $210K 0.06% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 7,360 $210K 0.11% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 7,334 $209K 0.04% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,260 $207K 0.12% new 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 7,230 $206K 0.11% new 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 7,220 $206K 0.04% -100 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 7,185 $205K 0.17% new 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 7,180 $205K 0.03% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 7,165 $204K 0.12% new 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,143 $204K 0.04% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,063 $202K 0.03% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 7,063 $201K 0.02% -1,427 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 7,041 $201K 0.04% -1,325 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,843 $195K 0.02% +1,897 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,560 $187K 0.02% -58 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 6,493 $185K 0.06% -13 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 6,478 $185K 0.19% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 6,317 $180K 0.05% -1,443 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,181 $176K 0.01% -648 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,157 $176K 0.04% -2,331 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,070 $173K 0.01% +700 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,052 $173K 0.11% +95 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,681 $162K 0.06% +36 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 5,498 $157K 0.06% +4 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 5,440 $155K 0.15% -174 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 6,104 $155K 0.11% +311 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,350 $153K 0.02% 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 5,250 $150K 0.11% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 5,220 $149K 0.16% -475 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,121 $146K 0.01% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,343 $146K 0.11% -199 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,850 $138K 0.16% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 4,802 $137K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,759 $136K 0.15% +101 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,745 $135K 0.02% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,739 $135K 0.02% +325 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,730 $135K 0.01% +3,190 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,567 $130K 0.01% +9 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,500 $128K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,480 $128K 0.06% -456 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,409 $126K 0.05% -2,565 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 4,312 $123K <0.01% +1,878 13F-HR Timeline Group Elite Financial, Inc. More: the full row for Elite Financial, Inc. 4,070 $116K 0.06% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 4,031 $115K 0.04% +503 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,913 $112K 0.05% +1,370 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,706 $106K 0.01% -3,505 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,811 $104K 0.03% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,561 $102K 0.02% +260 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,486 $99.5K 0.03% +867 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,293 $93.9K 0.02% +35 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,292 $93.9K 0.01% -56 13F-HR/A Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,268 $93.2K 0.02% +2,268 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,232 $92.2K 0.09% -44 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,200 $91.3K 0.03% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,192 $91.1K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,130 $89.3K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,100 $88.4K 0.01% -4 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,088 $88.1K 0.01% +1 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,089 $88K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,066 $87.5K <0.01% +154 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. 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