Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,375 $986K 0.27% -10 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,369 $984K 0.07% -163 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,352 $979K 0.21% +1,098 13F-HR/A Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,322 $979K 0.21% -150 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,333 $974K 0.05% -138 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,332 $974K 0.73% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,331 $973K 0.06% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,328 $972K 0.78% +3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,323 $971K 0.06% -430 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,312 $968K 0.25% +880 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,309 $967K 0.93% -108 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,307 $966K 0.04% +341 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,306 $966K 0.12% +192 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,302 $965K 0.07% -135 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,293 $962K 0.1% -20 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,286 $960K 0.04% +710 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,285 $960K 0.04% -909 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,219 $958K 0.64% +37 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,274 $957K 0.15% +45 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,203 $956K 0.36% +150 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,270 $955K 0.08% +29 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,268 $955K 0.18% +8 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,268 $955K 0.15% -80 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,264 $954K 0.07% +68 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,244 $948K 0.2% +500 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,243 $948K 0.94% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,237 $946K 0.2% -99 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,236 $945K 0.11% -196 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,232 $944K 0.1% -83 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 3,228 $943K 0.43% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,224 $942K 0.4% +30 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,222 $941K 0.11% -46 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,218 $940K 0.1% -112 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,212 $939K 0.05% +108 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,209 $938K 0.22% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,209 $938K 0.15% +152 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,208 $937K 0.23% -2,221 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,206 $937K 0.97% -16 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,212 $936K 0.28% -566 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 3,201 $935K 0.15% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,194 $933K 0.14% +225 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,190 $932K 0.06% +486 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,188 $931K 0.06% 0 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,188 $931K 0.86% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,182 $930K 0.32% -30 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 3,180 $929K 0.49% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,168 $926K 0.27% +131 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,168 $926K 0.14% -49 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,164 $924K 0.37% -488 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,164 $924K 0.12% +6 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 3,163 $924K 0.25% -1,514 13F-HR Timeline Group Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 3,161 $923K 0.43% -1,899 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,157 $922K 0.02% -34 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,152 $921K 0.06% -120 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,151 $921K 0.05% +6 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,150 $920K 0.11% +156 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 3,150 $920K 0.32% -300 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,140 $917K 0.29% -47 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,139 $917K 0.13% -50 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,138 $917K 0.17% +2,571 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 3,138 $917K 0.16% -477 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,137 $917K 0.12% -39 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,136 $916K 0.1% +235 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,131 $915K 0.18% -26 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,129 $914K 0.31% 0 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 3,129 $914K 0.11% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 3,116 $910K 0.74% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,053 $907K 0.16% +448 13F-HR/A Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,104 $907K 0.1% -82 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,102 $906K 0.04% -60 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,092 $903K 0.31% +295 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,095 $903K 0.19% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,090 $903K 0.27% +11 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,089 $903K 0.44% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,089 $903K 0.31% -1 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 3,087 $902K 0.72% -510 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,044 $902K 0.07% +542 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,080 $900K 0.28% +2 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,079 $900K 0.22% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,072 $898K 0.23% +74 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 3,071 $897K 0.19% -115 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 3,068 $896K 0.06% -6 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,054 $892K 0.56% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,054 $892K 0.84% +1 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 3,052 $892K 0.09% -3,575 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,048 $891K 0.31% 0 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,043 $889K 0.31% -40 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,040 $888K 0.74% -65 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,038 $888K 0.14% +618 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,026 $884K 0.77% -604 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,025 $884K 0.87% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,025 $884K 0.69% +171 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,023 $883K 0.04% -5 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,016 $881K 0.09% -188 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,016 $881K 0.03% -23,775 13F-HR Timeline TLWM More: the full row for TLWM 3,005 $878K 0.17% -1 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,003 $877K 0.04% +728 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 3,000 $877K 0.05% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,998 $876K 0.09% -2 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,996 $875K 0.45% +20 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,994 $875K 0.54% +5 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,991 $874K 0.07% -194 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,988 $873K 0.11% -126 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,984 $872K 0.29% -12 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,980 $871K 0.09% +92 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,980 $871K 0.23% -43 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,969 $867K 0.23% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,965 $866K 0.4% -90 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,962 $865K 0.12% -8,844 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,961 $865K 0.33% +620 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,957 $864K 0.25% -408 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,955 $863K 0.31% +337 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,947 $861K 0.05% new 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,946 $861K 0.1% -525 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,934 $857K 0.1% +60 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,933 $857K 0.33% -73 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,933 $857K 0.05% -40 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,925 $855K 0.02% +175 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 2,925 $854K 0.04% -303 13F-HR Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,924 $854K 0.07% -55 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,923 $854K 0.47% +119 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,919 $853K 0.74% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 2,919 $853K 0.55% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,917 $852K 0.57% +135 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,909 $850K 0.16% +123 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,902 $848K 0.68% +471 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,899 $847K 0.06% -151 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,898 $847K 0.11% +322 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,893 $845K 0.68% +2 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,800 $845K 0.58% 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,889 $844K 0.55% -16 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,884 $843K 0.58% -34 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,882 $842K 0.17% -5 13F-HR/A Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,881 $842K 0.26% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,816 $841K 0.25% -76 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,863 $836K 0.29% +75 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,853 $834K 0.17% +255 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,852 $833K 0.65% +40 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,850 $833K 0.16% -306 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,842 $830K 0.12% +1 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,842 $830K 0.37% -64 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,840 $830K 0.18% -251 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,840 $830K 0.18% +376 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,831 $827K 0.25% -380 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 2,826 $826K 0.09% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,826 $826K 0.48% -13 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,825 $825K 0.39% +124 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 2,822 $825K 1.23% 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,820 $824K 0.12% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,819 $824K 0.14% -1,833 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,812 $821K 0.11% 0 13F-HR Timeline Group Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,809 $821K 0.07% -52 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,802 $819K 0.04% -1,546 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,800 $818K 0.61% -107 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,790 $815K 0.13% -15 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,607 $814K 0.1% -145 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2,781 $813K 0.08% -455 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,778 $812K 0.69% 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,770 $810K 0.14% -46 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,769 $809K 0.06% +17 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,765 $808K 0.1% +14 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,763 $807K 0.1% -17 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,761 $807K 0.06% -100 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,756 $805K 0.42% -42 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,755 $805K 0.1% -12 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,752 $804K 0.22% +64 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,752 $804K 0.13% +39 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,750 $803K 0.6% -80 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,747 $803K 0.03% -4,761 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,746 $802K 0.55% -125 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,744 $802K 0.09% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,742 $801K 0.08% +155 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,738 $800K 0.4% +1,148 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,738 $800K 0.23% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,733 $799K 0.63% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,726 $796K 0.13% +897 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,718 $794K 0.05% -218 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,715 $793K 0.07% -718 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,708 $791K 0.72% -29 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,706 $790K 0.13% +293 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,704 $790K 0.57% +207 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,700 $789K 0.05% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,698 $788K 0.31% -1,105 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,690 $787K 0.25% +79 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 2,691 $786K 0.5% +14 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,687 $785K 0.59% -29 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,686 $785K 0.18% +85 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,686 $785K 0.1% +40 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,682 $784K 0.08% -1,971 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,567 $781K 0.35% -146 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,666 $779K 0.03% +100 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 2,648 $779K 0.13% +101 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,617 $778K 0.12% 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,600 $773K 0.13% 0 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,641 $771K 0.05% +1,463 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,631 $769K 0.02% +15 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,631 $769K 0.36% -4 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,630 $768K 0.2% 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,627 $768K 0.43% -58 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,531 $767K 0.36% -60 13F-HR Timeline