Holistic Financial Partners More: the full row for Holistic Financial Partners 359 $263K 0.12% +2 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 359 $263K 0.01% -100 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 357 $262K 0.13% -11 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 357 $261K 0.18% +8 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 355 $260K 0.05% -48 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 355 $260K <0.01% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 355 $260K 0.02% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 353 $259K 0.05% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 353 $259K 0.37% +32 13F-HR Timeline American Trust More: the full row for American Trust 353 $259K 0.02% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 364 $258K 0.12% -79 13F-HR Timeline Swisher Financial Concepts, Inc. 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More: the full row for Pacifica Partners Inc. 164 $119K 0.05% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 158 $116K 0.01% -76 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 157 $115K 0.01% +3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 155 $114K 0.04% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 154 $113K 0.08% +1 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 151 $111K <0.01% 0 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 150 $110K 0.04% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 145 $107K 0.01% -10 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 144 $106K 0.08% -28 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 144 $106K 0.04% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 143 $105K 0.03% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 142 $104K 0.03% -43 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 141 $104K 0.06% +10 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 140 $102K 0.01% -2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 137 $100K <0.01% -3 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 133 $97.5K 0.02% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 130 $95.3K 0.02% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 130 $95.3K 0.06% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 129 $94.5K <0.01% 0 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 10,224 $92.2K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 124 $90.9K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 122 $89.8K 0.03% +5 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 120 $87.9K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 120 $87.9K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 120 $87.9K 0.03% -2 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 119 $87.2K 0.01% -50 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 118 $86.5K <0.01% +65 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 117 $85.7K <0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 117 $85.7K 0.05% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 116 $85K 0.08% -5 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 115 $84.3K 0.04% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 114 $83.5K 0.03% -4 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 113 $82.8K <0.01% -17 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 107 $78K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 105 $77.1K <0.01% -220 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 104 $76.2K 0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 104 $76.1K 0.05% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 103 $75K 0.04% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 100 $73.3K 0.04% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 100 $73.3K 0.02% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 100 $73.3K 0.04% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 100 $73.3K 0.04% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 99 $72.5K 0.03% 0 13F-HR/A Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 97 $68.9K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 93 $68K 0.03% -105 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 89 $65.2K 0.02% +75 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 87 $64K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 87 $63.8K <0.01% +36 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 85 $62.3K 0.02% new 13F-HR Timeline TFC Financial Management, Inc. 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