Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,166 $1.22M 0.36% -29 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,166 $1.22M 1.34% -156 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,162 $1.22M 0.65% +345 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 2,153 $1.21M 0.42% +353 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,153 $1.21M 0.2% -75 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 2,148 $1.21M 0.07% 0 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 2,143 $1.21M 0.14% +938 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,143 $1.21M 0.43% +245 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,135 $1.2M 0.51% +235 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,134 $1.2M 0.06% -35 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 2,134 $1.2M 0.96% -160 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,131 $1.2M 0.53% -24 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,131 $1.2M 0.34% -240 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,130 $1.2M 0.24% -106 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,127 $1.2M 0.49% +60 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,125 $1.2M 0.73% +1 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,124 $1.2M 0.45% +83 13F-HR Timeline Planned Solutions, Inc. 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More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,058 $1.16M 0.5% -118 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,057 $1.16M 0.6% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,056 $1.16M 0.12% +531 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 2,056 $1.16M 1% +18 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,054 $1.16M 0.53% +724 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,054 $1.16M 0.11% -120 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,053 $1.16M 0.28% -19 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,051 $1.16M 0.34% -1,034 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,050 $1.15M 0.12% +513 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,049 $1.15M 0.12% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,049 $1.15M 0.39% +772 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,047 $1.15M 0.25% -71 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,046 $1.15M 0.15% +22 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,045 $1.15M 0.92% +677 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,904 $1.15M 0.24% +52 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,044 $1.15M 0.02% 0 13F-HR Timeline Cyr Financial Inc. 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More: the full row for Barden Capital Management, Inc. 1,966 $1.11M 1.02% -854 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 1,964 $1.11M 0.34% -8 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 1,963 $1.11M 0.59% 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,961 $1.1M 0.3% +319 13F-HR Timeline Carson Advisory Inc. 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More: the full row for Parsonex Advisory Services, Inc. 1,933 $1.09M 0.95% -224 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 1,938 $1.09M 0.12% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,938 $1.09M 0.37% +96 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,937 $1.09M 0.14% +158 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,936 $1.09M 0.19% +285 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,933 $1.09M 0.22% -582 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 1,933 $1.09M 0.17% +170 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 1,930 $1.09M 0.79% -103 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,635 $1.09M 0.41% +131 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,925 $1.08M 1.09% +1,183 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,924 $1.08M 0.06% -30 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,857 $1.08M 0.56% +25 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,922 $1.08M 0.46% +50 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,917 $1.08M 0.06% -182 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 1,917 $1.08M 0.55% 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,613 $1.08M 0.64% +62 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,916 $1.08M 0.09% -424 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 1,914 $1.08M 0.27% +36 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,907 $1.08M 0.5% +595 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,908 $1.07M 0.43% -165 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,825 $1.07M 1.26% +72 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,907 $1.07M 0.61% +56 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,905 $1.07M 0.05% -560 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,902 $1.07M 0.75% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,901 $1.07M 0.14% +41 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,900 $1.07M 0.54% -2,156 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,900 $1.07M 0.37% -44 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,900 $1.07M 0.42% +761 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 1,896 $1.07M 0.78% +200 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 1,895 $1.07M 0.12% +99 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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More: the full row for Mengis Capital Management, Inc. 1,865 $1.05M 0.16% +5 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,865 $1.05M 0.2% -371 13F-HR/A Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,859 $1.05M 1.8% -200 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,859 $1.05M 0.02% -119 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,857 $1.05M 0.13% +71 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,856 $1.05M 0.08% +425 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,855 $1.04M 0.17% +404 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,855 $1.04M 0.51% +18 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,848 $1.04M 0.6% +347 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,841 $1.04M 0.26% +75 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,835 $1.03M 0.21% +125 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,835 $1.03M 0.71% -875 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,830 $1.03M 0.25% -142 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 1,829 $1.03M 0.13% +572 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 1,823 $1.03M 0.24% -175 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,823 $1.03M 0.37% +842 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,817 $1.02M 0.97% -120 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,812 $1.02M 0.13% +60 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,805 $1.02M 0.01% -950 13F-HR Timeline Legacy Capital Group California, Inc. 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