Kennebec Savings Bank More: the full row for Kennebec Savings Bank 576 $38.5K 0.04% +253 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 572 $38.3K <0.01% -247 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 566 $37.9K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 566 $37.9K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 557 $37.3K <0.01% +3 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 238 $15.9K <0.01% -83 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 235 $15.8K <0.01% -45 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 225 $15.1K <0.01% new 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 224 $15K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 213 $14.2K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 210 $14K 0.01% +13 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 200 $13.4K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 207 $13.3K <0.01% +7 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 183 $12.6K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 181 $12.1K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 181 $12.1K <0.01% +2 13F-HR Timeline Raleigh Capital Management Inc. 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More: the full row for OAKWORTH CAPITAL, INC. 100 $6.69K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 100 $6.69K <0.01% 0 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 100 $6.69K <0.01% +17 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 100 $6.69K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 100 $6.69K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 93 $6.22K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 89 $5.96K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 82 $5.56K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 82 $5.49K <0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 82 $5.46K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 79 $5.29K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 78 $5.22K <0.01% +8 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 70 $4.68K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 64 $4.28K <0.01% +4 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 64 $4.28K 0.01% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 55 $3.68K <0.01% -300 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 55 $3.68K <0.01% 0 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 54 $3.61K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 51 $3.41K <0.01% +15 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 49 $3.28K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 47 $3.15K <0.01% -73 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 45 $3.01K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 45 $3.01K <0.01% +42 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 47 $3K <0.01% +16 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 43 $2.88K <0.01% +37 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 42 $2.78K <0.01% -2 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 36 $2.41K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $2.25K <0.01% -1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 30 $2.01K <0.01% -105 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 30 $2.01K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,950 $1.97K 0.08% -50 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 26 $1.74K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 26 $1.74K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 25 $1.67K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 25 $1.67K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 23 $1.54K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 23 $1.52K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 20 $1.34K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 19 $1.27K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 17 $1.14K <0.01% +7 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 17 $1.14K <0.01% -79 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 15 $1K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $1K <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 20 $1K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 20 $1K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 13 $885 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 12 $769 <0.01% -5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $737 <0.01% -1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11 $736 <0.01% +3 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 10 $669 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10 $669 <0.01% +1 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 10 $669 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9 $602 <0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $535 <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $469 <0.01% -7 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 7 $468 <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 7 $468 <0.01% new 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $468 <0.01% +4 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $468 <0.01% -3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $368 <0.01% -2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5 $335 <0.01% -11 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4 $273 <0.01% -136 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 4 $268 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $268 <0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4 $268 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $268 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $222 <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $67 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 0 $27 <0.01% -22 13F-HR Timeline Amount filed as zero, left out of ratios. ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 0 $21 <0.01% 0 13F-HR/A Timeline Amount filed as zero, left out of ratios. Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.