Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,986 $264K 0.06% -4 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,040 $263K <0.01% 0 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,026 $263K 0.02% -79 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,035 $263K 0.1% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,033 $262K 0.06% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,033 $262K 0.01% -651 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 2,031 $262K 0.22% +12 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,023 $261K 0.14% -6 13F-HR Timeline Westbourne Investment Advisors, Inc. 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More: the full row for Liberty Capital Management, Inc. 1,986 $256K 0.06% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,980 $256K 0.13% +146 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,980 $256K 0.48% -5 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,976 $255K 0.02% +55 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 1,968 $254K 0.08% -446 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,964 $254K 0.15% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,963 $253K 0.09% -59 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,962 $253K 0.06% -1,975 13F-HR Timeline West Family Investments, Inc. 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More: the full row for Rodgers Brothers Inc. 1,932 $249K 0.03% -246 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,932 $249K 0.2% -88 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 1,930 $249K 0.02% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,925 $248K 0.03% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,921 $248K 0.21% -55 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,917 $247K 0.05% -1 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,917 $247K 0.24% 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,808 $247K 0.05% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,913 $247K 0.06% +13 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,910 $247K 0.19% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,908 $246K 0.14% +40 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,903 $246K 0.11% -266 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,901 $245K 0.13% -741 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,897 $245K 0.05% +1 13F-HR Timeline Tudor Financial Inc. 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Mason LLC 1,864 $241K 0.13% -348 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,864 $241K 0.06% +24 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,855 $239K 0.04% +10 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,850 $239K 0.03% +144 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 1,846 $238K 0.09% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,846 $238K 0.01% -5,386 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,840 $238K 0.05% +4 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,838 $237K 0.03% +318 13F-HR Timeline Linscomb Wealth, Inc. 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More: the full row for NWF Advisory Services Inc. 1,810 $234K 0.03% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,807 $233K 0.03% +70 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,804 $233K 0.09% -24 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,801 $232K 0.13% -1 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,801 $232K 0.07% +2 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,800 $232K 0.17% 0 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 1,800 $232K 0.09% 0 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 1,800 $232K 0.03% -2,349 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,796 $232K 0.09% +65 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 1,796 $232K 0.04% +4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,794 $232K 0.13% -17 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,788 $231K 0.01% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,784 $230K 0.05% -512 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,782 $230K 0.07% +422 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,777 $229K 0.07% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,776 $229K 0.09% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,772 $229K 0.02% +1 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,768 $228K 0.03% -170 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,768 $228K 0.02% -260 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,758 $227K 0.08% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,757 $227K 0.05% +3 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,752 $226K 0.05% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,751 $226K 0.03% -443 13F-HR/A Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,750 $226K 0.03% -3 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 1,750 $226K 0.11% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,513 $225K 0.08% 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,740 $225K <0.01% +243 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,729 $223K 0.04% -4,371 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,729 $223K 0.01% -3,187 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,722 $222K 0.01% -347 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,717 $222K 0.06% +154 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,475 $221K 0.02% new 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 1,713 $221K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,710 $221K 0.02% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,709 $221K 0.04% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,708 $220K 0.05% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,707 $220K <0.01% -227 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,706 $220K 0.02% new 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 1,700 $219K 0.15% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,700 $219K 0.12% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,694 $219K 0.02% +341 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,686 $218K 0.03% +105 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,686 $218K 0.05% -987 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,685 $218K 0.04% 0 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 1,681 $217K 0.27% 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,679 $217K 0.03% -10 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,677 $217K 0.12% +119 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,674 $216K 0.18% +1 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,673 $216K 0.03% -325 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,671 $216K 0.07% +22 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,667 $215K 0.08% -200 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,666 $215K 0.01% +34 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,666 $215K 0.02% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,664 $215K 0.09% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,662 $215K 0.01% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,659 $214K 0.05% -7,373 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,657 $214K 0.06% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,652 $213K 0.02% -125 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,646 $212K 0.19% 0 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,642 $212K 0.03% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,642 $212K 0.03% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,638 $211K 0.09% -65 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,635 $211K 0.2% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,631 $211K 0.12% -30 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,630 $210K 0.02% 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. 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KOHN & COMPANY 1,581 $204K 0.05% +51 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,580 $204K 0.11% 0 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,579 $204K 0.02% -30 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,579 $204K 0.11% +10 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,573 $203K 0.06% +76 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,572 $203K 0.01% new 13F-HR Timeline Group Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 1,571 $203K 0.04% +2 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,565 $202K 0.02% new 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,556 $201K 0.06% -100 13F-HR Timeline Cambridge Advisors Inc. 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LLC 1,519 $196K 0.02% +77 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,500 $194K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,495 $193K 0.05% +900 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,428 $184K 0.11% +263 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,425 $183K <0.01% +1,380 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 1,415 $183K 0.07% -38 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,413 $182K 0.02% +78 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,392 $180K 0.1% 13F-HR Timeline Physician Wealth Advisors, Inc. 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