Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 14,039 $5.92M 5.6% -1,641 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 14,026 $5.91M 2.35% +939 13F-HR Timeline City State Bank More: the full row for City State Bank 14,024 $5.91M 2.09% +2,197 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 14,022 $5.91M 3.84% -65 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 14,013 $5.91M 4.03% -2,515 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 14,008 $5.9M 3.76% -274 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 14,006 $5.9M 2.34% 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 14,005 $5.9M 0.39% -633 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 13,930 $5.9M 5.69% 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 13,978 $5.89M 2.31% -61 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,949 $5.88M 2.13% +4 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 13,933 $5.87M 2.42% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 13,919 $5.87M 2.94% -30 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 13,915 $5.87M 2.01% +1,447 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 13,905 $5.86M 3.91% 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 13,902 $5.86M 3.71% +551 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 13,892 $5.86M 0.57% +4,481 13F-HR/A Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 13,885 $5.85M 2.2% +1,087 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 13,881 $5.85M 1.23% -83 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 993,452 $5.85M 0.61% +843,163 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 13,877 $5.85M 5.43% 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 13,872 $5.85M 3.37% +826 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 13,856 $5.84M 2.82% -22 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 13,831 $5.83M 0.72% -629 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 13,831 $5.83M 2.87% +213 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 13,828 $5.83M 1.22% -30 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 13,828 $5.83M 2.14% +467 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 13,823 $5.83M 0.36% -6,434 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 13,818 $5.82M 5.64% 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 13,809 $5.82M 0.59% +189 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 13,524 $5.82M 2.49% 0 13F-HR Timeline Zimmer Partners, LP More: the full row for Zimmer Partners, LP 13,800 $5.82M 0.1% 0 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 13,881 $5.82M 1.39% +919 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 13,795 $5.81M 3.04% -326 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 13,787 $5.81M 1.74% +519 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 13,754 $5.8M 5.3% -445 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 13,754 $5.8M 3.19% 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 13,743 $5.79M 2.83% +1,348 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 13,741 $5.79M 4.51% 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 13,740 $5.79M 4.3% -1,401 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 13,720 $5.78M 0.57% +175 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 13,712 $5.78M 4.4% +1,197 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 13,709 $5.78M 1.67% 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 13,705 $5.78M 3.54% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 13,689 $5.77M 2.1% -607 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 13,687 $5.77M 4.6% +3,383 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 13,680 $5.77M 1.24% +855 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 13,649 $5.75M 3.02% +11 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 13,638 $5.75M 5.25% 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 13,733 $5.75M 6.57% +7,632 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 13,636 $5.75M 3.78% 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 13,630 $5.75M 1.94% -116 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 13,627 $5.74M 3.21% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 13,620 $5.74M 3.07% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 13,590 $5.73M 3.96% -317 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 13,587 $5.73M 2.44% +226 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 13,587 $5.73M 3.02% -125 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 13,570 $5.72M 1.82% +450 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 13,541 $5.71M 5.43% 13F-HR/A Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 13,542 $5.71M 1.85% 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 13,516 $5.7M 2.24% +847 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 13,505 $5.69M 0.53% -1,081 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 13,494 $5.69M 3.43% +58 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 13,493 $5.69M 2.52% +118 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 13,485 $5.68M 0.72% +13 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 13,471 $5.68M 2.6% +275 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 13,459 $5.67M 3.91% 0 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 13,455 $5.67M 2.23% 0 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 13,446 $5.67M 1.88% -86 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 13,445 $5.67M 3.37% +1,323 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 13,426 $5.66M 1.78% +275 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 13,414 $5.65M 3.69% +182 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 13,404 $5.65M 1.63% +498 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 13,400 $5.65M 3.9% -8,100 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 13,392 $5.64M 0.84% -31 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 13,389 $5.64M 1.26% -3,740 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 13,378 $5.64M 1.2% 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 13,375 $5.64M 1.15% +377 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 13,355 $5.63M 1.69% +122 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 13,349 $5.63M 2.43% -312 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 13,338 $5.63M 3.61% +33 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 13,336 $5.62M 3.58% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 13,336 $5.62M 0.84% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 13,331 $5.62M 1.74% +51 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 13,330 $5.62M 5.51% 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 12,578 $5.62M 2.64% -33 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 13,311 $5.61M 0.73% +285 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 13,320 $5.61M 2.75% -916 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 13,307 $5.61M 2.9% +395 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,284 $5.61M 1.72% -204 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 12,620 $5.6M 1.71% +244 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 13,289 $5.6M 1.45% +10 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 13,266 $5.59M 1.16% -144 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 13,218 $5.57M 1.22% +36 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,208 $5.57M 0.45% -1,195 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 13,208 $5.57M 1.34% -178 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 13,113 $5.57M 0.83% -530 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 13,184 $5.56M 0.28% -1,924 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 13,184 $5.56M 2.36% -33 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 13,177 $5.55M 3.41% +150 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 13,177 $5.55M 1.77% -1,227 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 13,170 $5.55M 1.51% +202 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 13,158 $5.55M 0.94% +157 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 13,152 $5.54M 0.83% +581 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 13,157 $5.54M 5.42% 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 13,144 $5.54M 0.88% +1,960 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 13,139 $5.54M 0.39% new 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 433,798 $5.54M 1.85% +312,051 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 13,131 $5.53M 3% +236 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 13,129 $5.53M 6.32% 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 13,099 $5.52M 1.14% +309 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 13,099 $5.52M 1.32% +154 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 13,071 $5.51M 3.41% +57 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 13,042 $5.5M 2.12% +585 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 13,023 $5.49M 1.91% -553 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 13,017 $5.49M 2.6% -423 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 13,009 $5.48M 0.71% +567 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 12,990 $5.48M 2.2% +1,768 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 12,976 $5.47M 0.62% +247 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 12,964 $5.46M 1.83% +583 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 12,978 $5.46M 2.28% +1,114 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 12,947 $5.46M 3.6% 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 12,943 $5.46M 1.52% +245 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 12,941 $5.45M 4.65% 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 12,904 $5.44M 2.81% -67 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 12,891 $5.43M 1.13% +1,026 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 12,889 $5.43M 4.38% -438 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 12,886 $5.43M 1.45% +29 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 12,874 $5.43M 2.17% -22,351 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 12,858 $5.42M 2.19% +130 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 12,845 $5.42M 1.51% -625 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 12,846 $5.41M 0.13% +735 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12,726 $5.41M 1.44% new 13F-HR Timeline Bretton Capital Management, LLC More: the full row for Bretton Capital Management, LLC 12,800 $5.4M 5.19% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 12,794 $5.39M 6.52% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 12,776 $5.39M 2.99% 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 12,773 $5.38M 0.07% -237 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 12,767 $5.38M 3.01% 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 12,762 $5.38M 6.82% -3,577 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 12,922 $5.37M 3.27% 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 12,750 $5.37M 1.85% -1,214 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 12,748 $5.37M 3.04% -558 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 12,748 $5.37M 3.38% -867 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 12,745 $5.37M 4.22% +245 13F-HR Timeline HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 12,742 $5.37M 0.39% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 12,730 $5.37M 4.3% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 12,725 $5.36M 3.57% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 12,710 $5.36M 2.27% +73 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 12,835 $5.35M 5.39% -798 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 12,690 $5.35M 4.62% 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 12,688 $5.35M 0.35% +2,020 13F-HR Timeline Group SAM Advisors, LLC More: the full row for SAM Advisors, LLC 12,683 $5.35M 1.93% +129 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 12,682 $5.35M 1.94% -808 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 12,681 $5.34M 1.23% -34 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 12,661 $5.34M 3.66% -601 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 12,653 $5.33M 6.28% -366 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 12,651 $5.33M 5.75% -811 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 12,645 $5.33M 1.77% +1,179 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 12,637 $5.33M 1.43% -986 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 12,637 $5.33M 2.71% -593 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 12,606 $5.31M 3.55% -48 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12,579 $5.3M 0.87% -448 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 12,567 $5.3M 0.42% +271 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 12,562 $5.29M 5.8% -737 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 12,559 $5.29M 0.71% +752 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 12,551 $5.29M 4.16% -70 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 12,550 $5.29M 3.68% +1,096 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 12,537 $5.28M 1.63% -296 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 12,530 $5.28M 2.78% -647 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 12,508 $5.27M 2.52% -786 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 12,505 $5.27M 3.6% +146 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 12,504 $5.27M 3.93% 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 12,483 $5.26M 0.75% +495 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 12,478 $5.26M 0.92% -226 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 12,473 $5.26M 2.69% +217 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 12,472 $5.26M 0.98% +208 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 12,470 $5.26M 0.37% -150 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 12,463 $5.25M 3.71% +196 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 12,456 $5.25M 1.15% -160 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 12,454 $5.25M 7.71% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 12,451 $5.25M 1.99% -542 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 12,449 $5.25M 2.08% +104 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,433 $5.24M 0.44% new 13F-HR Timeline Group Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 12,419 $5.23M 0.97% +444 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 12,419 $5.23M 2.29% -41 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 12,414 $5.23M 4.18% -367 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 12,410 $5.23M 4.64% -600 13F-HR Timeline Masso Torrence Wealth Management Inc. 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