Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 185 $62.5K 0.06% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 181 $61.2K 0.02% +60 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 179 $60.5K 0.02% +7 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 178 $60.1K 0.01% -147 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 174 $58.8K 0.04% -10 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 170 $57.4K 0.07% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 165 $55.7K <0.01% +148 13F-HR Timeline Godfrey Financial Associates, Inc. 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More: the full row for Harbor Asset Planning, Inc. 24 $8.11K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 24 $8.11K <0.01% 0 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 24 $8.11K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 24 $8.11K 0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 25 $8K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 23 $7.77K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 22 $7.43K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 21 $7.09K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 21 $7.09K <0.01% +2 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 20 $6.76K <0.01% -171 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 20 $6.76K 0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 20 $6.76K 0.01% +2 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 18 $6.08K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 18 $6.08K <0.01% +17 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 18 $6.08K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 17 $5.74K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 16 $5.41K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 16 $5.41K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 16 $5.41K <0.01% +12 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 15 $5.07K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 15 $5.07K <0.01% -3 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 15 $5.07K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 15 $5.07K <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 15 $5.07K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 6 $4.84K <0.01% -4 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 13 $4.4K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 13 $4.39K <0.01% -2 13F-HR Timeline Phillip James Consulting Co. 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Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 23 $2.05K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 6 $2.03K <0.01% +2 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 6 $2.03K <0.01% -8 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6 $2.03K <0.01% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 6 $2.03K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 5 $1.69K <0.01% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 5 $1.69K <0.01% -29,963 13F-HR Timeline Center for Financial Planning, Inc. 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More: the full row for Polar Asset Management Partners Inc. 1 $338 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $338 0.01% -2 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -490 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.