Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,563 $238K 0.04% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,558 $238K 0.05% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,556 $238K 0.03% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,556 $238K 0.02% new 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,555 $238K 0.07% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,551 $237K 0.05% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,550 $237K 0.03% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,549 $237K 0.03% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,549 $237K <0.01% +1,143 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,539 $236K 0.03% new 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,536 $236K 0.02% -968 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 2,533 $236K 0.13% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,528 $235K 0.01% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,523 $235K 0.02% new 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 3,130 $234K 0.02% +187 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,508 $233K 0.03% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,507 $233K 0.03% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,506 $233K 0.07% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,500 $233K 0.05% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,500 $232K 0.06% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,498 $232K 0.01% -264 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,496 $232K 0.02% new 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 2,500 $232K 0.23% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 2,485 $231K 0.21% +240 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,480 $231K 0.02% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2,476 $230K 0.05% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,475 $230K 0.06% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,469 $230K 0.05% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,469 $230K 0.12% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,462 $229K <0.01% +101 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,462 $229K 0.09% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 2,456 $228K 0.07% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,451 $228K 0.05% new 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 2,450 $228K 0.09% new 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,445 $227K 0.18% -398 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,435 $226K 0.05% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,423 $226K 0.03% -900 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,425 $226K 0.1% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,418 $225K 0.03% new 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,418 $225K 0.26% new 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 2,416 $225K 0.17% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,415 $225K 0.05% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,410 $224K 0.15% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,406 $224K 0.06% new 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,406 $224K 0.11% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,401 $223K 0.08% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,400 $223K 0.01% new 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 2,400 $223K 0.05% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,400 $223K 0.03% new 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 2,400 $223K 0.13% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,419 $223K 0.04% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,385 $222K 0.08% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,383 $222K 0.01% -350 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 2,383 $222K 0.16% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,373 $221K 0.06% -5,868 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,362 $220K 0.05% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,361 $220K 0.04% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,360 $219K 0.02% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,356 $219K 0.07% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,355 $219K 0.02% new 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 3,200 $218K 0.1% -500 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,342 $218K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,339 $218K 0.01% -4,087 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 2,328 $217K 0.1% -758 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,387 $216K 0.04% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,327 $216K 0.01% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,325 $216K 0.02% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,321 $216K 0.11% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,450 $215K 0.02% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,313 $215K <0.01% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,310 $215K 0.08% new 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,304 $214K 0.13% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,299 $214K 0.02% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,290 $213K 0.03% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,290 $213K 0.04% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,285 $213K 0.17% new 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 2,284 $212K 0.22% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,274 $211K 0.01% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,269 $211K 0.03% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,267 $211K 0.01% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,257 $210K 0.02% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,263 $210K <0.01% new 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,248 $209K 0.04% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,243 $209K 0.02% new 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 2,239 $208K 0.1% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,234 $208K 0.01% -681 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,231 $207K 0.11% new 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 2,461 $207K 0.26% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,221 $207K 0.02% new 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,213 $206K 0.18% -518 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 2,209 $205K 0.07% new 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,203 $205K 0.19% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,202 $205K 0.14% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,194 $204K 0.06% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,177 $202K 0.1% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,174 $202K 0.05% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,258 $202K 0.03% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,159 $201K 0.06% +4 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,157 $201K <0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,152 $200K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,142 $199K 0.04% +1,000 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,091 $195K 0.02% +805 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 2,076 $193K 0.05% -164 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,067 $192K 0.01% -775 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,000 $186K 0.08% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,052 $184K <0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,979 $184K 0.02% -543 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,974 $184K 0.1% +885 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,971 $183K 0.1% -18 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,937 $180K 0.01% -76 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,928 $179K 0.06% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,894 $176K 0.01% +553 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,889 $176K 0.22% -740 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,886 $175K 0.09% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,882 $175K 0.04% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,868 $172K 0.01% -65 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1,805 $168K 0.05% -61 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,803 $168K 0.05% +1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,770 $165K 0.05% -44 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,720 $160K 0.05% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,719 $160K 0.06% 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,700 $158K 0.01% new 13F-HR/A Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,683 $157K 0.04% +1,650 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,665 $153K 0.03% +88 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,616 $150K 0.04% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,579 $147K 0.02% +12 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,568 $146K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,563 $145K 0.01% -567 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,558 $145K 0.02% -880 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,555 $145K 0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,521 $141K 0.04% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,512 $141K 0.06% -3,500 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 1,480 $138K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,471 $137K 0.06% +1,469 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,436 $134K 0.02% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,439 $134K 0.04% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,388 $129K 0.05% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,345 $125K <0.01% -12 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,300 $121K 0.03% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,247 $116K 0.02% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,245 $116K 0.09% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,245 $116K 0.03% -37 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,236 $115K 0.03% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,217 $113K 0.02% -81 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,198 $111K <0.01% +298 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,215 $109K 0.01% +150 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,164 $108K 0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,145 $106K <0.01% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,118 $104K 0.02% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,098 $102K 0.02% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,062 $98.8K 0.09% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,062 $98.8K <0.01% -22 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,047 $97.4K 0.02% -100 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,021 $95K 0.01% -53 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,004 $93.4K 0.04% -245 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,001 $93.1K 0.02% +995 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,000 $93K 0.02% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,000 $93K 0.05% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 972 $90.4K 0.01% -4 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 2,940 $90.2K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 952 $88.4K 0.03% +1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 950 $88.3K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 946 $88K 0.01% -26 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 928 $86K <0.01% +113 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 920 $85.6K 0.06% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 891 $82.9K 0.03% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 889 $82.7K 0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 879 $81.7K <0.01% +355 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 846 $78.7K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 800 $74.4K 0.04% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 800 $74.4K 0.06% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 797 $74.1K 0.06% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 789 $74K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 791 $73.6K 0.02% +721 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 753 $70K 0.04% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 745 $69.3K 0.03% new 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 741 $68.9K 0.01% -210 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 739 $68.7K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 737 $68.5K 0.03% +5 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 740 $68.1K 0.05% +219 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 730 $67.8K <0.01% -34 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 729 $67.8K <0.01% +27 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 726 $67.5K 0.03% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 704 $65.5K 0.07% +77 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 694 $64.6K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 686 $63.8K <0.01% -500 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 682 $63.4K 0.02% 0 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 662 $61.6K <0.01% +75 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 662 $61.6K 0.03% -108 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 643 $59.8K 0.01% +166 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 629 $58.5K 0.04% 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 615 $57.2K 0.04% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 611 $56.8K 0.02% +1 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 600 $55.8K 0.01% +500 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 600 $55.8K 0.02% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 597 $55.5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 589 $54.8K 0.01% +110 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 581 $54K 0.03% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 575 $53.5K 0.03% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 566 $52.7K 0.15% new 13F-HR Timeline