BSW Wealth Partners More: the full row for BSW Wealth Partners 702 $259K 0.04% +68 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 702 $259K 0.07% -38 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 700 $259K 0.05% +43 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 700 $259K 0.02% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 700 $259K 0.06% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 698 $258K 0.01% +20 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 698 $258K 0.15% -3 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 695 $257K 0.68% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 692 $256K 0.03% -1 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 691 $255K 0.03% 0 13F-HR Timeline Four Tree Island Advisory LLC More: the full row for Four Tree Island Advisory LLC 687 $254K 0.18% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 686 $253K 0.13% -8 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 686 $253K 0.02% -19 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 685 $253K 0.02% +151 13F-HR/A Timeline Human Investing LLC More: the full row for Human Investing LLC 682 $252K 0.04% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 682 $252K 0.02% -12 13F-HR Timeline American Trust More: the full row for American Trust 680 $251K 0.02% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 678 $250K 0.03% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 675 $249K 0.1% -6 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 672 $248K 0.06% 0 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 671 $248K 0.27% -35 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 670 $247K 0.15% -3,460 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 668 $247K 0.06% -10 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 665 $246K 0.01% 0 13F-HR Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 663 $245K 0.03% -98 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 662 $245K 0.04% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 661 $244K 0.03% 0 13F-HR Timeline Veltria Advisors Corp. 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More: the full row for Freedom Investment Management, Inc. 615 $227K 0.02% -1,437 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 616 $227K 0.02% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 611 $226K 0.03% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 610 $225K 0.02% new 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 609 $225K 0.12% 0 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 607 $224K 0.05% -463 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 607 $224K 0.08% 0 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 607 $224K 0.05% -79 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 606 $224K 0.05% +179 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 606 $224K <0.01% +6 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 605 $223K 0.13% 0 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 603 $223K 0.12% -107 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 602 $222K <0.01% -42 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 602 $222K 0.02% -23 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 601 $222K 0.17% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 600 $222K 0.04% 0 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 600 $222K <0.01% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 600 $222K 0.02% -100 13F-HR Timeline Hudock, Inc. 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More: the full row for Prairie Wealth Advisors, Inc. 580 $214K 0.1% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 580 $214K 0.01% -16 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 573 $212K 0.03% -112 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 573 $212K 0.08% +3 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 571 $211K 0.11% 0 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 569 $210K 0.16% 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 568 $210K 0.01% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. 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LLC 242 $89K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 240 $88.6K 0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 234 $86.4K <0.01% -142 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 232 $85.6K 0.02% -66 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 231 $85.3K 0.04% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 226 $83.5K 0.03% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 225 $83.1K 0.03% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 224 $82.7K 0.08% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 216 $79.8K 0.01% +5 13F-HR Timeline Sunbelt Securities, Inc. 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More: the full row for PEOPLES FINANCIAL SERVICES CORP. 200 $73.9K 0.03% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 199 $73.5K <0.01% new 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 197 $72K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 193 $71.3K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 192 $70.9K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 187 $69K 0.04% -288 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 185 $68.3K 0.04% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 185 $68.3K 0.06% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 183 $67.6K <0.01% 0 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 182 $67.2K 0.04% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 179 $66.1K 0.02% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 179 $66.1K 0.01% +4 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 174 $64.4K 0.03% +2 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 171 $63.2K 0.05% 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 167 $61.7K 0.02% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 165 $60.9K 0.01% +69 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 163 $60.2K 0.02% +13 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 162 $59.8K 0.01% -3 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 159 $58K 0.05% -153 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 156 $57.6K 0.01% -6 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 153 $56.5K <0.01% -24 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 150 $55.4K 0.01% -724 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 150 $55.4K <0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 150 $55.4K 0.04% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 149 $55K 0.05% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 149 $55K 0.02% +18 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 145 $53.8K 0.01% -55 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 143 $52.8K 0.04% -18 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 138 $51K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 138 $51K 0.01% +3 13F-HR Timeline