HCR Wealth Advisors More: the full row for HCR Wealth Advisors 697 $305K 0.04% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 696 $304K 0.03% -6 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 694 $304K 0.04% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 694 $304K 0.04% +3 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 900 $303K 0.02% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 690 $302K 0.04% +11 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 690 $302K 0.21% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 688 $301K 0.17% +28 13F-HR Timeline Four Tree Island Advisory LLC More: the full row for Four Tree Island Advisory LLC 687 $301K 0.21% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 686 $300K 0.08% -5 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 685 $300K 0.02% +3 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 646 $298K 0.02% +46 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 682 $298K 0.05% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 694 $296K 0.16% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 676 $296K 0.18% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 673 $294K 0.02% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 672 $294K 0.06% 0 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 672 $294K 0.03% -508 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 671 $294K 0.27% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 670 $293K 0.08% +13 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 666 $291K 0.03% +5 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 665 $291K 0.01% 0 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 665 $291K 0.21% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 661 $289K 0.01% new 13F-HR/A Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 660 $289K 0.2% -200 13F-HR Timeline American Trust More: the full row for American Trust 660 $289K 0.03% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 660 $288K <0.01% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 658 $288K 0.12% +6 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 655 $287K 0.08% -54 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 651 $285K 0.17% 0 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 650 $284K 0.03% -1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 640 $283K 0.01% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 641 $280K <0.01% -87 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 641 $280K 0.17% -4 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 640 $280K 0.15% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 637 $279K 0.04% -121 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 637 $279K <0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 636 $278K 0.07% -1 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 633 $277K 0.01% -27 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 633 $277K 0.15% -1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 632 $277K 0.07% +595 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 632 $276K 0.19% -7 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 631 $276K 0.01% +11 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 630 $276K <0.01% -4,160 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 628 $275K 0.15% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 628 $275K 0.15% 0 13F-HR Timeline Group Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 628 $275K 0.2% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 624 $273K 0.02% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 621 $272K 0.12% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 621 $272K 0.1% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 620 $271K 0.03% -679 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 620 $271K 0.44% -109 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 619 $271K 0.12% +358 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 618 $270K 0.03% -247 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 617 $270K 0.04% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 616 $269K 0.04% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 798 $269K 0.04% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 609 $266K 0.13% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 607 $266K 0.1% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 605 $265K 0.13% 0 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 602 $263K 0.02% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 602 $263K 0.02% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 601 $263K 0.38% -378 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 600 $262K 0.05% 0 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 600 $262K <0.01% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 600 $262K 0.02% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 600 $262K 0.04% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 600 $262K 0.02% +1 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 599 $262K 0.06% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 598 $262K 0.07% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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More: the full row for WORLD EQUITY GROUP, INC. 579 $253K 0.07% -27 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 579 $253K 0.02% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 579 $253K 0.01% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 579 $253K 0.09% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 577 $252K 0.03% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 575 $252K 0.01% new 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 571 $250K 0.1% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 570 $249K 0.03% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 570 $249K 0.08% -45 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 570 $249K 0.01% -43 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 565 $247K 0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 564 $247K <0.01% new 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 564 $247K 0.21% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 563 $246K 0.01% -68 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 562 $246K 0.02% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 560 $245K 0.02% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 559 $245K 0.16% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 558 $244K 0.03% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 558 $244K 0.01% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 557 $244K 0.02% -46 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 557 $244K 0.17% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 553 $242K 0.09% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 551 $241K 0.11% new 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 550 $241K 0.02% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 550 $241K 0.01% new 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 545 $238K 0.03% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 544 $238K 0.2% new 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 543 $238K 0.24% 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 542 $237K 0.13% new 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 551 $236K 0.1% new 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 536 $234K 0.04% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 535 $234K 0.09% new 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 534 $234K 0.09% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 532 $233K 0.04% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 529 $231K <0.01% new 13F-HR/A Timeline Group Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 527 $231K 0.1% new 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 525 $230K 0.09% new 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 525 $230K 0.07% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 523 $229K 0.01% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 523 $229K 0.02% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 522 $228K 0.08% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 519 $227K 0.04% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 519 $227K 0.07% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 515 $225K 0.05% +19 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 511 $224K 0.12% new 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 508 $222K 0.06% new 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 507 $222K 0.17% 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 507 $222K 0.05% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 506 $221K 0.02% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 518 $221K 0.02% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 505 $221K 0.02% new 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 505 $221K 0.02% -150 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 503 $220K 0.01% new 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 503 $220K 0.05% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 507 $219K 0.09% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 500 $219K 0.16% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 500 $219K 0.02% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 500 $219K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 500 $219K 0.01% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 500 $219K 0.09% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 498 $218K 0.02% -197 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 498 $218K 0.08% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 497 $217K 0.01% -24 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 497 $217K 0.18% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 497 $217K 0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 495 $217K 0.07% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 495 $217K 0.11% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 495 $217K 0.03% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 493 $216K <0.01% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 491 $215K 0.08% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 491 $215K 0.1% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 491 $215K 0.08% new 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 490 $214K 0.11% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 486 $213K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 486 $213K 0.01% -6 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 485 $212K 0.02% -8,148 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 484 $212K 0.01% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 484 $212K 0.02% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 484 $212K 0.04% new 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 483 $211K 0.1% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 482 $211K 0.01% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 492 $210K 0.03% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 480 $210K 0.2% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 475 $208K 0.05% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 473 $207K 0.04% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 472 $206K 0.03% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 471 $206K 0.01% new 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 468 $205K 0.06% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 468 $205K 0.04% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 468 $205K 0.02% new 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 434 $204K 0.04% new 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 467 $204K 0.08% new 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 466 $204K 0.07% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 465 $203K 0.01% new 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 465 $203K 0.1% new 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 465 $203K 0.03% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 463 $203K 0.02% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 461 $202K 0.07% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 461 $202K 0.5% new 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 459 $201K 0.04% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 457 $200K 0.01% +222 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 453 $198K <0.01% -74 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 443 $194K 0.04% 0 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 441 $193K 0.02% -17 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 437 $191K 0.04% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 430 $188K 0.05% +256 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 416 $182K 0.01% +123 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 400 $175K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 399 $174K 0.03% +17 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 395 $173K 0.05% -4 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 391 $171K 0.08% -75 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 385 $168K 0.01% -335 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 381 $167K <0.01% +251 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 377 $165K 0.02% +11 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 359 $157K 0.06% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 357 $156K <0.01% +5 13F-HR Timeline City State Bank More: the full row for City State Bank 346 $151K 0.05% 0 13F-HR Timeline