Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,651 $267K 0.09% +66 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,640 $266K 0.06% new 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,600 $264K 0.17% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 4,573 $263K 0.09% +265 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,566 $262K 0.02% -1,965 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 4,563 $262K 0.14% -28 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 4,558 $262K 0.05% +48 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 4,531 $260K 0.26% 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 4,519 $259K 0.1% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 4,507 $259K 0.17% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,480 $257K 0.21% +43 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 4,469 $257K 0.28% 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,435 $255K 0.02% -230 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,422 $254K 0.02% +1,039 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,405 $253K 0.03% -575 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,400 $253K <0.01% +260 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,379 $251K 0.07% +11 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,372 $251K 0.04% +8 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,347 $250K 0.22% 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,334 $250K 0.06% +15 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,347 $250K <0.01% 0 13F-HR Timeline Group Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 4,328 $248K 0.06% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,306 $247K 0.12% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,302 $247K 0.04% +12 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 4,302 $247K 0.11% +69 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,268 $245K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,248 $244K 0.15% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,241 $244K 0.04% 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 4,234 $243K 0.02% +825 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,238 $243K 0.09% -1,216 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,198 $241K 0.06% +20 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,198 $241K <0.01% +3,521 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,195 $241K 0.02% -22 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 4,190 $241K 0.04% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,190 $241K 0.02% +2 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,182 $240K 0.01% +137 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 4,187 $240K 0.06% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,158 $239K <0.01% +72 13F-HR/A Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,156 $239K 0.01% -916 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 4,154 $238K 0.05% -177 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,132 $237K 0.12% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,131 $237K 0.1% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,108 $236K 0.19% 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 4,026 $231K 0.17% +1,225 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 4,024 $231K 0.04% +7 13F-HR/A Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 4,021 $231K 0.16% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,011 $230K 0.07% -832 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,000 $230K 0.02% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,000 $230K 0.08% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,985 $229K 0.16% -1,481 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,978 $228K 0.03% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,971 $228K 0.03% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,950 $227K 0.04% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,947 $227K <0.01% -5,649 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,946 $227K 0.04% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 3,946 $227K 0.04% 13F-HR Timeline Group LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,939 $226K 0.09% +65 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,918 $225K 0.05% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,917 $225K 0.03% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,907 $224K 0.24% -1,534 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,903 $224K 0.02% new 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,862 $222K 0.06% -868 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,861 $222K 0.01% 0 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 3,850 $221K 0.05% -2,175 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,847 $221K 0.03% 0 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 3,833 $220K 0.08% +94 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,826 $220K 0.07% +12 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,823 $219K 0.17% 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,810 $219K 0.01% new 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 3,801 $218K 0.28% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,800 $218K <0.01% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 3,800 $218K 0.2% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 3,791 $218K 0.15% 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,775 $217K 0.01% +220 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,767 $216K 0.02% -817 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,782 $215K 0.15% -4,076 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,725 $214K 0.02% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,716 $213K 0.1% +98 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,711 $213K 0.02% +23 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 3,711 $213K 0.14% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,671 $211K 0.09% -186 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 3,635 $209K 0.08% +3 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,632 $209K 0.01% new 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 3,626 $208K 0.13% +2 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 3,597 $206K 0.04% -20 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,592 $206K 0.11% -153 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,587 $206K 0.08% 0 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 3,586 $206K 0.02% +57 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,585 $206K 0.04% -380 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 3,584 $206K 0.11% -863 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,571 $205K 0.01% -2,183 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,564 $205K 0.04% +87 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,332 $204K 0.02% -812 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,551 $204K 0.11% -314 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,535 $203K 0.08% -224 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,532 $203K <0.01% +247 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,526 $202K 0.01% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,507 $201K 0.13% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,506 $201K 0.01% 0 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,503 $201K 0.05% +14 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,501 $201K 0.05% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,500 $201K 0.08% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,490 $201K <0.01% -2,590 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,370 $193K 0.09% -162 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,365 $193K 0.14% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,263 $187K 0.12% +40 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,237 $186K 0.02% +1,526 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,215 $185K 0.05% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,183 $183K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,175 $182K 0.01% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 3,175 $182K 0.15% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,151 $181K 0.09% -30 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,110 $179K 0.06% -1,124 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,939 $169K 0.03% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,849 $164K 0.08% -314 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,796 $161K 0.01% -3,364 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,775 $159K 0.04% -346 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,769 $159K 0.02% +740 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,762 $159K 0.02% -528 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,740 $157K 0.04% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,732 $157K 0.01% -467 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,711 $156K 0.12% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,633 $151K 0.07% +400 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,550 $146K 0.04% +2,250 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,536 $146K 0.01% +827 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,521 $145K 0.06% +142 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,492 $145K 0.07% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 2,460 $141K 0.05% -1,742 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,220 $127K <0.01% -1,408 13F-HR/A Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 2,219 $127K 0.03% +1,372 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 2,175 $124K 0.11% -276 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 2,044 $123K 0.08% -2,044 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,080 $119K 0.05% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,971 $113K 0.05% +31 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,943 $112K 0.09% +32 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,925 $111K 0.06% +30 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,924 $110K 0.06% -453 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,895 $109K 0.02% -526 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,771 $102K 0.11% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,745 $100K 0.22% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,743 $100K 0.03% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,737 $100K <0.01% +28 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,640 $94.2K 0.04% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,649 $94K 0.05% -276 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 1,508 $89.5K <0.01% -46 13F-HR/A Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,552 $89.1K 0.05% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,534 $88.1K 0.01% -567 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,516 $87K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,497 $85.9K 0.03% +814 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 1,398 $84.1K 0.06% -952 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,369 $78.3K 0.03% +10 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,352 $77.6K 0.01% +17 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,345 $77.2K 0.02% -249 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,336 $76.7K <0.01% +14 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,300 $74.6K 0.05% -200 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,297 $74.5K 0.02% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,240 $73.4K 0.03% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,233 $70.8K 0.04% +20 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,216 $69.8K 0.02% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,144 $65.7K <0.01% -538 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,124 $64.7K 0.05% 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,104 $63.4K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,045 $60K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,034 $59.4K 0.01% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 1,014 $58.2K 0.05% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,000 $57.4K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,000 $57.4K <0.01% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 997 $57.2K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 975 $56K 0.01% -27 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 955 $54.8K 0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 952 $54.6K 0.02% +16 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 941 $54K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 929 $53.3K 0.05% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 906 $52K 0.04% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 900 $51.7K 0.04% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 889 $51K <0.01% +1 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 866 $49.7K 0.01% -37 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 839 $48.2K 0.01% +448 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 838 $48.1K 0.02% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 829 $47.6K 0.02% 0 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 828 $47.5K <0.01% +228 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 824 $47.3K 0.02% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 796 $46.8K <0.01% +100 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 805 $46.2K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 803 $46.1K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 800 $45.9K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 799 $45.9K <0.01% 0 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 784 $45K 0.04% 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 779 $44.7K 0.08% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 751 $43.1K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 744 $42K 0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 712 $40.9K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 693 $39.8K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 679 $39K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 671 $38.5K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 652 $37.4K 0.03% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 635 $36.4K 0.02% +10 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 630 $36.2K 0.02% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 629 $36.1K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 602 $35.6K 0.01% -538 13F-HR Timeline