ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,804 $1.36M 0.05% -24 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,800 $1.36M 0.89% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,792 $1.35M 0.5% +18 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,783 $1.34M 0.5% -36 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,780 $1.34M 0.47% 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,776 $1.34M 1.19% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,775 $1.34M 0.08% -1,291 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,770 $1.33M 0.46% +61 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,768 $1.33M 0.06% -1,830 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,766 $1.33M 0.68% -35 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,763 $1.33M 0.56% +68 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,757 $1.32M 0.39% +180 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 1,743 $1.31M 0.45% 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,738 $1.31M 0.07% +197 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,737 $1.31M 0.07% +654 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,721 $1.3M 0.05% +149 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,716 $1.29M 0.06% -1 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,714 $1.29M 0.19% +15 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,714 $1.29M 0.05% +38 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,713 $1.29M 0.14% -77 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,713 $1.29M 0.07% -129 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,706 $1.29M 0.54% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,698 $1.28M 0.14% -317 13F-HR/A Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,694 $1.28M +13 Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,682 $1.27M 0.56% +213 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 1,680 $1.27M 0.99% 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 1,675 $1.26M 0.54% +375 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,669 $1.26M 0.49% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,665 $1.25M 0.41% +1 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,662 $1.25M 0.02% +154 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,655 $1.25M 0.05% -33 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,654 $1.25M 0.65% -6 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,633 $1.24M 0.7% 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,643 $1.24M 0.04% +136 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,638 $1.23M 0.22% +159 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,636 $1.23M 0.05% -122 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,634 $1.23M 0.12% -39 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,627 $1.23M 0.12% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,621 $1.22M 0.16% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,618 $1.22M 0.1% -35 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,617 $1.22M 0.08% +363 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,606 $1.21M 0.19% +2 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,601 $1.21M 0.22% +1 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,601 $1.21M 1.4% 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,596 $1.2M 0.03% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,591 $1.2M 0.31% +107 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,590 $1.2M 0.29% +232 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,587 $1.2M 0.55% 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,578 $1.19M 0.12% -9 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,575 $1.19M 0.76% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,574 $1.19M 0.13% -11 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,569 $1.18M 0.08% +679 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,568 $1.18M 0.05% -33 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,562 $1.18M 0.43% -4,554 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 1,542 $1.17M 1.23% 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,556 $1.17M 0.1% -3 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,553 $1.17M 0.42% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 6,113 $1.17M 0.54% +5,742 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,547 $1.17M 0.06% +1,233 13F-HR Timeline Group Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 1,544 $1.16M 0.9% -22 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,541 $1.16M 0.14% -98 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,523 $1.16M 0.15% +72 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,539 $1.16M 0.16% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,528 $1.15M 0.35% +60 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,526 $1.15M 0.03% 0 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 1,518 $1.14M 0.31% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,514 $1.14M 0.07% -124 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,513 $1.14M 0.01% +481 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,510 $1.14M 0.12% -306 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,502 $1.13M 0.08% +46 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,498 $1.13M 0.49% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,497 $1.13M 0.15% -235 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,495 $1.13M 0.07% -600 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,481 $1.13M 0.01% +692 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,493 $1.13M 0.06% -43 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,492 $1.12M 0.5% -17 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,484 $1.12M <0.01% +523 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,467 $1.11M 0.06% -10 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,466 $1.11M 1.04% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,460 $1.1M <0.01% -590 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,441 $1.09M 0.34% +65 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,445 $1.09M 0.27% +20 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,444 $1.09M 0.12% +470 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,437 $1.08M 0.29% +717 13F-HR/A Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,432 $1.08M 0.32% -123 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,432 $1.08M 0.14% +585 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,431 $1.08M 0.08% +7 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 1,429 $1.08M 0.73% +19 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,428 $1.08M 0.45% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,422 $1.07M 0.19% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,419 $1.07M 0.06% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,416 $1.07M 0.73% -11 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,415 $1.07M 0.11% +41 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,414 $1.07M 0.71% +1 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,412 $1.06M 0.08% -108 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,411 $1.06M 0.05% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,410 $1.06M 0.05% -21 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,410 $1.06M 0.04% +1,100 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,407 $1.06M 0.15% +36 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1,392 $1.05M 0.01% 0 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,390 $1.05M 0.09% +207 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,387 $1.05M 0.08% -354 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,386 $1.05M 0.15% +19 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,377 $1.04M 0.03% -9 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,375 $1.04M 0.68% -50 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,372 $1.03M 0.1% +1 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,369 $1.03M 0.06% +189 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 6,468 $1.03M 0.61% +2,492 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,360 $1.03M 0.49% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,403 $1.02M 0.17% -35 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,357 $1.02M 0.11% +153 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,356 $1.02M 0.11% +12 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,353 $1.02M 0.02% +244 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 1,353 $1.02M 0.82% -13 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,352 $1.02M 0.18% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,350 $1.02M 0.25% +500 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,350 $1.02M 0.53% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,349 $1.02M 0.1% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,339 $1.01M 0.02% +220 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,334 $1.01M 0.08% +419 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,333 $1M 0.11% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,328 $1M 0.05% +254 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,328 $1M 0.03% +19 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,323 $997K 0.07% new 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 1,322 $996K 0.21% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,316 $992K 0.05% -50 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,314 $990K 0.46% +1 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,307 $985K 0.14% +507 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,305 $984K <0.01% new 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,303 $982K 0.51% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,301 $981K 0.03% -39 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 1,301 $981K 0.59% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,299 $979K 0.1% -381 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 1,299 $979K <0.01% +83 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 1,288 $971K +300 Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,288 $970K 0.07% -4 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,287 $970K 0.27% +72 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,286 $970K 0.57% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,285 $969K 0.19% +54 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,281 $966K 0.04% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,281 $966K 0.3% +79 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,277 $963K 0.27% -98 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,274 $960K 0.24% +735 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,270 $957K 0.06% +204 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,267 $955K 0.14% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,267 $955K 0.03% +23 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,263 $952K 0.46% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,258 $948K 0.01% +390 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,253 $945K 0.64% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,250 $942K 0.19% +9 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,249 $942K 0.31% -13 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,245 $938K 0.07% -506 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,240 $935K 0.01% -8,729 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,239 $934K 0.06% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,238 $933K 0.14% +6 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 1,230 $927K 0.77% -4 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,229 $926K 0.58% +32 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,228 $926K 0.22% -40 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,217 $917K 0.86% 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 1,216 $916K 0.68% -104 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,215 $916K 0.06% new 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,215 $915K 0.45% +461 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,213 $914K 0.11% -24 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,211 $913K 0.31% +39 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,211 $913K 0.27% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,205 $909K 0.19% -7 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 1,202 $906K 0.89% 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,193 $899K 0.02% -1,175 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 1,181 $890K 0.43% +1 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 24,665 $889K 0.25% -16 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,178 $888K 0.11% +10 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,178 $888K 0.11% +1 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,176 $887K 0.49% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,176 $886K 0.2% +63 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,173 $885K 0.21% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,164 $877K 0.03% +18 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,163 $877K 0.31% +218 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,161 $875K 0.02% 0 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,156 $871K 0.36% -85 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,154 $870K 0.07% -8 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,154 $870K 0.5% new 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,154 $870K 0.5% new 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 1,151 $868K 0.54% 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,145 $863K 0.03% +293 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,144 $862K 0.08% +433 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,142 $861K 0.25% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,140 $859K 0.31% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,135 $855K 0.23% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,130 $852K 0.72% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,130 $851K 0.05% +268 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,114 $848K 0.01% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,122 $846K 0.01% +301 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,121 $845K 0.04% +186 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 1,118 $843K 0.66% 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 1,123 $841K 0.75% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,113 $839K +100 Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 1,113 $839K 0.49% +73 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,112 $838K 0.08% +65 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 1,112 $838K 0.71% 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,109 $836K 0.01% +49 13F-HR Timeline