Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 12,412 $581K 0.37% +2,779 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 12,074 $565K 0.18% -317 13F-HR/A Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 11,977 $561K 0.07% +643 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 11,922 $558K <0.01% -125 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 11,837 $554K 0.01% -181 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,816 $553K <0.01% -520 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 11,765 $551K 0.15% +230 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 11,667 $546K 0.26% +314 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,482 $537K <0.01% -96 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 11,250 $527K 0.19% +196 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 11,333 $526K 0.11% +296 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 11,201 $524K 0.09% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,042 $517K 0.02% -1,186 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,759 $504K 0.04% -305 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 10,667 $499K 0.03% +4 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,406 $487K 0.03% -869 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 10,400 $487K 0.34% -5,505 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,373 $486K 0.01% +904 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,314 $483K 0.02% -5,028 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 10,227 $479K 0.06% +5,098 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 10,222 $478K 0.36% +378 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 10,111 $473K 0.26% -45 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 10,027 $469K 0.12% +32 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 10,022 $469K 0.06% -332 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,798 $459K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,781 $458K 0.01% new 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 9,606 $450K 0.34% +1,893 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 9,485 $444K 0.16% +197 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,400 $440K 0.04% -3,222 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,346 $437K <0.01% -2,155 13F-HR/A Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,125 $427K 0.2% -976 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,136 $427K <0.01% new 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 9,110 $426K 0.07% -1,205 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,061 $422K <0.01% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,940 $418K 0.07% -341 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 8,935 $418K 0.04% -2,649 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,887 $416K 0.01% -2,110 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 8,811 $412K 0.16% new 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 8,796 $412K 0.13% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,667 $406K 0.01% -964 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8,750 $404K 0.05% -181 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,605 $403K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,596 $402K <0.01% -47 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 8,571 $401K 0.3% +423 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,346 $391K 0.02% -2,471 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 8,223 $384K 0.15% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,197 $384K <0.01% -1,055 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,065 $378K 0.01% +4,190 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 8,053 $377K 0.1% +490 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,968 $373K 0.01% +16 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,929 $371K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Walleye Partners, LLC More: the full row for Walleye Partners, LLC 7,863 $368K 0.42% -2,089 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,834 $367K <0.01% -1,681 13F-HR Timeline Group COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 7,790 $365K 0.2% +412 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 7,772 $364K 0.04% +3,455 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,728 $362K 0.01% -2,558 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 7,716 $361K 0.19% -220 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,705 $361K 0.02% +6 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 7,698 $360K 0.04% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 7,656 $358K 0.08% +1,450 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,612 $356K 0.03% -4,313 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,603 $356K 0.04% -2,865 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,592 $355K <0.01% -160 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 7,572 $354K 0.08% -2,377 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,489 $351K 0.01% +460 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 7,444 $348K 0.25% -379 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 7,444 $348K 0.1% -200 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,417 $347K 0.08% +123 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 7,227 $338K 0.18% +1,756 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,210 $338K 0.08% -533 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,200 $337K 0.17% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 7,196 $337K 0.18% +2,447 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 7,152 $335K 0.16% +103 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,110 $333K 0.04% +195 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 7,089 $332K 0.17% -1,895 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 7,076 $331K 0.24% -479 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,071 $331K <0.01% +1,564 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 7,066 $331K 0.05% -1,912 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,962 $326K 0.02% -314 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,937 $325K 0.01% -313 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,841 $320K 0.06% +1,243 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,831 $320K 0.03% +2,169 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,782 $317K <0.01% +1,351 13F-HR Timeline Group CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 6,755 $316K 0.2% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,611 $309K 0.18% +1,303 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,529 $306K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,460 $302K 0.01% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,305 $295K 0.02% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 6,206 $291K 0.05% -116 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,120 $286K 0.02% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 6,074 $284K 0.07% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,002 $281K 0.03% new 13F-HR/A Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,907 $277K 0.03% +46 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,880 $275K 0.02% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 5,852 $274K 0.08% +2 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5,745 $269K 0.05% -77 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 5,743 $269K 0.03% -1,247 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,711 $267K 0.01% +268 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,660 $265K 0.01% +235 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 5,627 $263K 0.22% 0 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 5,562 $260K 0.07% new 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 5,500 $257K <0.01% -199,200 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,494 $257K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,471 $256K 0.01% +274 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,404 $253K 0.01% -9 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,376 $252K <0.01% +652 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 5,358 $251K 0.12% new 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 5,347 $250K 0.21% +118 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 5,318 $249K 0.08% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,309 $249K 0.02% -810 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 5,279 $247K 0.05% -3,334 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,205 $244K <0.01% new 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,200 $243K 0.01% +708 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 5,100 $239K 0.02% -395 13F-HR Timeline Group Merited Wealth, LLC More: the full row for Merited Wealth, LLC 5,079 $238K 0.17% -1,502 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,051 $236K 0.27% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,015 $235K 0.02% -630 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,992 $234K <0.01% -339 13F-HR Timeline Group Elite Life Management LLC More: the full row for Elite Life Management LLC 5,040 $233K 0.27% 0 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 4,920 $230K 0.52% -14,549 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 4,893 $229K 0.12% +155 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,835 $226K 0.01% -712 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,860 $226K 0.11% -5 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,813 $225K 0.01% -171 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,792 $224K 0.06% +294 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,792 $224K <0.01% -405 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,787 $224K <0.01% 0 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,758 $223K 0.01% +287 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,740 $222K 0.01% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 4,668 $218K 0.1% -383 13F-HR/A Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 4,617 $216K 0.09% +3,757 13F-HR/A Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,598 $215K 0.2% +338 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,573 $214K 0.04% -849 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 4,549 $213K 0.07% +184 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,540 $213K 0.03% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,538 $212K 0.01% -161 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,522 $212K <0.01% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,517 $211K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 4,482 $210K 0.05% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,477 $210K 0.11% -215 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,476 $210K 0.02% +362 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,432 $208K 0.03% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,392 $206K 0.01% -1,666 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,347 $203K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,321 $202K 0.01% +4,098 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,311 $202K 0.1% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,308 $201K 0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,876 $181K <0.01% +1,454 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 3,872 $181K 0.2% 0 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 3,765 $176K 0.04% +2,301 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,743 $174K 0.01% +110 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,628 $170K 0.05% -219 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,587 $168K <0.01% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,353 $157K <0.01% -1,258 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 3,266 $154K 0.01% +2,323 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,260 $153K <0.01% -3,535 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 3,098 $145K 0.59% +120 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,089 $145K 0.01% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,931 $137K 0.01% +21 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,698 $126K 0.01% 0 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,514 $118K 0.02% -227 13F-HR/A Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,463 $115K 0.03% +14 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,357 $110K <0.01% +492 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,288 $107K 0.03% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,266 $106K <0.01% -164 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,253 $105K 0.03% -279 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,249 $105K 0.07% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,246 $105K 0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,189 $102K 0.04% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,064 $97K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,047 $95.8K <0.01% +7 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,029 $95K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,000 $92.2K 0.03% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,854 $86.8K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,847 $86.5K 0.02% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,804 $84.4K 0.03% +1,793 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,647 $77.1K <0.01% +14 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,465 $68.5K <0.01% 0 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,345 $62.9K 0.04% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,222 $57.2K 0.04% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,153 $54K 0.5% -60 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,152 $53.9K <0.01% +970 13F-HR Timeline Group Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 1,140 $53.4K 0.03% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,118 $52.3K 0.01% -246 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,107 $51.8K 0.01% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,040 $48.7K 0.01% -16 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,028 $48.1K 0.03% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,028 $48.1K 0.01% -30 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 985 $46.1K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 942 $44.1K <0.01% -60 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 829 $38.8K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 813 $38.1K 0.03% -11 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 767 $35.9K 0.02% +27 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 748 $35K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 693 $31.1K <0.01% new 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 631 $29.5K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 605 $28.4K 0.02% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 590 $27.6K 0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 570 $26.7K 0.01% -54 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 565 $26.4K <0.01% 0 13F-HR Timeline