Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 12,596 $1.12M 0.61% +1,669 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 12,479 $1.11M 0.62% -1,034 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 12,465 $1.11M 0.06% -1,776 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 12,429 $1.1M 0.13% -99 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,418 $1.1M 0.38% +160 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 12,217 $1.08M 0.08% -109 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 12,200 $1.08M 0.04% -2,151 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 12,139 $1.08M 0.21% -99 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 11,226 $1.07M 0.13% -443 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 12,100 $1.07M 0.01% -8,882 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,063 $1.07M 0.11% -184 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,018 $1.07M 0.09% -18 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 11,999 $1.06M 0.16% -100 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,907 $1.06M 0.05% +332 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 11,899 $1.06M 0.11% +787 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 11,878 $1.05M 0.3% -547 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 11,870 $1.05M 0.35% -1,963 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 11,868 $1.05M 0.4% 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 11,828 $1.05M 0.41% -739 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,793 $1.05M 0.08% +270 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 11,781 $1.04M 0.19% -420 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 11,748 $1.04M 0.44% +109 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 11,666 $1.03M 0.6% -2,752 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 11,629 $1.03M 0.11% +33 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 11,625 $1.03M 0.17% +2,224 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 11,621 $1.03M 0.13% -255 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11,614 $1.03M 0.08% -57 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 11,587 $1.03M 0.29% new 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 11,535 $1.02M 0.34% -1,088 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 11,527 $1.02M 0.13% -3,200 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 11,460 $1.02M 0.23% -13,383 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 11,639 $1.02M 1.15% +6,055 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,457 $1.02M 0.04% +8,991 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 11,450 $1.02M 0.04% -750 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 11,440 $1.01M 0.35% +129 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 11,439 $1.01M 0.65% +210 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 11,439 $1.01M 0.03% +125 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,410 $1.01M 0.03% -141 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 11,386 $1.01M 0.18% +88 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 11,357 $1.01M 0.54% -285 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 11,355 $1.01M 0.13% +372 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11,347 $1.01M 0.06% -4,279 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 11,316 $1M 0.48% -194 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 11,275 $1M 0.38% +498 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 11,239 $997K 0.09% 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,204 $994K 0.04% +168 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 11,091 $984K 0.14% -1,540 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,056 $981K 0.01% -972 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,965 $973K 0.02% new 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 10,964 $973K 0.12% -1,936 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 10,914 $968K 0.93% -652 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 10,425 $967K 0.07% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 10,865 $964K 0.38% +1,343 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 10,853 $963K 0.69% -581 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 10,824 $960K 0.13% -198 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 10,817 $959K 0.6% +215 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 10,764 $958K 0.04% new 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,474 $957K 0.06% -306 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 10,786 $957K 0.84% -1,280 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,700 $949K 0.04% -699 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 10,667 $946K 0.03% +279 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 10,621 $942K 0.03% -3,363 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 10,572 $938K 0.16% -149 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 10,539 $935K 0.81% +816 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,464 $928K 0.02% -1,002 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 10,244 $927K 0.47% -48 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,418 $924K 0.1% -2,113 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,356 $919K <0.01% +266 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 10,300 $914K 0.19% +1,061 13F-HR Timeline BANK OZK More: the full row for BANK OZK 10,296 $913K 0.32% +88 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,287 $912K 0.01% -145 13F-HR Timeline Group Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 10,272 $911K 0.55% -6 13F-HR Timeline American Trust More: the full row for American Trust 10,263 $910K 0.08% -699 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,243 $909K 0.02% +15 13F-HR Timeline Group MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 10,202 $905K 0.44% +142 13F-HR Timeline Great Hill Capital LLC More: the full row for Great Hill Capital LLC 10,134 $899K 0.56% +4,634 13F-HR Timeline Trust Co More: the full row for Trust Co 10,130 $899K 0.08% +201 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,535 $898K 0.08% +39 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 10,098 $896K 0.6% +1,563 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,071 $893K 0.04% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 9,896 $878K 0.58% +265 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 9,857 $874K 0.1% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 9,814 $871K 0.17% +150 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 9,795 $869K 0.2% +427 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 9,794 $869K 0.69% -71 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,766 $866K 0.04% +3,435 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 9,761 $866K 0.27% -17 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 9,733 $863K 0.11% +1,003 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,725 $863K 0.18% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 9,724 $863K 0.01% +1,452 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 9,672 $858K 0.51% -17 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 9,595 $851K 0.03% -869 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 9,595 $851K 0.11% -53,309 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9,582 $850K 0.37% +779 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 9,565 $848K 0.16% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 9,559 $848K 0.17% -482 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,558 $848K 0.12% +611 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 9,557 $848K 0.48% -844 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 9,552 $847K 0.07% -97 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 9,544 $847K 0.22% -231 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 9,514 $844K 0.86% +2,091 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,508 $843K 0.1% +1,785 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 9,481 $841K 0.14% -685 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 9,466 $840K 0.51% +45 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,450 $838K 0.01% -246 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 9,439 $837K 0.02% -800 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 9,394 $833K 0.67% +1,293 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 9,376 $832K 0.04% -11,106 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 9,362 $830K 0.73% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,352 $830K 0.02% +1,271 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,351 $829K 0.1% -29 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 9,313 $826K 1% -674 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,278 $823K 0.05% -50 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 8,595 $821K 0.2% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 9,236 $819K 0.38% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 9,181 $814K 0.09% +4,200 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 9,168 $813K 0.23% +4 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 9,170 $813K 0.01% -4,157 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 9,143 $811K 0.62% +585 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,142 $811K 0.04% +1,021 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 9,122 $809K 0.07% +2,878 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 9,070 $805K 0.14% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 9,036 $801K 0.55% -2,838 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 9,000 $798K 0.07% -1,000 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 8,989 $797K 0.08% +63 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 8,952 $794K 0.23% +47 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 8,755 $791K 0.69% -1,772 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 8,911 $790K 0.12% -2,000 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 8,845 $785K 0.38% +751 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,819 $782K 0.04% -99 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,782 $779K 0.49% +82 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 8,737 $775K 0.12% +990 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,662 $768K 0.01% +430 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 8,607 $767K 0.08% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,588 $762K 0.26% -5,271 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 8,587 $762K 0.17% +170 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,518 $756K 0.04% -104 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 8,571 $752K 0.18% +2,902 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 8,467 $751K 0.28% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 8,467 $751K 0.25% -3,461 13F-HR Timeline Group Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 8,442 $749K +5,677 Timeline MOTCO More: the full row for MOTCO 8,430 $748K 0.07% -27 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 8,415 $746K <0.01% -521 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,380 $746K <0.01% -3,905 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,400 $745K 0.02% -173 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 8,379 $743K 0.1% -600 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 8,376 $743K 0.11% -1,226 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 8,358 $741K 0.15% -229 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,284 $735K 0.29% -737 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 8,250 $732K 0.49% -430 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 8,179 $725K 0.16% +341 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 8,147 $723K 0.03% -182 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,128 $721K 0.1% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 8,096 $718K 0.24% +1,536 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,085 $717K 0.42% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 8,074 $716K 0.11% -734 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 8,069 $716K 0.37% +155 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 8,051 $714K 0.31% -4,344 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,019 $711K 0.01% -1,927 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,991 $709K 0.02% +389 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,985 $708K 0.04% +47 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,966 $707K 0.18% 0 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 7,962 $706K 0.63% -2,381 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,953 $705K 0.06% -108 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 7,931 $703K 0.46% -79 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 7,901 $701K 0.31% -8,877 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,874 $698K 0.09% +2,692 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7,869 $698K 0.08% -2 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,864 $698K <0.01% -1,450 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,798 $692K 0.33% +15 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,773 $689K 0.34% -55 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,762 $688K 0.04% +362 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,754 $688K 0.02% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,752 $688K 0.02% -9,151 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,705 $683K 0.01% -2,002 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 7,705 $683K 0.12% +54 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 7,016 $681K 0.61% +136 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,041 $681K 0.02% +646 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,674 $681K 0.01% +569 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 7,660 $679K 0.35% 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,637 $677K 0.35% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 7,634 $677K 0.25% +596 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 7,629 $677K 0.05% +133 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,616 $675K 0.15% -345 13F-HR Timeline Daybright Advisory Services, Inc. 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More: the full row for BOK Financial Private Wealth, Inc. 7,480 $663K 0.04% +3 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 7,477 $663K 0.24% -8,757 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 7,459 $662K 0.02% +500 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 7,457 $661K 0.05% 0 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 7,427 $659K 0.28% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,409 $657K 0.02% -923 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,351 $652K 0.6% +129 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 7,345 $652K 0.35% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,334 $650K 0.07% -40 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,292 $647K 0.03% -659 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 7,245 $643K 0.37% 13F-HR Timeline