HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 5,924 $542K 0.16% -150 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,897 $539K 0.01% -604 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,868 $536K 0.19% +98 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,833 $533K 0.04% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,809 $531K 0.08% +1,406 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 5,791 $529K 0.01% 0 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 5,777 $528K 0.38% -129 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,730 $524K 0.03% -21 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,725 $523K 0.02% +16 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 5,687 $520K 0.13% +28 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,673 $519K 0.01% -8,768 13F-HR/A Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,667 $518K 0.23% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,656 $517K 0.14% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 5,650 $517K 0.07% -125 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,648 $516K 0.09% 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,632 $515K 0.18% -15,321 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,744 $515K 0.15% -754 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,622 $514K 0.05% -176 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 5,619 $514K 0.18% +8 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 5,585 $511K 0.03% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,558 $508K 0.08% +369 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,549 $507K <0.01% +3,060 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 5,522 $505K 0.01% -15 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 5,517 $504K 0.49% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 5,508 $504K 0.23% -762 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 5,485 $501K 0.08% -55 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,480 $501K 0.02% -816 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,463 $499K 0.03% -49,831 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,441 $497K 0.07% -7 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,433 $497K 0.01% +89 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,390 $493K 0.28% -123 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,377 $492K 0.2% +293 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,372 $491K 0.11% +351 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,342 $488K 0.02% +414 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,329 $487K 0 Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,315 $486K 0.38% -262 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,313 $486K 0.09% -899 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,301 $485K 0.65% +5,248 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,298 $484K 0.16% -15 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,293 $484K 0.07% -47 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,263 $481K 0.05% -698 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,258 $481K 0.04% 0 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 5,252 $480K 0.08% -187 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 5,240 $479K 0.22% +45 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 5,237 $479K 0.17% +233 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 5,218 $477K 0.27% -751 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 5,215 $477K 0.03% -73 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,204 $476K 0.36% +42 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 5,197 $475K 0.25% +184 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,194 $475K <0.01% -566 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,182 $474K 0.07% -1 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,152 $471K 0.11% -67 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,146 $470K 0.04% -388 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,143 $470K <0.01% +305 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,131 $469K 0.21% -48 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,125 $469K 0.01% +49 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 5,119 $468K 0.17% -153 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 5,114 $468K 0.08% +1,090 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,104 $467K 0.01% -402 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,099 $466K 0.12% +2,680 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 5,087 $465K 0.24% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 5,084 $465K 0.05% -13,794 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,081 $465K 0.02% +300 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,057 $462K 0.03% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 5,056 $462K 0.17% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,055 $462K 0.01% -400 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,030 $460K 0.04% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,028 $460K 0.07% +142 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,020 $459K 0.17% +1,308 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 5,016 $459K 0.11% +26 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,000 $457K 0.08% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,995 $457K 0.02% -2,346 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,990 $456K 0.14% 0 13F-HR Timeline Great Hill Capital LLC More: the full row for Great Hill Capital LLC 4,965 $454K 0.37% 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,958 $453K 0.13% -42 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,946 $452K 0.03% -3,210 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,942 $452K 0.13% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,939 $452K 0.3% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,948 $451K 0.05% +1,559 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,861 $444K 0.06% -69 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,834 $442K 0.26% +3 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,834 $442K 0.45% +9 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 4,827 $441K 0.06% -18 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,809 $440K 0.12% +146 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,804 $439K 0.2% new 13F-HR/A Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,799 $439K 0.19% +270 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,788 $438K 0.24% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,780 $437K 0.03% -50 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,765 $436K <0.01% +243 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,763 $435K 0.01% -3,122 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,744 $434K 0.01% +42 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,732 $433K 0.07% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,726 $432K 0.15% +617 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 4,699 $430K 0.28% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,678 $428K 0.07% -220 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,641 $424K 0.05% +44 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,639 $424K 0.02% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,629 $423K 0.02% -264 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,603 $421K 0.16% -90 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,602 $421K <0.01% -567 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,594 $420K 0.13% -98 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,540 $415K 0.21% +670 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,535 $415K 0.01% -39 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 4,525 $414K 0.05% +57 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,525 $414K 0.06% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 4,537 $413K <0.01% -9,684 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,516 $413K 0.05% -3,560 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,509 $413K 0.1% -3,159 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,501 $411K 0.03% 0 13F-HR Timeline Group Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 4,500 $411K 0.18% -500 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,485 $410K 0.29% +9 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 4,466 $408K 0.27% -268 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,440 $406K 0.02% +332 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,437 $406K 0.05% 0 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 4,372 $403K 0.28% -259 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,407 $403K 0.1% -143 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,393 $402K 0.1% -28,274 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 4,389 $401K 0.03% -488 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 4,384 $401K <0.01% -56,019 13F-HR/A Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,381 $401K 0.4% -135 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,373 $400K 0.03% -1,120 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,351 $398K 0.07% -52 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,348 $397K 0.1% new 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 4,337 $396K 0.32% -1,000 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 4,335 $396K 0.18% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,336 $396K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,325 $395K 0.03% +605 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,323 $395K 0.34% +354 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 4,314 $394K 0.23% -24 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,304 $393K 0.01% -94 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 4,300 $393K 0.26% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,289 $392K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 4,288 $392K 0.18% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 4,285 $392K 0.24% +25 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,284 $392K 0.04% -453 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,268 $390K 0.18% -700 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,256 $389K 0.16% -350 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,243 $388K 0.07% +37 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,215 $385K 0.01% -3 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,185 $383K 0.09% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,177 $382K 0.12% -2,062 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,165 $381K 0.08% -182 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,164 $381K <0.01% -105 13F-HR Timeline Group RS CRUM INC. More: the full row for RS CRUM INC. 4,155 $380K 0.08% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,170 $380K 0.06% -274 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,150 $379K 0.05% 0 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,147 $379K 0.23% -571 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,140 $378K 0.27% -292 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,112 $376K 0.24% -25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 4,118 $376K 0.16% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 4,104 $375K 0.2% +679 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,051 $370K 0.2% +316 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 4,030 $368K 0.35% 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,017 $367K 0.11% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,009 $367K 0.07% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,001 $366K 0.22% +1 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,987 $364K 0.04% +213 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,983 $364K 0.02% +229 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,982 $364K 0.15% -257 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,980 $364K 0.09% +21 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,979 $364K 0.1% +110 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,959 $362K 0.18% +147 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,978 $357K 0.04% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,657 $356K 0.05% +728 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,879 $355K 0.03% +37 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,873 $354K 0.05% -571 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,862 $353K 0.1% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,856 $353K 0.29% 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3,856 $353K 0.07% -166 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 3,854 $352K 0.26% -798 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,850 $352K 0.02% -100 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,849 $352K 0.21% -120 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,833 $350K 0.03% -160 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,815 $349K 0.04% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,813 $349K 0.05% -174 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,793 $347K 0.03% -400 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,790 $346K 0.09% -1,644 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,786 $346K 0.08% -1,107 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,785 $346K 0.01% +720 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,221 $343K 0.21% +324 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,743 $342K 0.01% +276 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,743 $342K 0.1% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 3,743 $342K 0.09% -373 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,734 $341K 0.07% -166 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,730 $341K 0.01% -324 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,698 $338K 0.08% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,690 $337K 0.05% 0 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 3,671 $336K 0.14% -65 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,643 $333K 0.13% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 3,646 $333K 0.01% +162 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 3,639 $333K 0.18% -516 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,638 $333K 0.01% +835 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,631 $332K 0.02% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,614 $330K <0.01% -862 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,610 $330K <0.01% +533 13F-HR/A Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,592 $328K 0.07% +326 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 3,586 $328K 0.19% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,581 $327K 0.01% -316 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 3,577 $327K 0.11% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,574 $327K 0.01% -65 13F-HR Timeline