FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,507 $929K 0.37% -67 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,501 $927K 0.13% -14 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,495 $925K 0.05% +185 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,490 $923K 0.72% -1,211 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,483 $921K 0.17% +85 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,479 $919K 0.7% +426 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,472 $917K 0.07% +226 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,471 $916K 0.01% -94 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,460 $912K 0.2% -15 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,459 $912K 0.09% -7 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,445 $907K 0.01% +954 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,444 $906K 0.07% +9 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,444 $906K 0.08% +1 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,443 $906K 0.14% -62 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 2,436 $903K 0.91% +871 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,430 $901K 0.39% -81 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 2,421 $898K 0.33% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,419 $897K 0.25% -200 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,419 $897K 0.39% 0 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,418 $897K 0.89% 0 13F-HR/A Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,418 $897K 0.07% -186 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,411 $894K 0.22% +104 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 2,398 $889K 0.11% +29 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2,392 $887K 0.16% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,390 $886K 0.44% -11 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,380 $883K 0.15% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,354 $873K 0.58% -823 13F-HR/A Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,350 $872K 0.42% -62 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,333 $865K 0.27% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,319 $860K 0.3% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,316 $859K 0.56% -36 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,312 $857K 0.09% +591 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,302 $854K 0.02% -159 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,298 $852K 0.16% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,285 $847K 0.06% +565 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,284 $847K 0.1% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,274 $843K 0.01% 0 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 2,271 $842K 0.19% +27 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,259 $838K 0.05% +542 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,253 $835K 0.1% -246 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,249 $834K 0.33% -81 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,246 $833K 0.02% -1,781 13F-HR/A Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,245 $833K 0.21% +5 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,245 $832K 0.13% -184 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,243 $832K 0.38% -371 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 2,238 $830K 0.07% +532 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,228 $826K 0.05% +156 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,227 $826K 0.19% -137 13F-HR Timeline Group MYECFO, LLC More: the full row for MYECFO, LLC 2,223 $824K 0.44% -3 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 2,208 $819K 1.55% +195 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 2,200 $816K 0.46% -48 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,200 $816K 0.02% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,312 $814K 0.11% -1,240 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,191 $812K 0.15% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,186 $811K 0.3% +169 13F-HR Timeline Group Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,183 $809K 0.83% -109 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,182 $809K 0.35% +295 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,180 $808K 0.56% 0 13F-HR/A Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,170 $805K 0.71% +107 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,170 $805K 0.34% +255 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,168 $804K <0.01% +733 13F-HR Timeline Group HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 1,953 $802K 0.49% +714 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,159 $801K 0.43% -26 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,159 $800K 0.11% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 2,159 $800K 0.3% +1,133 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 2,157 $800K 1.24% -3,356 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,156 $799K 0.55% -21 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,154 $799K 0.02% +96 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,150 $797K 0.19% +64 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,147 $796K 0.68% +3 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,902 $796K 0.6% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,044 $793K 0.04% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,136 $792K 0.13% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,134 $791K 0.04% -434 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,122 $787K 0.13% +942 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,121 $786K 0.18% +330 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,116 $784K 0.73% -17 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,115 $784K 0.49% -122 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,108 $782K 0.13% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,105 $781K 0.31% -2,402 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,102 $779K 0.1% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,102 $779K 0.54% -7 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 2,100 $779K 0.19% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 2,098 $778K 0.21% +99 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,089 $775K 0.25% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,088 $774K 0.15% -79 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,087 $774K 0.03% -92 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 2,078 $771K 0.32% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,077 $770K 0.03% +1,085 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,070 $768K <0.01% +1,350 13F-HR Timeline Group Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 2,067 $766K 0.18% -127 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,063 $765K 0.24% +50 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,057 $763K 0.15% -6 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,054 $762K 0.07% -290 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,047 $759K 0.23% -15 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,046 $759K 0.35% +16 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,041 $757K 0.09% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,038 $756K 0.42% -316 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,036 $755K 0.24% +175 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 2,036 $755K 0.31% -90 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 2,030 $753K 0.69% +673 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,028 $752K 0.26% -8 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,023 $750K 0.26% +3 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,018 $748K 0.11% 0 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 2,016 $748K 0.46% -24 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,016 $748K 0.13% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,014 $746K 0.12% 0 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 1,991 $745K 0.75% +1,309 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,007 $744K 0.15% +13 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,007 $744K 0.1% +19 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,003 $743K 0.17% -4 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,997 $741K 0.09% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,994 $739K 0.01% +22 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 1,993 $739K 0.31% +1,003 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,983 $735K 0.03% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,980 $734K 0.19% -194 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,978 $734K 0.4% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 1,970 $730K 0.66% +2 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,970 $730K 0.06% +1,969 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,966 $729K 0.04% -73 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,962 $728K 0.1% -65 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,962 $728K 0.33% +525 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 1,920 $727K 0.56% new 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 1,960 $727K 0.24% -703 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,960 $727K 0.21% +3 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,951 $723K 0.95% -546 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,006 $723K 0.01% -505 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,949 $723K 0.47% +45 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,751 $719K 0.06% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,928 $715K 0.41% -120 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,927 $715K 0.26% -24 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 1,632 $713K 0.66% 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,918 $711K 0.06% +162 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 1,916 $710K 0.22% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,912 $709K 0.24% -110 13F-HR Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,907 $707K 0.11% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,146 $707K 0.23% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,905 $706K 0.19% +43 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,898 $704K <0.01% -150 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 1,893 $702K 0.56% +26 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,891 $701K 0.19% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,884 $699K 0.16% new 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,881 $698K 0.16% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,882 $698K 0.08% +68 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,881 $698K 0.19% +541 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,881 $698K 0.02% +41 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 1,880 $697K 0.2% -116 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,879 $697K 0.37% +1 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,878 $697K 0.04% +35 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,865 $692K 0.04% -372 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,863 $691K 0.32% +2 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,860 $690K 0.57% -1,000 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,857 $689K 0.51% +2 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,848 $686K 0.34% +118 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,847 $685K 0.27% -224 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,845 $684K 0.02% -15 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 1,844 $684K 0.9% +2 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,841 $683K 0.54% +1 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,839 $682K 0.45% +50 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,838 $682K 0.07% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,833 $680K 0.09% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,832 $679K 0.49% +504 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 1,825 $677K 0.04% +616 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,819 $675K 0.36% 0 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 1,816 $674K 0.04% +37 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,815 $673K 0.21% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,815 $673K 0.2% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,813 $672K 0.53% +840 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,811 $672K 0.01% +585 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,627 $668K 0.12% +65 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,800 $667K 0.06% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,800 $667K 0.06% -584 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,798 $667K 0.5% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,975 $666K 0.1% +166 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,796 $666K 0.06% +47 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,793 $665K 0.02% +194 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,793 $665K 0.29% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,790 $664K 0.1% 0 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 1,789 $663K 0.61% +1 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,779 $660K 0.13% +725 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,777 $659K 0.15% +53 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,775 $658K 0.21% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,773 $658K 0.52% 0 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,773 $657K 0.54% -47 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,767 $655K 0.19% -65 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,594 $654K 0.12% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,761 $653K 0.05% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,757 $651K 0.07% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,752 $650K 0.32% +244 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,596 $648K 0.42% +52 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,743 $646K 0.02% 0 13F-HR/A Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,743 $646K 0.28% -49 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,740 $645K 0.19% -1,250 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 1,727 $640K 0.14% +5 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,724 $639K 0.08% -42 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,724 $639K 0.16% -85 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,722 $639K 0.02% -187 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,711 $634K 0.07% -75 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,710 $634K 0.52% 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,707 $633K 0.23% +1,194 13F-HR Timeline