AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 4,336 $259K 0.06% -251 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,311 $257K 0.08% new 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 4,300 $257K 0.01% 0 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 4,257 $257K 0.17% -2,883 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,300 $257K 0.03% +114 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,295 $256K 0.01% -933 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 13,000 $256K 0.05% 0 13F-HR/A Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 4,280 $255K 0.06% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,260 $254K 0.04% -1,957 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 4,256 $254K 0.14% +5 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,251 $254K 0.02% -132 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,249 $254K 0.05% +1 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,241 $253K 0.14% -102 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,240 $253K 0.03% -54 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,219 $252K 0.03% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,210 $251K 0.14% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,197 $251K 0.01% +22 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,187 $250K 0.03% +4 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 4,173 $249K 0.06% +3,727 13F-HR Timeline Group SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 4,171 $249K 0.18% 0 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 4,168 $249K 0.23% +110 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,164 $249K 0.01% -198 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,162 $248K <0.01% new 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,105 $245K 0.06% -106 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 4,064 $244K 0.14% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,088 $244K 0.01% 0 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 4,073 $243K 0.17% 0 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 4,067 $243K 0.08% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,046 $241K 0.02% +103 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 4,155 $240K 0.15% -80 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,016 $240K 0.11% -349 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 4,008 $239K 0.16% +150 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,976 $237K 0.13% +699 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,973 $237K 0.02% -972 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,972 $237K 0.01% 0 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 3,950 $236K 0.25% -207 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,944 $235K 0.02% new 13F-HR Timeline Group CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 3,940 $235K 0.16% +1 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 3,901 $233K 0.12% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,892 $232K 0.17% +30 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3,877 $231K 0.16% -595 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 3,875 $231K 0.14% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,872 $231K 0.02% -2,253 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,869 $231K 0.06% new 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 3,850 $230K 0.18% -102 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,831 $229K 0.1% new 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,828 $228K 0.04% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,827 $228K 0.03% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,807 $227K 0.03% 0 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 3,798 $227K 0.11% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,796 $227K 0.04% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,794 $226K 0.01% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,787 $226K 0.1% -482 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,181 $226K 0.04% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,784 $226K 0.01% -26 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,782 $226K 0.05% -100 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,782 $226K 0.07% new 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 3,777 $225K 0.03% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,766 $225K 0.04% +319 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,765 $225K 0.1% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,756 $224K 0.04% -154 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,748 $224K 0.03% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,744 $223K 0.02% -450 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,739 $223K 0.05% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,734 $223K 0.08% -120 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 3,731 $223K 0.07% +4 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,725 $222K 0.02% -8 13F-HR Timeline Group CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 3,722 $222K 0.03% new 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 3,718 $222K 0.04% new 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,703 $221K 0.15% +1 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 3,696 $221K 0.04% -14 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,690 $220K 0.02% new 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 3,690 $220K 0.05% new 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,684 $220K 0.09% new 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 3,674 $219K 0.13% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,674 $219K 0.15% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,666 $219K 0.02% new 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 3,661 $218K 0.12% -45 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,659 $218K 0.09% new 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 3,650 $218K 0.04% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,924 $218K 0.06% -988 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,641 $217K 0.13% new 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,640 $217K 0.11% -705 13F-HR/A Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 3,629 $217K 0.1% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,627 $216K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 3,626 $216K 0.49% -22,131 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 3,572 $216K 0.05% -1,521 13F-HR/A Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,600 $215K 0.02% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,593 $214K 0.02% -586 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,588 $214K 0.01% new 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 3,584 $214K 0.08% new 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 3,574 $213K 0.05% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 3,565 $213K <0.01% new 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,561 $213K 0.05% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,555 $212K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,548 $212K 0.01% +85 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,525 $210K 0.1% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,511 $210K 0.01% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,507 $209K 0.04% new 13F-HR/A Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,504 $209K 0.05% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,485 $208K 0.15% 0 13F-HR/A Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,484 $208K 0.07% -144 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,477 $208K 0.04% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,475 $207K 0.01% new 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 3,458 $206K 0.02% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,426 $204K 0.01% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,424 $204K 0.01% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,422 $204K 0.02% -2 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,409 $203K 0.01% new 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 3,408 $203K 0.11% new 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 3,401 $203K 0.07% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,393 $203K 0.06% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 3,389 $202K 0.06% -500 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,385 $202K 0.02% new 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,432 $202K 0.03% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,379 $202K <0.01% new 13F-HR Timeline Group Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 3,376 $201K 0.09% new 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,372 $201K 0.05% -5,097 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 3,371 $201K 0.08% -130,540 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,369 $201K 0.02% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,341 $199K 0.07% +26 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 467,147 $196K 0.03% +7,929 13F-HR/A Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,269 $195K 0.16% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3,206 $191K 0.15% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 3,189 $190K 0.06% +100 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 3,181 $190K 0.04% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,140 $187K 0.05% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,052 $182K 0.01% -44 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 3,020 $180K 0.09% +29 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 3,014 $180K <0.01% -180 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,004 $179K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,984 $178K 0.08% -192 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,972 $177K 0.08% +71 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,785 $166K 0.03% +1,340 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,759 $165K 0.02% +4 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,752 $164K <0.01% +46 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,756 $163K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,684 $160K 0.03% +44 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,667 $159K <0.01% -17,447 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,634 $157K 0.01% -1,843 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,609 $156K 0.04% +1,692 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,606 $156K 0.08% +184 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,588 $154K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,556 $153K 0.01% 0 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 2,485 $148K 0.01% -1,102 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,471 $147K 0.02% +69 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,051 $147K 0.05% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,454 $146K 0.03% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,448 $146K 0.03% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,416 $144K 0.04% -17 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,402 $143K 0.08% -431 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,428 $141K 0.03% +1,275 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 2,363 $141K 0.05% -180 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,344 $140K 0.03% +1,805 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,334 $139K 0.06% +765 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,305 $138K 0.08% -34 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,303 $137K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,249 $134K 0.06% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 34,827 $127K 0.04% -689 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,077 $124K 0.04% +3 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 2,285 $122K 0.1% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 2,040 $122K 0.1% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,033 $121K 0.05% +1,330 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,022 $121K 0.1% +23 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 2,007 $120K 0.06% -398 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 2,004 $120K 0.05% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,999 $119K 0.01% +127 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,986 $119K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,992 $118K 0.04% +1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,966 $117K 0.01% +1 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,943 $116K 0.03% +16 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,924 $115K 0.07% -3,436 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,912 $114K 0.05% +262 13F-HR/A Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,848 $110K 0.01% 0 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 1,845 $110K 0.07% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,828 $109K 0.08% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,818 $109K 0.03% -145 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,802 $108K 0.04% +189 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,787 $107K 0.02% -47 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,767 $105K 0.05% -154 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,757 $105K 0.05% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,742 $104K 0.01% -255 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 1,737 $104K 0.02% +39 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,705 $102K 0.04% -4 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,688 $101K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,662 $99.2K 0.02% +423 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,584 $94.5K 0.01% +160 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,582 $94.4K 0.1% +188 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,568 $93.6K <0.01% -219 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,534 $91.6K 0.02% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,524 $91K <0.01% -9 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,507 $90K 0.01% -47 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,500 $89.5K 0.02% +250 13F-HR Timeline Outlook Capital Management, LLC More: the full row for Outlook Capital Management, LLC 1,498 $89.4K 0.03% 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,493 $89.1K 0.03% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,856 $88.7K 0.01% +1,849 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,474 $88K 0.08% new 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,435 $85.7K 0.16% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,427 $85.2K 0.08% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 1,386 $82.7K 0.01% new 13F-HR Timeline Group