Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,590 $791K 0.06% +7 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,575 $788K 0.16% -139 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,544 $786K 0.07% +750 13F-HR/A Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,540 $782K <0.01% -240 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 4,523 $779K 0.2% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,482 $772K 0.1% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,475 $771K <0.01% +448 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,665 $758K 0.16% +117 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,369 $753K 0.2% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,351 $750K 0.07% new 13F-HR/A Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,350 $749K 0.01% -265 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,298 $740K 0.01% -32 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 4,294 $740K 0.02% +985 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,293 $740K 0.02% +247 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,274 $736K 0.01% +956 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 4,267 $735K 0.58% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,242 $731K 0.03% -673 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,234 $729K 0.03% -201 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,231 $729K 0.07% -42 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,217 $727K 0.89% +7 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,207 $725K 0.1% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,200 $723K 0.03% +23 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,196 $723K 0.14% +12 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,159 $716K 0.15% +79 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 4,113 $708K 0.62% -184 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,087 $704K 0.07% +71 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,079 $703K 0.23% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,074 $702K 0.21% +2,598 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,068 $701K 0.4% -3,288 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 4,046 $697K 0.6% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,022 $693K 0.18% +917 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,005 $690K 0.01% -287 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,985 $686K <0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,978 $685K 0.03% 0 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,935 $677K 0.3% -797 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,912 $674K 0.19% -155 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,875 $668K 0.22% +13 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,849 $663K 0.12% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 3,814 $657K 0.13% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,797 $654K 0.05% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,794 $654K 0.17% -430 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,778 $651K 0.43% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,749 $646K 0.01% +377 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,673 $636K 0.16% +1 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,680 $634K 0.02% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,652 $629K 0.02% -525 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,641 $627K 0.06% -49,521 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,635 $626K 0.01% +2,031 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,627 $625K 0.12% +926 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,605 $621K 0.17% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,561 $613K 0.06% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,540 $610K 0.61% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,535 $609K 0.34% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,530 $608K 0.07% +788 13F-HR/A Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,526 $607K 0.04% -77 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,493 $602K 0.19% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,435 $592K 0.01% -84 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,406 $587K 0.07% -155 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,394 $585K 0.24% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,330 $584K 0.1% 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,377 $582K 0.3% +11 13F-HR Timeline Texas Yale Capital Corp. 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Empirical Wealth Management 3,078 $530K 0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,064 $528K 0.06% -13,184 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,048 $525K 0.22% +71 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,046 $525K 0.09% -10 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,004 $517K 0.04% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,000 $517K 0.09% 0 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,980 $513K 0.05% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,970 $512K 0.04% +51 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,962 $510K 0.02% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,955 $509K 0.02% +441 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,946 $507K 0.08% -192 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,926 $504K 0.08% -976 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,921 $503K 0.04% +124 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,910 $501K 0.58% -686 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,903 $500K 0.02% -44 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,865 $494K 0.04% 0 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,862 $493K 0.2% -1,190 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,813 $485K 0.01% -1,708 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,813 $485K 0.09% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,804 $483K 0.01% +1,271 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,786 $480K 0.05% +868 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,786 $480K 0.26% +31 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,782 $479K 0.04% -7 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,782 $479K 0.05% -58 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,779 $479K 0.07% -75 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,773 $478K 0.03% -47 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,770 $477K 0.01% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,747 $473K 0.14% 0 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 2,745 $473K 0.23% +9 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,735 $471K 0.06% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,721 $469K 0.21% -166 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,701 $465K 0.12% +202 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,689 $463K 0.08% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,629 $453K 0.05% -107 13F-HR/A Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 2,625 $452K 0.13% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,618 $451K 0.12% -45 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 2,599 $448K 0.19% -91 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 2,587 $446K 0.16% -1 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 2,548 $439K 0.39% -384 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,448 $422K 0.03% +1 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,436 $420K <0.01% +1,327 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,420 $417K 0.07% +118 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,408 $415K <0.01% +142 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,402 $414K 0.15% +268 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,395 $412K 0.04% +2,393 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,384 $411K 0.07% +228 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,531 $410K 0.02% +428 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,365 $407K 0.01% -29 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,356 $406K 0.01% -194 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,349 $405K 0.01% -5 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,336 $402K 0.07% +3 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,335 $402K <0.01% new 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,333 $402K 0.02% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,308 $398K 0.04% +20 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,305 $397K 0.01% +26 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,300 $396K <0.01% -70 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,298 $396K 0.24% -283 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,293 $395K 0.22% -1,118 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,290 $394K 0.01% -100 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,285 $394K 0.03% +555 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,272 $391K 0.01% +1 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,260 $389K 0.35% +7 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,255 $388K <0.01% +1,149 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,245 $387K <0.01% -96 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,230 $384K 0.05% +5 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,228 $384K 0.09% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,201 $379K 0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,200 $379K <0.01% 0 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,194 $378K 0.06% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 2,188 $377K 0.12% +59 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,143 $369K 0.14% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,141 $369K 0.01% +115 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,125 $366K 0.02% +20 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,125 $366K 0.16% -121 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,123 $366K 0.01% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,122 $366K 0.04% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 2,116 $365K 0.14% +7 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,100 $362K 0.01% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,094 $361K 0.24% +6 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,087 $359K 0.08% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,076 $358K 0.03% +66 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,047 $357K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,033 $350K 0.01% -34 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,010 $346K 0.02% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,004 $345K 0.27% +23 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,000 $345K 0.02% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,000 $345K 0.28% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,996 $344K 0.21% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,993 $343K 0.01% -51 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,978 $341K 0.07% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,967 $339K <0.01% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,961 $338K 0.16% -3 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,957 $337K 0.28% -22 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,952 $336K 0.12% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,948 $336K 0.1% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,931 $333K 0.02% +381 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,919 $331K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,916 $330K 0.01% -255 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,906 $328K 0.02% +12 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,906 $328K 0.01% -50 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,902 $328K 0.07% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,900 $327K 0.03% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,895 $326K 0.01% +162 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 1,754 $325K 0.13% -88 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,885 $325K <0.01% +568 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 1,884 $325K 0.12% +824 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,880 $324K 0.01% +1,758 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,859 $320K 0.07% 0 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,857 $320K 0.03% -42 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,843 $317K 0.03% -53 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,823 $314K 0.2% +187 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,818 $313K 0.16% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,800 $310K 0.04% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 1,792 $309K 0.18% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,789 $308K 0.13% +147 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,775 $306K 0.01% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,767 $306K 0.08% +3 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,769 $305K 0.02% -128 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,768 $305K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,762 $304K 0.02% +177 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 1,758 $303K 0.08% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,755 $302K <0.01% -201 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,745 $301K 0.06% new 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 1,740 $300K 0.07% +6 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,732 $298K 0.05% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,725 $297K 0.05% +70 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,723 $297K 0.04% -165 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 1,721 $296K 0.2% -217 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,717 $296K 0.05% +43 13F-HR Timeline