Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,560 $262K 0.04% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,549 $261K 0.03% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 3,545 $260K 0.07% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,545 $260K 0.06% -957 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 3,524 $259K 0.13% 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 3,516 $258K 0.16% +196 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,513 $258K 0.06% -39 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,500 $257K 0.01% -200 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,498 $257K 0.05% 0 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 3,484 $256K 0.14% -745 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,473 $255K 0.02% new 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,465 $255K 0.03% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,458 $254K 0.1% +48 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,449 $253K 0.01% -160 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,446 $253K 0.07% new 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 3,440 $253K 0.22% -128 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,423 $251K 0.03% +15 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,406 $250K 0.04% +4 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 3,398 $250K 0.02% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 3,397 $250K 0.19% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,390 $249K 0.16% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,376 $248K 0.03% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,386 $248K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,360 $247K 0.02% -21,431 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 3,355 $246K 0.16% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,350 $246K 0.09% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,348 $246K 0.04% +1 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,331 $245K 0.07% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,322 $244K 0.04% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,307 $243K <0.01% +371 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,305 $243K 0.1% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 3,304 $243K 0.05% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,300 $242K 0.03% 0 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 3,299 $242K 0.04% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,295 $242K 0.03% -10,571 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 3,291 $242K 0.36% +13 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 3,285 $241K 0.06% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,278 $241K 0.01% +1,504 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,277 $241K 0.05% -833 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,267 $240K 0.04% -2,012 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 3,266 $240K 0.12% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,252 $239K 0.18% +7 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,252 $239K 0.02% +4 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,248 $239K 0.03% +194 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,247 $239K 0.06% +76 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,237 $238K 0.03% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,188 $234K 0.06% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 3,181 $234K 0.02% +93 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 3,139 $233K 0.22% 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 3,165 $233K 0.06% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,153 $232K 0.1% new 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 3,145 $231K 0.08% new 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 3,139 $231K 0.1% +31 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,130 $230K 0.11% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 3,117 $229K 0.1% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,112 $229K 0.02% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,102 $228K 0.15% +50 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,094 $227K 0.11% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,085 $227K 0.02% new 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 3,080 $226K 0.08% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,068 $225K 0.06% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3,062 $225K 0.18% +93 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,057 $225K 0.01% +93 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 3,055 $224K 0.04% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,051 $224K 0.05% +143 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 3,050 $224K 0.12% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,024 $222K 0.12% +15 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,018 $222K 0.03% +7 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 3,017 $222K 0.17% +11 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 3,014 $221K 0.06% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 3,000 $220K <0.01% 0 13F-HR Timeline BANK OF NOVA SCOTIA TRUST CO in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA TRUST CO 3,000 $220K 0.02% 0 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,000 $220K 0.04% new 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 3,000 $220K 0.06% -1,900 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 2,987 $219K 0.17% +40 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,970 $218K 0.02% -2 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,968 $218K 0.1% -26 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,944 $216K 0.01% -243 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,912 $214K 0.04% +3 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,901 $213K 0.03% +1 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,896 $213K 0.05% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,888 $212K 0.06% +156 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,864 $210K 0.02% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,860 $210K 0.02% +2,500 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 2,850 $209K 0.06% new 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 2,837 $208K 0.05% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,837 $208K 0.14% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,837 $208K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,825 $208K 0.01% +162 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,825 $208K 0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,819 $207K 0.1% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,817 $207K 0.04% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,805 $206K <0.01% new 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,800 $206K 0.1% -100 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 2,787 $205K 0.05% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,781 $204K 0.02% -7,003 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,776 $204K 0.01% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,757 $203K 0.02% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,756 $202K 0.03% new 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 2,750 $202K 0.2% -250 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 2,728 $200K 0.05% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,723 $200K 0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,654 $194K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,568 $189K 0.03% +426 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,544 $187K 0.1% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,543 $187K 0.08% +1,368 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,491 $183K 0.02% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,430 $179K 0.1% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,407 $177K 0.01% +646 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 2,398 $176K 0.11% +1,906 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,349 $173K 0.06% -3,863 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2,313 $170K 0.07% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,296 $169K 0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 2,281 $168K 0.16% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,189 $161K 0.03% +11 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,170 $159K 0.02% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,147 $158K 0.05% +422 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,114 $155K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,086 $153K 0.02% +385 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,040 $150K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 2,020 $148K <0.01% +375 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,984 $146K 0.04% +685 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,978 $145K 0.1% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,929 $142K 0.04% +7 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,924 $141K 0.03% +92 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,908 $140K 0.02% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,887 $139K 0.1% +511 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,866 $137K 0.01% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,860 $137K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,856 $136K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,843 $135K 0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,775 $130K 0.08% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,764 $130K 0.01% +10 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,686 $124K 0.02% -160 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,663 $122K 0.02% -575 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,602 $118K <0.01% +46 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,580 $116K 0.06% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,486 $109K 0.05% +7 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,402 $103K <0.01% +273 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,378 $101K 0.02% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,344 $98.7K 0.03% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,286 $94.5K 0.02% -645 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,269 $93.8K 0.03% +6 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,181 $86.8K 0.04% +221 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,178 $86.5K 0.01% +413 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,176 $86K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,153 $84.7K 0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,151 $84.6K 0.03% +4 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,141 $83.8K 0.03% +1,106 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,128 $82.9K 0.03% -12 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,076 $79K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,050 $77.1K 0.03% new 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,069 $74K 0.03% -1,559 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 1,000 $73.5K <0.01% -22,800 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,000 $73K 0.02% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 985 $72K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 950 $69.8K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 930 $68.3K 0.02% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 899 $66K 0.01% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 877 $64.3K 0.02% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 823 $60.5K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 817 $60K 0.01% -573 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 813 $59.7K <0.01% 0 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 798 $59.1K 0.05% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 803 $59K 0.03% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 800 $58.8K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 793 $58.3K 0.04% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 754 $55.4K 0.02% +565 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 749 $55K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 739 $54.3K <0.01% 0 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 738 $54.2K 0.01% -124 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 736 $54.1K 0.05% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 700 $51.4K 0.03% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 700 $51.4K 0.03% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 691 $50.8K 0.06% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 677 $49.7K 0.01% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 674 $49.5K 0.03% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 664 $48.8K 0.04% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 652 $47.9K 0.02% -98 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 583 $42.8K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 559 $41.1K 0.01% +3 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 555 $40.8K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 545 $40K 0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 533 $39.2K 0.02% +378 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 531 $39K 0.01% -88 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 528 $38.8K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 526 $38.6K 0.01% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 503 $37K <0.01% -1 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 502 $36.9K 0.01% +412 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 477 $35.6K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 465 $34.1K <0.01% +297 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 438 $32.2K 0.03% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 434 $31.9K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 427 $31.4K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 416 $30.6K <0.01% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 404 $30K 0.01% +102 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 400 $29.4K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 395 $29K 0.01% +1 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 386 $28.4K <0.01% 0 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 383 $28.1K 0.02% 0 13F-HR Timeline