PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,584 $457K 0.11% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,570 $455K 0.08% +974 13F-HR/A Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,567 $455K 0.11% +100 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,521 $449K 0.33% new 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 3,514 $448K 0.3% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,510 $448K 0.09% +275 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,508 $448K 0.09% +133 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 3,507 $447K 0.06% -92 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,499 $446K 0.25% -734 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,496 $446K 0.32% +21 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 3,493 $446K 0.04% -53 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,495 $446K 0.13% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,469 $443K 0.2% +1,127 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,464 $442K 0.05% +3 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,457 $441K 0.06% -108 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,455 $441K 0.02% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,453 $441K 0.17% +2 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,450 $440K 0.01% -703 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,449 $440K 0.28% +3 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,444 $439K 0.09% -413 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,435 $438K 0.04% 0 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 3,373 $438K 0.17% -106 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 3,427 $437K 0.24% -178 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 3,423 $437K 0.34% -957 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,419 $436K 0.2% +1,614 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 3,416 $436K 0.13% -124 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,407 $435K 0.27% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 3,400 $434K <0.01% -870 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,401 $434K 0.06% new 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 3,400 $434K 0.29% 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,397 $433K 0.21% +19 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,395 $433K 0.12% -129 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 3,254 $433K 0.28% +1,004 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,387 $432K 0.29% +20 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,383 $432K 0.04% 0 13F-HR Timeline Group Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,374 $430K 0.35% +5 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 3,364 $429K 0.32% -135 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 3,336 $429K 0.2% -38 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 3,348 $427K 0.06% +1 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,341 $426K 0.05% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 3,341 $426K 0.74% -4,099 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 3,341 $426K 0.39% 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,321 $424K 0.1% +637 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,199 $422K 0.2% -1 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,301 $421K 0.11% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,301 $421K 0.03% -222 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,297 $421K 0.07% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,288 $420K 0.05% -841 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 3,285 $419K 0.11% -681 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,273 $418K 0.38% -1,160 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,258 $416K 0.1% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,256 $415K 0.19% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,266 $415K 0.19% +99 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,283 $414K 0.01% 0 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,218 $413K 0.15% +10 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,235 $413K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3,232 $412K 0.24% +554 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,225 $411K 0.08% 0 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 3,219 $411K 0.31% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,218 $411K 0.27% new 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 3,215 $410K 0.26% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,213 $410K 0.05% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,217 $410K 0.07% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,200 $408K 0.08% 0 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,193 $407K 0.02% -118 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,193 $407K 0.01% +1,244 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 3,171 $405K 0.04% -29 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,167 $404K 0.04% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,161 $403K 0.16% 0 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,149 $402K 0.06% +339 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,133 $400K 0.03% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,125 $399K 0.03% -936 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,125 $399K 0.24% -432 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,119 $398K 0.15% 0 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 3,118 $398K 0.2% new 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,987 $395K 0.18% +4 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,097 $395K 0.28% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,092 $395K 0.04% +2 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,092 $394K <0.01% -354 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,088 $394K 0.06% -156 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,088 $394K 0.06% -817 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,083 $393K 0.33% 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,073 $392K 0.19% 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,065 $391K 0.06% +24 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,058 $390K 0.1% -68 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,038 $388K 0.15% -100 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 3,036 $387K 0.38% -537 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,035 $387K 0.17% -185 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,018 $385K 0.16% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,012 $384K 0.23% -175 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,001 $383K 0.22% -449 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,000 $383K 0.03% 0 13F-HR Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 2,993 $382K 0.19% +3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,970 $379K 0.02% +220 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,960 $378K 0.01% -75 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 2,955 $377K 0.29% 13F-HR/A Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,952 $377K 0.37% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,946 $376K 0.09% +1 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,941 $375K 0.02% +47 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,932 $374K 0.05% +195 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,925 $373K 0.11% +938 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,918 $372K 0.11% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,912 $372K 0.04% +1,141 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 2,903 $370K 0.18% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,902 $370K 0.09% 0 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 2,899 $370K 0.18% +155 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,891 $369K 0.32% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,888 $368K 0.1% -5 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,884 $368K 0.17% +637 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,873 $366K 0.13% -82 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,858 $365K 0.36% +43 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,853 $364K 0.11% +27 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,847 $363K 0.01% +8 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2,846 $363K 0.13% -449 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 2,840 $362K 0.16% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,828 $361K 0.13% +14 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,725 $361K 0.01% +274 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,804 $358K 0.01% -787 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,788 $356K 0.05% -5,169 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 2,781 $355K 0.05% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,751 $351K 0.31% 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,751 $351K 0.12% new 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 2,750 $351K 0.35% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,749 $351K 0.14% +201 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,745 $350K 0.28% -50 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,740 $350K 0.15% -327 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,735 $349K 0.65% -1,149 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 2,731 $348K 0.1% -141 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,733 $348K 0.02% +120 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,733 $348K 0.12% +120 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,715 $346K 0.07% +955 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,713 $346K 0.03% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2,683 $342K 0.04% +74 13F-HR/A Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,671 $341K 0.1% -186 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,669 $341K 0.13% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,662 $340K 0.06% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,657 $339K <0.01% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,546 $339K 0.02% -126 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,650 $338K 0.34% 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 2,646 $338K 0.26% +228 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,646 $338K 0.14% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,629 $337K 0.11% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,639 $337K 0.11% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,622 $335K 0.05% -562 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,610 $333K 0.03% +175 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,608 $333K 0.11% -68 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 2,607 $333K 0.25% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,606 $332K 0.13% +322 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,600 $332K 0.09% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,602 $332K 0.02% +1 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 2,590 $330K 0.3% 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,588 $330K 0.06% +178 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 2,584 $330K 0.02% +2 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,572 $328K 0.23% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,558 $326K 0.02% +112 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 2,546 $325K 0.22% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,542 $324K 0.15% -100 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,540 $324K 0.04% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,535 $323K 0.04% -206 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,529 $323K 0.04% +1 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,521 $322K 0.15% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,516 $321K 0.01% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,509 $320K 0.16% +19 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 2,507 $320K 0.26% 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 2,488 $317K 0.01% -425 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,486 $317K 0.11% -27 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 2,466 $316K 0.28% 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,477 $316K 0.04% +100 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 2,462 $314K 0.3% 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,455 $313K 0.05% -1,310 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,436 $311K 0.02% -1 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,431 $310K 0.02% +590 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 2,430 $310K 0.03% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 2,426 $310K 0.01% -491 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,424 $309K 0.02% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,340 $308K 0.02% -24 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,415 $308K 0.18% +2,315 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,409 $307K 0.04% +47 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,406 $307K 0.08% +150 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,400 $306K 0.01% 0 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,400 $306K 0.13% 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,391 $305K 0.11% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,384 $304K 0.05% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,410 $304K 0.3% -228 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,376 $303K <0.01% -4,866 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,373 $303K 0.14% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,368 $302K 0.03% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,368 $302K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,366 $302K 0.01% +2 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,362 $301K 0.03% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,360 $301K 0.26% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,352 $300K 0.01% -63 13F-HR Timeline Group Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 2,825 $300K 0.15% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,348 $300K 0.28% 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,346 $299K 0.23% +160 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,346 $299K 0.07% +14 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,330 $299K 0.12% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 2,344 $299K 0.03% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2,385 $298K 0.3% 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,239 $298K 0.09% -1,933 13F-HR Timeline