Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,399 $551K 0.08% -99 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 2,391 $549K 0.5% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,380 $547K 0.21% -43 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,399 $543K 0.04% +112 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,355 $541K 0.3% -550 13F-HR Timeline Hudock, Inc. 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Safra Sarasin Holding AG 2,161 $497K 0.01% +144 13F-HR Timeline Group Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 2,155 $495K 0.13% 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,151 $494K 0.06% +21 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,143 $492K 0.11% -376 13F-HR Timeline Texas Yale Capital Corp. 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More: the full row for Sompo Asset Management Co., Ltd. 2,020 $464K 0.09% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,004 $460K 0.3% +132 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 2,002 $460K 0.04% 13F-HR Timeline Group Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 2,000 $460K 0.31% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,997 $459K 0.17% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,992 $458K 0.06% -53 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 1,990 $457K 0.23% 0 13F-HR/A Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,986 $456K 0.03% +391 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,985 $456K 0.14% +66 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,981 $455K 0.05% +2 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,979 $455K 0.14% -10 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,978 $455K 0.07% +41 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,976 $454K 0.2% +772 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,976 $454K 0.04% -99 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,975 $454K 0.05% +435 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,968 $452K 0.12% 0 13F-HR/A Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,966 $452K 0.04% +110 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,965 $452K 0.09% -49 13F-HR Timeline XY Planning Network, Inc. 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More: the full row for Sterling Investment Advisors, Ltd. 1,890 $434K 0.08% +2 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,885 $433K 0.17% +83 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,885 $433K 0.08% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,880 $432K 0.13% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,877 $431K 0.02% +92 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,876 $431K 0.05% -266 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,874 $431K 0.01% +615 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,874 $431K 0.13% 0 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,862 $430K 0.1% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,871 $430K 0.33% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,868 $429K 0.06% +605 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,867 $429K 0.29% -150 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,865 $429K 0.04% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,865 $429K 0.05% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,858 $427K 0.19% -50 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,857 $427K 0.11% -84 13F-HR Timeline Values First Advisors, Inc. 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