BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 21,122 $2.81M 0.06% new 13F-HR/A Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 21,030 $2.79M 1.4% -150 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 20,979 $2.79M 1.96% -1,091 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 20,928 $2.78M 0.04% -9,388 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 20,921 $2.78M 0.29% -1,231 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 20,747 $2.76M 0.14% -8,405 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 20,647 $2.74M 1.94% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 20,604 $2.74M 0.46% +401 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 20,473 $2.72M 2.68% +1,596 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 20,386 $2.71M 0.82% +286 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 20,228 $2.69M 0.5% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 20,197 $2.68M 0.05% +3,547 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 20,187 $2.68M 0.42% -2,415 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,127 $2.67M 0.06% -24,074 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 20,000 $2.66M 1.86% 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 19,924 $2.65M 1.41% -1,364 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 19,892 $2.64M 0.62% +12,508 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for Odyssey Capital Advisors, Inc. 19,252 $2.56M 2.29% -1,196 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 19,249 $2.56M 0.15% -192 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 19,232 $2.56M 0.23% -7,090 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 19,223 $2.55M 0.17% -1,425 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 19,162 $2.55M 0.44% +244 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 19,130 $2.54M 0.59% -761 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 19,100 $2.54M 0.24% -468 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 19,024 $2.53M 0.58% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,979 $2.52M 0.11% -215 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 18,971 $2.52M 0.48% -1,374 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 18,966 $2.52M 0.85% +580 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 18,934 $2.52M 0.31% -4,058 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 18,784 $2.5M 1.5% -467 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 17,322 $2.49M 0.23% 0 13F-HR Timeline Group Graetz Wealth LLC More: the full row for Graetz Wealth LLC 18,708 $2.49M 2.22% +478 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 18,706 $2.49M 0.88% -1,246 13F-HR Timeline SEARLE & CO. 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More: the full row for Optiver Holding B.V. 17,348 $2.31M 0.09% new 13F-HR/A Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 17,323 $2.3M 0.38% +430 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 17,319 $2.3M 0.18% +340 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 17,298 $2.3M 0.04% -3,076 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 17,255 $2.29M 0.12% +1,314 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 15,466 $2.29M 1.3% +60 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 17,197 $2.29M 0.16% +1,028 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 17,190 $2.28M 1.24% -45,890 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 17,152 $2.28M +7,136 Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 17,143 $2.28M 0.79% -74 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 17,098 $2.27M 2.3% +3,485 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 17,085 $2.27M 0.54% +325 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 17,021 $2.26M 0.01% -29,434 13F-HR Timeline Group Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 16,913 $2.25M 1.19% +13,951 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 16,842 $2.24M 0.23% -14 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 16,803 $2.23M 0.08% -163 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 16,761 $2.23M 0.18% +2,778 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 16,699 $2.22M 0.25% -3,206 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 16,673 $2.22M 0.13% +207 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16,663 $2.21M 0.25% -185 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 16,658 $2.21M 0.7% -270 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 16,509 $2.19M 0.02% -5,295 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 16,499 $2.19M 0.84% -15,975 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 16,496 $2.19M 0.12% +52 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 16,489 $2.19M 0.06% +694 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 16,484 $2.19M 0.27% -1,128 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 16,476 $2.19M 0.79% +699 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 16,334 $2.17M 0.07% -5,491 13F-HR Timeline Endowment Wealth Management, Inc. 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More: the full row for GERMAN AMERICAN BANCORP, INC. 15,036 $2M 0.17% -75 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 15,033 $2M 0.06% -1,321 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 15,022 $2M 0.12% +3,414 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 14,941 $1.99M 0.14% +95 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 14,890 $1.98M 0.11% +5,958 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 14,831 $1.97M 0.27% -431 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 14,808 $1.97M 0.13% -50 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,682 $1.95M 0.06% +329 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 14,628 $1.95M 0.19% +2,733 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 14,223 $1.95M 0.12% -23 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,692 $1.94M 0.13% +897 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 14,595 $1.94M 0.81% -610 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 14,591 $1.94M 0.22% +1,328 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 14,573 $1.94M 0.39% +1 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,947 $1.94M 0.12% -619 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 14,530 $1.93M 0.85% +1,870 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 14,478 $1.92M 0.03% +884 13F-HR/A Timeline NDWM LLC More: the full row for NDWM LLC 14,466 $1.92M 1.25% -478 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 14,457 $1.92M 0.05% +872 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 14,438 $1.92M 0.73% -69 13F-HR Timeline Powers Capital, LLC More: the full row for Powers Capital, LLC 14,390 $1.91M 0.9% 0 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 14,322 $1.9M 1.21% -20 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 14,318 $1.9M 0.29% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 14,316 $1.9M 0.2% +1,800 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 14,292 $1.9M 0.31% -5,717 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. 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More: the full row for KANE INVESTMENT MANAGEMENT, INC. 14,115 $1.88M 0.96% -205 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 14,100 $1.87M 0.27% +1,422 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 14,086 $1.87M 1.24% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 14,042 $1.87M 0.03% -55 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 14,030 $1.86M <0.01% -627 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 14,021 $1.86M 0.48% -2,582 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 10,625 $1.86M 1.09% -67 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 13,934 $1.85M 0.31% +134 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 13,900 $1.85M 0.36% 0 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 13,879 $1.84M 0.76% +17 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 13,822 $1.84M 0.88% -90 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,819 $1.84M 0.06% -742 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 13,790 $1.83M 0.13% -569 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 13,782 $1.83M 1.2% -12 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 13,781 $1.83M 0.16% -790 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 13,753 $1.83M 0.09% +12,768 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 13,737 $1.83M 0.16% -60 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 13,647 $1.81M 0.29% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 13,606 $1.81M 0.14% -57,665 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 13,576 $1.8M 1.78% +1,118 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,131 $1.8M 0.07% +95 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 13,526 $1.8M 0.2% -1,372 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 13,500 $1.79M +598 Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 13,487 $1.79M 1.54% -475 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 13,461 $1.79M 0.05% -1,325 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 13,450 $1.79M 0.41% +570 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 13,400 $1.78M 0.25% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 13,340 $1.77M 0.08% -864 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 13,327 $1.77M 0.26% -23 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 13,321 $1.77M 0.81% -803 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 13,269 $1.76M 0.19% +2,739 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 13,141 $1.75M 0.95% -714 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 13,082 $1.74M 0.01% +1,698 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 13,020 $1.73M 0.14% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 13,015 $1.73M 0.07% +2,617 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 12,930 $1.72M 0.02% -1,229 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 12,924 $1.72M 0.58% -206 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,382 $1.71M 0.1% -606 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 12,870 $1.71M 0.04% +1,014 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 12,849 $1.71M 0.75% +370 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 12,832 $1.71M 0.39% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 12,809 $1.7M 0.71% -2,438 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 12,805 $1.7M 0.57% +14 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,756 $1.7M 0.02% 0 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 12,644 $1.68M 0.35% +1,404 13F-HR Timeline