Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 62 $6K 0.11% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 62 $5.41K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 62 $5.41K <0.01% +49 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 62 $5.41K <0.01% +1 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 60 $5.24K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 58 $5.06K <0.01% +28 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 57 $4.97K <0.01% -57 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 54 $4.71K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 54 $4.71K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 53 $4.62K <0.01% +16 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 53 $4.62K <0.01% -59 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 50 $4.36K <0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 50 $4.36K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 50 $4.36K <0.01% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 3,926 $3.93K <0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 39 $3.4K <0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 37 $3.26K <0.01% +25 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 36 $3.14K <0.01% -5 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 35 $3.05K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 34 $2.97K <0.01% +26 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 32 $2.79K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 31 $2.71K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 31 $2.71K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 30 $2.62K <0.01% -3 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 29 $2.53K <0.01% -1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 29 $2.53K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 28 $2.44K <0.01% -21 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 28 $2.44K <0.01% +9 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 25 $2.18K <0.01% +6 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 25 $2.18K <0.01% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 24 $2.09K <0.01% +17 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 24 $2.09K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 24 $2.09K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 24 $2.09K <0.01% -9 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 22 $1.92K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 21 $1.83K <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $1.83K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 18 $1.57K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 18 $1.57K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 16 $1.4K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 16 $1.4K <0.01% +7 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 16 $1.4K <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 13 $1.26K <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 14 $1.22K <0.01% 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 13 $1.14K <0.01% -1 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 13 $1.13K <0.01% new 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 13 $1.13K <0.01% +6 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $1.05K <0.01% +7 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 13 $1K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 10 $873 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $785 <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 9 $785 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8 $698 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $698 <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 8 $698 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $625 <0.01% +4 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 7 $611 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $611 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $611 <0.01% +1 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7 $611 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 7 $611 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6 $524 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $437 <0.01% -3 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5 $436 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3 $264 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $262 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3 $262 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 3 $262 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $175 <0.01% -6 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2 $175 <0.01% -1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2 $175 <0.01% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2 $175 <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.