First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,582 $590K 0.29% -1,961 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,560 $589K 0.02% -225 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,493 $584K <0.01% -546 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,376 $574K 0.13% +302 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,249 $565K 0.13% +2,069 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 7,078 $551K 0.41% -1,211 13F-HR Timeline Williams Jones Wealth Management, LLC. 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Allen Investments, LLC 6,322 $492K 0.33% +86 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6,280 $489K 0.04% +12 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 6,261 $488K 0.09% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,222 $485K 0.13% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 6,216 $484K 0.11% +17 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,179 $484K 0.08% -3,826 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,069 $473K 0.06% -872 13F-HR Timeline Stanley-Laman Group, Ltd. 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More: the full row for Swisher Financial Concepts, Inc. 5,649 $440K 0.25% +1,038 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,563 $433K 0.02% -128 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,527 $430K 0.07% +450 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,525 $430K 0.07% -2,880 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,500 $428K 0.03% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,485 $427K 0.04% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,482 $427K 0.06% -273 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,463 $425K 0.12% -425 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,462 $425K 0.06% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 5,449 $424K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,445 $424K 0.08% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,435 $423K <0.01% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,363 $418K 0.01% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,363 $418K 0.19% -105 13F-HR Timeline Long Island Wealth Management, Inc. 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Mason LLC More: the full row for S.A. Mason LLC 4,721 $368K 0.15% +1,250 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 4,720 $368K 0.12% -433 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 4,692 $365K 0.12% +62 13F-HR Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,677 $364K 0.19% +175 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,661 $363K 0.02% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,196 $362K 0.12% +88 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,644 $362K 0.06% -1,348 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,630 $361K <0.01% -1,725 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,621 $360K 0.06% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 4,590 $357K 0.05% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,584 $357K 0.09% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,575 $356K 0.04% +42 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,547 $355K 0.04% 0 13F-HR Timeline New Covenant Trust Company, N.A. 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More: the full row for Stockman Wealth Management, Inc. 4,264 $332K 0.04% -3,303 13F-HR/A Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 4,260 $332K 0.24% +25 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,257 $330K 0.07% +168 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,220 $329K 0.08% -1,249 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,216 $328K 0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,209 $328K 0.21% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,208 $328K <0.01% +960 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,181 $326K 0.15% -3,349 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,120 $321K 0.03% +350 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,115 $320K 0.01% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,100 $319K 0.17% 0 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 4,087 $318K 0.19% -1,180 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,007 $312K 0.05% -11,977 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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More: the full row for Bond & Devick Financial Network, Inc. 3,881 $302K 0.09% +1,279 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,858 $300K 0.05% -138 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,854 $300K 0.01% +487 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,853 $300K 0.08% +138 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,847 $300K 0.01% +189 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,841 $299K 0.01% -316 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,799 $296K 0.01% +374 13F-HR/A Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,752 $292K 0.15% +790 13F-HR Timeline Arcadia Wealth Management, Inc. 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More: the full row for OMNI 360 Wealth, Inc. 3,717 $290K 0.15% +24 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,711 $289K 0.02% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,707 $289K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,702 $288K 0.01% -129 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 3,682 $287K 0.12% +981 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,675 $286K <0.01% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,667 $286K 0.07% -377 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,662 $285K 0.04% -2,250 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,622 $282K 0.02% +274 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,604 $281K 0.16% +513 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,595 $280K 0.02% +1,190 13F-HR Timeline Group Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,595 $280K 0.05% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,580 $279K 0.1% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,574 $278K 0.1% +1,073 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 3,568 $278K 0.1% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 3,553 $277K 0.11% +13 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,530 $275K 0.04% +130 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,520 $274K <0.01% -1,202 13F-HR Timeline Group Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,501 $273K 0.17% new 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 3,490 $272K 0.31% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,484 $271K 0.02% -321 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,483 $271K 0.15% +108 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,455 $269K 0.09% +579 13F-HR/A Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,455 $269K 0.03% -407 13F-HR/A Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,413 $266K 0.05% +7 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,428 $266K 0.07% -266 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,389 $264K <0.01% -80 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 3,379 $263K 0.15% -3,088 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,365 $262K 0.1% 0 13F-HR Timeline Group Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 3,355 $261K 0.09% -207 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,347 $261K <0.01% 0 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 3,316 $258K 0.02% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,300 $257K 0.01% -163 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,271 $255K 0.04% +44 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,262 $254K 0.09% +186 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,261 $254K <0.01% -608 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 3,221 $251K 0.07% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,211 $250K 0.05% +367 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,191 $249K <0.01% new 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,190 $248K 0.15% -4,550 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 3,189 $248K 0.22% +356 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 3,141 $245K 0.05% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,117 $243K 0.01% +20 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,113 $242K 0.09% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,097 $241K 0.02% -760 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3,083 $240K 0.16% +42 13F-HR Timeline Blume Capital Management, Inc. 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