PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,512 $2.27M 0.47% +168 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,512 $2.27M 0.11% +12 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 4,511 $2.27M 0.84% +74 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,508 $2.27M 0.89% -1,190 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,507 $2.27M 0.07% +100 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 4,498 $2.26M 0.62% -214 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 4,497 $2.26M 1.58% +136 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,496 $2.26M 1.01% +30 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 4,495 $2.26M 1.82% +157 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,490 $2.26M 0.34% +158 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,580 $2.26M 0.26% -76 13F-HR/A Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 4,477 $2.25M 0.36% -229 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,473 $2.25M 0.89% +16 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,470 $2.25M 0.62% -200 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,468 $2.25M 1.01% +27 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 4,450 $2.24M 0.47% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,441 $2.23M 0.22% +515 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 4,436 $2.23M 0.85% +295 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 4,431 $2.23M 1.02% +40 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 4,409 $2.22M 4.06% +2,018 13F-HR Timeline Patrick Mauro Investment Advisor, INC. 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More: the full row for Kingsman Wealth Management, Inc. 4,391 $2.21M 1.23% +10 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,389 $2.21M 2.23% -29 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,388 $2.21M 0.51% -505 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 4,378 $2.2M 1.16% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,377 $2.2M 0.66% +842 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,364 $2.19M 0.24% -152 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 4,360 $2.19M 0.35% +1,365 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,357 $2.19M 1% -271 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,347 $2.19M 1.71% -695 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 4,346 $2.18M 1.14% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 4,365 $2.18M 0.45% +17 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,344 $2.18M 0.3% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,224 $2.18M 0.23% +3,074 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,407 $2.18M 0.34% +2,137 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 4,325 $2.17M 0.38% -370 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 4,325 $2.17M 0.41% -116 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,323 $2.17M 0.53% +171 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,315 $2.17M 0.17% -58 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 4,315 $2.17M 1.52% 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 4,314 $2.17M 1.17% -20 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 4,402 $2.17M 1.31% -413 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,306 $2.16M 0.62% -500 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 4,303 $2.16M 0.33% +218 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 4,300 $2.16M 1.21% -182 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 4,299 $2.16M 1% 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 4,281 $2.15M 0.02% +622 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 4,279 $2.15M 0.02% -121 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,278 $2.15M 0.29% +1,194 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,274 $2.15M 0.39% +1,536 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,273 $2.15M 1.54% +198 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,264 $2.14M 0.31% +300 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,312 $2.14M 0.74% -396 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,254 $2.14M 1.01% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,246 $2.13M 0.48% -859 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 4,245 $2.13M 0.45% +2,072 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 4,244 $2.13M 0.26% -16 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,261 $2.13M 0.29% +124 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,226 $2.12M 0.31% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 4,220 $2.12M 0.18% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,217 $2.12M 0.11% +301 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,215 $2.12M 0.74% +155 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,211 $2.12M 0.91% -58 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 4,210 $2.12M 0.4% +31 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,196 $2.11M 0.17% +722 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,195 $2.11M 0.28% +268 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,191 $2.11M 0.26% +523 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,185 $2.1M 1.52% +42 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,179 $2.1M 0.16% +45 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 4,177 $2.1M 0.81% +258 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 4,176 $2.1M 1.59% +1 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,175 $2.1M 1.44% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,175 $2.1M 0.42% +244 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 4,172 $2.1M 1.94% -65 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 4,222 $2.1M 1.02% +100 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,153 $2.09M 0.06% -89 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,150 $2.09M 0.18% +65 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,147 $2.08M 0.31% -227 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 4,139 $2.08M 0.54% +50 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,139 $2.08M 0.18% +200 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 4,138 $2.08M 1.51% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,135 $2.08M 0.19% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,133 $2.08M 0.37% +54 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,133 $2.08M 0.7% -4 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 4,129 $2.08M 0.33% +408 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 4,128 $2.08M 0.27% +366 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,125 $2.07M 0.35% -19 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,120 $2.07M 0.42% 0 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,115 $2.07M 0.75% -21 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,110 $2.07M 0.23% 0 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 4,107 $2.06M 0.43% +12 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,093 $2.06M 0.4% 0 13F-HR/A Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 4,089 $2.06M 0.2% +205 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. 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More: the full row for Prosperity Planning, Inc. 3,996 $2.01M 0.54% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,976 $2M 0.54% +39 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,973 $2M 0.08% -88 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,967 $1.99M 0.46% +118 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 4,003 $1.99M 0.17% +2 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 3,965 $1.99M 0.42% +2 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,962 $1.99M 0.77% -255 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 3,960 $1.99M 1.13% +2,070 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 3,956 $1.99M 1.12% +1,081 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,954 $1.99M 0.35% 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 3,024 $1.98M 0.35% +120 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,938 $1.98M +740 Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 3,930 $1.98M 0.59% +81 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,928 $1.97M 0.94% +60 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 3,922 $1.97M 0.6% -113 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,914 $1.97M 1.21% -23 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,908 $1.96M 0.13% -70 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,907 $1.96M 0.82% +39 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,907 $1.96M 0.51% -1,086 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,906 $1.96M 0.77% -365 13F-HR/A Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,901 $1.96M 0.28% +248 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,900 $1.96M 0.3% new 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,894 $1.96M 0.48% +11 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,891 $1.96M 1.46% +3 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,883 $1.95M 0.3% -4,438 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 3,881 $1.95M 0.45% -183 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 3,876 $1.95M 1.35% +240 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,875 $1.95M 0.65% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,875 $1.95M 0.25% 0 13F-HR/A Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,872 $1.95M 0.28% -4 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,866 $1.94M 2.13% -100 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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Planning Group LLC 3,856 $1.94M 0.56% -39 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,856 $1.94M 0.65% +490 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,848 $1.93M 0.9% +480 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,844 $1.93M 0.31% -713 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,842 $1.93M 1.24% -10 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 3,841 $1.93M 0.55% -75 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 3,840 $1.93M 0.01% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,834 $1.93M 0.47% new 13F-HR Timeline WULFF, HANSEN & CO. 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GARRY & ASSOCIATES, LLC 3,812 $1.92M 1.53% -244 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,803 $1.91M 0.4% +61 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,801 $1.91M 1.73% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,797 $1.91M 0.41% +7 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 3,795 $1.91M 0.65% +186 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 3,791 $1.91M 1.29% -423 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,791 $1.91M 0.23% +625 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,790 $1.91M 0.78% -500 13F-HR Timeline Cairn Investment Group, Inc. 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