Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,855 $1.39M 0.51% +563 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 4,853 $1.39M 0.72% -2,810 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,851 $1.39M 0.74% +108 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,849 $1.39M 0.57% -73 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,844 $1.39M 0.35% +29 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 4,843 $1.39M 0.24% +382 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 4,842 $1.39M 0.37% +92 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 4,351 $1.39M 0.6% +130 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 4,836 $1.39M 0.46% -990 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,823 $1.38M 0.19% +2 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 4,820 $1.38M 0.87% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,816 $1.38M 1.24% -71 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,813 $1.38M 0.27% -197 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 4,813 $1.38M 0.67% 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,809 $1.38M 0.51% -114 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 4,807 $1.38M 0.6% +74 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,802 $1.38M 0.23% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,802 $1.38M 0.14% -34 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,800 $1.38M 0.74% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 4,797 $1.38M 0.14% -17,800 13F-HR Timeline Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 4,785 $1.37M 0.02% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,778 $1.37M 0.11% -149 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. 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More: the full row for 4WEALTH ADVISORS, INC. 4,828 $1.32M 1.13% -71 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 4,596 $1.32M 0.74% +171 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 4,593 $1.32M 0.84% 0 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 4,591 $1.32M 0.52% +2,701 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 4,585 $1.32M 0.4% -825 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 4,584 $1.31M 0.66% +1,500 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,583 $1.31M 0.51% +201 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,583 $1.31M 0.78% +655 13F-HR Timeline Legacy Capital Group California, Inc. 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More: the full row for BCV Asset Management Inc. 4,446 $1.27M 0.04% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,423 $1.27M 0.35% -486 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 4,415 $1.27M 1.2% 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 4,410 $1.26M 0.33% -95 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 4,405 $1.26M 0.69% -80 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 4,405 $1.26M 1.1% -256 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 4,400 $1.26M 1.25% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 4,399 $1.26M 0.16% -3 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,399 $1.26M 0.43% -213 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,394 $1.26M 0.24% -103 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4,394 $1.26M 1.07% -3 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,388 $1.26M 0.05% -1,845 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,386 $1.26M 0.61% +2,509 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,368 $1.25M 0.88% -78 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,359 $1.25M 0.93% +267 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 4,354 $1.25M 0.2% +559 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 4,354 $1.25M 0.48% -642 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 4,347 $1.25M 1% +431 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 4,337 $1.24M 0.8% -285 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 4,333 $1.24M 0.53% +338 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 4,331 $1.24M 0.53% -628 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,324 $1.24M 0.77% +120 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 4,310 $1.24M 0.22% -10 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,308 $1.24M 0.18% -4 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 4,307 $1.24M 1.21% -2,093 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 4,305 $1.24M 0.64% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 4,301 $1.23M 0.37% +31 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,293 $1.23M 0.59% -70 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 4,291 $1.23M 0.73% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,284 $1.23M 0.32% -6,468 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 4,282 $1.23M 0.5% +17 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,280 $1.23M 0.1% -28 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,298 $1.23M 0.08% +703 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,275 $1.23M 0.1% +1,877 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,272 $1.23M 0.32% +50 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,263 $1.22M 0.15% -397 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,255 $1.22M 0.17% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,254 $1.22M 0.71% -168 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,250 $1.22M 0.7% -380 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 4,251 $1.22M 0.27% -182 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 4,247 $1.22M 0.34% +268 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 4,246 $1.22M 1.17% 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 4,245 $1.22M 0.33% -61 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 4,243 $1.22M 0.12% 0 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 4,242 $1.22M 1.65% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 4,240 $1.22M 0.19% -354 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 4,236 $1.22M 0.4% +112 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,233 $1.21M 0.19% +459 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4,232 $1.21M 0.65% +786 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,228 $1.21M 0.81% +136 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 4,227 $1.21M 0.35% +944 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 4,224 $1.21M 1.46% +145 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,222 $1.21M 0.87% +566 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 4,218 $1.21M 0.28% +26 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,213 $1.21M 0.61% -515 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,207 $1.21M 0.31% +139 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,198 $1.2M 0.36% -332 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 4,193 $1.2M 0.73% +6 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,193 $1.2M 0.08% -420 13F-HR Timeline Group Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 4,186 $1.2M 0.2% +1 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,068 $1.2M 0.6% -1,592 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 4,179 $1.2M 0.64% -231 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,178 $1.2M 0.62% -4,205 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 4,176 $1.2M 0.74% +118 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 4,172 $1.2M 0.1% -381 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,167 $1.2M 0.51% +99 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,167 $1.2M 0.38% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 4,165 $1.19M 0.14% -5 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 4,163 $1.19M 0.71% -34 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,162 $1.19M 0.88% +1 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,161 $1.19M 0.77% +131 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 4,156 $1.19M 0.63% +33 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,155 $1.19M 0.44% +225 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,145 $1.19M 0.79% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 4,142 $1.19M 0.12% -679 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,128 $1.18M 0.52% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. 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More: the full row for Fingerlakes Wealth Management, Inc. 4,079 $1.17M 0.78% -39 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 97,835 $1.17M 0.23% -64,715 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $1.17M 0.7% -4,075 13F-HR Timeline Amount filed as zero, left out of ratios. Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,074 $1.17M 0.99% -139 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 4,064 $1.17M 0.12% -605 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 4,062 $1.17M 1.28% -240 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 4,046 $1.16M 1.07% -140 13F-HR Timeline Cornerstone Capital, Inc. 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