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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,019 $271K 0.02% +875 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,000 $270K 0.12% 0 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 4,000 $270K 0.22% 0 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 4,000 $270K 0.26% 0 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 3,992 $270K 0.13% +6 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,988 $269K 0.15% +9 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,986 $269K 0.12% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,941 $268K 0.09% +9 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,971 $268K 0.06% +16 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for Northwest Bancshares, Inc. 3,673 $248K 0.05% -228 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,670 $248K 0.09% -86 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,668 $248K 0.04% +91 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,668 $248K 0.23% +100 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 3,664 $247K 0.04% +3 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,655 $247K 0.06% -20 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 3,655 $247K 0.04% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 3,653 $247K 0.12% +3 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,645 $246K 0.02% -1,000 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,640 $246K 0.05% 0 13F-HR Timeline Shum Financial Group, Inc. 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Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 3,169 $214K 0.07% +7 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,169 $214K 0.12% -145 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,168 $214K 0.12% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,914 $213K 0.03% +698 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,160 $213K <0.01% new 13F-HR Timeline Group Heritage Investment Group, Inc. 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