Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 2,730 $208K 0.09% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 2,724 $207K 0.21% new 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,724 $207K 0.14% -371 13F-HR Timeline Trust Co More: the full row for Trust Co 2,724 $207K 0.02% -339 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,722 $207K 0.04% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,720 $207K 0.09% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 2,713 $206K 0.14% new 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 2,708 $206K 0.12% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,698 $205K 0.03% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,694 $205K 0.13% new 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,685 $204K 0.13% -1,069 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 2,682 $204K 0.1% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,681 $204K 0.06% new 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 2,680 $204K 0.12% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,677 $204K 0.09% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,676 $204K 0.06% new 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 2,677 $204K 0.13% new 13F-HR Timeline Pacifica Partners Inc. 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More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,606 $122K 0.07% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,590 $121K 0.04% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 1,568 $119K 0.05% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,556 $118K 0.03% +364 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,550 $118K 0.06% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,548 $118K 0.08% 0 13F-HR Timeline QVR LLC More: the full row for QVR LLC 1,528 $116K 0.06% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,522 $116K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,513 $115K 0.07% +1,000 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,505 $114K 0.06% 0 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 1,500 $114K 0.06% -100 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,450 $110K 0.1% -25 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 1,449 $110K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,406 $107K 0.02% +43 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,403 $107K 0.03% +1,326 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,402 $107K 0.04% -437 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,380 $105K 0.02% +318 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,369 $104K 0.05% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,358 $103K 0.02% +71 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,342 $102K 0.02% -63 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,338 $102K 0.05% +100 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,335 $102K 0.03% -364 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,328 $101K 0.02% +562 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,307 $99.4K <0.01% +698 13F-HR Timeline Group Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 1,267 $96.3K 0.02% -40 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,256 $95.5K 0.04% +226 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,247 $94.9K <0.01% +200 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,238 $94.2K 0.03% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,225 $93.2K 0.07% -10 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,220 $92.8K 0.01% +282 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,209 $91.9K 0.04% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 1,195 $90.9K 0.09% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,160 $88.2K 0.02% -336 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,149 $87.4K 0.06% +100 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,129 $85.9K 0.03% -70 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,118 $85.6K 0.08% -101 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,118 $85K 0.07% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,108 $84.3K 0.01% 0 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 1,096 $83K 0.02% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,086 $82.6K 0.02% -193 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,073 $81.6K 0.02% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,065 $81K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,063 $80.9K 0.06% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,060 $80.6K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,040 $79.1K 0.05% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 1,035 $78.7K 0.06% +450 13F-HR Timeline Clarity Asset Management, Inc. 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