D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 2,270 $228K 0.12% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,283 $227K 0.09% +125 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 2,283 $227K 0.2% 0 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,280 $227K 0.07% -45 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,280 $227K 0.27% -295 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,275 $226K 0.02% -107 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 2,270 $226K 0.16% -630 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 2,268 $226K 0.06% -45 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,250 $226K 0.12% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,267 $226K 0.07% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,260 $225K 0.07% 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,259 $225K 0.09% -201 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 2,258 $225K 0.03% -5 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,251 $224K 0.09% +68 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,246 $223K 0.05% -250 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,239 $223K 0.1% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,237 $223K 0.09% +332 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,233 $222K 0.04% -205 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 2,230 $222K 0.08% +23 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,231 $222K 0.09% -553 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,229 $222K 0.07% +83 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 2,210 $222K 0.08% -13,744 13F-HR Timeline Astoria Portfolio Advisors LLC. 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More: the full row for Pinnacle Wealth Management Group, Inc. 2,184 $217K 0.14% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,180 $217K 0.01% +206 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,179 $217K 0.1% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,174 $216K 0.07% +1 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,172 $216K 0.35% -6,094 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,171 $216K 0.15% -375 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,594 $215K 0.05% -549 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,164 $215K 0.04% +53 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 2,163 $215K 0.03% +148 13F-HR Timeline Group Planning Center, Inc. More: the full row for Planning Center, Inc. 2,163 $215K 0.03% 0 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2,162 $215K 0.09% +86 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,160 $215K 0.15% 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 2,158 $215K 0.04% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,153 $214K 0.04% -246 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 2,152 $214K 0.18% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,151 $214K 0.17% 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,145 $213K 0.07% +9 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2,142 $213K 0.04% +88 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,140 $213K 0.18% -495 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,119 $213K 0.05% 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 2,137 $213K 0.11% +200 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,131 $212K 0.06% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 2,130 $212K 0.12% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 2,124 $211K 0.09% 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,121 $211K 0.12% +131 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,110 $210K 0.23% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,108 $210K 0.05% +202 13F-HR/A Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 2,107 $210K 0.05% +75 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 2,105 $209K 0.35% -142 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 2,102 $209K 0.05% +31 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,100 $209K 0.04% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,121 $208K 0.05% +703 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 2,087 $208K 0.15% 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,083 $207K 0.14% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,078 $207K 0.06% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,070 $206K 0.15% -1,059 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,068 $206K 0.06% -251 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 2,065 $205K 0.26% +94 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,068 $205K 0.07% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,060 $205K 0.16% 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,060 $205K 0.04% +13 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,059 $205K 0.03% -46 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 2,054 $204K 0.04% -68 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 2,050 $204K 0.07% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 2,050 $204K 0.05% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 2,042 $203K 0.07% -4 13F-HR/A Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,038 $203K 0.2% 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,033 $202K 0.01% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,030 $202K 0.13% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,023 $201K 0.07% -330 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,017 $201K 0.12% 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,014 $200K 0.13% +68 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 2,010 $200K 0.16% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,010 $200K 0.18% 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,000 $199K 0.03% 0 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 2,000 $199K 0.14% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,974 $196K 0.18% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,971 $196K 0.11% +165 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,911 $190K 0.01% +418 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,878 $187K 0.07% -5,548 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,874 $186K 0.1% -378 13F-HR/A Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,868 $186K 0.14% -249 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 1,838 $184K 0.08% -2,107 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 17,148 $184K 0.02% -3,003 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,844 $183K 0.03% +109 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 1,716 $171K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,709 $170K 0.02% -57 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,705 $170K 0.16% 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,683 $167K 0.05% -204 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,672 $166K 0.08% +71 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 1,668 $166K 0.06% +556 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,656 $165K 0.02% +1,556 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,602 $159K 0.07% 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,580 $157K 0.09% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,575 $157K 0.11% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,575 $157K 0.35% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,555 $155K 0.07% +4 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,544 $154K 0.07% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,515 $151K 0.05% 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,499 $150K 0.12% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,501 $149K 0.05% -112 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,473 $147K 0.13% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,466 $146K 0.08% +211 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,454 $145K 0.04% +103 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,431 $143K 0.12% -18 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,434 $142K 0.06% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,405 $140K <0.01% -530 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,398 $139K 0.07% -201 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,394 $139K 0.06% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,355 $135K 0.05% +419 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,330 $132K 0.04% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,321 $131K 0.07% +3 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,320 $131K 0.08% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,317 $131K 0.04% +43 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,264 $126K 0.05% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,261 $125K 0.02% -87 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,256 $125K 0.03% -75 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,248 $124K 0.03% -50 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,233 $123K 0.05% +1 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,222 $122K 0.1% 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,218 $121K 0.11% +316 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 1,225 $121K 0.07% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,208 $120K 0.06% 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,205 $120K 0.08% -7 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,200 $119K 0.03% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,186 $118K 0.13% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 1,176 $117K 0.04% +137 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,162 $116K 0.07% +100 13F-HR/A Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,160 $115K <0.01% -18,302 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,149 $114K 0.09% 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,132 $113K 0.02% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,585 $112K 0.01% -157 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,113 $111K 0.05% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,066 $106K 0.08% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,064 $106K 0.04% -190 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,058 $105K 0.02% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,053 $105K 0.09% 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 1,052 $105K 0.02% new 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 1,049 $104K 0.09% -618 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 934 $103K 0.05% 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1,189 $100K 0.03% +9 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,000 $99.5K 0.03% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,000 $99.5K 0.05% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 983 $98K 0.06% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 971 $96.6K 0.16% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 959 $95.4K 0.03% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 969 $95.3K 0.07% -462 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 955 $95K 0.03% -237 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 927 $92.2K 0.05% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 921 $91.6K 0.04% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 915 $91K 0.01% -108 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 897 $89.2K 0.04% -102 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 887 $88.9K 0.09% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 886 $88.1K 0.02% -404 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 884 $88K 0.07% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 874 $86.9K 0.05% 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 871 $86.6K 0.03% +730 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 858 $85.3K 0.03% +559 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 850 $84.6K 0.03% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 821 $81.7K 0.08% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 819 $81.5K 0.04% +4 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 818 $81.4K 0.06% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 797 $79.3K 0.06% +200 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 792 $78.8K 0.04% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 791 $78.7K 0.15% +412 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 788 $78.4K 0.05% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 787 $78.3K 0.02% +238 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 784 $78K 0.07% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 779 $77.5K 0.14% -1,027 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 772 $76.8K 0.01% -650 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 770 $76.6K 0.02% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 761 $75.8K 0.02% -325 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 741 $73.7K <0.01% -873 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 730 $72.6K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 725 $72.1K 0.04% -43 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 718 $72K 0.04% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 710 $71.2K 0.02% +13 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 712 $70.8K 0.06% 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 562 $69.6K 0.04% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 699 $69.5K 0.1% +5 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 683 $67.9K 0.02% new 13F-HR Timeline