CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,170 $228K 0.06% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,170 $228K 0.07% new 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 2,170 $228K 0.07% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,170 $228K 0.09% +14 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 2,169 $228K 0.19% new 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 2,166 $228K 0.21% 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,158 $227K 0.06% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,157 $227K 0.03% +159 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,155 $227K 0.12% 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,153 $227K 0.19% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,151 $226K 0.06% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,150 $226K 0.06% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,147 $226K 0.02% -13,671 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,146 $226K 0.04% new 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 2,144 $226K 0.08% 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 2,142 $225K 0.2% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,142 $225K 0.05% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,138 $225K 0.06% 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 2,132 $224K 0.02% new 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 2,131 $224K 0.06% new 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 2,129 $224K 0.08% 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,127 $224K 0.03% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,123 $224K 0.16% new 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2,121 $223K 0.08% new 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 2,118 $223K 0.16% new 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 2,101 $223K 0.01% new 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 2,118 $223K 0.03% new 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 2,113 $223K 0.11% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,109 $222K 0.15% new 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 2,103 $221K 0.06% new 13F-HR Timeline AMERICAN CAPITAL MANAGEMENT INC More: the full row for AMERICAN CAPITAL MANAGEMENT INC 2,100 $221K 0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,092 $220K 0.06% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,084 $219K 0.15% +16 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,083 $219K 0.12% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,082 $219K 0.1% new 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,081 $219K 0.12% new 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 2,080 $219K 0.12% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,077 $219K 0.05% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,073 $218K 0.15% new 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 2,078 $218K 0.03% new 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 2,070 $218K 0.08% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,069 $218K 0.08% new 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 2,068 $218K 0.15% new 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,065 $217K 0.05% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,958 $217K 0.03% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,062 $217K 0.02% -368 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 2,056 $216K 0.03% new 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 2,053 $216K 0.18% -3,008 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 2,051 $216K 0.13% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 2,049 $216K 0.21% 13F-HR Timeline United Bank More: the full row for United Bank 2,046 $215K 0.07% new 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 2,044 $215K 0.08% new 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,043 $215K 0.15% new 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 2,042 $215K 0.08% new 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 2,040 $215K 0.2% 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,032 $214K 0.05% 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 2,032 $214K 0.11% new 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,031 $214K 0.09% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,031 $214K 0.03% new 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,030 $214K 0.11% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,027 $213K 0.22% -390 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,026 $213K 0.09% new 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 2,023 $213K 0.02% new 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 2,023 $213K 0.15% new 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,965 $213K 0.06% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,022 $213K 0.07% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,718 $213K 0.05% -736 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,020 $213K 0.06% new 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 2,018 $212K 0.03% new 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,014 $212K 0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,526 $212K 0.05% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,013 $212K 0.04% -1,001 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,013 $212K 0.18% 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 2,011 $212K <0.01% new 13F-HR Timeline Group Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,954 $212K 0.05% new 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 2,005 $211K 0.14% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2,003 $211K 0.01% new 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 2,000 $211K 0.07% new 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 2,000 $211K 0.07% new 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,000 $211K 0.15% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,997 $210K 0.03% new 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,955 $210K 0.13% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,987 $210K 0.09% new 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,992 $210K 0.07% new 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 1,992 $210K 0.43% new 13F-HR/A Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,991 $210K 0.03% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,991 $210K 0.07% new 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,989 $209K 0.07% -1,622 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,934 $209K 0.05% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,984 $209K 0.09% new 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 1,881 $209K 0.12% 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,977 $208K 0.18% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,972 $208K 0.11% -4,578 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,975 $208K 0.1% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,974 $208K 0.13% new 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,973 $208K 0.02% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,738 $207K 0.04% -649 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,966 $207K 0.05% -1,530 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 1,965 $207K 0.12% 13F-HR/A Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,959 $206K 0.08% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,958 $206K 0.05% new 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,958 $206K 0.06% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,958 $206K 0.03% new 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 1,958 $206K 0.04% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,957 $206K 0.15% -59 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,956 $206K 0.07% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,950 $205K 0.04% +186 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1,947 $205K 0.19% 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,943 $205K 0.03% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,927 $204K 0.03% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,941 $204K 0.02% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,924 $204K 0.04% -9,626 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,868 $204K 0.03% new 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 1,937 $204K 0.04% new 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,934 $204K 0.18% 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,919 $203K 0.02% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,932 $203K 0.09% new 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 1,929 $203K 0.02% new 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,928 $203K 0.05% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,910 $203K 0.11% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,925 $203K 0.01% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,925 $203K 0.08% new 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,924 $203K 0.04% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,923 $202K 0.12% 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,921 $202K 0.07% new 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 1,917 $202K 0.09% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,914 $202K 0.03% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,911 $201K 0.04% -712 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 1,909 $201K 0.15% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,906 $201K 0.06% -477 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 1,905 $201K 0.1% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,905 $201K 0.03% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,904 $200K 0.53% -1,256 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,903 $200K 0.03% new 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 1,902 $200K 0.06% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 1,891 $199K 0.19% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,868 $196K 0.04% +196 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 1,838 $193K 0.08% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,833 $193K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,821 $192K 0.83% -1,737 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,800 $189K <0.01% -103,455 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,785 $188K 0.1% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,770 $186K 0.05% 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,764 $186K 0.17% 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 1,751 $184K 0.19% 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 1,720 $183K 0.14% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,710 $180K 0.11% new 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,708 $180K 0.15% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,673 $176K 0.04% -78 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,676 $176K 0.03% -102 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,450 $174K 0.24% new 13F-HR/A Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,650 $174K 0.03% -8,254 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,632 $172K 0.03% +56 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,632 $172K 0.02% -141 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,624 $171K 0.06% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,620 $171K 0.06% +25 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,608 $169K 0.07% +6 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,591 $167K 0.08% +15 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,591 $167K 0.08% +14 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,582 $167K <0.01% 0 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,575 $166K 0.12% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,554 $164K 0.08% +35 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,554 $164K 0.04% +99 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,534 $161K 0.08% 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,503 $158K 0.06% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,490 $157K 0.12% +382 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,478 $156K 0.11% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,460 $155K 0.07% -26 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,460 $154K 0.05% -60 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,432 $152K 0.08% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,400 $147K 0.07% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,395 $147K 0.04% +1,350 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,394 $147K 0.04% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,371 $144K 0.07% +13 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,362 $143K 0.04% -331 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,360 $143K 0.02% -82 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,355 $143K 0.05% +407 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,350 $142K 0.06% -11 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,343 $141K 0.08% +445 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,330 $140K 0.15% -28 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,322 $139K 0.06% +4 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,318 $139K 0.04% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,306 $137K 0.02% +143 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,239 $130K 0.02% +71 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,200 $126K 0.02% -119 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 1,200 $126K 0.1% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,196 $126K 0.04% +65 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,196 $126K 0.02% +82 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,186 $125K 0.13% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,158 $122K 0.03% +790 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,132 $119K 0.02% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,113 $117K 0.04% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,106 $116K 0.1% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,099 $116K 0.04% +598 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,080 $114K 0.14% -1,145 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,045 $110K 0.04% -299 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,043 $110K 0.07% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 992 $110K 0.02% -932 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,040 $110K 0.05% -131 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,038 $109K 0.01% +3 13F-HR Timeline