Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,164 $890K 0.16% +794 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,161 $889K 0.26% -505 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,156 $888K 0.38% +1,495 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,153 $887K 0.39% -1,053 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,313 $886K 0.17% -505 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,146 $885K 0.6% +20 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,142 $884K 0.82% -154 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,141 $883K 0.25% +275 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,136 $882K 0.06% -17 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,135 $882K 0.25% +441 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 3,135 $882K 0.55% -2,578 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,202 $881K 0.38% +79 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 3,127 $879K 0.09% -40 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,124 $879K 0.07% +22 13F-HR Timeline PFC CAPITAL GROUP, INC. 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More: the full row for Aventus Investment Advisors, Inc. 2,994 $842K 0.72% -51 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,970 $841K 0.23% +404 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,989 $841K 0.32% 0 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 2,985 $840K 0.16% +794 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 2,985 $839K 0.24% +1,606 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,875 $838K 0.7% -3,045 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,976 $837K 0.24% -43 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,972 $836K 0.92% -25 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,963 $833K 0.09% +16 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,957 $832K 0.17% -550 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,204 $826K 0.34% -42 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,932 $825K 0.09% -8 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,928 $823K 0.13% +1,073 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2,927 $823K 0.33% new 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,924 $822K 0.12% -197 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,924 $822K 0.08% +151 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,922 $822K 0.11% -580 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,919 $821K 0.17% -401 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,919 $821K 0.37% +58 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 2,917 $820K 0.51% -998 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,916 $820K 0.06% +75 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,905 $817K 0.69% -327 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,902 $816K 0.68% -272 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,901 $816K 0.11% +74 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,900 $816K 0.21% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,899 $815K 0.05% +140 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 2,899 $815K 0.65% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,892 $813K 0.03% new 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,891 $813K 0.29% -4 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,886 $812K 0.04% +1,449 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,885 $811K 0.26% -195 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,879 $810K 0.04% +1,679 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 2,878 $809K 0.2% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,875 $809K 0.62% +5 13F-HR Timeline CWC Advisors, LLC. 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More: the full row for NWF Advisory Services Inc. 2,855 $803K 0.09% +259 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,846 $800K 0.07% +1,836 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,846 $800K 0.07% +998 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 2,844 $800K 0.03% +226 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,843 $800K 0.07% +69 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,843 $799K 0.11% -2 13F-HR Timeline Empire Life Investments Inc. 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More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,783 $783K 0.48% +2,119 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,773 $780K 0.57% +674 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,766 $778K 0.07% new 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,763 $777K 0.07% -1,796 13F-HR Timeline Financial Connections Group, Inc. 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More: the full row for DiNuzzo Private Wealth, Inc. 3,385 $766K 0.09% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,720 $765K 0.06% -556 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,717 $764K 0.09% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,715 $764K 0.2% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,695 $758K 0.38% -1,253 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,693 $757K 0.12% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,692 $757K 0.4% new 13F-HR Timeline Per Stirling Capital Management, LLC. 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More: the full row for Planning Center, Inc. 2,633 $740K 0.08% -3,461 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,633 $740K 0.47% -84 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 2,632 $740K 0.34% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,625 $738K 0.11% +174 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,618 $736K 0.19% +95 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,618 $736K 0.1% -242 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,617 $736K 0.58% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,617 $736K 0.58% -91 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,614 $735K 0.07% +1,894 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,613 $735K 0.17% -1,389 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 2,610 $734K 0.45% +710 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,605 $733K 0.38% +8 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 2,600 $731K 0.32% +10 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,598 $731K 0.07% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,524 $730K 0.14% +400 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,592 $729K 0.55% +123 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 2,585 $727K 0.43% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,584 $727K 0.02% -88 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,578 $725K 0.09% +680 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,577 $725K 0.27% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,567 $722K 0.64% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,560 $720K 0.32% -15 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,558 $719K 0.12% -104 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,464 $719K 0.12% +1,085 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,419 $718K 0.04% -556 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 2,548 $717K 0.3% -63 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,543 $715K 0.12% -50 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 2,535 $713K 0.13% -800 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,533 $712K 0.15% -60 13F-HR Timeline WEST PACES ADVISORS INC. 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Advisory Services LLC 2,510 $706K 0.06% +1 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 2,502 $704K 0.68% +1,431 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,364 $703K 0.24% -1,345 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 2,500 $703K 0.5% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,500 $703K 0.47% 0 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 2,500 $703K 0.66% 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,499 $703K 0.46% -1,320 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,488 $700K 0.21% +799 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,487 $699K 0.09% +253 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,485 $699K 0.34% -483 13F-HR Timeline