City State Bank More: the full row for City State Bank 48 $8.73K <0.01% +36 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 48 $8.73K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 48 $8.73K 0.01% 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 46 $8.37K 0.01% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 40 $7.28K <0.01% +20 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 40 $7.28K <0.01% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. 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More: the full row for LANARK FINANCIAL, INC. 9 $1.81K 0.17% -4,902 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 8 $1.46K <0.01% 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 6 $1.11K <0.01% +5 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 6 $1.09K <0.01% +4 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. 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More: the full row for Parkworth Wealth Management, Inc. 4 $728 <0.01% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4 $728 <0.01% +2 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 300 $546 0.02% +150 13F-HR/A Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2 $364 <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2 $364 <0.01% +1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 0 $5 <0.01% -1 13F-HR Timeline Amount filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2 $0 0% +1 13F-HR Timeline Value filed as zero, left out of ratios.