Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 650 $206K 0.04% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 644 $205K 0.13% -197 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 644 $205K 0.12% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 643 $204K 0.04% +58 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 640 $203K 0.02% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 640 $203K <0.01% new 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 639 $203K 0.07% new 13F-HR/A Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 638 $203K 0.26% new 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 638 $203K 0.09% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 637 $202K 0.01% new 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 641 $202K 0.03% new 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 636 $202K 0.01% -150 13F-HR Timeline Group Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 635 $202K 0.09% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 635 $202K 0.01% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 635 $202K 0.03% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 635 $202K 0.04% +125 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 635 $202K 0.25% 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 635 $202K 0.04% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 631 $200K 0.07% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 631 $200K 0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 631 $200K 0.11% +580 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 630 $200K 0.03% +114 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 630 $200K 0.09% new 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 630 $200K 0.19% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 628 $199K 0.08% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 627 $199K 0.03% +170 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 625 $199K 0.07% 0 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 617 $196K 0.07% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 617 $196K 0.06% -18 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 605 $196K 0.08% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 606 $193K 0.16% +116 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 606 $193K 0.06% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 606 $193K 0.07% -162 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 604 $192K 0.12% +117 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 601 $191K 0.08% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 601 $191K 0.02% -488 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 595 $189K 0.14% +192 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 591 $188K 0.03% -214 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 588 $187K 0.05% +160 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 587 $186K 3.84% +584 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 620 $186K 0.1% +95 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 585 $186K 0.03% +150 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 585 $186K 0.06% +45 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 584 $186K 0.12% +56 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 577 $183K 0.09% +86 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 575 $183K 0.13% -82 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 575 $183K 0.09% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 575 $183K 0.11% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 573 $182K 0.1% -899 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 570 $181K 0.12% +20 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 600 $180K 0.02% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 555 $176K 0.06% 13F-HR/A Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 549 $174K 0.03% +438 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 542 $172K 0.13% +2 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 541 $172K 0.17% +99 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 540 $172K 0.04% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 537 $171K 0.03% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 535 $170K 0.07% 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 532 $169K 0.1% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 530 $168K 0.07% -21 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 528 $168K 0.14% +105 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 513 $163K 0.02% +125 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 510 $162K 0.03% +379 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 504 $161K 0.03% +31 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 500 $159K <0.01% -500 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 495 $157K 0.16% -90 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 491 $156K 0.11% +39 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 479 $152K 0.19% 0 13F-HR/A Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 476 $151K 0.09% +75 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 471 $150K 0.03% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 454 $144K 0.08% +8 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 454 $144K 0.12% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 453 $144K 0.18% +82 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 451 $143K 0.03% -6,309 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 450 $143K 0.04% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 450 $143K 0.05% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 449 $143K 0.05% +15 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 445 $141K 0.08% +105 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 440 $140K 0.05% +40 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 430 $137K 0.08% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 427 $136K 0.03% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 424 $135K 0.1% -31 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 422 $134K 0.01% +163 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 420 $133K 0.01% +19 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 408 $130K 0.06% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 400 $127K 0.07% +21 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 395 $125K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $125K 0.1% 13F-HR Timeline Amount filed as zero, left out of ratios. GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 393 $125K 0.06% -137 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 393 $125K 0.02% +70 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 390 $124K 0.1% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 385 $122K 0.04% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 384 $122K 0.07% -44 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 378 $120K 0.04% -2 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 377 $120K 0.09% -140 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 375 $119K 0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 375 $119K 0.04% -2,219 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 376 $119K 0.04% -1,000 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 366 $116K 0.03% -600 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 363 $115K 0.05% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 354 $112K 0.09% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 345 $110K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 345 $110K 0.34% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 345 $110K 0.04% +154 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 344 $109K 0.01% -28 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 344 $109K 0.05% +109 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 341 $108K 0.02% +9 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 330 $105K 0.03% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 325 $103K 0.13% +37 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 322 $102K 0.05% -28 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 309 $102K 0.06% +30 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 319 $101K 0.1% +44 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 314 $99.7K 0.04% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 313 $99.4K <0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 301 $95.6K 0.09% +80 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $95.3K 0.1% -910 13F-HR Timeline Trust Co More: the full row for Trust Co 298 $94.7K 0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 294 $93.4K 0.05% +87 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 292 $92.8K 0.01% -900 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 291 $92.4K 0.04% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 291 $92.4K 0.06% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 279 $88.6K 0.04% +200 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 276 $87.7K 0.04% -36 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 270 $85.8K 0.04% +268 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 268 $85.1K 0.01% +183 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 267 $85.1K 0.03% -154 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 265 $84.2K 0.11% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 262 $83.2K 0.03% +237 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 262 $83.2K 0.03% +24 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 251 $82.8K 0.03% -16 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 254 $80K 0.02% -12 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 251 $79K 0.04% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 243 $77K <0.01% -14,833 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 241 $76.6K 0.03% -63 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 239 $75.9K 0.06% +63 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 236 $75K 0.01% -253 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 232 $73.7K 0.02% +23 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 230 $73.1K 0.05% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 224 $71.2K 0.03% -130 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 225 $71K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 222 $70.5K 0.03% -215 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 220 $69.9K 0.04% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 216 $68.6K 0.03% -13 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 216 $68.6K 0.04% +35 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 213 $67.7K 0.15% +6 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 213 $67.7K 0.03% -25 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 211 $67K 0.1% -5,385 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 267 $66.3K 0.74% -1,156 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 207 $65.8K 0.03% +73 13F-HR/A Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 207 $65.8K 0.05% +174 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 205 $65.1K 0.05% -170 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 205 $65.1K 0.04% +89 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 326 $64K <0.01% -33,836 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 200 $63.5K <0.01% 0 13F-HR Timeline Pinnacle Investment Management Ltd More: the full row for Pinnacle Investment Management Ltd 200 $63.5K 0.37% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 194 $61.6K 0.03% -259 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 182 $57.8K 0.02% +124 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 175 $56K 0.04% +5 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 175 $55.6K 0.03% -12,736 13F-HR Timeline MOTCO More: the full row for MOTCO 179 $55.2K 0.01% -9 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 169 $53.7K 0.02% +49 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 169 $53.7K 0.05% -8 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 167 $53K 0.01% +10 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 165 $52.4K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 164 $52.1K 0.01% -1,418 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 162 $51.5K 0.02% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 162 $51.5K 0.03% -15 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 159 $50.5K 0.01% +2 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 158 $50.2K 0.02% +34 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 157 $49.9K 0.04% -32 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 155 $49.2K 0.01% +6 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 153 $48.6K 0.03% -164 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 150 $47.6K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 147 $46.7K 0.03% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 144 $45.7K 0.02% +54 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 136 $43.2K 0.01% +4 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 136 $43.2K 0.01% +36 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 122 $38.8K <0.01% 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 120 $38K <0.01% +96 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 118 $37.5K 0.01% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 117 $37.2K 0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 115 $37K 0.01% -6 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 111 $35.3K 0.02% 0 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 111 $35.3K 0.01% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 111 $35.3K 0.01% +81 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 110 $34.9K 0.03% -13 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 107 $34K 0.02% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 105 $33.4K 0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 103 $32.7K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 108 $32.5K 0.01% +21 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 102 $32.4K 0.01% 0 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 100 $31.8K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 100 $31.8K 0.01% +95 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 100 $31.8K 0.02% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 100 $31.8K 0.01% -12 13F-HR/A Timeline Group Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $31.8K 0.02% -70 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 100 $31.8K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 99 $31.4K <0.01% -22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 95 $30.2K 0.02% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 95 $30K 0.01% 0 13F-HR Timeline