Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 3,633 $1.01M 0.09% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,633 $1.01M 0.07% +101 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,555 $993K 0.1% +395 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,540 $989K 0.03% +39 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,530 $986K 0.55% -25 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,521 $983K 0.03% +76 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,518 $983K 0.02% +49 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,517 $982K 0.03% +144 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,510 $980K 0.01% +1,087 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 3,510 $980K 0.05% -205 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 3,503 $978K 0.97% -3,410 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,492 $975K 1.33% -275 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,488 $974K 0.1% +435 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 3,483 $973K 0.6% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,480 $972K 0.33% +191 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,457 $965K 0.18% +385 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,448 $963K 0.05% +2,444 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,428 $957K 0.02% +276 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,420 $955K 0.21% +260 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 3,408 $952K 0.42% new 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,400 $950K 0.32% +687 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,395 $948K 0.29% -956 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,370 $941K 0.18% -168 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,352 $936K 0.67% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,330 $930K 0.05% -334 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,221 $928K 0.1% +260 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,320 $927K 0.1% +423 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,311 $925K 0.21% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,305 $923K 0.12% -100 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,304 $923K 0.05% -1 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,290 $919K 0.02% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,285 $917K 0.02% +2,172 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,284 $917K 0.26% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,281 $916K 0.62% +530 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,272 $914K 0.53% -6 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,264 $912K 0.24% +31 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,257 $910K 0.06% +2,050 13F-HR/A Timeline Busey Bank More: the full row for Busey Bank 3,256 $909K 0.03% +240 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,253 $908K 0.86% +8 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,244 $906K 0.05% +10 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,240 $905K 0.34% +84 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,233 $903K 0.33% +632 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 3,233 $903K 0.89% -73 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 3,222 $900K 0.72% +113 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,205 $895K 0.05% -2,534 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,202 $894K 0.02% -173 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,193 $894K 0.47% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,200 $894K 0.53% -35 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,199 $893K 0.1% -119 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,199 $893K 0.17% -188 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,192 $891K 0.16% +1,891 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,191 $891K 0.44% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,188 $890K 0.55% +20 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,177 $887K 0.53% -62 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,166 $884K 0.07% +175 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,165 $884K 0.13% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 3,164 $884K 0.11% +300 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 3,155 $881K 0.05% +600 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,150 $880K 0.47% 0 13F-HR Timeline Perseverance Asset Management Internati… in group Perseverance Asset Management… More: the full row for Perseverance Asset Management International 3,141 $877K 0.15% new 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,123 $872K 0.08% -359 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,115 $870K 0.2% 0 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,104 $869K 0.07% -12 13F-HR Timeline Group BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,109 $868K 0.25% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,109 $868K 0.22% -50 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,098 $865K 0.61% -20 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,096 $865K 0.11% -244 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,089 $863K 0.19% +100 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,082 $861K 0.1% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,075 $859K 0.2% +800 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,849 $855K 0.3% +240 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 3,061 $855K 0.51% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,054 $853K 0.35% +1 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,042 $850K 0.18% +278 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,038 $848K 0.09% +599 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,026 $845K 0.01% +1,141 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,019 $843K 0.09% +212 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,004 $839K 0.12% +11 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 3,001 $838K 0.1% new 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 3,000 $838K 0.14% 0 13F-HR Timeline Group Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 3,000 $838K 0.1% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,991 $835K 0.11% -389 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,988 $834K 0.27% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,980 $832K 0.22% +1,089 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,980 $832K 0.16% +125 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,975 $831K 0.09% +254 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,974 $831K 0.31% -2,438 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,969 $829K 0.33% +100 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,936 $829K 0.37% +102 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,962 $827K 0.81% +158 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,961 $827K 0.07% +89 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,960 $827K 0.03% +389 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 2,960 $827K 0.56% -21 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,958 $826K 0.04% -129 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,958 $826K 0.07% +8 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,957 $826K 0.28% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,645 $826K 0.13% +1,238 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,955 $825K 0.47% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,948 $823K 0.06% -182 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,947 $823K 0.07% +154 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,813 $822K 0.05% +5 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,937 $820K 0.05% +1,162 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,932 $819K 0.29% -170 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,922 $816K 0.01% +219 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,920 $816K 0.49% +1,047 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,900 $810K 0.16% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,895 $809K 0.08% +95 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,890 $807K 0.73% +145 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,761 $807K 0.05% +70 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,884 $805K 0.02% -8,790 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,880 $804K 0.05% +1,078 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,866 $800K 0.46% +254 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,865 $800K 0.14% -85 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 2,659 $799K 0.35% -2,005 13F-HR/A Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,860 $799K 0.32% +576 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,525 $798K 0.04% +145 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,857 $798K 0.07% +69 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,856 $798K 0.14% +310 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,851 $796K 0.05% +100 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,829 $790K 0.08% -348 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,801 $782K 0.07% +128 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,785 $781K 0.58% +11 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,795 $781K 0.2% +82 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,792 $780K 0.07% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,780 $776K 0.11% +72 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,771 $774K <0.01% +88 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,765 $772K 0.45% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,758 $770K 0.05% +273 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,749 $770K 0.01% +283 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,750 $768K 0.39% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,733 $763K 0.35% +1,073 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,733 $763K 0.13% +123 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,524 $763K 0.63% -133 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,724 $761K 0.04% -125 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,720 $760K 0.1% +1,500 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,711 $757K 0.29% +495 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,706 $756K 0.19% 0 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,705 $755K 0.43% -25 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,703 $755K 0.19% +55 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 2,702 $755K 0.59% +588 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 2,697 $753K 0.47% 0 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,691 $752K 0.32% -195 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,687 $750K 0.01% +69 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,682 $749K 0.11% +133 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,673 $749K 0.03% +135 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,678 $748K 0.25% -54 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,674 $747K 0.21% -153 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,668 $745K 0.26% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,665 $744K 0.58% +46 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,660 $743K 0.26% +1,267 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,657 $742K 0.38% -104 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 2,575 $742K 0.11% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,650 $740K 0.13% -12,838 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 2,650 $740K 0.74% +150 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,644 $738K 0.43% -20 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 2,638 $737K 0.31% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,637 $736K 0.04% +134 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,635 $736K 0.08% +208 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,627 $734K 0.02% -61 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,625 $733K 0.12% -3,118 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,617 $731K 0.09% +235 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,611 $729K 0.27% +139 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,608 $728K 0.4% +137 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 2,605 $728K 0.18% +375 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,584 $724K 0.14% +132 13F-HR/A Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 2,580 $720K 0.21% +12 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,573 $719K 0.2% -748 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,561 $715K 0.43% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,557 $714K 0.03% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,541 $712K 0.15% +166 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,542 $710K 0.02% +260 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,541 $710K 0.22% +101 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,532 $707K 0.31% +149 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,530 $707K 0.43% -188 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,528 $706K 0.3% +86 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,523 $705K 0.38% +4 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,509 $701K 0.03% -265 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,504 $699K 0.03% new 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,504 $699K 0.33% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,502 $699K 0.42% +7 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,497 $697K 0.1% +582 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,493 $696K 0.12% -48 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,486 $694K 0.41% +96 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,480 $693K 0.29% +312 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,477 $692K 0.31% +44 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,476 $692K 0.12% +3 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,475 $691K 0.18% -71 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,461 $687K 0.2% +226 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,460 $687K 0.19% -68 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 2,460 $687K 0.29% +2,302 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 2,453 $685K 0.02% +1 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,452 $685K 0.59% -493 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,448 $684K 0.08% +63 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,444 $683K 0.21% +44 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,443 $682K 0.05% -10 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 2,438 $681K 0.15% -300 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,433 $679K 0.07% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,432 $679K 0.21% +1,017 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,425 $677K 0.14% +5 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,416 $675K 0.12% 0 13F-HR Timeline