INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,869 $234K 0.07% new 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 3,867 $234K 0.07% -200 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,862 $233K 0.04% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,849 $233K 0.03% -160 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,859 $233K 0.11% new 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,848 $232K 0.03% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,844 $232K 0.02% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,840 $232K 0.04% -712 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,611 $232K 0.04% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,839 $232K 0.05% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,832 $231K 0.11% -1,692 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,823 $231K 0.07% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,819 $231K <0.01% -6,726 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 3,800 $230K 0.06% new 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 3,797 $229K 0.13% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,790 $229K 0.15% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,788 $229K 0.03% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,785 $229K 0.06% -641 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,611 $228K 0.08% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,760 $227K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,755 $227K 0.14% -511 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,753 $227K 0.01% -120 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,743 $226K <0.01% new 13F-HR Timeline Group ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 3,729 $225K 0.03% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,727 $225K 0.09% -478 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,725 $225K 0.03% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 3,723 $225K 0.05% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,686 $225K 0.06% new 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,695 $223K 0.05% -187 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,695 $223K 0.03% -203 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,680 $222K 0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,677 $222K 0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,670 $222K 0.03% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,648 $220K 0.1% +895 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,634 $219K 0.01% -3,185 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,633 $219K 0.01% -230 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3,610 $218K 0.12% -325 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,606 $218K 0.15% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,602 $218K 0.04% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,600 $217K <0.01% -446 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,600 $217K 0.08% -150 13F-HR Timeline Group Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,600 $217K 0.19% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,592 $217K 0.08% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,578 $216K 0.02% new 13F-HR/A Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 3,576 $216K 0.1% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,561 $215K 0.01% new 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 3,555 $215K 0.11% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,554 $215K 0.01% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 3,552 $215K 0.11% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,546 $214K 0.02% -1,590 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,430 $214K 0.13% new 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 3,541 $214K 0.07% new 13F-HR Timeline American Trust More: the full row for American Trust 3,539 $214K 0.02% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,481 $213K 0.17% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 3,512 $212K 0.03% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,508 $212K 0.01% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,504 $212K 0.02% -7,108 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,500 $211K <0.01% 0 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,491 $211K 0.01% new 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,485 $210K 0.1% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,483 $210K 0.01% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,469 $210K 0.12% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,465 $209K 0.04% new 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 3,463 $209K 0.04% new 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 3,422 $208K 0.04% new 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,448 $208K 0.07% new 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,442 $208K 0.05% new 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 3,439 $208K <0.01% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,431 $207K 0.11% new 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 3,430 $207K 0.15% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,425 $207K 0.03% -1,000 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,423 $207K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,392 $205K 0.01% -618 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,392 $205K 0.15% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,387 $205K 0.07% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,387 $205K 0.02% new 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 3,386 $205K 0.27% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,384 $204K 0.04% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,379 $204K 0.02% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,379 $204K 0.1% new 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 3,370 $204K 0.06% -103,966 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,347 $202K <0.01% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,343 $202K 0.02% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,340 $202K 0.12% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,336 $201K 0.04% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,335 $201K 0.07% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,327 $201K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,282 $198K 0.01% +425 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 3,275 $198K 0.09% new 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 3,255 $197K 0.04% 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 3,203 $193K 0.17% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 3,102 $187K 0.16% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 3,066 $185K 0.06% new 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 3,014 $182K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,967 $179K 0.03% -275 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,957 $179K 0.02% +313 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,912 $176K 0.03% -2,404 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,906 $176K 0.12% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,755 $166K 0.02% -1,972 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,680 $166K 0.06% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,716 $164K 0.03% -816 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 156,053 $160K 0.03% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,624 $158K 0.04% +1 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,610 $158K 0.13% +141 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,603 $157K 0.01% +840 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 2,514 $152K 0.06% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,508 $151K 0.01% 0 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 2,500 $151K 0.01% 0 13F-HR Timeline Group Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,500 $151K 0.47% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,499 $151K 0.03% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,452 $148K 0.01% -93 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 2,433 $147K 0.01% +2,170 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,330 $141K <0.01% +600 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,285 $138K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,282 $138K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,244 $136K <0.01% -206 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,249 $136K 0.01% 0 13F-HR Timeline Group Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 2,220 $134K <0.01% 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,184 $132K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,166 $131K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,150 $130K 0.01% -14 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,150 $130K 0.02% +102 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,119 $128K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,011 $121K 0.01% +3 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,007 $121K 0.03% new 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 2,000 $121K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $121K 0.03% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,990 $120K 0.01% +1,402 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,969 $119K -14 Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,927 $116K 0.02% +2 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,924 $116K 0.02% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,908 $115K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,903 $115K 0.01% +582 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 2,208 $115K 0.56% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,900 $115K 0.03% +300 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,889 $114K 0.05% -98 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,864 $113K 0.03% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,856 $112K 0.03% +198 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,828 $110K 0.02% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,800 $109K 0.05% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,800 $109K 0.1% +800 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,792 $108K 0.02% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,785 $108K 0.06% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,752 $106K 0.02% +28 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,700 $103K <0.01% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,705 $103K 0.01% -15 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,696 $102K 0.04% -1 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,677 $101K 0.01% 0 13F-HR/A Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,603 $101K 0.01% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,600 $96.7K 0.03% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,575 $95.1K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,560 $94.2K 0.03% +15 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,559 $94.2K 0.01% -3,365 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,555 $93.9K 0.05% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,548 $93.5K 0.01% +59 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,529 $92.3K 0.03% +11 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,272 $92K 0.01% -15,114 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 1,510 $91.2K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,504 $90.8K 0.03% +525 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,500 $90.6K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,487 $89.8K 0.02% -36 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,460 $88.2K 0.04% +138 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,400 $84.6K 0.01% +48 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,355 $82K 0.06% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,312 $79.2K 0.04% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 1,300 $78.5K 0.02% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,283 $77.5K 0.05% +93 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,262 $76K 0.01% +1 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,256 $75.9K 0.02% -60 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,174 $75.7K 0.01% -1 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,249 $75.4K 0.2% -4,878 13F-HR/A Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 1,219 $73.6K 0.05% +10 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,212 $73.2K <0.01% -1,735 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,200 $72.5K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,173 $70.8K 0.01% -40 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,167 $70.5K 0.01% +10 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,159 $70K 0.06% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,157 $69.9K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,141 $69K 0.02% -5 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,115 $67.3K 0.02% -85 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,102 $66.6K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,050 $63K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,027 $62K 0.06% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,025 $61.9K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,000 $60.4K <0.01% 0 13F-HR/A Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,000 $60.4K 0.03% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 960 $58K 0.01% -795 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 957 $57.8K 0.02% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 953 $57.6K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 933 $56.4K 0.02% +69 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 932 $56.3K 0.04% +24 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 884 $53.4K 0.06% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 861 $52K <0.01% +12 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 831 $50K 0.03% -35 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 806 $48.7K 0.01% +129 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 803 $48.5K <0.01% -5 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 791 $48.4K <0.01% +319 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 800 $48.3K 0.04% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 796 $48.1K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 791 $47.8K 0.04% 0 13F-HR Timeline