Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 3,932 $995K 0.48% -130 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,893 $990K 0.3% +49 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,892 $990K 0.06% +9 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 3,869 $984K 0.8% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 3,843 $977K 0.09% -55 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,837 $976K 0.13% 0 13F-HR Timeline Post Resch Tallon Group Inc. 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More: the full row for TRUST POINT INC. 3,354 $853K 0.07% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 3,345 $851K 0.21% 0 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 3,340 $849K 0.26% 0 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 3,339 $849K 0.11% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 3,332 $847K 0.21% -33 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,297 $841K 0.45% +24 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,307 $841K 0.43% -117 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 3,316 $840K 0.54% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,298 $839K 0.1% -18 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,281 $834K 0.06% +19 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,271 $832K 0.1% -130 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,267 $831K 0.08% +790 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,245 $825K 0.28% +627 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,240 $824K 0.04% -15 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,217 $818K 0.13% +833 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 3,216 $818K 0.14% -1,919 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,205 $818K 0.06% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,215 $818K 0.05% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. 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More: the full row for Freedom Investment Management, Inc. 3,145 $800K 0.21% -1,857 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,145 $800K 0.42% +28 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,141 $799K 0.07% -2 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,112 $793K 0.2% +163 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 3,094 $787K 0.36% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,064 $782K 0.02% -232 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,056 $781K 0.37% +17 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,073 $781K 0.19% -34 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,072 $781K 0.04% -20 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 3,044 $774K 0.62% +52 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,992 $772K 0.47% -656 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 2,999 $763K 0.68% +452 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,996 $761K 0.26% -213 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,986 $759K 0.06% -108 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 2,985 $759K 0.01% -121 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,965 $754K 0.01% +28 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 2,938 $753K 0.64% +579 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,944 $748K 0.12% -1 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,930 $747K 0.51% 0 13F-HR Timeline Northstar Group, Inc. 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More: the full row for Pachira Investments Inc. 2,865 $728K 0.41% +217 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,860 $727K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,856 $726K 0.03% -235 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,838 $722K 0.13% -298 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2,830 $720K 0.53% +930 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 2,823 $718K 0.34% -2,213 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,784 $710K 0.01% +764 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,784 $708K 0.02% 0 13F-HR Timeline Group Atwater Malick LLC More: the full row for Atwater Malick LLC 2,775 $706K 0.2% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,761 $702K 0.1% +117 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,745 $698K 0.08% +20 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,738 $696K 0.03% -157 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 2,736 $696K 0.15% +9 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,733 $695K 0.06% -34 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,729 $694K 0.01% -417 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,721 $692K 0.22% +570 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,720 $692K 0.52% -496 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,705 $688K 0.4% new 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,705 $688K 0.49% +7 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,683 $685K 0.12% +2 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,694 $685K 0.26% +408 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,688 $684K 0.02% +111 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,678 $681K 0.36% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,677 $681K 0.12% -8 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,675 $680K 0.06% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,674 $680K 0.08% -14 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,659 $676K 0.12% +2 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,658 $676K 0.05% -96 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,657 $676K 0.66% 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 2,655 $675K 0.2% -8 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,653 $675K 0.02% 0 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,653 $675K 0.52% -206 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,613 $664K 0.06% 0 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 2,612 $664K 0.05% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,607 $663K 0.41% +650 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,604 $662K 0.16% +52 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,602 $662K 0.19% +106 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,599 $661K 0.04% +150 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,598 $661K 0.43% -19 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,587 $658K 0.1% -253 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,583 $657K 0.15% -499 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,575 $655K 0.1% +5 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,572 $654K 0.51% -72 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,754 $654K 0.09% 0 13F-HR/A Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,566 $653K 0.35% +578 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,560 $651K 0.04% +1 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,557 $650K 0.11% +2 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,553 $649K 0.09% +78 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 2,541 $646K 0.05% +4 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,499 $645K 0.17% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,521 $641K 0.03% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,514 $639K 0.01% +1,360 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,512 $639K 0.06% -37 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 2,500 $636K 0.17% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,496 $635K 0.28% -89 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,490 $633K 0.33% +787 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,490 $633K 0.04% +1,216 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,478 $632K <0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,480 $631K 0.02% -42 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 2,480 $631K 1.05% +47 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,471 $628K 0.03% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,457 $625K 0.37% -45 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,413 $625K 0.05% +141 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,633 $624K 0.19% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,445 $622K 0.14% -297 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,444 $621K 0.07% +618 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,440 $620K 0.04% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,438 $620K 0.11% -68 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,436 $619K 0.1% 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 2,431 $618K 0.12% +89 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,406 $617K 0.02% -6 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,416 $616K 0.1% +121 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,424 $616K 0.45% +82 13F-HR Timeline Pinnacle Bancorp, Inc. 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