Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,439 $272K 0.03% +75 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,430 $271K 0.06% +830 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,410 $269K <0.01% -261 13F-HR Timeline Institute for Wealth Management, LLC. 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More: the full row for Gold Investment Management Ltd. 2,288 $181K 0.05% -1,184 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 2,237 $177K 0.09% +25 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 2,211 $175K 0.17% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2,112 $167K 0.13% -21 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,080 $164K 0.02% +1,020 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,987 $157K 0.03% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,939 $153K 0.05% -209 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,936 $153K 0.03% -3 13F-HR Timeline Palouse Capital Management, Inc. 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More: the full row for Bernard Wealth Management Corp. 1,349 $107K 0.04% -39 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,325 $105K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,240 $98K 0.04% -58 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,226 $96.9K 0.04% +13 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,222 $96.6K 0.07% +14 13F-HR Timeline MOTCO More: the full row for MOTCO 1,200 $94.8K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,150 $90.9K 0.2% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,079 $85.3K 0.06% +12 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 1,000 $79K 0.06% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 982 $77.6K 0.01% +746 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 969 $76.2K 0.05% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 936 $73.5K 0.02% 0 13F-HR Timeline Vermillion Wealth Management, Inc. 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LLC 252 $20K <0.01% -100 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 252 $19.9K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 250 $19.8K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 247 $19.5K 0.01% -4 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 245 $19.4K <0.01% -501 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 233 $18.4K 0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 226 $17.9K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 225 $17.8K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. 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