PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 9,370 $2.62M 0.88% +87 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 9,336 $2.61M 0.21% +1,248 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,335 $2.61M 0.03% -229 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 9,335 $2.61M 0.99% -114 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 9,332 $2.61M 0.32% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,312 $2.61M 0.19% +32 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 9,284 $2.6M 0.1% +2,532 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 9,252 $2.59M 0.72% -2 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 9,235 $2.58M 1.18% -823 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,203 $2.58M 0.08% +69 13F-HR Timeline Group MONEYWISE, INC. 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More: the full row for Graves Light Lenhart Wealth, Inc. 8,564 $2.4M 0.29% 0 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 8,552 $2.39M 1.88% +4,569 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 8,356 $2.39M 0.43% -6,953 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 8,496 $2.38M 0.95% -1,111 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,484 $2.37M 0.5% +657 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,476 $2.37M 0.3% -194 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 8,465 $2.37M 1.77% -237 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,412 $2.35M 0.06% +557 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 8,402 $2.35M 1.45% -17 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,381 $2.35M 0.22% -1,217 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8,372 $2.34M 0.11% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 8,369 $2.34M 0.75% +6,924 13F-HR Timeline Bridgewater Advisors Inc. 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Advisory Services LLC 7,929 $2.22M 0.22% -740 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 7,898 $2.21M 1.24% +234 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,857 $2.2M 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 7,851 $2.2M 0.96% +7,705 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,839 $2.19M 0.78% +1,734 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 7,829 $2.19M 0.66% -79 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,825 $2.19M 0.14% 0 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,823 $2.19M 0.21% +990 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 7,772 $2.18M 0.6% -111 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 7,783 $2.18M 0.29% +2,500 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 7,752 $2.17M 5.21% +116 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,687 $2.16M 0.09% -113 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 7,679 $2.15M 0.64% -48 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,608 $2.13M 0.67% -130 13F-HR Timeline New Covenant Trust Company, N.A. 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Empirical Wealth Management 7,059 $1.98M 0.04% +3,941 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 6,918 $1.97M 0.3% 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 7,014 $1.96M 1.14% +1,081 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6,959 $1.95M 0.77% +151 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,948 $1.94M 0.07% -129 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 6,890 $1.93M 0.63% +26 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,875 $1.92M 0.14% +2,528 13F-HR Timeline Harbor Group, Inc. 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More: the full row for LANARK FINANCIAL, INC. 6,342 $1.77M 0.14% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 6,336 $1.77M 1.06% -673 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,307 $1.76M 0.55% -626 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,279 $1.76M 0.87% -194 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 6,278 $1.76M 0.26% -2,192 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,263 $1.75M 0.27% -942 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,238 $1.75M 0.09% -875 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 6,201 $1.74M 0.12% -33 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,180 $1.73M 0.67% +269 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,197 $1.73M 0.83% +1,174 13F-HR Timeline Wingate Wealth Advisors, Inc. 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More: the full row for FDx Advisors, Inc. 5,482 $1.53M 0.47% +35 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 5,479 $1.53M 0.04% -1 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,470 $1.53M 0.05% +280 13F-HR Timeline