Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,625 $3.44M 0.27% +885 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,617 $3.44M 0.05% +110 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,589 $3.42M 0.2% +87 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,557 $3.4M 0.34% +1 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,551 $3.4M 0.03% -1,719 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,547 $3.4M 0.3% -124 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 5,538 $3.39M 1.11% +121 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 5,536 $3.39M 1.07% -432 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 5,530 $3.39M 1.11% -774 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 5,529 $3.39M 0.44% -613 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,526 $3.38M 0.61% +583 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,524 $3.38M 0.34% +66 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 5,522 $3.38M 0.74% +1,383 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 5,520 $3.38M 2.08% -217 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. 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More: the full row for Stockman Wealth Management, Inc. 4,672 $2.86M 0.36% -188 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,671 $2.86M 0.53% +3,151 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,665 $2.86M 0.34% +265 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,664 $2.86M 0.54% +136 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,628 $2.83M 0.54% +7 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 4,620 $2.83M 0.2% +30 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,603 $2.82M 0.28% +612 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,592 $2.81M 0.12% +398 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,584 $2.81M 0.2% +36 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,566 $2.8M 1.93% -232 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,557 $2.79M 0.58% +215 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 4,911 $2.79M 1.03% +7 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,552 $2.79M 0.93% -140 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,550 $2.79M 0.41% +11 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,540 $2.78M 0.34% -40 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 4,534 $2.78M 0.28% +90 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,554 $2.78M 0.62% -218 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 4,518 $2.77M 1.46% +396 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,525 $2.77M 0.88% +56 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,520 $2.77M 1.04% +870 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 4,515 $2.77M 0.87% +131 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,514 $2.76M 0.95% 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,492 $2.75M 0.75% +4 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,469 $2.74M 0.2% +2 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,470 $2.74M 0.33% +494 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 4,467 $2.74M 1.24% -29 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,452 $2.73M 0.51% +615 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 4,444 $2.72M 0.53% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,438 $2.72M 0.75% -227 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,420 $2.71M 1.96% +87 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,416 $2.7M 0.74% +872 13F-HR/A Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,407 $2.7M 0.3% +222 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,406 $2.7M 0.23% +27 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,406 $2.7M 0.24% -290 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,405 $2.7M 0.06% -16 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,386 $2.69M 1.35% +619 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,384 $2.68M 0.24% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,367 $2.68M 0.1% +943 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 4,369 $2.68M 0.16% -1,861 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,365 $2.67M 0.34% -18 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 4,364 $2.67M 1.35% +98 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 4,359 $2.67M 1.19% +159 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,281 $2.67M 0.2% +127 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 4,327 $2.65M 0.25% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,325 $2.65M 0.24% +308 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,303 $2.64M 0.48% +73 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,305 $2.64M 0.18% +3,235 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,293 $2.63M 0.45% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,273 $2.62M 0.11% +91 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 4,272 $2.62M 0.64% -14 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 4,268 $2.61M 1.53% -528 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,266 $2.61M 1.27% +2,490 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,250 $2.6M 0.16% +1,452 13F-HR/A Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 4,241 $2.6M 4.31% +2,168 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,233 $2.59M 0.66% -609 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,185 $2.57M 0.53% +7 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,184 $2.57M 0.61% new 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,192 $2.57M 0.44% -16 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,190 $2.57M 0.35% +299 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,188 $2.56M 0.72% +3,830 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4,165 $2.55M 0.72% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,158 $2.55M 0.28% +197 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,158 $2.55M 0.33% +281 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,148 $2.54M 1.98% -41 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,124 $2.53M 0.01% +1 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 4,118 $2.52M 2.12% +1,216 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,101 $2.51M 0.41% +4 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 4,101 $2.51M 0.35% +27 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 4,094 $2.51M 0.46% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,112 $2.51M 0.18% -50 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 4,088 $2.5M 2.17% +30 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,087 $2.5M 0.07% +1,007 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,076 $2.5M 0.4% +685 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,056 $2.48M 0.26% -2,238 13F-HR Timeline MIdWestOne Financial Group, Inc. 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More: the full row for Capital Advantage, Inc. 4,011 $2.46M 0.37% +7 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,005 $2.45M 0.52% -53 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,991 $2.44M 1.12% +594 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,991 $2.44M 0.12% +64 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,990 $2.44M 0.9% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,989 $2.44M 0.16% +88 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,968 $2.43M 0.54% -9 13F-HR Timeline Nova Wealth Management, Inc. 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