Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 34,647 $5.92M 0.04% +2,466 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 25,244 $4.32M 1.62% +1,076 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,305 $2.28M 0.07% +1,845 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12,675 $2.17M 0.06% -617 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 9,913 $1.77M 0.33% -333 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 6,616 $1.13M 0.34% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,371 $919K 0.02% +180 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,006 $856K 0.55% -13 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,973 $850K 0.06% +192 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,270 $730K 0.02% -298 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,624 $620K 0.14% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,195 $546K 0.09% +11 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 3,138 $537K 0.08% -585 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,055 $522K 0.01% -133 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,928 $330K 0.03% +3 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,866 $319K 0.04% +12 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,748 $311K <0.01% -1,270 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,684 $288K 0.02% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,604 $285K 0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,567 $279K 0.19% -28 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,452 $248K 0.13% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,450 $248K 0.11% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,242 $212K 0.04% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 370 $63.3K <0.01% -5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 304 $52K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 248 $42.4K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 118 $20.2K <0.01% -5 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 90 $15.4K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 20 $3.44K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 7 $1.2K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 5 $884 <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 0 $49 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.