Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,810 $405K 0.02% -72 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,872 $405K <0.01% +73 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,850 $402K 0.05% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,837 $400K 0.04% +173 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. 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More: the full row for CENTAURUS FINANCIAL, INC. 2,549 $360K 0.02% -2 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,540 $358K 0.08% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,540 $358K 0.23% -71 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,535 $358K 0.1% +2 13F-HR Timeline MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 2,513 $355K 0.04% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,514 $355K 0.25% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,512 $354K 0.03% +7 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,508 $354K 0.03% +6 13F-HR Timeline Pathfinder Wealth Consulting, Inc. 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More: the full row for JP Wealth Management, Inc. 2,230 $315K 0.22% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,170 $314K 0.02% +57 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,204 $311K 0.14% -35 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,202 $311K 0.02% +79 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,202 $311K 0.12% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,198 $310K 0.05% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,195 $310K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,142 $309K <0.01% +2,029 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,186 $308K 0.08% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,170 $306K <0.01% +81 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,165 $305K 0.03% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,157 $304K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,143 $302K 0.06% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,140 $302K 0.03% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,140 $302K 0.11% -2,069 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,135 $301K <0.01% 0 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 2,123 $299K 0.08% +37 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,117 $299K 0.12% +15 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 2,114 $298K 0.21% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,101 $296K 0.02% -58 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,094 $295K 0.05% +5 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,086 $294K 0.03% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2,083 $294K 0.06% +36 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,075 $293K 0.01% +1 13F-HR Timeline Group Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 2,070 $292K 0.26% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,066 $291K 0.07% +24 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,066 $291K 0.13% +9 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,062 $291K 0.07% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,051 $289K 0.09% +450 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,050 $289K 0.15% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,048 $289K 0.02% +42 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,046 $289K 0.05% +547 13F-HR/A Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,039 $288K 0.1% +16 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,038 $287K 0.05% +41 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 2,030 $286K 0.18% 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 2,023 $285K 0.07% +40 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 2,008 $283K 0.08% +187 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,000 $282K 0.07% 0 13F-HR Timeline Group Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,000 $282K 0.08% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,995 $281K 0.18% +194 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,986 $280K 0.08% +288 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,983 $280K 0.1% +457 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,968 $278K 0.02% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,965 $277K 0.03% +6 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,965 $277K 0.04% -36 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,960 $276K 0.03% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,950 $275K 0.26% 13F-HR/A Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 1,915 $274K 0.15% +35 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 1,941 $274K 0.04% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,935 $273K 0.04% new 13F-HR Timeline Everhart Financial Group, Inc. 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More: the full row for Karpus Management, Inc. 1,855 $262K 0.01% -90 13F-HR/A Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,853 $261K 0.1% +1,001 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,847 $261K 0.14% +71 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,815 $256K 0.09% 0 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 2,177 $256K 0.31% +602 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,810 $255K 0.07% 0 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 1,807 $255K 0.49% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,805 $255K 0.04% +239 13F-HR Timeline eCIO, Inc. 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More: the full row for Independent Wealth Network Inc. 1,628 $230K 0.07% +52 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,580 $229K 0.01% +15 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 1,620 $229K 0.16% +3 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 1,610 $227K 0.22% 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,608 $227K 0.13% 0 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 1,608 $227K 0.22% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,605 $226K 0.03% +8 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 1,593 $226K 0.02% new 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. 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More: the full row for AF Advisors, Inc. 1,521 $215K 0.08% -160 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,520 $214K 0.02% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,520 $214K 0.1% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,514 $214K 0.01% 0 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 1,510 $213K 0.13% 0 13F-HR Timeline