Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 6,000 $300K 0.07% -23,304 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 5,974 $299K 0.11% -5,462 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,968 $299K 0.11% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5,936 $297K 0.05% +2,289 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,868 $295K 0.01% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 5,889 $295K 0.17% new 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 5,880 $294K 0.39% -13,000 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,865 $294K 0.06% -337 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,840 $292K 0.13% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,825 $292K 0.01% +1,000 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 5,816 $291K 0.07% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 5,811 $291K 0.03% +40 13F-HR/A Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 5,808 $291K 0.1% +4,837 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 5,785 $290K 0.15% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,771 $289K 0.17% +246 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,768 $289K 0.06% -8,658 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,740 $287K 0.01% -700 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 5,738 $287K 0.16% +48 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,728 $287K 0.03% +518 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 5,700 $285K 0.16% +1,251 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 5,632 $282K 0.15% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,614 $281K 0.02% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,603 $281K 0.01% -2,000 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,573 $279K 0.04% new 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 5,536 $277K <0.01% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,520 $276K 0.03% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 5,518 $276K 0.07% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 5,505 $276K 0.06% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,499 $275K 0.05% +11 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,485 $275K 0.02% -733 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,468 $274K 0.1% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 5,440 $272K 0.1% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5,439 $272K 0.04% +145 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 5,434 $272K 0.08% -3,293 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 5,395 $270K 0.2% 0 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 5,360 $268K 0.16% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,335 $267K <0.01% -109,640 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,311 $266K 0.01% +1 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,284 $265K 0.01% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 5,282 $264K 0.06% +44 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 5,201 $260K 0.07% -384 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,190 $260K 0.08% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 5,175 $259K 0.07% 0 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 5,143 $257K 0.19% -1,828 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 5,105 $256K 0.08% new 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 5,067 $254K 0.07% +43 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,061 $253K 0.07% -641 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,000 $250K 0.03% -50 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,958 $248K <0.01% -15,456 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,950 $248K 0.11% 0 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 4,938 $247K 0.12% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 4,915 $246K 0.11% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 4,914 $246K 0.06% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,867 $244K 0.02% +422 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,833 $242K 0.14% +41 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4,787 $240K 0.08% +58 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,771 $239K 0.07% +311 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,764 $239K 0.04% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,691 $235K <0.01% -5,954 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,612 $233K 0.02% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,650 $233K 0.02% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,638 $232K <0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,597 $231K 0.02% new 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,602 $230K 0.02% +204 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 4,593 $230K 0.12% -3,249 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,556 $228K 0.02% new 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 4,546 $228K 0.06% -66 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,544 $228K 0.02% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,533 $227K 0.06% -1,864 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 4,498 $225K 0.05% -205 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,488 $225K 0.01% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,482 $224K 0.04% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,467 $224K 0.05% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,464 $224K 0.06% -1,196 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,460 $223K 0.01% new 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,460 $223K 0.12% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 4,452 $223K 0.17% +37 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,434 $222K 0.02% -240 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,426 $222K 0.13% -980 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,400 $220K 0.13% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,386 $220K 0.01% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,386 $220K 0.01% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,380 $219K 0.13% -1,403 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,328 $217K 0.15% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,305 $216K <0.01% new 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,284 $214K 0.03% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,280 $214K 0.02% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,212 $211K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,210 $211K 0.02% -26 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,162 $208K 0.03% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,150 $208K 0.02% +2,900 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,131 $207K 0.01% new 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 4,125 $207K 0.1% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,108 $206K 0.04% -605 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,156 $204K 0.07% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,055 $203K <0.01% -41,082 13F-HR/A Timeline SWMG, LLC More: the full row for SWMG, LLC 4,004 $202K 0.06% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,036 $202K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,013 $201K 0.02% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,000 $200K 0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,998 $200K 0.01% new 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,911 $196K 0.05% +250 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,862 $193K 0.01% +184 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,549 $178K 0.12% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,542 $177K 0.06% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,367 $169K 0.02% +20 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,351 $168K 0.03% 0 13F-HR Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3,284 $164K 0.06% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,209 $161K 0.09% +98 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,139 $157K 0.03% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,000 $150K <0.01% -300 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,992 $150K 0.02% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,830 $142K 0.13% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,818 $141K 0.15% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,739 $137K 0.04% +23 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,694 $135K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,653 $133K <0.01% 0 13F-HR Timeline Group Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 2,532 $127K 0.1% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,346 $117K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,339 $117K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,333 $117K 0.05% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,287 $115K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,284 $114K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,282 $114K 0.03% -1,915 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,208 $111K 0.03% -1,560 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,066 $103K 0.03% -282 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,032 $102K 0.07% +17 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,000 $100K 0.06% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,996 $99.9K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,974 $98.8K 0.03% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,841 $92.2K 0.04% +70 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,846 $92K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,674 $83.7K 0.05% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,660 $83K 0.05% +243 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,510 $75.6K 0.02% +1,510 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,500 $75.1K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,457 $73K <0.01% -159 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,373 $68.7K <0.01% +963 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,370 $68.6K 0.15% -2,010 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,339 $67.1K 0.01% +388 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,346 $67K <0.01% -5,324 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,337 $66.9K <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,220 $61.1K 0.08% +197 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,172 $57.4K 0.51% -26,403 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,138 $57K 0.04% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,110 $55.5K <0.01% new 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,100 $55.1K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,080 $54.1K <0.01% -680 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,080 $54.1K 0.03% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,058 $53K 0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,035 $51.8K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,000 $50K 0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 994 $49.8K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 991 $49.6K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 979 $48.9K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 945 $47.3K <0.01% +279 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 906 $45.3K 0.04% -3,578 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 900 $45.1K 0.03% -211 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 860 $43.1K 0.04% -123 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 838 $41.9K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 832 $41.7K <0.01% +780 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 775 $38.8K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 736 $36.9K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 696 $34.8K 0.02% +100 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 666 $33.4K 0.01% -1,322 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 640 $32K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 629 $31.5K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 587 $29.4K 0.02% 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 575 $28.8K 0.02% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 571 $28.6K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 560 $28K <0.01% 0 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 553 $27.7K 0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 552 $27.6K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 500 $25K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 511 $25K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 508 $25K 0.01% +4 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 493 $24.7K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 492 $24.7K <0.01% -129 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 470 $23.5K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 453 $23K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 434 $21.7K <0.01% -1,469 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 425 $21.3K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 410 $20.5K 0.01% +3 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 408 $20.5K 0.01% -497 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 386 $19.3K 0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 347 $17.4K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 322 $16.1K <0.01% +264 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 318 $15.9K <0.01% +200 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 266 $13.3K 0.01% -4,138 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 258 $12.9K <0.01% -19,537 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 250 $12.5K 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. 230 $11.5K <0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 219 $11K <0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 210 $10.5K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 188 $9.41K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 162 $8.11K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 159 $7.95K 0.01% +2 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 150 $7.51K <0.01% -850 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 134 $6.71K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 133 $6.66K <0.01% -128 13F-HR Timeline