Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,262 $711K 0.64% +164 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 3,233 $704K 0.09% -54 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,229 $704K 0.19% -12,007 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,221 $702K 0.01% -32 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,218 $701K 0.27% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,189 $695K <0.01% +1 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,184 $694K 0.32% -101 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,177 $692K 0.2% -133 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 3,168 $691K 0.66% 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 3,173 $690K 0.43% -246 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,160 $689K 0.35% -29 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,156 $688K 0.04% +631 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,151 $687K 0.1% -7,464 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,147 $686K 0.2% -362 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,138 $684K 0.21% -488 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,119 $680K 0.07% +2,074 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,117 $679K 0.29% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,098 $675K 0.08% +59 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,096 $675K 0.21% +4 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,089 $673K 0.04% -332 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,080 $671K 0.18% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,076 $670K 0.14% +206 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 3,074 $670K 0.57% +719 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 3,072 $669K <0.01% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,059 $667K 0.06% +1,929 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 3,058 $666K 0.08% 0 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,053 $665K 0.3% -1,366 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,048 $664K 0.12% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,041 $663K 0.01% +1,022 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,038 $662K 0.08% -25 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,032 $661K 0.07% +28 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,022 $659K 0.2% +270 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 3,013 $657K 0.41% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,006 $655K 0.15% +7 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,003 $654K 0.12% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,001 $654K 0.08% +42 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,994 $652K 0.05% +214 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,994 $652K 0.08% 0 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 2,987 $651K 0.21% +2 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,982 $650K 0.08% +902 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,981 $650K 0.04% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,963 $646K 0.2% +5 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 2,950 $643K 0.1% 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,948 $643K 0.01% +143 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,944 $642K 0.07% 0 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 2,942 $641K 0.03% +886 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,940 $641K 0.1% -951 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 2,936 $640K 0.14% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 2,931 $639K 0.34% +583 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,931 $639K 0.13% -170 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 2,930 $638K 0.2% +509 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,925 $637K 0.1% -246 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,920 $636K 0.44% -22 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,909 $634K 0.05% +762 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,907 $634K 0.03% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,892 $630K 0.29% -70 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,890 $630K 0.4% +1,019 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 2,889 $630K 0.43% +1,505 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,889 $630K 0.44% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,880 $628K 0.14% -6 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,878 $627K 0.17% -130 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,870 $625K 0.09% +2 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,864 $624K 0.04% -114 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,862 $624K 0.11% +1,237 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,860 $623K 0.19% -120 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,850 $621K 0.04% +13 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,850 $621K 0.11% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,844 $620K 0.17% +88 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,842 $619K 0.07% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 2,830 $617K 0.08% -192 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,830 $617K 0.25% +191 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 2,825 $616K 0.34% -57 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,817 $614K 0.11% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,811 $613K 0.12% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,811 $613K 0.28% +5 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,810 $612K 0.49% -381 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,809 $612K 0.68% -127 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 2,802 $611K 0.5% +13 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,797 $610K 0.19% -149 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 2,793 $609K 0.07% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,788 $608K 0.09% +96 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 2,779 $606K 0.39% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,773 $604K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,769 $604K 0.12% +45 13F-HR/A Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,763 $602K 0.43% 0 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 2,752 $600K 0.13% +130 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,750 $599K 0.06% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,744 $598K 0.05% 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,737 $596K 0.13% +148 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,734 $596K 0.09% -241 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 2,733 $596K 0.42% +312 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,732 $595K 0.09% +49 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,732 $595K 0.06% -103 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,728 $595K 0.12% -102 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,719 $593K 0.05% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,695 $592K 0.18% +202 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,713 $591K 0.07% +25 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,711 $591K 0.01% -563 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,709 $590K 0.01% +1 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,708 $590K 0.05% -167 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,708 $590K 0.12% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,708 $590K 0.07% -65 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,704 $589K 0.09% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,703 $589K 0.06% +93 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,702 $589K 0.18% +550 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,696 $588K 0.08% +204 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,696 $588K 0.02% +9 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,689 $586K 0.05% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,675 $583K 0.08% -63 13F-HR Timeline Group GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,669 $582K 0.04% 0 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 2,667 $581K 0.06% +46 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 2,664 $581K 0.38% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,660 $580K 0.11% -63 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,658 $579K 0.01% new 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,656 $579K 0.34% +1,078 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,656 $579K 0.15% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,650 $578K 0.27% 0 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 2,649 $577K 0.53% +13 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 2,643 $576K 0.31% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,634 $574K 0.03% -289 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 2,626 $572K 0.01% -113 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 2,625 $572K 0.22% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,622 $571K 0.26% +319 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 2,618 $570K 0.21% -8 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,616 $570K 0.01% +832 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 2,612 $569K 0.05% +744 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,612 $569K 0.05% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,600 $567K 0.26% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,597 $566K 0.02% 0 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,602 $564K 0.06% +1,590 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,586 $564K 0.11% +148 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,583 $563K 0.25% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,573 $561K 0.02% +217 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 2,566 $559K 0.13% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 2,487 $557K 0.44% -167 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,552 $556K 0.06% -466 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,549 $556K 0.49% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,552 $555K 0.06% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,538 $553K 0.05% -914 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,537 $553K 0.11% +2 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,529 $551K 0.07% +138 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,525 $550K 0.05% 0 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 2,520 $549K 0.3% 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 2,517 $548K 0.34% +50 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,515 $548K 0.04% +12 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,505 $546K 0.14% 0 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,498 $544K 0.59% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,490 $543K 0.06% +1,020 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,482 $541K 0.45% -51 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,482 $541K 0.03% +314 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2,475 $539K 0.15% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,475 $539K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,470 $538K 0.05% +88 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 2,451 $538K 0.1% +9 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,464 $537K 0.06% -224 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,454 $535K 0.11% +23 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,449 $534K 0.12% +85 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,448 $533K 0.25% new 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,446 $533K 0.12% +87 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,445 $533K 0.12% +7 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,444 $533K 0.03% +172 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,443 $532K 0.04% +420 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,441 $532K 0.06% -467 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,441 $532K 0.06% +9 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,440 $532K 0.21% -104 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,438 $531K 0.05% -1,499 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,437 $531K 0.13% +65 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,437 $531K 0.33% +500 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,435 $530K 0.12% +206 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,432 $530K 0.1% -28 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,432 $530K 0.12% +1,216 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,433 $530K 0.06% +1,062 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,407 $525K 0.1% +57 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,406 $524K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,405 $523K 0.02% -41 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 2,400 $523K 0.42% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,393 $522K 0.04% +1 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,391 $521K 0.06% +1 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,389 $521K 0.03% +185 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 2,386 $520K 0.27% -17 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,375 $518K 0.2% new 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 2,367 $516K 0.1% -50 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,366 $516K 0.44% +515 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,359 $514K 0.21% +111 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 2,613 $513K 0.29% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 2,351 $512K 0.32% +7 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,351 $512K 0.18% +82 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,349 $512K 0.13% +55 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,323 $506K 0.13% -201 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,305 $502K 0.02% +11 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,301 $501K 0.16% -600 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,293 $500K 0.09% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,289 $499K 0.22% +7 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,281 $497K 0.13% +47 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,264 $493K 0.25% +411 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,263 $493K 0.12% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,260 $493K 0.06% 0 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 2,253 $491K 0.28% +11 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,247 $490K 0.01% -486 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,235 $487K 0.1% +117 13F-HR Timeline