Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,508 $1.03M 0.04% +769 13F-HR/A Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 2,512 $1.03M 0.67% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,505 $1.03M 0.16% -10 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,502 $1.03M 0.24% -179 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,499 $1.03M 0.13% +421 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,487 $1.02M 0.1% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,475 $1.02M 0.24% -15 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,466 $1.01M 0.09% -483 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,466 $1.01M 0.19% -153 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 2,466 $1.01M 0.38% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,461 $1.01M 0.02% -274 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 2,447 $1M 0.64% +22 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,443 $1M 0.09% -15 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,442 $1M 0.22% +4 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 2,439 $1M 0.8% -32 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,435 $1000K 0.07% +214 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,435 $999K 0.39% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,431 $998K 0.2% -82 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,429 $997K 0.16% -10 13F-HR Timeline Group Sage Financial Management Group, Inc. 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More: the full row for TCI Wealth Advisors, Inc. 2,395 $983K 0.08% -200 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,384 $978K 0.09% +1,283 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,382 $978K 0.71% 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 2,381 $977K 0.77% -861 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,380 $977K 0.16% 0 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 2,369 $972K 0.12% -23 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,364 $970K 0.23% -5 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,354 $966K 0.47% +147 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,352 $965K 0.49% -147 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,350 $965K 0.15% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,344 $962K 0.09% -451 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,333 $958K 0.3% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,330 $956K 0.38% -251 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,319 $952K 0.36% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,310 $948K 0.05% -138 13F-HR Timeline Waterfront Wealth Inc. 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More: the full row for Tudor Financial Inc. 2,230 $915K 0.54% -80 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,226 $914K 0.49% -80 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,224 $913K 0.68% +166 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,208 $906K 0.95% 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,200 $903K 0.02% 0 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 2,194 $900K 0.21% -862 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,191 $899K 0.15% 0 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,185 $897K 0.45% -19 13F-HR/A Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,418 $897K 0.89% 13F-HR/A Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,180 $895K 0.67% 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,180 $895K 0.45% 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,179 $894K 0.03% -60 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,177 $894K 0.6% +29 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,177 $894K 0.29% +323 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,174 $892K 0.24% -223 13F-HR Timeline Strategic Financial Services, Inc. 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More: the full row for Fingerlakes Wealth Management, Inc. 2,144 $880K 0.71% +3 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,136 $877K 0.14% +1,396 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,133 $875K 0.77% -18 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,131 $875K 0.12% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 2,126 $872K 0.36% -78 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 2,119 $870K 0.31% -1,650 13F-HR/A Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,044 $867K 0.04% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,109 $866K 0.57% -442 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,108 $865K 0.14% -70 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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Paul & Associates, LLC 2,071 $850K 0.31% -123 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,063 $847K 0.75% -456 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,063 $847K 0.17% -7 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,062 $846K 0.25% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,058 $845K 0.02% +136 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,048 $841K 0.46% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,048 $841K <0.01% +55 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,041 $838K 0.1% +572 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 2,040 $837K 0.52% -9 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,036 $836K 0.3% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,036 $836K 0.78% 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,030 $833K 0.36% +307 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,027 $832K 0.12% +311 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,022 $830K 0.27% 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,957 $830K 0.25% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,020 $829K 0.28% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,018 $828K 0.12% -1 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,999 $828K 0.23% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,017 $828K 0.32% +617 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,016 $827K 0.14% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,013 $826K 0.27% +24 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 2,013 $826K 1.69% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,014 $826K 0.21% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,997 $820K 0.09% -23 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 1,996 $819K 0.27% +3 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,994 $818K 0.16% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,993 $818K 0.03% +170 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,991 $817K 0.04% +230 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,990 $817K 0.75% 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,988 $816K 0.11% -22 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,983 $814K 0.03% +136 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,978 $812K 0.43% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,975 $811K 0.42% +179 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,007 $810K 0.2% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,972 $809K 0.02% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 1,968 $808K 0.73% 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,951 $801K 0.29% -56 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,948 $800K 0.07% +1,038 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,941 $797K 0.08% +33 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 1,937 $795K 0.25% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,933 $793K 0.13% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,917 $787K 0.16% -27 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 1,916 $786K 0.25% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,915 $786K 0.31% -81 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,909 $784K 0.03% +62 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,907 $783K 0.11% +1,857 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,904 $781K 0.53% +117 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,899 $780K 0.18% +1,289 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,899 $780K 0.05% +717 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,891 $776K 0.21% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,887 $775K 0.32% +563 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,888 $775K 0.17% +2 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,881 $772K 0.3% +177 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,881 $772K 0.18% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,878 $771K 0.4% -50 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 1,867 $766K 0.61% +56 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,862 $764K 0.2% +105 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,838 $764K 0.33% +56 13F-HR Timeline Maltin Wealth Management, Inc. 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More: the full row for Buttonwood Financial Advisors Inc. 1,793 $736K 0.32% -23 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,792 $736K 0.2% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,791 $735K 0.16% +85 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,790 $735K 0.11% -16 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,789 $734K 0.52% 13F-HR/A Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 1,788 $734K 0.68% +2 13F-HR Timeline MEANS INVESTMENT CO., INC. 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