Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,343 $686K 0.13% -27 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,342 $686K 0.06% -350 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 4,334 $685K 0.08% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 4,312 $681K 0.35% +59 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,306 $680K 0.02% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,295 $679K 0.12% -98 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 4,280 $676K 0.13% +43 13F-HR Timeline SWS Partners More: the full row for SWS Partners 4,280 $676K 0.15% +14 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,276 $676K 0.05% +7 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,271 $675K 0.1% +11 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,266 $674K 0.32% -198 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,259 $673K 0.43% +21 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,259 $673K 0.13% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,258 $673K 0.04% -510 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,255 $672K 0.02% -127 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,249 $671K 0.05% -98 13F-HR Timeline Scott & Selber, Inc. 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More: the full row for MMBG INVESTMENT ADVISORS CO. 4,243 $671K 0.05% +438 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,222 $667K 0.33% +2,037 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,222 $667K 0.17% +98 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,211 $665K 0.02% +185 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,210 $665K 0.12% +25 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,158 $657K 0.11% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,150 $656K 0.33% +558 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,148 $655K 0.08% +24 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 4,144 $655K 0.04% +443 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 4,127 $652K 0.23% +167 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,110 $650K 0.15% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,109 $649K 0.01% +535 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,107 $649K 0.01% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,095 $647K 0.27% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 4,084 $645K 0.35% -7,470 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,073 $644K 0.12% +1,202 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 4,068 $643K 0.44% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,065 $642K 0.29% +76 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,053 $640K 0.01% 0 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,037 $638K 0.24% -47 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,032 $637K 0.31% -343 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,974 $636K 0.07% +703 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 4,017 $635K 0.4% +303 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,004 $633K 0.02% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,000 $632K 0.2% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,996 $632K 0.12% -165 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,975 $628K <0.01% +2,263 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,860 $626K 0.22% +20 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,957 $625K 0.33% -6 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 3,955 $625K 0.34% 0 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 3,952 $625K 0.07% -463 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 3,946 $624K 0.27% -18 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,941 $623K 0.15% +1,079 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,938 $622K 0.38% +118 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,938 $622K 0.19% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,938 $622K 0.41% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,860 $622K 0.27% +67 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,906 $617K 0.04% -86 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 3,905 $617K 0.03% -402 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,900 $616K 0.26% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,896 $616K 0.11% -898 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,890 $615K 0.08% -500 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,887 $614K 0.05% -317 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,878 $613K 0.05% 0 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 3,871 $612K 0.26% -578 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,862 $610K 0.39% +5 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 3,848 $608K 0.3% +4 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,846 $608K 0.16% -12 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,845 $608K 0.01% +536 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 3,813 $603K 0.23% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,800 $601K 0.02% new 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 3,795 $600K 0.35% +242 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 3,785 $598K 0.13% -1,017 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,785 $598K 0.1% +3 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,783 $598K 0.06% +454 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 3,780 $597K 0.54% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,777 $597K 0.36% -60 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,772 $596K <0.01% -1,978 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,770 $596K 0.18% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,763 $595K 0.12% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,754 $593K 0.02% -151 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 3,744 $592K 0.25% +8 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,741 $591K 0.29% +16 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,737 $591K 0.32% +1,891 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,732 $590K 0.06% +5 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,730 $589K 0.09% +2,300 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,729 $589K 0.05% +162 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,716 $587K 0.02% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,708 $586K 0.22% -130 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,708 $586K 0.23% 0 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 3,708 $586K 0.23% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,700 $585K 0.08% 0 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 3,687 $583K 0.45% -749 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,665 $579K 0.04% -16 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,659 $578K 0.03% +231 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,653 $577K 0.06% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 3,600 $577K 0.07% -157 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,636 $575K 0.15% -558 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,612 $571K 0.09% -264 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,596 $568K 0.23% +251 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,593 $568K 0.08% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,590 $567K 0.06% +260 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,589 $567K 0.5% -729 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,584 $566K 0.03% +659 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,568 $564K 0.19% -400 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,560 $563K <0.01% -230 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,559 $563K 0.02% +35 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,559 $562K 0.26% +8 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,499 $562K 0.15% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 3,550 $561K 0.29% +3 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,501 $561K 0.17% +19 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,544 $560K 0.38% -50 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 3,537 $559K 0.12% -110 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 3,535 $559K 0.46% 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,532 $558K 0.03% -1,888 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 3,530 $558K 0.53% +80 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 3,519 $556K 0.04% +2,067 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 3,500 $553K 0.47% -3,120 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 3,498 $553K 0.11% 0 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 3,476 $549K 0.52% -34 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,475 $549K 0.03% 0 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,465 $548K 0.32% -300 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,461 $547K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,458 $547K 0.29% +46 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,455 $546K 0.01% -115 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,455 $546K 0.02% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,455 $546K 0.05% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,453 $546K 0.04% -166 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,442 $544K 0.02% -16 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,435 $543K 0.04% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 3,413 $539K 0.33% +136 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,388 $535K 0.34% -45 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,386 $535K 0.15% -278 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,381 $534K 0.05% -75 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,374 $533K 0.06% -12 13F-HR/A Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,368 $532K 0.22% +435 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,362 $531K 0.05% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,289 $530K 0.08% -6 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,326 $526K 0.24% +325 13F-HR/A Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 3,318 $524K 0.16% +674 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 3,301 $524K 0.18% -4 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,313 $524K 0.18% -28 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 3,309 $523K 0.09% +499 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,518 $521K 0.09% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 3,295 $521K 0.41% +292 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,286 $520K 0.01% +24 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,277 $518K 0.53% +35 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,269 $517K 0.05% +19 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,257 $515K 0.04% 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,257 $515K 0.06% -46 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,256 $515K 0.19% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,244 $513K 0.01% +835 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 3,238 $512K 0.18% +20 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,221 $509K 0.26% +14 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,205 $507K 0.09% +61 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,202 $506K 0.14% +312 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,200 $506K 0.03% 0 13F-HR/A Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,200 $506K 0.11% 0 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,174 $502K 0.38% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,157 $499K 0.1% -104 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,154 $499K 0.02% -6 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 3,138 $496K 0.03% 0 13F-HR Timeline Group Kirkwood Financial Services More: the full row for Kirkwood Financial Services 3,137 $496K 0.14% -25 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 3,131 $495K 0.26% -10 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,129 $495K 0.29% +17 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,125 $494K 1.91% +1,483 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,118 $493K 0.12% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,114 $492K 0.11% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,113 $492K 0.05% -130 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,111 $492K 0.03% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,108 $491K <0.01% -75 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 3,106 $491K 0.42% +10 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 3,101 $490K 0.28% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,100 $490K 0.08% -150 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,091 $488K 0.08% +9 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,078 $486K 0.02% -65 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,075 $486K 0.14% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,068 $485K 0.23% -16 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 3,059 $483K 0.27% +122 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,049 $482K 0.37% -34 13F-HR Timeline Kinetic Wealth Investment Advisors LLC More: the full row for Kinetic Wealth Investment Advisors LLC 3,036 $480K 0.23% 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,326 $477K 0.15% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,016 $477K 0.22% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,016 $477K 0.03% +932 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,000 $474K 0.12% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,999 $474K 0.08% +298 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,992 $473K 0.04% -689 13F-HR/A Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 2,989 $472K 0.2% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 2,985 $472K 0.29% +15 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 2,983 $471K 0.24% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,982 $471K 0.17% +362 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,981 $471K 0.1% -78 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,978 $471K 0.09% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,960 $468K 0.01% 0 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 4,763 $468K 0.12% +1,072 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,951 $466K 0.14% +96 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,942 $465K 0.2% +7 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,936 $464K 0.06% +2 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,935 $464K 0.05% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,935 $464K <0.01% 0 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,929 $463K 0.09% -2 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,892 $461K 0.03% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $461K 0.11% 0 13F-HR Timeline Amount filed as zero, left out of ratios.