Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 264 $232K 0.01% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 264 $232K 0.1% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 263 $231K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 262 $230K 0.13% -34 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 262 $230K 0.13% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 261 $229K 0.07% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 261 $229K 0.03% 0 13F-HR/A Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 261 $229K 0.13% +9 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 261 $229K 0.2% 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 261 $229K 0.19% 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 260 $229K 0.16% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 260 $229K 0.06% -2 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 259 $228K 0.05% new 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 258 $227K 0.13% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 258 $227K 0.07% -35 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 258 $227K 0.09% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 257 $226K 0.2% -19 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 257 $226K 0.11% +1 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 257 $226K 0.01% +1 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 257 $226K 0.1% -1,502 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 257 $226K 0.22% 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 255 $224K 0.1% -10 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 255 $224K 0.19% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 255 $224K 0.19% 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 254 $223K 0.04% -1 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 254 $223K 0.09% -24 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 254 $223K 0.11% -31 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 253 $223K 0.12% 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 253 $222K 0.14% 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 253 $222K 0.06% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 252 $222K 0.01% -8 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 234 $221K 0.09% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 251 $221K 0.03% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 251 $221K 0.05% new 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 250 $220K 0.08% new 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 250 $220K 0.08% new 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 250 $220K 0.11% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 250 $220K 0.04% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 250 $220K 0.06% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 250 $220K 0.13% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 250 $220K 0.04% -23 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 250 $220K 0.06% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 250 $220K 0.09% new 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 250 $220K 0.09% new 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 250 $220K 0.13% 13F-HR/A Timeline Dorato Capital Management More: the full row for Dorato Capital Management 235 $219K 0.16% 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 249 $219K 0.02% -108 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 249 $219K 0.04% new 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 249 $219K 0.15% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 248 $218K 0.05% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 248 $218K 0.08% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 247 $217K 0.15% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 246 $216K 0.01% -68 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 246 $216K 0.02% new 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 245 $215K 0.03% -78 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 245 $215K 0.09% new 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 245 $215K 0.1% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 245 $215K 0.09% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 245 $215K 0.07% 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 245 $215K 0.19% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 244 $214K 0.02% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 244 $214K 0.03% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 244 $214K 0.09% -98 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 244 $214K 0.05% new 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 244 $214K 0.16% 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 243 $214K 0.17% new 13F-HR Timeline 25 LLC More: the full row for 25 LLC 243 $214K 0.07% new 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 243 $214K 0.19% 13F-HR Timeline DLD Asset Management, LP More: the full row for DLD Asset Management, LP 241 $212K 0.02% -34 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 241 $212K 0.04% new 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 241 $212K 0.19% 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 240 $211K 0.11% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 239 $210K 0.07% -12 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 239 $210K 0.07% new 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 238 $209K 0.1% 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 237 $208K 0.22% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 236 $208K 0.04% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 236 $208K 0.08% new 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 236 $207K 0.1% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 236 $207K 0.02% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 236 $207K 0.14% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 236 $207K 0.11% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 236 $207K 0.15% 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 236 $207K 0.09% new 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 235 $207K 0.18% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 235 $207K 0.06% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 235 $207K 0.04% -29 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 217 $206K 0.09% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 234 $206K <0.01% new 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 234 $206K 0.15% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 234 $206K 0.13% new 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $206K 0.12% 13F-HR Timeline Amount filed as zero, left out of ratios. Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 233 $205K 0.11% +1 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 233 $205K 0.09% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 220 $204K 0.07% +13 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 232 $204K 0.1% -45 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 232 $204K 0.03% new 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 232 $204K 0.08% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 232 $204K 0.01% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 231 $203K 0.02% new 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 231 $203K 0.06% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 231 $203K 0.14% -9 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 228 $203K 0.13% 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 230 $202K 0.06% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 230 $202K 0.17% +6 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 230 $202K 0.08% +100 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 229 $202K 0.03% +9 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 229 $201K 0.19% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 229 $201K 0.02% new 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 228 $200K 0.08% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 228 $200K 0.1% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 225 $198K 0.03% +162 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 217 $198K 0.07% +1 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 223 $196K 0.01% +7 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 219 $193K 0.16% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 218 $192K <0.01% -112 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 202 $188K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 213 $187K 0.19% +19 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 211 $186K 0.02% +135 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 207 $182K 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 203 $178K 0.02% +1 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 200 $176K 0.14% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 199 $176K 0.05% 0 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 198 $174K 2.13% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 198 $174K 0.04% +4 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 197 $173K 0.04% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 195 $171K 0.09% +5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 190 $167K 0.06% +4 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 189 $166K 0.06% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 189 $166K 0.14% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 183 $162K 0.08% +33 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 184 $162K 0.01% +144 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 184 $162K 0.05% +15 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 183 $161K 0.04% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 183 $161K 0.02% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 181 $159K 0.16% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 179 $158K 0.04% +15 13F-HR Timeline Trust Co More: the full row for Trust Co 177 $156K 0.01% +127 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 174 $153K 0.06% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 174 $153K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 172 $151K 0.01% -16 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 170 $149K 0.05% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 164 $144K 0.03% -9 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 163 $143K 0.05% -21 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 163 $143K 0.05% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 163 $143K 0.05% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 160 $141K 0.06% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 160 $141K 0.06% +19 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 159 $140K 0.12% -3 13F-HR Timeline CNB Bank More: the full row for CNB Bank 156 $137K 0.06% -8 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 155 $136K 0.02% +5 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 152 $134K 0.04% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 151 $133K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 151 $133K 0.04% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 151 $133K 0.02% -5 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 150 $132K 0.04% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 150 $132K 0.07% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 150 $132K 0.1% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 148 $130K 0.07% -19 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 146 $128K 0.02% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 142 $125K 0.02% -233 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 140 $123K 0.11% 13F-HR Timeline BAYBAN More: the full row for BAYBAN 140 $123K 0.11% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 136 $120K 0.01% -2 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 135 $119K 0.05% +120 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 133 $117K 0.09% -10 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 132 $116K 0.04% +47 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 130 $114K 0.05% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 120 $113K 0.02% -18 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 127 $112K 0.03% -1 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 126 $111K 0.03% +1 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 125 $110K 0.06% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 123 $108K 0.01% +22 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 122 $107K 0.06% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 121 $106K <0.01% +7 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 120 $105K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 118 $104K 0.06% -36 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 117 $103K 0.06% -49 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 116 $102K 0.08% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 124 $98.8K 0.03% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 112 $98.4K 0.04% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 109 $95.8K 0.04% 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 108 $94.9K 0.07% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 107 $94.1K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 105 $92.7K 0.03% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 104 $91K 0.03% -18 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 103 $90.5K 0.04% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 102 $90.1K 0.04% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 102 $89.7K 0.01% +101 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 102 $89.7K 0.05% +14 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 100 $88K <0.01% -80 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 100 $87.9K 0.04% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $87.9K 0.05% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 100 $87.9K 0.09% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 99 $87.3K 0.02% +1 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 99 $86.9K 0.04% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 98 $86.1K 0.03% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 96 $84.4K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 96 $84.4K 0.04% +79 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 94 $83K 0.04% 0 13F-HR Timeline