NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,520 $81.3K 0.01% -290 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,507 $80.6K 0.01% -53 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,500 $80.2K 0.06% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,430 $76.5K 0.04% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,283 $75.8K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,407 $75.4K 0.01% +1,107 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,408 $75.3K 0.01% +115 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,375 $73.5K 0.03% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,379 $73K 0.01% -1,057 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,342 $71.8K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,338 $71.5K <0.01% +92 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,345 $70.9K 0.01% +988 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,320 $70.6K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,315 $70.3K 0.02% +100 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,470 $69.7K 0.02% -687 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,281 $69.1K 0.01% -20 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,251 $66.9K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,239 $66.2K <0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,194 $63.8K 0.02% 0 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 1,171 $62.6K 0.01% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,145 $61.2K 0.01% +100 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,822 $61K <0.01% -4,089 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,139 $60.9K 0.01% +400 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,128 $60.3K 0.02% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1,109 $59.3K 0.04% 0 13F-HR Timeline Vermillion Wealth Management, Inc. 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Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,000 $53.5K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,000 $53.5K 0.01% new 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 55,989 $53K 0.01% +2,933 13F-HR/A Timeline Nvest Wealth Strategies, Inc. 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More: the full row for Keystone Financial Group, Inc. 810 $43.3K 0.02% -6,750 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 800 $42.8K 0.02% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 794 $42K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 784 $41.9K 0.01% -15 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 771 $41.2K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 750 $40.1K <0.01% 0 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 750 $40.1K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 750 $40.1K <0.01% 0 13F-HR Timeline General Partner, Inc. 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Evart, Inc. 208 $11.1K 0.01% -769 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 208 $11.1K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $10.7K <0.01% 0 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 200 $10.7K <0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 200 $10.7K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 200 $10.7K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 197 $10.5K <0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 196 $10.5K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 193 $10.3K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 187 $10K 0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. 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More: the full row for Purpose Unlimited Inc. 89 $4.84K <0.01% new 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 89 $4.76K <0.01% +10 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 89 $4.76K <0.01% +57 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 87 $4.65K <0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 85 $4.54K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 85 $4.54K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 80 $4.28K <0.01% -75 13F-HR Timeline PINNEY & SCOFIELD, INC. 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More: the full row for SJS Investment Consulting Inc. 67 $3.58K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 64 $3.42K <0.01% -31 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 60 $3.21K <0.01% 0 13F-HR Timeline Group SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 55 $2.94K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 50 $2.67K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 50 $2.67K <0.01% 0 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 50 $2.67K <0.01% 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 49 $2.62K <0.01% -8,172 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 36 $1.93K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 30 $1.65K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 20 $1.07K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 20 $1.07K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 20 $1.07K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 13 $696 <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. 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