SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,419 $1.21M 0.08% +561 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,414 $1.21M 0.11% +112 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,340 $1.19M 0.13% +720 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 3,339 $1.18M 1% +24 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 3,325 $1.18M 0.44% +54 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,323 $1.18M 0.4% -42 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 3,308 $1.17M 0.31% -45 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 3,296 $1.17M 0.29% +123 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 3,289 $1.17M 0.5% -61 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,272 $1.16M 0.37% +453 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 3,219 $1.14M 0.13% +100 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,218 $1.14M 0.22% +433 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,140 $1.11M 1.14% -3 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,119 $1.11M 0.25% +337 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 3,097 $1.1M 0.17% +392 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,092 $1.1M 0.2% +962 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,057 $1.08M 0.55% +374 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,016 $1.07M 0.26% -208 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,014 $1.07M 0.02% -175 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,010 $1.07M 0.9% -171 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 2,991 $1.06M 0.87% +9 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,894 $1.03M 0.27% +11 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,887 $1.02M 0.69% +54 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,858 $1.01M 0.22% -84 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,823 $1M 0.43% -424 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 2,808 $996K 0.17% -179 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,800 $993K 0.65% +1,031 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,794 $991K 0.1% +22 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 2,745 $974K 0.28% -29 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,662 $945K 0.04% -140 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,653 $941K 0.13% +321 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 2,648 $940K 0.43% -675 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,646 $939K 0.27% +647 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,640 $937K 0.15% -1 13F-HR Timeline Seven Hills Financial, LLC More: the full row for Seven Hills Financial, LLC 2,625 $931K 0.56% 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,605 $924K 0.16% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,567 $911K 0.42% +695 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,551 $905K 0.11% +19 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 2,549 $904K 0.57% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,532 $898K 0.11% -28 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 2,499 $887K 0.27% -134 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 2,492 $884K 0.1% -5 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,489 $883K 0.15% -122 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,465 $875K 0.35% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,446 $863K 0.6% -589 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 2,425 $860K 0.44% +115 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,424 $860K 0.06% +306 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,416 $857K 0.09% 0 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 2,393 $849K 0.18% +438 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 2,247 $849K 0.1% -434 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,346 $833K 0.08% +171 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,335 $828K 0.09% +6 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,330 $827K 0.16% +1,905 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,310 $820K 0.29% -142 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,307 $819K 0.44% +12 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,305 $818K 0.18% -23 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,298 $815K 0.1% -74 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 2,292 $813K 0.43% +544 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 2,277 $808K 0.42% +45 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,254 $800K 0.22% +259 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,250 $798K 0.12% -36 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,250 $798K 0.22% -594 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2,102 $794K 0.11% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,225 $790K 0.32% +202 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 2,215 $786K 0.67% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,210 $784K 0.09% -38 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,205 $782K 0.47% +254 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 2,201 $781K 0.3% -785 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,155 $765K 0.26% -78 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,148 $762K 0.28% +50 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 2,131 $756K 0.47% -387 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,783 $750K 0.24% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,105 $747K 0.13% +317 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 2,076 $737K 0.41% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,073 $736K 0.13% +497 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,072 $735K 0.05% -29 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 2,041 $724K 0.53% -20 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,037 $723K 0.21% +23 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,036 $722K 0.17% -27 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,033 $721K 0.08% +363 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,013 $714K 0.04% -88 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 1,902 $714K 0.41% -28 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,002 $710K 0.02% -375 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,988 $705K 0.21% +2 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 1,986 $705K 0.54% -500 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,979 $702K 0.27% -1,595 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,976 $701K 0.28% -100 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 1,961 $696K 0.25% +236 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,956 $694K 0.13% -54 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,950 $692K 0.29% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 1,949 $692K 0.31% 0 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,904 $676K 0.22% -46 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 1,779 $674K 0.15% +401 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 1,883 $668K 0.2% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,880 $667K 0.1% -5 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,857 $659K 0.07% -17 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,855 $658K 0.25% +148 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,851 $657K 0.07% +670 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,799 $638K 0.1% +207 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 1,783 $633K 0.45% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,774 $629K 0.2% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,762 $625K 0.05% +75 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,760 $624K 0.41% 0 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,750 $621K 0.19% -401 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 1,750 $621K 0.26% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,745 $619K 0.04% -25 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 1,725 $612K 0.56% 0 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 1,708 $606K 0.22% -20 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 1,634 $606K 0.35% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,696 $602K 0.11% +136 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,690 $600K 0.14% +48 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 1,679 $596K 0.36% -531 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,670 $593K 0.34% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,665 $591K 0.12% -100 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,658 $587K 0.13% +885 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,654 $587K 0.45% +335 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,644 $583K 0.17% +143 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,643 $583K 0.32% +11 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,622 $576K 0.04% +17 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 1,617 $574K 0.12% +611 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,611 $572K 0.2% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,604 $569K 0.15% +1 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 1,594 $566K 0.21% -15 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,592 $565K 0.05% +96 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,592 $565K 0.13% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,589 $564K 0.11% -15 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,581 $561K 0.55% +5 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,575 $559K 0.23% +250 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,550 $550K 0.15% -30 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 1,539 $546K 0.18% +49 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 1,533 $544K 0.45% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,514 $537K 0.04% +479 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 1,502 $533K 0.1% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,489 $528K 0.01% -322 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,486 $527K 0.24% +177 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,477 $524K 0.12% +80 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,438 $510K 0.18% -283 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,407 $499K 0.08% -233 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,407 $499K 0.23% -57 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,401 $497K 0.3% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,377 $489K 0.04% +33 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,370 $486K 0.09% +178 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,367 $485K 0.17% +47 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,366 $485K 0.13% +18 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,365 $484K 0.03% 0 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,364 $484K 0.08% -86 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 1,355 $481K 0.23% -20 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,352 $480K 0.33% +39 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,332 $473K 0.25% 0 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 1,330 $472K 0.19% -1,150 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 1,320 $468K 0.32% -30 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,312 $466K 0.02% +55 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,311 $465K 0.09% -11 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,309 $464K 0.33% +43 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,304 $463K 0.13% -126 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,279 $454K 0.1% -420 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,275 $452K 0.06% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,261 $447K 0.2% +157 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,258 $446K 0.27% -156 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,257 $446K 0.11% -15 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,246 $442K 0.09% +9 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,233 $437K 0.72% -4,562 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,229 $436K 0.06% -39 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 1,225 $435K 0.06% +73 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,217 $432K 0.11% -109 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,214 $431K 0.17% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,200 $426K 0.05% -387 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,185 $420K 0.06% -29 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 1,177 $418K 0.08% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,168 $415K 0.11% -25 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 1,168 $414K 0.15% +23 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,166 $414K 0.09% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 972 $409K 0.1% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,074 $407K 0.08% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,143 $406K 0.12% +60 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 1,131 $401K 0.04% +10 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,128 $400K 0.07% +238 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,114 $395K 0.05% -10 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,112 $395K 0.17% +8 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 1,110 $394K 0.37% +7 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,103 $392K 0.09% -24 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 1,102 $391K 0.05% -36 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,095 $388K 0.15% 0 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 1,090 $387K 0.22% +314 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,061 $377K 0.16% +63 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,056 $375K 0.16% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,053 $374K 0.06% +3 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,049 $372K 0.45% -12 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,031 $366K 0.08% -180 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,022 $363K 0.03% -5 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 995 $353K 0.05% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 995 $353K 0.06% +78 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 991 $352K 0.08% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 986 $350K 0.04% -353 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 965 $342K 0.12% +24 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 956 $339K 0.15% new 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 951 $337K 0.14% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 948 $336K 0.15% -190 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 942 $334K 0.05% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 942 $334K 0.06% -2 13F-HR Timeline