KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 33 $6.06K 0.01% 0 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 27 $6.03K <0.01% +4 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 27 $6.03K <0.01% 0 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 27 $6.03K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 29 $6K <0.01% -4 13F-HR Timeline IFC & Insurance Marketing, Inc. 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WEALTH MANAGEMENT LLC 25 $5.58K <0.01% -335 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 25 $5.58K <0.01% -160 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 24 $5.36K <0.01% -163 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 24 $5.36K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 23 $5.13K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 22 $4.91K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 21 $4.69K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 21 $4.69K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 21 $4.69K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20 $4.44K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $4.24K <0.01% +1 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 18 $4.02K <0.01% -36 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 18 $4.02K <0.01% +12 13F-HR Timeline Security National Bank More: the full row for Security National Bank 17 $3.79K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 17 $3.79K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 16 $3.57K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 15 $3.35K <0.01% +2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 14 $3.13K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 14 $3.13K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 14 $3.12K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 14 $3.12K <0.01% +1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 14 $3.12K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 14 $3.12K <0.01% 13F-HR/A Timeline Copia Wealth Management More: the full row for Copia Wealth Management 13 $2.9K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 13 $2.9K <0.01% -13 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 13 $2.9K <0.01% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 13 $2.9K <0.01% 13F-HR Timeline North Star Investment Management Corp. 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OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.