Apella Capital, LLC More: the full row for Apella Capital, LLC 767,521 $292M 3.71% +24,380 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 680,028 $258M 6.17% +98,229 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 673,489 $252M 36.22% +6,157 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 489,929 $183M 5.27% +8,688 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 463,081 $173M 9.57% -8,052 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 451,179 $169M 33.45% -6,690 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 443,162 $166M 52.58% -6,413 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 273,583 $102M 43.73% -2,260 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 199,184 $74.5M 0.53% +34,715 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 175,988 $65.9M 30.26% -428 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 167,850 $62.8M 3.87% -6,871 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 142,470 $53.3M 15.35% -25 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 139,230 $52.1M 9.33% -833 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 128,024 $47.9M 1.26% +45,707 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 125,151 $46.8M 32.83% -4,696 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 75,971 $28.4M 0.38% +353 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 55,628 $20.8M 7.14% +19,027 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 51,565 $19.3M 0.52% +1,478 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 46,895 $17.5M 2.04% -1,380 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 46,784 $17.5M 12.12% -6 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 45,581 $17.1M 1.59% -8,356 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 44,805 $16.8M 1.11% +11,331 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 43,468 $16.3M 6.81% -782,415 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 41,562 $15.6M 3.02% +5,138 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 41,474 $15.5M 0.41% -495 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 40,611 $15.2M 0.99% +5,204 13F-HR Timeline CX Institutional More: the full row for CX Institutional 38,963 $14.6M 0.39% -25,864 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 810,011 $14.2M 2.46% +773,813 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 37,899 $14.2M 1.66% +313 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 36,476 $13.8M 0.33% +254 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 36,110 $13.5M 0.29% -3,148 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 35,982 $13.5M 5.15% -390 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 35,982 $13.5M 1.15% +4,426 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 35,533 $13.3M 2.26% +264 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 35,180 $13.2M 12.59% -794 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 34,575 $12.9M 3.41% +1,045 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 33,360 $12.5M 6.26% +5,826 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 33,239 $12.5M 8.45% -714 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 33,137 $12.4M 0.15% +1,808 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 32,658 $12.2M 3.15% -1,331 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 31,091 $11.6M 0.18% -544 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 30,959 $11.6M 7.13% -593 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 27,749 $10.4M 0.97% +707 13F-HR Timeline Trust Co More: the full row for Trust Co 27,366 $10.2M 0.89% +54 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 26,620 $9.96M 3.17% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 23,066 $8.63M 2.2% -2,241 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 23,005 $8.61M 2.5% +108 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 22,873 $8.56M 0.55% -105 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 22,322 $8.35M 2.19% -467 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 21,984 $8.18M 0.2% -360 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 20,775 $7.9M 3.64% +404 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 20,102 $7.52M 4.69% -755 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 19,575 $7.33M 0.83% +355 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 18,693 $7M 2.83% -42 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 17,324 $6.48M 2.72% +1,054 13F-HR Timeline Strategic Financial Group, LLC More: the full row for Strategic Financial Group, LLC 16,982 $6.36M 6.16% -138 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 16,445 $6.15M 0.75% -1,305 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 16,097 $6.04M 1.19% -228 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 15,462 $5.79M 3.58% +2,096 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,008 $5.62M 0.63% -523 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 14,779 $5.53M 0.41% +65 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,742 $5.52M 0.15% +1,682 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 14,691 $5.5M 2.69% +722 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 14,680 $5.49M 3.48% +5 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 14,273 $5.34M 0.93% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 13,038 $4.88M 4.54% -435 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 12,933 $4.85M 1.46% +5,770 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,627 $4.73M 0.19% +104 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 12,005 $4.49M 0.06% +1,400 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 11,631 $4.35M 2.94% 0 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 11,494 $4.34M 1.77% -137 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 11,592 $4.34M 2.35% -235 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 11,435 $4.28M 0.31% -12 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 11,425 $4.28M 0.27% +1,619 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,260 $4.21M 0.5% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Davis Capital Management More: the full row for Davis Capital Management 10,792 $4.04M 2.41% -127 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,586 $3.96M 0.39% -8 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 9,801 $3.67M 1.17% +50 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 9,735 $3.64M 0.76% +3,282 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 9,459 $3.54M 0.89% +24 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 9,184 $3.44M 0.58% -98 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 9,007 $3.37M 1.39% +49 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 8,845 $3.31M 1.71% -57 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 8,754 $3.28M 1% +1,056 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,692 $3.25M 1.23% +129 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 8,571 $3.21M 0.75% +216 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,550 $3.2M 0.08% +846 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 8,403 $3.14M 0.33% +147 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 8,287 $3.1M 1.21% +11 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,217 $3.08M 0.19% +77 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 8,190 $3.07M 0.64% -16 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 7,941 $3M 0.56% +41 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 7,444 $2.79M 0.65% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 7,267 $2.72M 0.19% 0 13F-HR Timeline Group S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 7,170 $2.68M 0.66% +2 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,540 $2.45M 0.57% -46 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 6,481 $2.43M 0.64% -9 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,306 $2.36M 0.66% -46 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,267 $2.35M 0.93% -500 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 6,249 $2.34M 0.15% +3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,105 $2.32M 0.1% +488 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 6,047 $2.26M 1.16% -520 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 5,929 $2.22M 0.6% +1,551 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 5,711 $2.14M 1.04% -95 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,670 $2.12M 0.07% -1 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 5,577 $2.09M 0.73% +2 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 5,519 $2.07M 0.23% -1,365 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,434 $2.03M 0.39% +3 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,342 $2M 0.58% +81 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,203 $1.95M 0.23% -1 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 5,199 $1.95M 1.16% +151 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,120 $1.92M 0.17% -458 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 5,079 $1.9M 0.44% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,986 $1.87M 0.34% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,884 $1.85M 0.27% -309 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,764 $1.78M 0.46% +64 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,659 $1.74M 0.61% -158 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,646 $1.74M 0.34% -858 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 4,662 $1.73M 1.3% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 4,585 $1.72M 0.31% +6 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,566 $1.71M 0.19% -10 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 4,542 $1.7M 1.3% -30 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 4,457 $1.67M 0.15% +8 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,319 $1.62M 0.12% -1,588 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,277 $1.6M 0.17% 0 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,153 $1.55M 0.56% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 4,115 $1.54M 0.26% -30 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,070 $1.52M 0.25% -188 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,054 $1.52M 0.24% -91 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,840 $1.44M 0.58% -110 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 3,825 $1.43M 1.01% +828 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,563 $1.33M 0.49% -239 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 3,418 $1.28M 1.2% -63 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,168 $1.19M 0.15% +1 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,130 $1.17M 0.75% +418 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 3,112 $1.16M 0.81% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,977 $1.11M 0.13% -1 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,958 $1.11M 0.25% -30 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 2,951 $1.1M 0.56% -1,011 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,850 $1.07M 0.71% -3 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,847 $1.07M 0.49% +28 13F-HR/A Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 2,797 $1.05M 0.23% -329 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 2,779 $1.04M 0.25% -22 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,748 $1.03M 0.54% -2 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,710 $1.01M 0.09% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,561 $959K 0.19% +1 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,529 $946K 0.15% -1,876 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,397 $897K 0.09% +855 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 2,329 $872K 0.25% -280 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,324 $870K 0.19% -511 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,315 $866K 0.15% -351 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2,265 $848K 0.5% +11 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,240 $838K 0.13% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,222 $832K 0.33% +35 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,182 $819K 0.19% +422 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,109 $789K 0.06% +249 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 2,103 $787K 0.57% +5 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 2,071 $775K 0.27% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,062 $772K 0.09% -1 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 2,036 $762K 0.29% +1,175 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,995 $747K 0.06% +622 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,957 $732K 0.51% +1,385 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 1,864 $698K 0.44% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,854 $694K 0.06% +200 13F-HR Timeline Group Attessa Capital LLC More: the full row for Attessa Capital LLC 1,845 $691K 0.3% +3 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,843 $690K 0.06% +277 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,831 $685K 0.24% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,828 $684K 0.04% -103 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,814 $679K 0.15% 0 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 1,792 $671K 0.48% -53 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,776 $665K 0.11% +291 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,718 $643K 0.1% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 1,670 $625K 0.41% +6 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,649 $617K 0.27% +396 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 1,623 $607K 0.38% 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 1,598 $598K 0.21% -45 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,580 $591K 0.18% -545 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,529 $572K 0.03% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 1,522 $570K 0.27% +37 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,500 $561K 0.12% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,424 $533K 0.02% +164 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,413 $529K 0.1% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,365 $511K 0.21% +79 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 1,355 $507K 0.2% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,345 $503K 0.03% 0 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 1,307 $489K 0.15% +10 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 1,287 $487K 0.28% +11 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,257 $470K 0.23% +15 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,251 $468K 0.31% -185 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,251 $468K 0.11% +1 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,237 $463K 0.12% -181 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,224 $458K 0.07% +498 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,179 $441K 0.08% +2 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,162 $435K 0.26% 0 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,161 $434K 0.25% +90 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,159 $434K 0.08% +320 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,148 $430K 0.26% +20 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,134 $420K 0.13% 0 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 1,121 $420K 0.27% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,113 $417K 0.13% new 13F-HR Timeline