PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,250 $422K 0.2% +1,041 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,260 $421K 0.06% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,260 $421K 0.1% +13 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,259 $421K 0.24% new 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 2,248 $419K 0.08% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,247 $419K 0.01% +851 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,246 $419K 0.06% +436 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,236 $417K 0.03% +1 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,234 $417K 0.14% -84 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,232 $416K 0.04% -167 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,232 $416K 0.06% -27 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,230 $416K 0.02% +398 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,211 $412K 0.14% +2 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 2,211 $412K 0.25% -7 13F-HR Timeline Redhawk Wealth Advisors, Inc. 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Mason LLC 1,978 $369K 0.16% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,972 $368K 0.09% -22 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 1,968 $367K 0.11% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,956 $365K 0.27% 0 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 1,952 $364K 0.13% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 1,950 $364K 0.27% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,946 $363K 0.05% -5 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,942 $362K 0.04% -60 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,933 $361K 0.18% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,928 $360K 0.42% +1 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,922 $358K 0.06% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,910 $358K 0.29% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,903 $357K 0.07% -6 13F-HR Timeline Sterling Investment Advisors, Ltd. 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More: the full row for Family Capital Management, Inc. 1,719 $321K 0.15% +369 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,713 $319K 0.03% +86 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,711 $319K 0.28% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,690 $317K 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,698 $317K 0.03% -34 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,696 $316K 0.07% +2 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,695 $316K 0.07% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,691 $315K 0.05% -65 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,690 $315K 0.02% 0 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 1,688 $315K 0.01% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,686 $314K 0.05% -7 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,680 $313K 0.13% +112 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,677 $313K 0.04% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,677 $313K 0.06% +5 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,676 $313K 0.31% -349 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,672 $312K 0.01% new 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,682 $311K 0.07% -16 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,659 $309K 0.09% +15 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,749 $309K 0.03% 0 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 1,657 $309K 0.03% -17 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 1,656 $309K 0.08% new 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,651 $308K 0.18% +9 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,648 $307K 0.07% -55 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 1,643 $306K 0.13% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,640 $306K 0.18% +23 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,638 $305K 0.24% -63 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 1,634 $305K 0.13% -16 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,633 $305K 0.15% -36 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,626 $303K 0.02% -85 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,625 $303K 0.05% 0 13F-HR Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,623 $303K 0.23% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,617 $302K 0.05% +25 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,614 $301K 0.09% -14 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 1,604 $301K 0.18% +4 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,600 $300K 0.07% 0 13F-HR Timeline Capital Advantage, Inc. 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