Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 8,169 $1.52M 0.35% +41 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 8,162 $1.52M 0.6% -1,008 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 8,161 $1.52M 1.19% -768 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 8,153 $1.52M 0.82% +135 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 8,145 $1.52M 0.15% +180 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 8,118 $1.52M 0.24% +811 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,115 $1.51M 0.28% +3,032 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,114 $1.51M <0.01% -2,791 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 8,092 $1.51M 0.09% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 8,036 $1.5M 0.07% -215 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 8,035 $1.5M 1.02% +2 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,406 $1.5M 0.2% +384 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 8,019 $1.5M 1% -448 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,986 $1.5M 0.12% +185 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 8,000 $1.49M 0.17% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 7,986 $1.49M 1.17% +98 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 7,973 $1.49M 0.47% -7 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 7,948 $1.48M 0.24% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 7,937 $1.48M 0.47% +598 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 7,934 $1.48M 0.02% -3,745 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,928 $1.48M 0.02% -201 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7,927 $1.47M 0.16% -4 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,888 $1.47M 0.02% -729 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,871 $1.47M 0.02% -2,522 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,862 $1.47M 0.06% +3,384 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 7,845 $1.46M 1.22% -222 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 7,835 $1.46M 1.19% 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 7,834 $1.46M 0.58% +11 13F-HR/A Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,813 $1.46M 0.12% +367 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 10,170 $1.45M 0.5% +2,230 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 7,701 $1.44M 0.41% +854 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,694 $1.43M <0.01% -72,904 13F-HR Timeline WORLD EQUITY GROUP, INC. 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More: the full row for Index Fund Advisors, Inc. 7,682 $1.43M 0.07% -11 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 7,679 $1.43M 0.99% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,668 $1.43M 0.27% +1 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 7,668 $1.43M 0.19% +2,929 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 7,650 $1.43M 0.08% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,630 $1.42M 0.38% +1,196 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,540 $1.42M 0.11% +2,292 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,605 $1.42M 0.42% +4 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,547 $1.41M 0.35% -1,109 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 7,546 $1.41M 0.76% +42 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,521 $1.4M 0.1% -107 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 7,748 $1.4M 0.49% -281 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 7,492 $1.4M 0.82% +21 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,472 $1.39M 0.04% +398 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,458 $1.39M 0.14% +360 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 7,401 $1.38M 0.42% +714 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 7,366 $1.37M 0.1% +244 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 7,361 $1.37M 0.46% -195 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 7,311 $1.36M 0.43% +262 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,291 $1.36M 0.06% +1,166 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,271 $1.36M 0.14% -1,328 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,238 $1.35M 0.05% +5,222 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 7,222 $1.35M 0.15% -54 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 7,218 $1.35M 0.19% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,209 $1.34M 0.18% -384 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 7,198 $1.34M 0.43% -272 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 7,152 $1.34M 0.03% -763 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 7,186 $1.34M 0.51% +12 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,172 $1.34M 0.12% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,163 $1.34M 0.09% +45 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,100 $1.32M <0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 7,080 $1.32M 0.21% -128 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 7,079 $1.32M 0.06% +212 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 7,046 $1.31M 0.21% +475 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 7,024 $1.31M 0.11% -5,508 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,014 $1.31M 0.78% +610 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,010 $1.31M 0.18% -611 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 6,993 $1.3M 0.17% +429 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,989 $1.3M 0.11% +864 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 6,972 $1.3M 0.62% +9 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 6,909 $1.29M 0.29% +5,765 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 6,898 $1.29M 0.18% -15 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,887 $1.28M 0.25% -273 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 6,880 $1.28M 0.92% +30 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 6,828 $1.28M 1.03% +86 13F-HR Timeline Essex LLC More: the full row for Essex LLC 6,861 $1.28M 0.23% -53 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,797 $1.27M 0.58% new 13F-HR/A Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,757 $1.27M 0.55% -136 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 6,780 $1.26M 0.07% +1,097 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,766 $1.26M 0.13% -19 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,762 $1.26M 0.35% +95 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,739 $1.26M 0.1% +215 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 6,717 $1.25M 0.34% -350 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 6,689 $1.25M 0.63% -577 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 6,678 $1.25M 0.32% +22 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 6,675 $1.24M 0.12% -1,750 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 6,639 $1.24M 0.39% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,628 $1.24M 0.1% +500 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 6,619 $1.23M 0.36% +63 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,613 $1.23M 0.44% +378 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 6,608 $1.23M 0.75% +1,335 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 6,540 $1.22M 0.3% -558 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 6,533 $1.22M 0.78% +965 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 6,527 $1.22M 0.38% -40 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,501 $1.21M 0.29% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,413 $1.2M 0.15% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,434 $1.2M 0.12% +1 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 6,411 $1.2M 0.3% -259 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 6,411 $1.2M 0.08% -330 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 6,334 $1.18M 1.01% +1,758 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,332 $1.18M 0.15% -229 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,344 $1.18M 0.32% +322 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 6,315 $1.18M 0.5% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 6,306 $1.18M 0.57% +160 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,296 $1.17M 0.53% +33 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,328 $1.17M 0.05% -232 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 6,269 $1.17M 0.38% +3,653 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 6,283 $1.17M 0.18% -722 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 6,272 $1.17M 0.38% +245 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 6,228 $1.16M 0.56% +200 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 6,228 $1.16M 0.85% -476 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,149 $1.15M 0.11% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 6,159 $1.15M 0.73% -330 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 6,154 $1.15M 0.02% +1,280 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 6,113 $1.15M 0.54% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,134 $1.14M 0.07% +4,958 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,079 $1.13M 0.03% +439 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,056 $1.13M 0.06% +185 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,045 $1.13M <0.01% -505 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 6,036 $1.13M <0.01% -1,205 13F-HR Timeline Group Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 6,031 $1.12M 0.24% -2,184 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 6,000 $1.12M 0.36% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,970 $1.11M 0.48% -303 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 5,987 $1.11M 0.07% -15 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,943 $1.11M 0.09% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,937 $1.11M 0.08% +450 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,927 $1.11M 0.31% -398 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 5,923 $1.1M 0.55% +32 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5,922 $1.1M 0.82% -35 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 5,913 $1.1M 0.75% +176 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,913 $1.1M 0.27% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,906 $1.1M 0.14% -47 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 5,893 $1.1M 0.19% -5 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 5,890 $1.1M 0.24% +127 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 5,879 $1.1M 0.49% -271 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,880 $1.1M 0.38% +901 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,827 $1.09M 0.01% -268 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 5,839 $1.09M 0.16% -382 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 5,833 $1.09M 0.18% -426 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 5,812 $1.08M 0.5% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 5,781 $1.08M 0.68% 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 5,771 $1.08M 0.73% +795 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 5,762 $1.07M 0.68% +446 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,758 $1.07M 0.18% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,752 $1.07M 0.22% -517 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,749 $1.07M <0.01% -21 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 5,732 $1.07M 0.4% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,716 $1.07M 0.02% +2,605 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,702 $1.06M 0.24% +3,048 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 5,660 $1.06M 0.62% -270 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5,676 $1.06M 0.11% -42 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,670 $1.06M 0.03% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 5,655 $1.05M 0.16% -183 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 5,654 $1.05M 0.53% -63 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,653 $1.05M 0.13% +7 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 5,651 $1.05M 0.28% +73 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,630 $1.05M 0.3% -9,519 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,618 $1.05M 0.09% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 5,606 $1.05M 0.2% 0 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 5,606 $1.05M 0.44% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,604 $1.05M 0.07% +65 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,603 $1.04M 0.25% -30 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,601 $1.04M 0.46% +4 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 5,572 $1.04M 0.24% -14 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 5,573 $1.04M 0.27% -147 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,571 $1.04M 0.09% +17 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 5,562 $1.04M 0.04% +629 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,848 $1.03M 0.35% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,535 $1.03M 0.29% +315 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,503 $1.03M 0.11% -66 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 5,501 $1.03M 0.15% +310 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,486 $1.02M 0.16% +626 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,478 $1.02M 0.46% -20 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 5,457 $1.02M 0.28% +4 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 5,412 $1.01M 0.09% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,410 $1.01M 0.46% +326 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,402 $1.01M 0.05% +1,022 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 5,398 $1.01M 0.3% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,393 $1.01M 0.04% +60 13F-HR Timeline Silver Grove Financial Group, Inc. 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