Well Done, LLC More: the full row for Well Done, LLC 4,693 $404K 0.05% +3,901 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,692 $404K 0.19% +3,775 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,689 $404K 0.22% +4,383 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,675 $403K 0.26% +3,906 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 4,675 $403K 0.23% +3,961 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,670 $402K 0.11% +3,886 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,656 $401K 0.05% +3,833 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 4,643 $400K 0.31% +4,025 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 4,638 $400K 0.17% +3,565 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 4,616 $398K 0.05% +2,780 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,608 $397K 0.03% +3,840 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,603 $397K 0.18% +3,841 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,577 $394K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4,569 $394K 0.09% +3,804 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,545 $392K 0.12% +3,842 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,542 $391K 0.04% +3,785 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 4,536 $391K 0.3% +4,053 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,532 $390K 0.08% +3,779 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 4,524 $390K 0.17% +3,770 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 4,521 $389K 0.12% +3,722 13F-HR Timeline United Bank More: the full row for United Bank 4,518 $389K 0.12% +3,765 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,512 $389K <0.01% +3,760 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,507 $388K 0.02% +3,747 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,494 $387K 0.19% +3,745 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,482 $386K 0.15% +3,735 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 4,477 $386K 0.09% +3,743 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,470 $385K 0.13% +3,725 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 4,470 $385K 0.35% +3,725 13F-HR Timeline Palisades Hudson Asset Management, L.P. 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Burns & Company, LLC 4,358 $375K 0.04% +3,625 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 4,356 $375K 0.22% +3,630 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 4,353 $375K 0.16% +3,654 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 4,347 $374K 0.05% +2,045 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 4,342 $374K 0.1% +3,535 13F-HR Timeline Chatterton & Associates Inc. 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More: the full row for Seek First Inc. 3,869 $333K 0.21% +3,207 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 3,867 $333K 0.19% +3,117 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,856 $332K 0.03% +3,278 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 3,855 $332K 0.15% +3,290 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 3,846 $331K 0.05% +3,112 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,834 $330K 0.09% +3,337 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,832 $330K 0.14% +3,216 13F-HR Timeline Physician Wealth Solutions Inc. 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More: the full row for Andrew Hill Investment Advisors, Inc. 3,696 $318K 0.24% +3,080 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,694 $318K 0.02% +3,074 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 3,690 $318K 0.05% +3,155 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 3,683 $317K 0.02% new 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 3,683 $317K 0.17% +3,136 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 3,682 $317K 0.03% +3,077 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 3,681 $317K 0.11% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,703 $317K 0.1% +3,002 13F-HR Timeline Core Wealth Management, Inc. 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