Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 9,081 $542K 0.11% +124 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 9,055 $540K 0.01% new 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 9,040 $540K 0.2% +883 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 9,030 $539K 0.36% -159 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 8,995 $537K <0.01% +2,700 13F-HR/A Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 8,991 $537K 0.01% -2,450 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 8,984 $536K 0.09% -869 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 8,966 $535K 0.29% -1,453 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 8,955 $535K 0.19% -170 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 8,935 $533K 0.14% -489 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,929 $533K 0.2% +472 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 8,912 $532K 0.57% +77 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 8,900 $531K 0.14% -665 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 8,875 $530K 0.07% +1,396 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 8,845 $528K 0.37% -198 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 8,840 $528K 0.28% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,801 $525K 0.02% -3,383 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 8,796 $525K 0.24% +320 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 8,794 $525K 0.05% -598 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 8,774 $524K 0.08% +50 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 8,761 $523K 0.31% +295 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 8,753 $522K 0.29% +3,135 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,740 $522K 0.02% +407 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,723 $521K 0.06% -1,104 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 8,700 $519K <0.01% +2,300 13F-HR Timeline Group FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 8,693 $519K 0.17% +3,198 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 8,673 $518K 0.24% +1,558 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,649 $516K 0.05% -39 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,641 $516K 0.14% +268 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 8,632 $515K 0.06% -96 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 8,603 $514K 0.02% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 8,598 $513K 0.22% -22 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 8,600 $513K 0.15% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 8,593 $513K 0.06% +3,805 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,592 $513K 0.09% +1,737 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 8,579 $512K 0.04% -17,421 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8,573 $512K 0.32% -216 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,565 $511K 0.12% -67 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 8,558 $511K 0.13% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 8,548 $510K 0.21% +2,097 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 8,548 $510K 0.07% +2,215 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 8,546 $510K 0.24% -49 13F-HR Timeline ZENITH SOLUTIONS, INC. 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More: the full row for Traynor Capital Management, Inc. 8,215 $490K 0.02% +3,781 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 8,209 $490K 0.31% +3,490 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,198 $489K 0.05% -493 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 8,188 $489K 0.6% -28 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 8,437 $488K 0.15% +55 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 8,132 $485K 0.29% 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,121 $485K 0.12% +813 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,088 $483K 0.06% -704 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 8,083 $482K 0.45% +4,073 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 8,082 $482K 0.06% -567 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 8,000 $481K 0.29% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8,051 $481K 0.17% +3,070 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,034 $480K 0.11% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 8,033 $479K 0.08% +1,912 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 8,026 $479K 0.02% +9 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,020 $479K 0.04% 0 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 7,998 $477K 0.15% -48 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 7,990 $477K 0.2% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 7,978 $476K 0.05% -19 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 7,964 $475K 0.35% -62 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 7,938 $474K 0.08% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 7,911 $472K 0.15% 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,911 $472K 0.04% +184 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 7,909 $472K 0.12% +5 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,868 $470K 0.35% -550 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 7,826 $467K 0.39% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 7,818 $467K 0.01% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 7,781 $464K 0.3% +172 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 7,770 $464K 0.09% 0 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 7,735 $462K 0.25% +8 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 7,734 $462K 0.12% -708 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,714 $460K 0.06% +1,630 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 70,163 $459K 0.15% +176 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 7,688 $459K 1.8% +2 13F-HR/A Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 7,681 $458K 0.11% -94 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 7,655 $457K 0.05% +1,346 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 7,655 $457K 0.07% +1,016 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,640 $456K 0.24% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 7,621 $455K 0.29% +2,041 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 7,608 $454K 0.07% -2,511 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 7,606 $454K 0.01% +146 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 7,602 $454K 0.11% -185 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 7,600 $454K 0.13% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,595 $453K 0.13% -13 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 7,573 $452K 0.09% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 7,568 $452K 0.25% +60 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 7,539 $450K 0.11% -80 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 7,492 $447K 0.22% +253 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 7,481 $447K 0.04% +239 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 7,533 $446K 0.04% +888 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 7,463 $445K 0.26% +68 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 7,446 $444K 0.29% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 7,439 $444K 0.12% -8,841 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 7,414 $443K 0.32% -210 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7,397 $442K 0.17% -467 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 7,395 $441K 0.07% +2 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 7,395 $441K 0.07% -35 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,386 $441K 0.03% +158 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 7,368 $440K 0.19% -59 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 7,357 $439K 0.27% +427 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,342 $438K 0.01% +1,047 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 7,327 $437K 0.27% +1,089 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 7,321 $437K 0.08% +27 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 7,305 $436K 0.25% +167 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 7,253 $433K 0.02% new 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 7,246 $433K 0.3% +606 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 7,242 $432K 0.08% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 7,228 $431K 0.04% -47 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 7,224 $431K 0.05% -3,191 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 7,209 $430K 0.17% +3 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 7,158 $427K 0.06% -4,522 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 7,158 $427K 0.08% -579 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 7,145 $427K 0.13% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 7,130 $426K 0.05% 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 7,138 $426K 0.13% -149 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 7,134 $426K 0.13% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,106 $424K -11,734 Timeline Matisse Capital More: the full row for Matisse Capital 7,107 $424K 0.17% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,087 $423K 0.16% +1,476 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 7,081 $423K 0.09% +200 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 7,074 $422K 0.32% +6 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 7,060 $421K 0.04% +835 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 7,054 $421K 0.15% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 7,031 $420K 0.04% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7,026 $419K 0.04% +7,004 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,023 $419K 0.01% +960 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 6,985 $417K 0.05% +3,099 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 6,957 $415K 0.1% -734 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 6,955 $415K 0.12% 0 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 6,952 $415K 0.32% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 6,912 $413K 0.01% -4,123 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,914 $413K 0.17% +574 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,914 $413K 0.01% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 6,885 $411K 0.02% +734 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 6,884 $411K 0.22% +88 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 6,866 $410K 0.05% +2,918 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,864 $410K 0.28% -35 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 6,856 $409K 0.27% +159 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,820 $407K 0.09% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 6,815 $407K 0.14% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,810 $406K 0.04% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 6,794 $406K 0.17% -653 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 6,792 $405K 0.01% +1,520 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,780 $405K 0.03% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 6,745 $403K 0.22% -1,081 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,700 $400K 0.09% -549 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 6,671 $398K 0.27% -1,281 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,666 $398K 0.04% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 6,666 $398K 0.02% -6,212 13F-HR/A Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 6,615 $395K 0.17% -207 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 6,579 $393K 0.15% +338 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,577 $393K 0.01% -1,617 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6,554 $391K 0.16% +2,451 13F-HR Timeline Group LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 6,539 $390K 0.1% +50 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 6,489 $387K 0.04% +99 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 6,475 $386K 0.35% +431 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 6,461 $386K 0.26% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 6,455 $385K 0.03% -674 13F-HR Timeline Group Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 6,446 $385K 0.32% 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 6,442 $385K 0.07% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,430 $384K 0.04% +175 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,419 $383K 0.06% +241 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 6,397 $382K 0.05% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 6,387 $381K 0.1% +36 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 6,363 $380K 0.02% +2,700 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,358 $380K 0.02% -726 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 6,358 $379K 0.08% -1,392 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,329 $378K 0.01% -2,314 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 6,320 $377K 0.05% -351 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,310 $377K 0.17% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 6,309 $377K 0.04% -324 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,271 $374K 0.02% -186 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,248 $373K 0.02% +56 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,241 $373K 0.1% +198 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,220 $371K 0.08% -314 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 6,217 $371K 0.14% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,204 $370K 0.02% -268 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 6,200 $370K 0.11% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,195 $370K -1,285 Timeline