Tidemark, LLC More: the full row for Tidemark, LLC 81 $4.05K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 75 $4K <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 78 $3.9K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 76 $3.8K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 74 $3.7K <0.01% +13 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 70 $3.5K <0.01% -248 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 66 $3.41K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 68 $3.4K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. 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A. More: the full row for WEBSTER BANK, N. A. 41 $2.05K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 28 $1.4K <0.01% +11 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 24 $1.2K <0.01% +14 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 23 $1.15K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 25 $1K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 20 $1K <0.01% new 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 20 $1K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19 $950 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 19 $949 <0.01% +17 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 17 $850 <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 17 $850 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 17 $850 <0.01% +2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16 $800 <0.01% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14 $700 <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. 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More: the full row for IMA Advisory Services, Inc. 3 $149 <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2 $100 <0.01% -557,927 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $100 <0.01% -45 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $100 <0.01% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 1 $50 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $50 <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 8 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.