BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 9,403 $217K 0.09% -7 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,392 $217K 0.02% -378 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 9,362 $216K <0.01% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,343 $216K <0.01% -75 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,191 $212K <0.01% new 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,182 $212K 0.01% +355 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 9,173 $212K 0.13% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 9,166 $212K 0.08% +237 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 9,166 $212K 0.01% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 9,141 $211K 0.05% +17 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,125 $211K 0.03% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,017 $208K 0.01% +3,759 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,000 $208K <0.01% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,906 $208K <0.01% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 8,862 $205K 0.06% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,808 $203K <0.01% -2,963 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 8,500 $196K 0.12% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 823,277 $190K 3.33% +11,279 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,872 $182K 0.03% +266 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 7,785 $180K 0.11% +1,222 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,550 $175K 0.01% -521 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,368 $170K 0.01% -37,420 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 7,000 $162K 0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 6,683 $155K 0.12% -335 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6,263 $145K 0.08% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,021 $139K 0.01% +1,619 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,945 $137K 0.02% -135 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,829 $135K -3,171 Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 5,577 $129K 0.06% +13 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,396 $125K 0.04% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 5,365 $124K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,137 $119K 0.12% -307 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,953 $115K 0.05% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 4,386 $101K 0.06% -416 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,355 $101K <0.01% -442 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,229 $97.8K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,106 $94.9K <0.01% -391,781 13F-HR/A Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 3,956 $91.5K 0.13% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,748 $86.7K 0.01% -226 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,606 $83.4K <0.01% +776 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3,588 $82.9K 0.05% +45 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 3,499 $80.9K 0.17% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,270 $75.6K 0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,193 $73.8K 0.01% +28 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,098 $71.6K 0.03% -233 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,087 $71.4K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,029 $70K 0.01% new 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,911 $67.3K 0.05% -736 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,885 $67K 0.02% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,726 $63K <0.01% +1 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,607 $60.2K 0.05% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,604 $60.2K 0.01% +2 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,455 $56.8K <0.01% -169 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,445 $56.5K 0.02% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,264 $52.3K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,252 $52.1K 0.01% -172 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,231 $51.6K 0.01% +1,350 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,158 $49.9K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 2,047 $47K 0.01% +9 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 2,014 $46.6K 0.15% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,006 $46.4K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,970 $45.5K <0.01% -21 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,918 $44.3K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,881 $43.5K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,815 $42K 0.02% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,805 $41.7K 0.02% -1 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,775 $41K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,748 $40.4K <0.01% +295 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,710 $39.5K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,708 $39.5K 0.02% +1,484 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,707 $39.5K <0.01% -1,354 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,694 $39.2K <0.01% +141 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,678 $38.8K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,646 $38.1K 0.01% +119 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,630 $38K <0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,577 $36.5K 0.01% -177 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,532 $35.4K 0.01% -1,732 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,446 $33.4K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,387 $32K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,274 $29.5K 0.01% -1,021 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,250 $28.9K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,243 $28.7K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,179 $27.3K 0.01% +394 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,180 $27K <0.01% new 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,118 $25.8K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,020 $24K <0.01% -24 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,037 $24K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,014 $23.4K 0.01% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,000 $23K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 989 $22.9K <0.01% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 984 $22.8K 0.01% +8 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 965 $22.3K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 964 $22.3K <0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 952 $22K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 946 $21.9K 0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 921 $21.3K 0.01% +645 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 906 $20.9K <0.01% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 840 $19.4K <0.01% +158 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 824 $19.1K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 777 $18K 0.02% -29 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 775 $17.9K 0.01% -321 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 738 $17.1K <0.01% -1,891 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 707 $16.3K 0.01% 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 704 $16K 0.01% +7 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 692 $16K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 665 $15.4K <0.01% +6 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 654 $15K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 648 $15K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 624 $14.4K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 619 $14.3K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 618 $14.3K <0.01% -189 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 615 $14.2K 0.01% -23 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 592 $13.7K 0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 590 $13.6K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 577 $13.3K <0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 575 $13.2K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 527 $12.2K <0.01% -282 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 524 $12.1K <0.01% +4 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 462 $10.7K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 451 $10.4K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 450 $10.4K <0.01% 0 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 447 $10.3K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 447 $10.3K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 443 $10.2K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 441 $10.2K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 422 $9.77K <0.01% -958 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 401 $9.27K <0.01% 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 385 $8.91K <0.01% +309 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 380 $8.77K <0.01% -690 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 361 $8.34K <0.01% -209 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 358 $8.28K <0.01% -4 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 331 $7.65K <0.01% -1,348 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 316 $7.3K 0.01% 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 311 $7.19K <0.01% -8 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 306 $7.08K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 300 $6.94K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 255 $5.9K <0.01% -4,114 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 252 $5.83K <0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 252 $5.83K 0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 242 $5.59K <0.01% -43 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 235 $5.42K <0.01% +3 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 222 $5.13K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 212 $4.9K 0.01% -3,101 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 211 $4.89K <0.01% +110 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 208 $4.81K <0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 180 $4.17K <0.01% +1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 169 $3.91K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 148 $3.42K <0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 147 $3.4K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 146 $3.38K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 145 $3.35K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 138 $3.18K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 113 $3K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 122 $2.82K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 116 $2.68K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 113 $2.61K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 108 $2.49K <0.01% +2 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $2.31K <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 89 $2.06K <0.01% -13 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 86 $1.99K <0.01% +48 13F-HR Timeline MOTCO More: the full row for MOTCO 85 $1.97K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 67 $1.55K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 59 $1.36K <0.01% new 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 57 $1.32K <0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 55 $1.27K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 54 $1.25K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 53 $1.23K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 47 $1.1K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 44 $1.02K <0.01% +4 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 42 $971 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 42 $971 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 37 $856 <0.01% -655 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 7 $724 <0.01% 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 15 $347 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5 $120 <0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3 $69 <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1 $23 <0.01% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 17 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 111 $12.7M -479,521 13F-HR/A Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 23 $389K -16,921 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.