Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 113 $11K <0.01% +7 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 114 $10.9K <0.01% -42 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 113 $10.8K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 103 $9.83K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $9.54K <0.01% 0 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $9.54K <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 100 $9.54K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 98 $9.35K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 97 $9.26K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 95 $9.06K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 93 $8.87K <0.01% +32 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 91 $8.68K 0.01% -26,459 13F-HR Timeline Westside Investment Management, Inc. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 25 $2.38K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 25 $2.38K <0.01% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 21 $2.16K <0.01% -3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 22 $2.1K <0.01% -1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 21 $2K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 21 $2K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 21 $2K <0.01% +10 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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More: the full row for TFC Financial Management, Inc. 1 $96 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $95 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.