NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 103 $178K 0.01% -2,014 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 100 $173K <0.01% 0 13F-HR Timeline Group NKCFO LLC More: the full row for NKCFO LLC 100 $173K 0.05% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 100 $173K 0.02% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 84 $171K 0.02% -538 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 99 $171K <0.01% +13 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 95 $164K 0.01% +18 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 94 $163K 0.03% -4 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 89 $154K 0.04% +16 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 88 $152K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 89 $147K <0.01% -42 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 84 $145K <0.01% -27 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 80 $138K 0.05% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 80 $138K +12 Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 79 $137K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 78 $135K 0.01% -33 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 77 $133K 0.01% -1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 77 $132K 0.01% -1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 75 $130K <0.01% -1 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 75 $130K <0.01% +2 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 74 $128K <0.01% -4 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 75 $121K <0.01% -32 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 70 $121K 0.08% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 68 $118K 0.01% 0 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 68 $118K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 67 $116K 0.09% +19 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 65 $112K <0.01% -1 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 64 $111K 0.06% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 64 $111K 0.03% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 63 $109K 0.03% -8 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 62 $107K 0.01% -18 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 62 $107K <0.01% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 62 $107K 0.1% +6 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 60 $104K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 58 $100K 0.01% -5 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 57 $98.6K 0.02% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 56 $96.8K 0.06% -75 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 56 $96.8K <0.01% -2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 55 $95.1K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 53 $91.6K 0.01% +6 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 52 $89.9K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 52 $89.9K 0.03% +43 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 50 $86.5K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 50 $85.6K <0.01% +36 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 48 $82.5K 0.02% +42 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 47 $81.3K 0.01% -70 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 47 $81.3K 0.01% +40 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 47 $81.3K 0.04% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 47 $81.3K 0.01% -33 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 47 $81.3K <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 45 $77.8K <0.01% -47 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 44 $76.1K 0.03% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 43 $74.3K 0.05% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 42 $72.6K 0.01% +2 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 42 $72.6K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 40 $69.2K 0.01% +10 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 40 $69.2K 0.02% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 38 $65.7K <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. 38 $65.7K <0.01% 0 13F-HR Timeline Group Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 38 $65.7K 0.06% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 37 $64K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 37 $64K 0.02% +10 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 36 $62.2K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 36 $62.2K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 35 $61.2K 0.03% -96 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 35 $61K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 35 $60.5K 0.01% +3 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 35 $60.5K 0.01% +10 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 34 $58.8K 0.03% +33 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 33 $57.1K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 33 $57.1K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 33 $57K <0.01% +4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 32 $55.3K 0.03% +30 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 31 $53.6K 0.01% -1 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 31 $53.6K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 31 $53.6K 0.01% -77 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 31 $52.9K <0.01% +6 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 30 $51.9K 0.01% +10 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $51.9K 0.01% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 30 $51.9K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 30 $51.9K 0.01% +23 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 29 $49.9K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 27 $46.7K 0.01% new 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 26 $45K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 25 $43.2K 0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 25 $43.2K 0.04% -1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 24 $41.5K 0.01% -7 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 20 $36.3K <0.01% +1 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 21 $36.3K <0.01% +20 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 21 $36.3K <0.01% -2 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 20 $35K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $34.6K <0.01% -8 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 20 $34.6K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 20 $34.6K 0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20 $34.6K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 20 $34.6K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 19 $32.9K <0.01% -3 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 18 $32.3K 0.03% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 18 $31.1K <0.01% -6 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 18 $31.1K 0.01% 0 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 18 $31.1K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 17 $30K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17 $29.4K <0.01% -17 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 16 $27.9K 0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 16 $27.7K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 16 $27.7K <0.01% -6 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $27.7K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 15 $26.1K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 15 $25.9K 0.01% -2 13F-HR Timeline Oakum Bay Capital LLC More: the full row for Oakum Bay Capital LLC 15 $25.9K 0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 15 $25.9K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 15 $25.9K 0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 15 $25.9K <0.01% -18 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 15 $25.9K 0.02% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 14 $24.2K 0.01% +1 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 14 $24.2K 0.01% -4 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 14 $24.2K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 13 $22.5K <0.01% -3 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 13 $22.5K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 12 $20.7K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $20.7K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 12 $20.7K <0.01% -2 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 12 $20.7K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11 $19K <0.01% +7 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 11 $19K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 11 $19K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 11 $19K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $17.3K <0.01% +8 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10 $17.3K <0.01% -21 13F-HR Timeline Group BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $17.3K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 10 $17.3K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 10 $17.3K 0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 10 $17.3K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 10 $17.3K 0.01% +4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 9 $15.6K <0.01% +3 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 9 $15.6K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9 $15.6K <0.01% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 9 $15.6K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 9 $15.6K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 9 $15.6K 0.01% +5 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 8 $14K <0.01% -4 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 8 $13.8K 0.01% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8 $13.8K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8 $13.8K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7 $12.1K <0.01% -88 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 7 $12.1K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7 $12K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7 $12K <0.01% -15 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 6 $10.4K <0.01% 0 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 6 $10.4K <0.01% -2 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6 $10.4K <0.01% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6 $10.4K <0.01% -42 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 6 $10K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5 $8.65K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 5 $8.65K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5 $8.65K <0.01% 0 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 5 $8.64K <0.01% 0 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 5 $8.64K 0.01% -31 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 5 $8.64K <0.01% -7 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5 $8.64K 0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 5 $8.64K <0.01% -10,066 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5 $8.64K <0.01% +3 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4 $7K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4 $6.92K <0.01% -1 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 4 $6.92K <0.01% -43,522 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4 $6.92K <0.01% -3 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 4 $6.92K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4 $6.92K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 4 $6.92K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4 $6.92K <0.01% -15 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 4 $6.92K <0.01% -8 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3 $5.44K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3 $5.22K <0.01% -1 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3 $5.19K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3 $5.19K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3 $5.19K <0.01% -15 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 3 $5.19K <0.01% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3 $5.19K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3 $5.19K <0.01% -4 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3 $5.19K <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 3 $5.19K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $4.7K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3 $4.61K <0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2 $3.46K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2 $3.46K <0.01% +1 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2 $3.46K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2 $3.46K <0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2 $3.46K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2 $3.46K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2 $3.46K <0.01% -27 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2 $3.46K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 2 $3.46K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2 $3.46K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2 $3.46K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2 $3.46K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $3.46K <0.01% +2 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2 $3.46K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2 $3.46K <0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2 $3.43K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2 $3.43K <0.01% 0 13F-HR Timeline