MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 300 $73.6K <0.01% -17 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 296 $72.5K <0.01% -230 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 291 $71.4K <0.01% +31 13F-HR Timeline Group RHL GROUP, LLC More: the full row for RHL GROUP, LLC 279 $68.4K 0.06% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 253 $68.1K 0.01% -19 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 271 $66.5K <0.01% -3 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 266 $65.2K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 265 $65K 0.02% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 261 $64K 0.02% +3 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 253 $62.1K <0.01% -105 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 250 $61.3K 0.03% -80 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 249 $61.1K <0.01% -4 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 246 $60.3K <0.01% -34 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 245 $60.1K 0.03% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 240 $58.9K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 226 $55.4K 0.01% +79 13F-HR Timeline Quarry LP More: the full row for Quarry LP 221 $54.2K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 216 $53K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 213 $52.2K 0.01% -5 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 205 $50.3K 0.01% +14 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 204 $50.2K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 202 $50K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 200 $49.1K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 200 $49.1K <0.01% -113 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 200 $49.1K 0.01% -75 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 199 $48.8K 0.06% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 197 $48K 0.03% +75 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 191 $46.8K 0.01% +61 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 173 $42.4K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 165 $40.5K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 158 $38.8K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 150 $36.8K 0.02% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 148 $36.3K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 142 $34.8K <0.01% -330 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 140 $34.3K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 140 $34.3K 0.02% +5 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 138 $33.9K <0.01% +79 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 138 $33.8K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 136 $33.4K <0.01% +6 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 135 $33.1K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 135 $33.1K 0.01% +35 13F-HR Timeline CX Institutional More: the full row for CX Institutional 133 $33K <0.01% +44 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 132 $32K <0.01% -2 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 129 $31.7K <0.01% +59 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 127 $31.2K <0.01% +19 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 127 $31K 0.01% +3 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 125 $30.7K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 125 $30.7K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 121 $29.7K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 121 $29.7K 0.03% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 119 $29.3K <0.01% -20 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 119 $29.2K 0.02% +47 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 115 $28.3K <0.01% -70 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 107 $26K <0.01% +5 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 104 $25.5K <0.01% -699 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 104 $25.5K 0.01% +22 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 101 $24.8K <0.01% -8 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 100 $24.5K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 102 $24.3K <0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 95 $23.3K 0.01% +5 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 94 $23.1K <0.01% -2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 94 $23.1K <0.01% +53 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 94 $23.1K <0.01% -287 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 90 $22.1K <0.01% +2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 90 $22.1K <0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 88 $22K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 89 $21.8K 0.01% +28 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 85 $20.8K <0.01% +6 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 85 $20.8K 0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 82 $20.1K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 80 $19.6K <0.01% +55 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 78 $19.1K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 76 $18.6K 0.01% -14 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 75 $18.4K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 75 $18.4K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 75 $18.4K <0.01% +1 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 75 $18.4K <0.01% 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 70 $17.2K 0.01% -27 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 66 $16.2K 0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 65 $15.9K 0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 62 $15.2K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 62 $15.2K 0.01% +5 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 60 $14.7K <0.01% -8,630 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 60 $14.7K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 60 $14.7K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 60 $14.7K -707 Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 59 $14.5K <0.01% +3 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 59 $14K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 57 $14K <0.01% +5 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 56 $13.7K <0.01% -148 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 49 $13.2K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 54 $13.2K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 53 $13K 0.01% +25 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 53 $12.9K <0.01% +49 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 52 $12.8K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 51 $12.5K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 51 $12.5K <0.01% +3 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 50 $12.3K <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 48 $11.8K <0.01% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 42 $11.5K 0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 46 $11.3K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 45 $11K 0.01% +3 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 39 $9.57K <0.01% 13F-HR Timeline Select Equity Group, L.P. More: the full row for Select Equity Group, L.P. 38 $9.32K <0.01% -854,886 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 37 $9.08K <0.01% +18 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 37 $9.07K <0.01% +2 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 36 $9K <0.01% -46 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 36 $8.83K <0.01% -112 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 35 $8.59K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 35 $8.59K <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 35 $8.59K <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 34 $8.34K 0.01% -17 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 33 $8.09K <0.01% -9 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 32 $7.85K <0.01% -3 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 30 $7.36K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 30 $7.36K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 29 $7.11K <0.01% +6 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 29 $7.11K <0.01% -331 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 29 $7.11K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 28 $6.87K <0.01% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 26 $6.38K <0.01% +7 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 25 $6.13K <0.01% +7 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 25 $6.13K <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 24 $5.89K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 24 $5.89K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 22 $5.4K <0.01% +10 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 22 $5.4K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 20 $4.93K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 20 $4.91K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 20 $4.91K <0.01% -150 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 20 $4.91K <0.01% -4 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 18 $4.42K <0.01% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 17 $4.17K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 16 $3.92K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 16 $3.92K <0.01% 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 15 $3.68K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14 $3.44K <0.01% +5 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 13 $3.19K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $3.19K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 18 $3K <0.01% +2 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 12 $2.94K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 12 $2.94K <0.01% +10 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 11 $2.7K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 11 $2.7K <0.01% +2 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $2.45K <0.01% -39,400 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9 $2.21K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 8 $1.96K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 8 $1.96K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 8 $1.96K <0.01% +3 13F-HR Timeline Trust Co More: the full row for Trust Co 7 $1.72K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 7 $1.72K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 7 $1.72K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 7 $1.72K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $1.47K <0.01% +4 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 6 $1.47K <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 6 $1.47K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $1.23K <0.01% +1 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5 $1.23K <0.01% -4 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $1.23K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5 $1.23K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4 $982 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 4 $982 <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4 $981 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4 $981 <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 4 $981 <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 4 $981 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4 $981 <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 3 $736 0.02% -2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $736 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $736 <0.01% -16 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $494 <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2 $491 <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $491 <0.01% -23 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $491 <0.01% -9 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 2 $491 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $491 <0.01% -3 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1 $246 <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1 $245 <0.01% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1 $245 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $245 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1 $245 <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1 $245 <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1 $150 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 1 $140 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $127 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 21,067 $5.17B -5,057 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.