Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,394 $137K 0.02% +17 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,294 $133K 0.06% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,240 $131K 0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,135 $126K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,000 $121K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,973 $120K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,821 $114K 0.04% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,768 $112K 0.01% -300 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 2,750 $111K 0.07% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,735 $110K <0.01% 0 13F-HR/A Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,627 $106K 0.02% +23 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,595 $105K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,578 $104K 0.01% -200 13F-HR/A Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 2,570 $104K 0.09% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,551 $103K 0.05% -671 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,500 $101K <0.01% 0 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,379 $96K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,368 $95.5K 0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,365 $95.2K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,278 $91.9K 0.01% +11 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 2,240 $90.4K 0.05% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,223 $89.7K 0.01% -2,847 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for GHP Investment Advisors, Inc. 2,049 $82.7K <0.01% -216 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,020 $81.5K 0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,000 $81.2K 0.03% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,000 $80.7K 0.02% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,960 $79.1K 0.02% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,935 $78.1K <0.01% 0 13F-HR Timeline Group Blume Capital Management, Inc. 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More: the full row for First Horizon Advisors, Inc. 1,500 $60.5K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,475 $59K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,473 $59K <0.01% 0 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,450 $58.5K 0.03% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,422 $57.4K 0.05% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,375 $55.5K 0.02% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,343 $54.2K 0.03% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,205 $49K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,185 $47.8K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,115 $45K 0.01% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,115 $45K <0.01% +5 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,108 $44.7K 0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,100 $44.4K <0.01% -2,015 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,097 $44.2K <0.01% +1 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,075 $43.4K 0.03% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,050 $42.4K 0.04% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,039 $41.9K <0.01% -1,615 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,000 $40.3K 0.03% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 960 $38.7K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 925 $37.3K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 915 $36.9K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 841 $33.9K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 805 $32.5K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 786 $31.7K <0.01% +64 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 750 $30.3K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 750 $30.3K 0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 700 $28.2K 0.01% -640 13F-HR Timeline Clarity Asset Management, Inc. 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More: the full row for Cordant, Inc. 590 $23.8K 0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 545 $22K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 530 $21.4K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 498 $20K 0.01% -732 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 490 $19.8K <0.01% -170 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 465 $18.8K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 460 $18.6K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 450 $18.2K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 450 $18.2K <0.01% -30 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 445 $18K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 425 $17.1K <0.01% -22 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 420 $16.9K <0.01% +1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 416 $16.8K <0.01% -199 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 374 $15.1K <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 370 $14.9K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 360 $14.5K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 355 $14.3K <0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 350 $14.1K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 335 $13.5K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 327 $13.2K <0.01% +1 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 290 $12.1K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 300 $12.1K 0.01% 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 286 $11.5K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 255 $10.3K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 250 $10.1K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 250 $10.1K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 213 $8.59K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 205 $8.3K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 190 $7.67K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 190 $7.66K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 185 $7.46K <0.01% -472 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 165 $6.66K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 145 $5.85K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 60 $2.52K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 40 $1.61K <0.01% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 38 $1.53K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 25 $1.01K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 10 $403 <0.01% 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 915 $369 0.02% 0 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6 $242 <0.01% -9,471 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $191 0.02% -4,731 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 0 $18 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 14,469 $584M 0 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.