Asset Planning,Inc More: the full row for Asset Planning,Inc 402 $3.62K <0.01% +2 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 371 $3.34K <0.01% +358 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 355 $3.2K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $2.71K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 280 $2.53K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 273 $2.46K <0.01% +1 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 245 $2.41K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 127 $2.4K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 256 $2.35K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 257 $2.32K <0.01% +1 13F-HR Timeline CNB Bank More: the full row for CNB Bank 250 $2.25K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 249 $2.25K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 248 $2.24K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 246 $2.22K <0.01% 0 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 240 $2.17K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 209 $2K <0.01% -29 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 176 $2K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 216 $1.95K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 215 $1.94K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 210 $1.9K <0.01% -3,000 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 178 $1.89K <0.01% -3 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 209 $1.89K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 208 $1.88K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 207 $1.87K <0.01% -117 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 202 $1.82K <0.01% +7 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 195 $1.76K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 184 $1.66K <0.01% -648 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 179 $1.61K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 179 $1.61K <0.01% +86 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 176 $1.59K <0.01% -24 13F-HR Timeline Group 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 172 $1.55K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 170 $1.53K <0.01% -176 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 162 $1.46K <0.01% -24 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 154 $1.39K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 140 $1.26K <0.01% -91 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 127 $1.25K <0.01% +65 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 132 $1.19K <0.01% +131 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 130 $1.17K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 127 $1.15K <0.01% -792 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 119 $1.07K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 117 $1.06K <0.01% -30 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 115 $1.04K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 101 $1K <0.01% -22 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 107 $970 <0.01% +9 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 106 $956 <0.01% new 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 105 $949 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 104 $939 <0.01% -134 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 100 $902 <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 100 $902 <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 99 $893 <0.01% +95 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 96 $866 <0.01% -7 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 95 $857 <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 94 $848 <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 89 $803 <0.01% -549 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 89 $803 <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 88 $793 <0.01% -17,937 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 81 $731 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 80 $722 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 79 $713 <0.01% new 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 74 $668 <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 71 $645 <0.01% -156 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 70 $631 <0.01% 0 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 67 $604 <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 66 $595 <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 61 $550 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 60 $542 <0.01% -73 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 59 $532 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 59 $532 <0.01% +51 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 57 $514 <0.01% -250 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 56 $506 <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 56 $505 <0.01% -569 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 45 $406 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 44 $397 <0.01% +32 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 44 $397 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 44 $397 <0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 38 $343 <0.01% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 37 $334 <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 35 $316 <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 30 $271 <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 30 $270 <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 29 $262 <0.01% 0 13F-HR/A Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 23 $251 <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 27 $244 <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 26 $235 <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 26 $235 <0.01% +14 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 25 $226 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 25 $226 <0.01% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 24 $218 <0.01% +12 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 24 $216 <0.01% -15 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 21 $191 <0.01% -11 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 21 $189 <0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 20 $181 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 20 $181 <0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 19 $172 <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 16 $144 <0.01% new 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 14 $127 <0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 13 $121 <0.01% 13F-HR/A Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10 $90 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8 $73 <0.01% -163 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 5 $60 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6 $54 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4 $36 <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 4 $36 <0.01% -50 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 0 $3 <0.01% -64 13F-HR Timeline Amount filed as zero, left out of ratios. Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 43 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. TSFG, LLC More: the full row for TSFG, LLC 41 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.