NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,274 $192K 0.01% +5 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,113 $183K 0.07% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,098 $182K 0.13% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,054 $180K <0.01% +502 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,000 $177K 0.05% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,767 $163K 0.01% -215 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,754 $162K 0.11% -802 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,731 $161K 0.02% +1,867 13F-HR Timeline General Partner, Inc. 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More: the full row for Hopwood Financial Services, Inc. 100 $5.88K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 82 $4.83K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 70 $4.12K <0.01% +8 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 59 $3.47K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 57 $3.35K <0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 57 $3.35K <0.01% new 13F-HR/A Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 51 $3K <0.01% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 41 $2K <0.01% -257 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 33 $1.94K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 27 $1.59K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 26 $1.53K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18 $1.06K <0.01% new 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 17 $1K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 16 $942 <0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5 $294 <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3 $177 <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2 $118 <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2 $118 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. 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