TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 18,503 $1.48M 0.07% +17,652 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 18,401 $1.47M 0.13% -1,421 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 18,322 $1.47M 0.76% +2,397 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 18,259 $1.46M 0.62% -1,030 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 17,954 $1.44M <0.01% +3,747 13F-HR Timeline Group StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 17,875 $1.43M 0.61% -488 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 17,717 $1.42M 0.1% +17 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 17,701 $1.42M 0.51% -37,727 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 17,525 $1.4M 0.68% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 17,092 $1.37M 0.12% +3,971 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,079 $1.37M 0.04% +3,606 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,934 $1.35M 0.02% +490 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 16,786 $1.34M 0.54% -580 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 16,735 $1.34M 0.23% +74 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 16,530 $1.32M 0.34% +132 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 16,367 $1.31M <0.01% -988 13F-HR/A Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 16,289 $1.3M 0.03% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 16,262 $1.3M 0.42% +259 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 16,232 $1.3M 0.13% +1,591 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 16,190 $1.3M 0.31% -301 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 16,034 $1.28M 0.71% 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 15,770 $1.26M 0.11% 0 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 15,456 $1.24M +8,895 Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 14,792 $1.18M 0.31% +15 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 14,788 $1.18M 0.5% +5 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,725 $1.18M 0.05% -158 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 14,640 $1.17M <0.01% -15,738 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 14,566 $1.17M 1.18% +272 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 14,559 $1.16M 0.08% +47 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,452 $1.16M 0.06% +4,074 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 14,239 $1.14M 0.37% +1,667 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 14,204 $1.14M 0.19% -1,956 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 14,001 $1.12M 0.13% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,614 $1.09M 0.03% new 13F-HR Timeline Group BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 13,425 $1.07M 0.63% +9,287 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 13,200 $1.06M 0.32% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 12,783 $1.02M <0.01% -56 13F-HR/A Timeline Financial Engines Advisors L.L.C. 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More: the full row for Stratos Wealth Partners, LTD. 5,283 $423K 0.01% +7 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,243 $419K 0.15% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 5,228 $418K 0.14% -360 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,173 $414K 0.06% +522 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,065 $405K 0.06% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,026 $402K <0.01% 0 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,979 $398K 0.02% +4 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,949 $396K 0.01% new 13F-HR Timeline Group MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 4,849 $388K 0.32% -129 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,829 $386K 0.21% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,814 $385K 0.03% -328 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,710 $377K 0.07% -418 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,679 $374K 0.01% +57 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,569 $365K <0.01% -2,484 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,524 $362K 0.01% -160 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,493 $359K <0.01% +1,170 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,465 $357K 0.08% +31 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,396 $352K 0.06% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,331 $346K <0.01% +1,081 13F-HR Timeline Group Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 4,316 $345K 0.69% 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 4,311 $345K 0.07% +768 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 4,284 $343K 0.06% +1,228 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,275 $342K 0.1% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,214 $337K 0.43% 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,162 $333K 0.2% +14 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 4,097 $328K 0.14% +210 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,054 $324K 0.04% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,646 $322K 0.02% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,000 $320K <0.01% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,947 $316K 0.22% +20 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,931 $314K 0.12% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,928 $314K 0.03% +286 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 3,881 $306K 0.09% +249 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,761 $301K 0.01% -23 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 3,734 $299K 0.07% -749 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,709 $297K 0.01% +516 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,686 $295K 0.01% +191 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,660 $293K 0.13% 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,653 $292K 0.06% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,650 $292K 0.04% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,639 $291K 0.01% -2,715 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,634 $291K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,605 $288K 0.01% +138 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,579 $286K 0.02% -3 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 3,554 $284K 0.11% +314 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,535 $283K 0.14% +12 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,348 $268K 0.08% +5 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,311 $265K 0.11% +95 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,292 $263K 0.01% +1,885 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,277 $262K 0.02% -123 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,240 $259K 0.03% -13 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,239 $259K 0.02% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,227 $258K 0.03% -57 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,173 $254K 0.01% new 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,167 $253K 0.16% +309 13F-HR Timeline Geneos Wealth Management Inc. 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More: the full row for Beta Wealth Group, Inc. 2,948 $236K 0.1% -30 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,943 $235K <0.01% +566 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,914 $233K <0.01% -71 13F-HR Timeline Group Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,861 $229K 0.06% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,850 $228K 0.02% 0 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,826 $226K 0.1% 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,815 $225K 0.02% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,781 $222K 0.06% 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 2,749 $220K 0.09% -346 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,741 $219K 0.04% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,725 $218K <0.01% -3,100 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,689 $215K <0.01% -1,399 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,681 $214K 0.01% -284 13F-HR/A Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,656 $212K 0.16% -118 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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