TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 18,503 $1.53M 0.08% 0 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 18,259 $1.51M 0.68% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 17,908 $1.49M 0.1% -1,710 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 17,787 $1.48M 0.37% +1,257 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 17,774 $1.47M 0.11% +57 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 17,759 $1.47M 0.02% +825 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17,547 $1.46M 0.14% -3,530 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 17,267 $1.43M <0.01% +900 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 17,064 $1.42M 0.45% +802 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,006 $1.41M 0.04% -73 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 16,701 $1.39M 0.24% -34 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 16,504 $1.37M 0.36% +2,265 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 16,289 $1.35M 0.03% 0 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 16,094 $1.33M 0.77% +2,669 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 15,770 $1.31M 0.12% 0 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 15,463 $1.28M 0.13% -769 13F-HR Timeline Group Swisher Financial Concepts, Inc. 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More: the full row for Compound Planning, Inc. 13,556 $1.12M 0.05% -896 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,432 $1.11M 0.11% -4,969 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 13,200 $1.09M 0.33% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,059 $1.08M 0.01% +450 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 12,879 $1.07M <0.01% -16,424 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 12,674 $1.05M 0.16% +66 13F-HR Timeline Patten Group, Inc. 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COLE ADVISORS, INC. 6,484 $538K 0.02% -8,241 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,467 $536K 0.25% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,331 $525K 0.06% -615 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,317 $524K 0.01% +2,712 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,281 $521K 0.01% -1,633 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,266 $520K 0.01% -641 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,413 $516K 0.1% -1,254 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,215 $515K 0.05% -28 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,088 $505K 0.04% -3,926 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,962 $494K 0.09% +149 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,945 $493K 0.01% +1,614 13F-HR Timeline Group Blossom Wealth Management More: the full row for Blossom Wealth Management 5,875 $487K 0.98% -109 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,665 $470K <0.01% +79 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 5,615 $466K 0.16% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 5,605 $465K 0.15% +200 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,503 $456K 0.04% +5,498 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,414 $449K 0.09% +2,633 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 5,374 $446K 0.56% +1,160 13F-HR/A Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,253 $436K 0.04% -809 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,210 $432K 0.15% -33 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,138 $426K 0.01% -145 13F-HR Timeline Group MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 5,109 $424K 0.36% +260 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,075 $421K 0.1% +610 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 5,042 $418K 0.13% -186 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,026 $417K <0.01% 0 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,987 $414K 0.06% -78 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,979 $413K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,829 $401K 0.21% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,814 $399K 0.03% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 4,799 $398K 0.28% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,744 $393K <0.01% +175 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,710 $391K <0.01% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,710 $391K 0.08% 0 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% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,381 $363K 0.01% -143 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 4,380 $363K 0.06% +96 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,366 $362K 0.25% +419 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 4,326 $359K 0.08% +15 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 4,316 $358K 0.74% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,304 $357K 0.06% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,275 $355K 0.11% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,187 $347K 0.22% +25 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 4,181 $347K 0.15% +84 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,127 $342K 0.12% +573 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,073 $338K 0.01% +312 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,054 $336K 0.04% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,971 $329K 0.13% +311 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,967 $329K 0.02% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,965 $329K 0.07% -1,500 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,931 $326K 0.13% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,928 $326K 0.03% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,896 $323K 0.1% new 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 3,892 $323K 0.1% +11 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,801 $315K 0.05% -1,372 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,705 $307K 0.03% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,695 $306K <0.01% -798 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,674 $305K 0.01% +35 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,653 $303K 0.06% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,650 $303K 0.05% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,640 $302K 0.01% new 13F-HR Timeline William Mack & Associates, Inc. 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More: the full row for Beta Wealth Group, Inc. 2,948 $245K 0.09% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,850 $236K 0.02% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,828 $235K 0.1% -483 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,826 $234K 0.1% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,818 $234K 0.02% +3 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 2,811 $233K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,805 $233K 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,799 $232K <0.01% -115 13F-HR Timeline Group Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 2,786 $231K 0.1% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,741 $227K 0.04% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,725 $226K <0.01% 0 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,689 $223K <0.01% 0 13F-HR/A Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 2,640 $219K 0.02% +4 13F-HR Timeline Vermillion Wealth Management, Inc. 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