TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,715 $317K 0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,709 $316K 0.02% -1,328 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,708 $316K 0.18% +4 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,700 $315K 0.14% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,698 $314K <0.01% 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,691 $313K 0.19% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,689 $313K 0.16% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,684 $312K 0.02% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,682 $311K 0.18% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,681 $311K <0.01% -127 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,679 $311K 0.03% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,672 $309K 0.12% +1 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,668 $309K 0.1% -193 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,654 $306K 0.17% +9 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,652 $306K 0.01% +20 13F-HR Timeline Wingate Wealth Advisors, Inc. 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More: the full row for CIBC Private Wealth Group LLC 1,281 $237K <0.01% +355 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,277 $236K 0.24% 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,266 $234K 0.03% -107 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,254 $232K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,255 $232K 0.05% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,251 $231K 0.01% 0 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,250 $231K 0.05% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,241 $230K <0.01% new 13F-HR Timeline Spectrum Investment Advisors, Inc. 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More: the full row for Bernicke Wealth Management, Ltd. 1,207 $223K 0.03% 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,190 $220K 0.02% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,199 $218K 0.01% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,179 $218K 0.09% 0 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 1,177 $218K 0.08% -47 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,173 $217K 0.01% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,170 $216K 0.1% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,169 $216K 0.1% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,150 $214K 0.05% +9 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,157 $214K 0.01% 0 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,154 $214K 0.13% -170 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,153 $213K 0.1% +5 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,149 $213K <0.01% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,147 $212K 0.01% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,141 $211K 0.04% +4 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,130 $209K 0.04% +8 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,128 $209K 0.04% -25 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,126 $208K 0.06% +295 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,119 $207K 0.09% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,110 $205K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,107 $205K 0.01% new 13F-HR Timeline North Star Investment Management Corp. 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LLC 941 $174K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 918 $174K 0.04% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 933 $172K 0.04% -47 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 927 $172K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 919 $170K <0.01% +329 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 902 $167K 0.1% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 892 $165K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 828 $153K 0.04% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 783 $145K 0.02% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. 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