Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 13,972 $935K 0.02% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,584 $909K <0.01% -4,976 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,290 $889K 0.02% +899 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 12,835 $859K 0.3% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,640 $847K 0.03% -494 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 12,619 $844K 0.21% +1,179 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,545 $839K <0.01% -306 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,506 $837K <0.01% +331 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 12,486 $835K 0.06% +996 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 12,369 $827K 0.05% +1,176 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 12,350 $826K 0.13% +697 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12,309 $823K 0.09% -39 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,792 $789K 0.01% -13,622 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 11,615 $777K 0.46% +2,640 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,421 $764K 0.04% +5,405 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 11,118 $744K 0.4% -3,282 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,096 $742K <0.01% +6,093 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,993 $735K 0.01% +907 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,933 $731K 0.06% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,603 $709K <0.01% +33 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 10,400 $696K 0.41% -601 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 10,300 $673K 0.08% +1,515 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 10,000 $669K 0.29% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,896 $662K 0.15% -2,751 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 9,651 $646K 0.28% +127 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,617 $643K <0.01% new 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,294 $629K 0.05% -198 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 9,099 $609K 0.18% +261 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 9,061 $606K 0.21% -410 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,020 $603K 0.05% -73 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,948 $599K 0.02% +922 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,889 $595K 0.25% +3,686 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 8,666 $580K 0.07% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,529 $571K 0.04% -346 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,257 $552K 0.04% +1,115 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 8,226 $550K 0.11% +770 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 8,134 $544K 0.08% -40 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 8,120 $543K 0.38% 0 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 7,977 $534K 0.24% +31 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 7,971 $533K 0.17% -125 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 7,938 $531K 0.13% -148 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,897 $528K 0.03% -274 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,868 $524K 0.18% -1,551 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,788 $521K 0.05% -3,860 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,726 $517K 0.11% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 7,704 $515K 0.03% -7,386 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,633 $511K 0.06% -124 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,542 $505K 0.01% -95 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 7,471 $500K 0.11% -139 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,343 $492K 0.03% -1,497 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,326 $490K 0.07% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,318 $490K 0.06% -83 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,187 $481K 0.01% new 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 6,803 $455K 0.2% -92 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,712 $449K 0.04% +1,345 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,508 $435K 0.06% -101 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,390 $427K <0.01% +354 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 6,095 $408K 0.08% -167 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,760 $385K 0.11% +2 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,696 $381K 0.01% +2,104 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,471 $366K 0.02% +1,650 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,350 $358K 0.03% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 5,350 $358K 0.16% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,099 $341K 0.05% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,938 $330K 0.03% -250 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,863 $325K 0.03% new 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 4,819 $322K 0.01% +74 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,805 $321K 0.02% +894 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,801 $321K 0.15% -10 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,754 $318K 0.01% +810 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,628 $310K 0.01% +2,093 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,472 $299K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,472 $299K 0.07% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,187 $282K 0.01% new 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 3,893 $260K 0.09% +330 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,858 $258K 0.02% -135 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,845 $257K 0.02% +615 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 3,753 $251K 0.22% -308 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,745 $251K <0.01% -13 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,742 $250K <0.01% -2,277 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 3,728 $249K 0.15% -1,180 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,707 $248K 0.2% 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 3,697 $247K 0.02% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,684 $246K <0.01% -1,193 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,550 $237K 0.12% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,538 $237K 0.04% +529 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 3,508 $235K 0.14% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,494 $234K 0.04% -536 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,447 $231K 0.04% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,385 $228K 0.01% +66 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,376 $226K 0.03% -15 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,367 $225K 0.01% 0 13F-HR Timeline FIRST CITIZENS INVESTOR SERVICES, INC. More: the full row for FIRST CITIZENS INVESTOR SERVICES, INC. 3,312 $222K 0.09% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,234 $216K 0.01% -2,518 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,097 $207K 0.08% -200 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,036 $203K 0.16% -12 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,029 $203K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,937 $197K <0.01% +339 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,796 $187K 0.11% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,566 $172K <0.01% +81 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,284 $153K 0.01% +24 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,189 $146K <0.01% 0 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,535 $145K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,151 $144K 0.02% +728 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,090 $140K <0.01% -52 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,550 $104K <0.01% +1,522 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,364 $91.3K <0.01% +138 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,160 $77.6K 0.03% +41 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,130 $75.6K <0.01% -53 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,085 $72.6K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 987 $66K <0.01% -48 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 894 $59.8K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 866 $58K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 777 $52K <0.01% +191 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 736 $49.3K <0.01% -489 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 641 $42.9K 0.04% -329 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 625 $41.8K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 619 $41K 0.01% +10 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 579 $38.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 544 $36.4K <0.01% -47 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 534 $35.7K -37 Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 525 $35.1K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 506 $33.8K <0.01% +78 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 410 $27.4K 0.01% +6 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 386 $25.8K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 379 $25.4K <0.01% -2 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 374 $25K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 369 $24.7K <0.01% -20 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 345 $23.1K <0.01% -27 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 278 $18.6K <0.01% +71 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 264 $17.7K 0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 251 $16.8K 0.01% +19 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 244 $16.3K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 227 $15.2K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 227 $15.2K 0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 228 $15K <0.01% 0 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 200 $13.4K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 200 $13.4K 0.01% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 12,162 $12.2K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 170 $10.7K 0.1% -14,746 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 150 $10K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 150 $10K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 134 $8.96K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 129 $8.63K <0.01% -139 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 120 $8.06K <0.01% +31 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 118 $7.89K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 87 $5.81K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 85 $5.69K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 83 $5.54K <0.01% -345 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 81 $5.42K <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 69 $4.61K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 62 $4.12K <0.01% +1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 58 $3.88K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 58 $3.88K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 52 $3.48K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 48 $3.21K <0.01% -113 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 48 $3.18K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 47 $3.13K <0.01% +30 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 44 $2.94K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 44 $2.94K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 37 $2.48K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $2.01K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 25 $1.67K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 22 $1.47K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 21 $1.41K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 18 $1.2K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 18 $1.2K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17 $1.17K <0.01% +1 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 17 $1.12K <0.01% +4 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 16 $1.07K <0.01% -8 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 15 $1K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 11 $736 <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 7 $469 <0.01% -2 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5 $335 <0.01% -15 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 3 $200 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $134 <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2 $134 <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 67 $67 <0.01% +66 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1 $67 <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1 $67 <0.01% 0 13F-HR Timeline 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 1 $59 <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.