Transce3nd, LLC More: the full row for Transce3nd, LLC 152 $10.2K 0.09% -2 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 150 $10.1K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 143 $9.62K <0.01% 0 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 143 $9.62K 0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 129 $8.67K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 120 $8.07K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 119 $8.01K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 118 $7.93K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 114 $7.67K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 101 $6.74K <0.01% -24 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 85 $5.71K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 83 $5.57K <0.01% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 80 $5.38K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 70 $4.71K <0.01% +13 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 70 $4.71K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 69 $4.64K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 68 $4.57K <0.01% +20 13F-HR Timeline BAYBAN More: the full row for BAYBAN 67 $4.5K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 64 $4.32K <0.01% +1 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 58 $3.9K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 57 $3.83K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 52 $3.5K <0.01% 0 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 48 $3.2K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 42 $2.82K <0.01% -207 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/ 31 $2.09K <0.01% -397 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 31 $2.08K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. 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More: the full row for HARBOR CAPITAL ADVISORS, INC. 10 $1K <0.01% -10,115 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 12 $781 <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 8 $538 <0.01% +6 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 8 $538 <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 7 $471 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 7 $471 <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5 $345 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5 $337 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $202 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $202 <0.01% -77 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3 $202 <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 2 $134 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1 $68 <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. 1 $67 <0.01% 0 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 Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1 $67 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $67 <0.01% -74 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1 $67 <0.01% new 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 $61 <0.01% 0 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1 $57 <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.