Freedom Investment Management, Inc. 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Shaheen & Associates DBA Whitney & Co 4,542 $356K 0.03% -1,231 13F-HR Timeline SMITH, MOORE & CO. 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ALLISON & CO., INC. 3,790 $297K 0.21% +196 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,784 $297K 0.02% +792 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,760 $295K 0.01% +669 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,755 $294K <0.01% -38 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,724 $292K 0.01% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,704 $290K 0.15% -50 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,695 $290K 0.02% +287 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,675 $288K 0.14% new 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,656 $287K 0.11% +355 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,660 $286K 0.02% -140 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,634 $285K 0.03% +81 13F-HR Timeline