WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 101,177 $6.39M 0.01% -12,407 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 75,047 $4.85M 0.03% +1,465 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 54,395 $3.51M 0.77% -754 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 43,774 $2.83M 0.05% -4,479 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 41,720 $2.69M 1.96% -907 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 40,806 $2.64M 0.31% -1,016 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 27,319 $1.76M 0.3% -1,071 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,341 $1.25M 0.05% +13,176 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 12,723 $822K 0.35% -2,400 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 10,798 $697K 0.06% -3,200 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 10,147 $655K 0.24% 0 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 9,741 $629K 0.22% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 9,421 $609K 0.07% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 8,867 $573K 0.3% +300 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,756 $564K 0.01% +75 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 8,274 $534K 0.26% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,740 $495K 0.04% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 7,399 $478K 0.08% +210 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,354 $475K 0.01% +878 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,139 $461K 0.1% -1,805 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 6,872 $444K 0.03% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,771 $437K 0.01% +201 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,673 $431K 0.01% -27 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,143 $397K 0.01% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,809 $311K 0.01% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 4,538 $294K 0.04% 0 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 4,192 $271K 0.16% new 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,041 $261K 0.06% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,817 $247K 0.05% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,700 $239K 0.01% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,645 $235K 0.03% new 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,539 $234K 0.05% new 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 3,390 $219K 0.19% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,185 $206K 0.05% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,659 $109K 0.05% +17 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,625 $105K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,141 $73.7K 0.01% 0 13F-HR Timeline Group Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,125 $72.7K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,031 $66.6K <0.01% -163 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 986 $63.7K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 776 $50.1K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 503 $32.5K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 453 $29.3K <0.01% +3 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 353 $22.8K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 227 $14.7K <0.01% -250 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 192 $12.4K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 151 $9.75K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 118 $7.62K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 100 $6.46K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 86 $5.55K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 80 $5.17K <0.01% new 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 75 $4.83K <0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 37 $2.39K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 22 $1.42K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.