Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 37 $6.94K <0.01% -284 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 35 $6.56K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 32 $6K <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. 31 $5.9K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 31 $5.81K <0.01% -29 13F-HR/A Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 31 $5.75K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 30 $5.62K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 29 $5.44K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 28 $5.24K <0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 27 $5.06K <0.01% -231 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 25 $4.69K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 24 $4.5K <0.01% -11 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23 $4.31K <0.01% -6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20 $3.75K <0.01% +11 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 20 $3.75K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 20 $3.75K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 18 $3.37K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $2.81K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 15 $2.81K <0.01% +12 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 15 $2.81K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 15 $2.64K <0.01% -1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 14 $2.62K <0.01% -8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14 $2.62K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 14 $2.62K <0.01% -10 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15 $2.55K <0.01% -22 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 13 $2.44K <0.01% new 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 12 $2.28K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12 $2.25K <0.01% -1 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 13 $2.21K <0.01% -129 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11 $2.07K <0.01% +6 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 11 $2.06K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9 $2K <0.01% +6 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10 $1.94K <0.01% -21 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 10 $1.88K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7 $1.31K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7 $1.31K <0.01% +1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6 $1.12K <0.01% -2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $1.12K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6 $1.12K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6 $1.12K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 10 $1K <0.01% +3 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 5 $937 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 5 $937 <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 5 $937 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $759 <0.01% 0 13F-HR/A Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 4 $750 <0.01% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4 $750 <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3 $569 <0.01% -3 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3 $563 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3 $562 <0.01% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3 $562 <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3 $562 <0.01% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 3 $562 <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 2 $380 <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2 $375 <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $375 <0.01% -1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $375 <0.01% -3 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 2 $375 <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2 $375 <0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2 $375 <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2 $374 <0.01% -1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1 $190 <0.01% -205 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1 $187 <0.01% new 13F-HR Timeline 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.