SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,049 $1.74M 0.03% +164 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,036 $1.73M 0.08% +731 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,024 $1.72M 0.1% +452 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,018 $1.72M 0.22% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,014 $1.72M 0.04% -250 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,000 $1.71M 0.01% -500 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,990 $1.7M 0.04% -265 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.7M 0.72% -2,985 13F-HR Timeline Amount filed as zero, left out of ratios. Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,983 $1.7M 0.02% +14 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,958 $1.69M 0.06% -130 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,954 $1.68M 1.41% -139 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 2,937 $1.67M 0.4% -488 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,925 $1.67M 0.01% +302 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,922 $1.67M 0.05% -56 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,915 $1.66M 0.04% +1,349 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,905 $1.66M 0.41% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,883 $1.64M 0.07% +201 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,878 $1.64M 0.25% -33 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,868 $1.64M 0.03% -106 13F-HR Timeline Group FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2,821 $1.61M 0.87% +278 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,816 $1.61M 0.06% -95 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,787 $1.59M 0.22% -40 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,784 $1.59M 0.04% -156 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,778 $1.58M 0.03% +1,311 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 2,762 $1.57M 1.39% 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,738 $1.56M 0.46% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,731 $1.56M 0.37% +375 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,723 $1.55M 0.03% -1,960 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,720 $1.55M 0.04% +78 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,711 $1.55M 0.63% +150 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,705 $1.54M 0.02% +42 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,699 $1.54M 0.79% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,694 $1.54M 0.06% -31 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,686 $1.53M 0.41% +134 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,680 $1.53M 0.47% +22 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,670 $1.52M -126 Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,654 $1.51M 0.08% -988 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,606 $1.49M 0.26% +227 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,541 $1.45M 0.01% +46 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,532 $1.44M 0.07% +149 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,504 $1.43M 0.02% -506 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 2,500 $1.43M 0.76% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,475 $1.41M 0.06% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,469 $1.41M 0.55% -1 13F-HR Timeline Flavin Financial Services, Inc. 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Empirical Wealth Management 2,450 $1.4M 0.03% +34 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,445 $1.39M 0.12% +130 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,442 $1.39M 0.44% -1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,442 $1.39M 0.61% +1 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,440 $1.39M 0.02% -72 13F-HR/A Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,420 $1.38M 0.16% -50 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,400 $1.38M 0.05% +212 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,411 $1.37M 0.04% -12,403 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 2,382 $1.36M 1.21% 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,343 $1.34M <0.01% +747 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,336 $1.33M 0.08% -11 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 2,332 $1.33M 0.59% -85 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,332 $1.33M 0.07% -24 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,326 $1.33M 0.08% +201 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 2,326 $1.33M 0.01% +955 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,312 $1.32M 0.3% -4 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 2,306 $1.31M 0.42% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,302 $1.31M 0.06% +947 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,297 $1.31M 0.15% +24 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,273 $1.3M 0.03% -8,131 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,257 $1.29M 0.07% -25 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,255 $1.29M 0.01% +63 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,250 $1.28M 0.29% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,245 $1.28M 0.71% 0 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 2,240 $1.28M 0.48% -1,460 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,228 $1.27M 0.05% +1,471 13F-HR Timeline Edgestream Partners, L.P. 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More: the full row for Claro Advisors Inc. 2,121 $1.21M 0.16% +3 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,119 $1.21M 0.03% +183 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,117 $1.21M 0.02% +50 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,115 $1.21M 0.16% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,102 $1.2M 0.35% -50 13F-HR Timeline Chatterton & Associates Inc. 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More: the full row for First City Capital Management, Inc. 2,008 $1.14M 0.6% -600 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,007 $1.14M 0.01% +35 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,613 $1.14M 0.03% -3 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,005 $1.14M 0.33% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,004 $1.14M 0.54% +1 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,004 $1.14M 0.06% +1,445 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,001 $1.14M 0.13% +1,204 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 2,000 $1.14M 0.7% 0 13F-HR Timeline MATHER GROUP, LLC. 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Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,887 $1.08M 0.05% -7 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,870 $1.07M 0.8% -210 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,862 $1.06M 0.14% new 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 1,858 $1.06M 1.19% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,854 $1.06M 0.07% -21 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,847 $1.05M 0.09% -127 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 1,840 $1.05M 0.39% +1,140 13F-HR/A Timeline Group Blue Trust, Inc. 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LLC. 1,829 $1.04M <0.01% -14 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 1,824 $1.04M 0.39% -152 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,822 $1.04M 0.32% -27 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,814 $1.03M 0.07% -128 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,803 $1.03M 0.85% 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,800 $1.03M 0.25% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,800 $1.03M 0.24% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,800 $1.03M 0.4% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,789 $1.02M 0.08% +16 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,788 $1.02M 0.23% 0 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 1,780 $1.01M 0.18% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,777 $1.01M 0.02% -140 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,775 $1.01M 0.21% -2,952 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,771 $1.01M 0.04% +396 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,770 $1.01M 0.03% +11 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,770 $1.01M 0.04% -30 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,766 $1.01M 0.01% +164 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,758 $1M 0.01% +47 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,758 $1M 0.03% -253 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,752 $999K 0.01% +1,227 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,747 $996K +28 Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 1,747 $996K 0.65% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,714 $977K 0.36% +517 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 1,705 $972K 0.31% -605 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,704 $972K 0.09% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,703 $971K 0.13% +312 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,700 $969K 0.03% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,700 $969K 0.06% -516 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,699 $969K 0.11% +149 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 1,690 $964K 0.13% +1,119 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,688 $963K 0.48% -106 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,680 $958K -4 Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,677 $956K 0.04% -111 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,668 $951K 0.02% +327 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,668 $951K 0.01% 0 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,478 $948K +45 Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,662 $948K 0.03% +14 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 1,659 $946K 0.08% -14 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,653 $943K 0.03% -47 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,645 $938K 0.49% +94 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,640 $935K 0.27% +106 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,635 $932K 0.34% +3 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,626 $927K 0.33% +19 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,626 $927K 0.09% +8 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,414 $926K 0.14% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,620 $924K 0.1% -10 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,617 $922K 0.06% +80 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,608 $917K 0.03% -173 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. 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