WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 376,862 $15.9M 0.02% +124,756 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 234,027 $10.3M 0.46% +220,389 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 67,761 $3.14M 0.24% -13,945 13F-HR Timeline Pensionfund PDN group of 2 filers holding More: the full row for Pensionfund PDN 65,300 $3.02M -4,000 Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 53,133 $2.46M 0.07% +22,365 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 49,513 $2.29M 0.02% +5,653 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 35,048 $1.62M 0.9% -1,310 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 31,781 $1.47M 0.25% +866 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 28,717 $1.33M 0.91% +32 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 17,310 $802K 0.07% -59 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 16,587 $732K 0.02% +7,422 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,175 $610K 0.01% +738 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,254 $567K 0.02% +1,029 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,182 $472K 0.01% +106 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 10,000 $463K 0.04% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,837 $444K 0.01% -366 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 9,552 $442K 0.15% +2,066 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,381 $434K 0.16% -271 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 9,000 $417K 0.13% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 8,405 $389K 0.03% -1,302 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,170 $378K 0.03% -7 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,703 $310K 0.01% +1,585 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 5,800 $272K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,026 $140K <0.01% -861 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,987 $138K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,530 $70.9K 0.02% +606 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,521 $70.4K 0.02% +146 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,401 $64.9K 0.04% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,000 $46.3K <0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 900 $41.7K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 865 $40.1K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 736 $34.1K <0.01% -170 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 576 $26.7K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 500 $23.2K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 465 $21.5K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 440 $20K <0.01% +158 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 339 $15.7K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 205 $9.49K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 157 $7.27K <0.01% -542 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 68 $3.15K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 68 $3.15K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 47 $2.18K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 34 $1.57K <0.01% -5 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 21 $973 <0.01% +1 13F-HR Timeline