Blue Trust, Inc. More: the full row for Blue Trust, Inc. 104 $34.8K <0.01% +13 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 100 $33.5K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 99 $33.1K <0.01% -21 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 91 $30.5K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 90 $30.2K 0.01% -1 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 89 $29.8K <0.01% 0 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 89 $29.8K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 87 $29.1K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 86 $28.8K <0.01% +33 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 83 $27.8K 0.01% -46 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 80 $26.8K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 77 $25.8K 0.02% -11 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 71 $23.8K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 70 $23.4K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 69 $23.1K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 65 $21.8K <0.01% -1 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 60 $20.1K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 59 $19.7K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 58 $19.4K <0.01% 0 13F-HR/A Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 52 $17.4K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 50 $16.7K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 50 $16.7K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 45 $15.1K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 40 $13.4K <0.01% new 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 40 $13.4K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 35 $11.7K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 35 $11.7K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 34 $11.4K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 30 $10K <0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 29 $9.73K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 27 $9.04K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 26 $8.7K <0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 26 $8.23K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 23 $7.7K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22 $7.36K <0.01% -16 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 21 $7.03K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 21 $7.03K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 11 $3.68K <0.01% -6 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 9 $3.01K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 8 $2.68K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 7 $2.34K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5 $1.67K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 4 $1.34K <0.01% 0 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2 $670 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $670 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 0 $2 <0.01% -14 13F-HR Timeline Amount filed as zero, left out of ratios.