CITY HOLDING CO More: the full row for CITY HOLDING CO 550 $25.7K <0.01% -392 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 546 $25.6K <0.01% +6 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 530 $24.8K <0.01% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 523 $24.5K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 517 $24.2K 0.02% -18 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 510 $23.9K 0.01% -124 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 509 $23.8K <0.01% -48 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 507 $23.7K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 485 $22.7K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 470 $22K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 467 $21.9K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 465 $21.8K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 465 $21.8K 0.01% -383 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 462 $21.6K <0.01% +399 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 440 $20.6K <0.01% +5 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 432 $20.2K <0.01% -40 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 429 $20.1K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 403 $18.9K <0.01% -30 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $18.7K 0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 399 $18.7K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 392 $18.3K 0.01% -23 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 373 $17.4K <0.01% +60 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 371 $17.4K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 367 $17.2K 0.01% +4 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 363 $17K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 362 $17K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 361 $16.9K 0.01% -508 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 335 $15.7K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 332 $15.5K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 324 $15.2K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 305 $14.3K <0.01% 0 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 303 $14.2K <0.01% 0 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 291 $13.6K 0.01% -28 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 278 $13K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 275 $12.9K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 254 $11.9K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 249 $11.7K <0.01% 0 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 241 $11.3K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 225 $10.5K <0.01% -1,595 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 218 $10.2K <0.01% +12 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 216 $10.1K 0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 210 $9.83K 0.04% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 173 $8.1K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 171 $8.01K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 169 $7.91K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 165 $7.72K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 163 $7.63K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 162 $7.58K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 160 $7.49K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 156 $7.3K <0.01% -55 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 155 $7.26K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 152 $7.12K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 131 $6.13K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 130 $6K <0.01% -6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tidemark, LLC More: the full row for Tidemark, LLC 108 $5.05K <0.01% +1 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 107 $5.03K 0.01% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 107 $5K <0.01% 0 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 102 $4.79K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 100 $4.68K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 99 $4.63K <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 96 $4.51K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 0 $4.49K 0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 83 $3.88K <0.01% -411 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 81 $3.79K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 80 $3.75K <0.01% +23 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 78 $3.65K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 73 $3.42K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 72 $3.37K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 70 $3.28K <0.01% +27 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 68 $3.18K <0.01% -664 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 63 $3K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 63 $2.94K <0.01% -561 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 62 $2.9K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 60 $2.81K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 55 $2.58K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 55 $2.55K 0.02% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 52 $2.43K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 47 $2.2K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 45 $2.11K <0.01% -290 13F-HR Timeline CX Institutional More: the full row for CX Institutional 36 $2K <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 42 $1.97K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 42 $1.96K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 38 $1.78K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 33 $1.56K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 32 $1.5K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 30 $1.41K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 30 $1.41K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 29 $1.36K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 27 $1.26K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 27 $1.26K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 26 $1.22K <0.01% -498 13F-HR Timeline MOTCO More: the full row for MOTCO 24 $1.12K <0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 21 $983 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 21 $983 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18 $843 <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 11 $473 <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 10 $468 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 8 $374 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6 $286 <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6 $281 <0.01% new 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 5 $234 <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 5 $220 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2 $93 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $28 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1 $26 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $23 <0.01% -433 13F-HR Timeline Amount filed as zero, left out of ratios.