Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 535 $25.1K 0.02% -28 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 530 $24.9K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 524 $24.6K 0.01% +498 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 507 $23.8K <0.01% +179 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 494 $23.2K <0.01% -21 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 472 $22.2K <0.01% -392 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 470 $22K 0.01% 0 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 CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 435 $20.4K <0.01% -41 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 433 $20.4K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 433 $20.3K <0.01% -27 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 415 $19.5K 0.01% +27 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 410 $19.2K 0.01% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 399 $18.7K <0.01% 0 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 Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 369 $17.3K <0.01% -124 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 363 $17.1K 0.01% +2 13F-HR/A 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 POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 361 $16.9K 0.02% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 352 $16.5K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 335 $15.7K 0.01% -5 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 $15.6K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 324 $15.2K 0.01% -44 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 319 $15K 0.01% +1 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 313 $14.7K <0.01% new 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% -532 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% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 278 $13K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 254 $11.9K <0.01% +12 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% -119 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 223 $10.5K 0.03% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 216 $10.1K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 211 $9.91K 0.01% -1 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 206 $9.67K <0.01% -101 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 182 $8.54K <0.01% -74 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 173 $8.12K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 171 $8.03K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 169 $7.93K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 165 $7.75K <0.01% +20 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 163 $7.65K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 160 $7.51K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 155 $7.28K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 152 $7.14K <0.01% -23 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 140 $6.57K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 131 $6.15K <0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 131 $6.15K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 136 $6K <0.01% -839 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 112 $5.26K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 107 $5.01K <0.01% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 107 $5K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 106 $4.99K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 101 $4.74K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 100 $4.7K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 99 $4.65K <0.01% new 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 95 $4.45K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 81 $3.8K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 80 $3.76K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 73 $3.43K <0.01% new 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 72 $3.38K <0.01% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 70 $3.29K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 68 $3.15K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 63 $3K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 63 $2.96K <0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 62 $2.91K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 60 $2.83K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 60 $2.82K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 57 $2.68K <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 $2.58K 0.02% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 52 $2.44K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 47 $2.21K <0.01% -160 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 45 $2.11K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 43 $2.02K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 42 $1.97K <0.01% -4,658 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 42 $1.97K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 41 $1.93K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 38 $1.79K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 35 $1.64K <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% new 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 HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 29 $1.36K <0.01% -194 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 27 $1.27K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 26 $1.22K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 25 $1.17K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 24 $1.13K <0.01% -19 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 21 $986 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 21 $986 <0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 15 $704 <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 14 $657 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 11 $517 <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 11 $474 <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 10 $469 <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 8 $376 <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 8 $376 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6 $284 <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 5 $235 <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 5 $219 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2 $94 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $28 <0.01% -131 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