Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 23,126 $15.9M 3.57% +287 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 23,126 $15.9M 12.29% +1,933 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 23,117 $15.9M 10.68% +1,110 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 23,087 $15.9M 0.91% +3,774 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 23,063 $15.8M 0.59% +43 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 23,033 $15.8M 0.78% -7,865 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 22,998 $15.8M 2.28% -1,691 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 23,001 $15.8M 2.19% -2,934 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 22,792 $15.7M 1.45% +4,257 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 22,869 $15.7M 3.33% +240 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 614,271 $15.7M 5.19% +413,457 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 22,783 $15.6M 4.01% +70 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 22,700 $15.6M 4.01% -94 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 22,686 $15.6M 12.84% +1,277 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 22,660 $15.6M 1.48% +9,765 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 22,645 $15.6M 3.32% +155 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 22,560 $15.5M 0.61% +35 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 22,559 $15.5M 9.21% +593 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 22,535 $15.5M 6.43% +2,276 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 22,410 $15.4M 0.07% +197 13F-HR Timeline Group SACHEM HILL LLC More: the full row for SACHEM HILL LLC 22,285 $15.3M 2.72% -267 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 22,196 $15.2M 6.77% +950 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 22,135 $15.2M 1.98% +114 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 22,119 $15.2M 1.43% -724 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 22,115 $15.2M 6.84% -127 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 21,966 $15.1M 1.05% +448 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 21,963 $15.1M 2.52% +935 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 21,939 $15.1M 0.72% +3,264 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 21,890 $15M 0.09% -13,602 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 21,838 $15M 12.6% -227 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 21,819 $15M 0.79% -209 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 21,685 $14.9M 0.82% +470 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 21,629 $14.9M 0.65% +141 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 21,506 $14.8M 1.64% -1,021 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 21,479 $14.8M +649 Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,392 $14.7M 1.04% +2,621 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 21,233 $14.6M 7.5% +4,015 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 21,099 $14.5M 3.44% +9,804 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 21,061 $14.5M 2.73% +5,760 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 20,998 $14.4M 1.2% +3,514 13F-HR/A Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 20,987 $14.4M 0.93% -201 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,966 $14.4M 0.56% +231 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 20,954 $14.4M 0.4% +8,996 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 20,939 $14.4M 0.56% +840 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 20,930 $14.4M 1.75% +60 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 20,914 $14.4M 2.52% +6,024 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 20,836 $14.3M 10.55% -264 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 20,795 $14.3M 0.34% -450 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,781 $14.3M 1.05% +241 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 20,743 $14.2M 0.41% -375 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,743 $14.2M 0.3% +4,113 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 20,684 $14.2M 7.93% +10,827 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 20,653 $14.2M 1.39% -490 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 20,653 $14.2M 0.48% +1,198 13F-HR Timeline Group SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 20,537 $14.1M 5.13% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 20,453 $14M 1.21% +10,351 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 23,475 $14M 0.57% +11,517 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 20,401 $14M 0.7% -956 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 20,307 $13.9M 2.55% -11 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 20,240 $13.9M 10.32% +1,664 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 20,105 $13.8M 2.1% +398 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 20,094 $13.8M 1.43% -2,490 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 20,019 $13.7M 0.39% +1,223 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 20,014 $13.7M 3.75% -155 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 19,952 $13.7M 2.59% +2,989 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19,884 $13.7M 0.65% +753 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 19,884 $13.7M 0.02% -739 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 19,854 $13.6M 2.48% +21 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 19,816 $13.6M 4.36% +147 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 19,798 $13.6M 5.13% -656 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 19,639 $13.5M 3.46% +824 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 19,585 $13.5M 6.85% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 19,529 $13.4M 1.06% +2,653 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 19,518 $13.4M 0.75% +426 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 19,499 $13.4M 0.62% +2,162 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19,488 $13.4M 2.61% -52 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 19,482 $13.4M 0.69% +9,519 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 19,407 $13.3M 7.77% -401 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 19,341 $13.3M 11.28% +1,266 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 19,308 $13.3M 0.24% +183 13F-HR Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 19,274 $13.2M 10.56% +113 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 19,272 $13.2M 3.96% -612 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 19,262 $13.2M 1.49% +390 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 19,470 $13.2M 1.28% +130 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 19,242 $13.2M 3.36% -1,966 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 19,239 $13.2M 6.41% -170 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 19,235 $13.2M 12.52% -340 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 19,232 $13.2M 17.18% +3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19,221 $13.2M 0.49% +646 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 19,200 $13.2M 1.54% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 19,196 $13.2M 0.56% +217 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 19,192 $13.2M 1.21% +17,789 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 19,151 $13.2M 1.31% -802 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 19,071 $13.1M 4.83% +1,229 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 19,067 $13.1M 0.28% -639 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 19,059 $13.1M 1.07% -1,004 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 19,019 $13.1M 4.97% +687 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 18,823 $13.1M 11.49% +628 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 18,957 $13M 0.94% +1,778 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 18,953 $13M 1.04% +1,115 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 18,936 $13M 6.02% +117 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 18,834 $12.9M 5.73% -158 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 18,813 $12.9M 0.82% +1,620 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 18,801 $12.9M 5.38% +2,323 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 18,702 $12.8M 10.21% +4,496 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 18,591 $12.8M 0.15% +292 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 18,576 $12.8M 0.5% +57 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 18,560 $12.7M 0.03% +964 13F-HR Timeline Group Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 18,555 $12.7M 3.63% -343 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 18,509 $12.7M 9.08% -1,290 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 18,576 $12.7M 7.86% +1,532 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 18,466 $12.7M 1.58% -346 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 18,414 $12.6M 2.21% -256 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 18,424 $12.6M 4.94% +1,615 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 18,402 $12.6M 3.64% -108 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 18,336 $12.6M 3.42% +1,160 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 18,293 $12.6M 1.07% -746 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 18,254 $12.5M 0.18% +2,172 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 18,165 $12.5M 9.62% +178 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 18,132 $12.5M +4,412 Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 3,714 $12.4M 8.23% -13,970 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 18,053 $12.4M 2.36% +11,015 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 18,053 $12.4M 2.36% 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 17,992 $12.4M 6.99% +273 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 17,965 $12.3M 0.13% +343 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 18,118 $12.3M 2.32% +403 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 521,959 $12.3M 0.81% +171,283 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 17,885 $12.3M 1.18% +5,204 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 17,880 $12.3M 2.97% +799 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 17,690 $12.1M 0.32% +4,878 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 17,675 $12.1M 0.36% +4,768 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 17,630 $12.1M 0.85% +591 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 17,600 $12.1M 0.47% +2,243 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 17,525 $12M 1.95% +1,171 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 17,489 $12M 2.92% +197 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 17,468 $12M 5.13% -11 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 17,339 $11.9M 1.94% -194 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 16,865 $11.9M 1.45% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 17,295 $11.9M 0.23% +788 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 17,237 $11.8M 9.44% +2,380 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 17,138 $11.8M 2.25% +1,243 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 17,111 $11.8M 1.59% +621 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 17,102 $11.7M 0.78% +34 13F-HR/A Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 17,050 $11.7M 2.97% -8 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 17,014 $11.7M 0.38% -230 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 17,004 $11.7M 0.02% new 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 16,900 $11.6M 1.1% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 16,853 $11.6M 2.86% +6,620 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 16,835 $11.6M 1.93% -7 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 16,951 $11.5M 0.63% -3,264 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 16,767 $11.5M 0.08% -11,447 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 16,752 $11.5M 1.28% +2,064 13F-HR/A Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 16,746 $11.5M 0.69% -339 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 16,733 $11.5M 0.45% +1,632 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 16,720 $11.5M 4.35% +1 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 16,643 $11.4M 4.4% -84 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,631 $11.4M 0.91% -1,107 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 16,626 $11.4M 6.9% +665 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 16,568 $11.4M 3.7% +215 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 16,561 $11.4M 1.46% +71 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 16,539 $11.4M 4.85% 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 16,516 $11.3M 2.31% -1,543 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 16,448 $11.3M 1.17% +4,077 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 16,364 $11.2M 1.78% +9,209 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 16,340 $11.2M 0.44% +45 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 16,287 $11.2M 0.43% -489 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 16,278 $11.2M 0.89% +6,712 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 16,273 $11.2M 3.77% +1,375 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 16,251 $11.2M 2.31% -3,021 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 16,247 $11.2M 5.11% +1,605 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 16,241 $11.2M 0.72% +300 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 16,235 $11.2M 5.38% +305 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 16,170 $11.1M 1.36% +8,768 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 16,122 $11.1M 1.54% -585 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 16,103 $11.1M 0.02% +920 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 16,078 $11M 2.3% -173 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 16,069 $11M 4.09% -71 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 16,066 $11M 4.11% -39,490 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 16,051 $11M 4.31% +582 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 16,037 $11M 4.11% -564 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 16,033 $11M 1.21% -778 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 16,017 $11M 0.57% +494 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 15,978 $11M 1.32% -304 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,951 $11M 0.36% -129 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 15,915 $10.9M 5.66% +778 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 15,891 $10.9M 2.81% +372 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,879 $10.9M 0.57% +3,561 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 15,875 $10.9M 1.36% -14,781 13F-HR/A Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 15,870 $10.9M 1.6% +608 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 15,709 $10.9M 1.69% +841 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 15,854 $10.9M 0.66% +3,515 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 15,845 $10.9M 2.44% +9,193 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 15,780 $10.8M 2.44% -767 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 15,737 $10.8M 3.32% +3,482 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 15,729 $10.8M 0.07% new 13F-HR Timeline Group BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 15,852 $10.8M 4.55% -2,005 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 15,681 $10.8M 2.25% -48 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 15,670 $10.8M 1.09% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 15,648 $10.7M 1.28% -116 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 15,642 $10.7M 0.55% -80 13F-HR Timeline