Causey Wealth LLC More: the full row for Causey Wealth LLC 3,655 $359K 0.14% +37 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,636 $357K 0.04% +556 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,605 $354K 0.01% -200 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,603 $354K 0.01% -17 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,494 $352K 0.14% +39 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 3,537 $347K 0.29% +630 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,500 $344K 0.06% 0 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 3,480 $342K 0.22% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,467 $340K 0.06% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,455 $339K 0.14% -29 13F-HR Timeline SWS Partners More: the full row for SWS Partners 3,435 $337K 0.07% +6 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 3,415 $335K 0.29% +44 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 3,400 $334K 0.19% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,395 $333K <0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,363 $330K 0.02% -32 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,349 $329K 0.02% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 3,333 $327K 0.31% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,325 $327K 0.11% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,324 $326K 0.01% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,290 $323K 0.05% 0 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 3,290 $323K 0.25% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,276 $322K 0.09% -373 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,179 $320K 0.19% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,200 $314K 0.01% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,165 $311K <0.01% -229 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,162 $311K <0.01% new 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 3,149 $309K 0.03% new 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 3,138 $308K 0.12% +40 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,129 $307K <0.01% -820 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 3,121 $306K 0.02% +133 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,095 $304K <0.01% -66 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,092 $304K 0.04% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,079 $302K 0.02% 0 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,050 $300K 0.51% -34,346 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,000 $295K 0.01% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 2,984 $293K 0.17% +37 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,873 $292K 0.1% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,963 $291K 0.06% -277 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,958 $290K 0.18% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,953 $290K 0.02% 0 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,947 $289K 0.01% +590 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,946 $289K 0.02% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,914 $286K 0.04% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,905 $285K 0.14% +205 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 2,904 $285K 0.2% -200 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,887 $283K 0.02% +510 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,886 $283K 0.08% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,882 $283K 0.03% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,856 $280K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,845 $279K 0.01% +776 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 2,785 $273K 0.18% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,757 $271K -149 Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,750 $270K 0.02% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,747 $270K 0.08% -2,009 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,744 $269K 0.03% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,731 $268K 0.01% new 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 2,729 $268K 0.18% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,731 $267K 0.01% +60 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,715 $267K <0.01% +1,219 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,710 $266K 0.01% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,691 $264K 0.04% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,690 $264K 0.01% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,675 $263K 0.02% 0 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 2,574 $261K 0.23% -65 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,647 $260K 0.01% new 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 2,644 $260K 0.23% +33 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,641 $259K 0.03% +29 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 2,632 $258K 0.16% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,583 $254K 0.22% -1,794 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,574 $253K 0.06% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,558 $251K 0.06% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,554 $251K 0.04% +21 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,554 $251K 0.03% +2 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 2,547 $250K 0.16% -10 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,551 $250K 0.02% -142 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,543 $250K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,527 $248K 0.02% new 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,525 $248K 0.06% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,500 $248K 0.07% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,516 $247K 0.02% -11,289 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,513 $247K 0.02% -488 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,511 $247K 0.09% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,510 $246K 0.03% +14 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,505 $246K 0.03% +12 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,500 $246K 0.03% 0 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,480 $243K 0.01% +336 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,451 $241K 0.05% +200 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,400 $236K 0.01% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,396 $235K <0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,370 $233K 0.01% -200 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,360 $232K <0.01% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,351 $231K 0.12% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,335 $229K 0.02% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,330 $229K 0.01% -738 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,330 $229K 0.12% +525 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,325 $228K 0.06% +22 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,312 $227K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,300 $226K 0.03% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,295 $225K <0.01% -12 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,282 $224K 0.05% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,280 $224K 0.01% -72 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,275 $223K 0.01% 0 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,274 $223K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,273 $223K 0.1% +239 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 2,268 $223K 0.03% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,266 $223K 0.02% -134 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,262 $222K 0.1% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,252 $221K 0.05% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $220K 0.05% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,239 $220K 0.01% -1,275 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,205 $217K 0.06% -281 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,188 $215K 0.05% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,188 $215K 0.02% +24 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,187 $215K 0.01% -121 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,176 $214K 0.01% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,172 $213K 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,165 $213K <0.01% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,165 $213K 0.01% new 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 2,156 $212K 0.1% -55 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 2,144 $211K 0.08% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,126 $209K 0.01% -152 13F-HR Timeline Group BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 2,125 $209K 0.16% -53 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 2,111 $207K 0.12% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,110 $207K 0.02% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,096 $206K 0.04% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,082 $204K 0.01% -100 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 2,078 $204K 0.16% new 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 2,076 $204K 0.05% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,075 $204K 0.01% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,056 $202K 0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,049 $201K <0.01% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,048 $201K 0.03% new 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,040 $200K 0.14% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,932 $190K 0.11% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,926 $189K <0.01% -29,865 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,773 $174K 0.02% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,768 $174K 0.02% +65 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,655 $163K 0.02% +32 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,641 $161K 0.07% new 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 1,626 $160K 0.13% +641 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,562 $153K 0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,427 $140K 0.04% -20 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,351 $133K 0.01% +23 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,342 $132K 0.03% -100 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,340 $132K 0.03% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,323 $130K 0.01% +17 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,290 $127K 0.04% -170 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,276 $125K 0.03% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,257 $123K <0.01% +730 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,250 $123K 0.14% -56 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,231 $121K <0.01% 0 13F-HR Timeline Group ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,231 $121K 0.11% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,225 $120K 0.09% -350 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,183 $116K <0.01% +549 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,143 $112K <0.01% new 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,140 $112K 0.05% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 964 $96.4K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 953 $93.6K 0.02% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 907 $89.1K <0.01% +550 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 900 $88.4K 0.04% -300 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 894 $87.8K <0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 854 $83.9K 0.03% -240 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 842 $82.7K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 814 $79.9K <0.01% +139 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 806 $79.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hurley Capital, LLC More: the full row for Hurley Capital, LLC 772 $75.8K 0.04% +10 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 771 $75.7K 0.01% new 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 754 $74K 0.04% +24 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 708 $69.5K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 700 $68.7K 0.02% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 650 $66.1K 0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 650 $63.8K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 646 $63.4K 0.01% -296 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 642 $63.1K 0.02% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 623 $61.2K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 618 $60.7K 0.01% +5 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 616 $60.5K 0.03% +5 13F-HR Timeline BAYBAN More: the full row for BAYBAN 608 $59.7K 0.05% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 606 $59.5K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 599 $59K 0.01% +8 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 578 $56.8K 0.01% +6 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 569 $55.9K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 561 $55.1K <0.01% +449 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 533 $52.3K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 529 $51.9K <0.01% +353 13F-HR Timeline CX Institutional More: the full row for CX Institutional 524 $51K <0.01% -103 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 517 $51K 0.01% +5 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 492 $48.3K <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. 491 $48.2K <0.01% -591 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 488 $47.9K <0.01% 0 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 461 $46K <0.01% -666 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 456 $44.8K 0.01% +115 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 455 $44.7K <0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 416 $42.5K 0.02% +88 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 425 $41.7K 0.02% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 417 $40.9K <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 400 $39.3K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 395 $38.8K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 382 $37.5K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 380 $37.3K 0.03% +344 13F-HR Timeline