RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 839 $38.4K 0.01% +126 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 817 $37.4K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 800 $36.6K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 779 $35.7K 0.01% +265 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 776 $35.5K <0.01% +328 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 750 $34.3K 0.02% +450 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 742 $34K 0.01% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 725 $33.2K 0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 698 $32K 0.02% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 625 $28.6K <0.01% +525 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 590 $27K 0.01% +18 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 587 $26.9K <0.01% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 546 $25K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 546 $25K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 546 $25K <0.01% +40 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 543 $24.9K <0.01% +396 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 523 $24.5K <0.01% +65 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 522 $23.9K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 457 $20.9K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 400 $20.2K 0.02% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 441 $20.2K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 425 $19.5K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 413 $18.9K <0.01% -16 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 46 $17.7K <0.01% -341 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 368 $16.8K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 353 $16.2K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 322 $14.7K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 300 $13.7K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 297 $13.6K 0.01% 0 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 290 $13.3K <0.01% 0 13F-HR Timeline Group Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 333 $12.3K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 260 $11.9K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 250 $11.4K <0.01% +100 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 251 $11K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 221 $10.1K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 210 $9.61K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 200 $9.16K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 200 $9.16K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 200 $9.16K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 197 $9.04K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 179 $8.2K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 169 $7.74K <0.01% -167 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 165 $7.55K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 163 $7.48K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 162 $7.42K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 160 $7.33K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 156 $7.14K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 145 $7K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 150 $6.87K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 150 $6.87K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 143 $6.55K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 140 $6.41K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 126 $5.87K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 127 $5.79K <0.01% +1 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 123 $5.63K <0.01% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 115 $5.62K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 109 $4.99K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 100 $4.58K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 100 $4.58K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 91 $4.17K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 75 $3.43K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 60 $2.75K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 60 $2.75K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 55 $2.52K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 51 $2.33K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 47 $2.15K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 46 $2.11K <0.01% +23 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 45 $2K <0.01% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 30 $1.37K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 18 $824 <0.01% +5 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 17 $779 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12 $551 <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 11 $504 <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 10 $458 <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 7 $327 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4 $184 <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1 $46 <0.01% -6,022 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $2 <0.01% new 13F-HR Timeline