CX Institutional More: the full row for CX Institutional 311 $33K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 315 $32.9K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 313 $32.7K 0.02% +63 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22 $32.4K 0.02% -1,068 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 294 $30.7K 0.01% +149 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 285 $29.8K 0.03% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 275 $28.8K <0.01% -243 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 272 $28.4K <0.01% +164 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 261 $27.3K <0.01% -4 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 260 $27.2K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 252 $26.4K <0.01% -14 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 246 $25.7K <0.01% +105 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 241 $25.2K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 208 $21.8K <0.01% +17 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 207 $21.6K 0.01% +5 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 204 $21.3K 0.01% -100 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 203 $21.2K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 195 $20.4K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 199 $20K <0.01% -4 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 186 $19.5K 0.02% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 200 $19.4K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 180 $18.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 172 $18K <0.01% +134 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 169 $17.7K <0.01% +62 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 164 $17.2K <0.01% -4 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 160 $16.7K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 66 $6.9K 0.01% +37 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 66 $6.88K <0.01% +1 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 62 $6.48K <0.01% 0 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 60 $6.28K <0.01% -20 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 60 $6.28K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 59 $6.12K <0.01% -26 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 58 $6.07K <0.01% -11 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 58 $6.07K <0.01% -58 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 56 $5.86K <0.01% -2 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 56 $5.86K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 51 $5.33K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 50 $5.23K <0.01% new 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 50 $5.23K 0.03% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. 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More: the full row for DiNuzzo Private Wealth, Inc. 26 $2.72K <0.01% -5 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 25 $2.62K <0.01% +19 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 21 $2.37K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 22 $2.3K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 17 $2K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 19 $1.99K <0.01% 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19 $1.99K <0.01% -11 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 18 $1.88K <0.01% -4 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 16 $1.68K <0.01% +16 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 16 $1.67K <0.01% -274 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 15 $1.57K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $1.57K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 15 $1.57K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 14 $1.46K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 11 $1.42K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 12 $1.25K <0.01% 0 13F-HR/A Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 12 $1.25K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 11 $1.15K <0.01% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 10 $1.12K <0.01% -1 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 11 $1.07K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $1.05K <0.01% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 9 $941 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7 $743 <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7 $732 <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 7 $732 <0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 6 $663 <0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 6 $627 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6 $627 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 550 $575 0.02% -400 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5 $523 <0.01% 0 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $523 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $523 <0.01% +4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $432 <0.01% +2 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $314 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $313 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $210 <0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2 $209 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $105 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $105 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $14 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -7,303 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.