One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 11,296 $429K 0.1% -2,302 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 11,234 $426K 0.04% +172 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 11,216 $426K 0.24% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,164 $424K 0.01% +1,254 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 11,126 $422K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,989 $417K <0.01% +7,744 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,958 $416K 0.01% -8,543 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,956 $416K 0.01% +1,147 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,948 $415K <0.01% +1,267 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,243 $411K 0.01% +438 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 10,788 $409K 0.25% +1,728 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,772 $409K 0.01% +33 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,672 $405K 0.01% -26,379 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 10,500 $398K 0.12% -259 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,498 $398K 0.04% +1,275 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,481 $398K 0.03% +1,627 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 10,430 $396K 0.01% +2,792 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 10,376 $394K 0.14% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,387 $389K <0.01% new 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,250 $389K 0.01% 0 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 10,230 $388K 0.13% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 10,202 $387K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 10,129 $384K <0.01% -16 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,063 $382K <0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,020 $380K 0.01% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 10,000 $380K 0.03% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 10,000 $379K 0.01% 0 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,889 $375K 0.02% -6 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 9,857 $374K 0.08% +27 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,733 $369K <0.01% -1,060 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 9,559 $363K 0.02% +100 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 9,368 $355K 0.05% -1,065 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,335 $354K 0.04% -264 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 9,300 $353K <0.01% new 13F-HR Timeline Group Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 9,291 $353K 0.28% +543 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,278 $352K <0.01% -698 13F-HR/A Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 9,234 $350K 0.15% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 9,221 $350K <0.01% -510 13F-HR Timeline Group CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 9,153 $347K 0.18% +657 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 9,055 $344K 0.17% -1,045 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,996 $341K <0.01% -1,445 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,939 $339K <0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,928 $339K 0.02% +2,459 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,888 $337K 0.03% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,825 $335K 0.06% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,678 $329K 0.02% new 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 8,577 $325K <0.01% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,402 $319K <0.01% -1,411 13F-HR Timeline Group Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 8,261 $313K 0.25% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,234 $312K 0.01% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 8,115 $308K 0.01% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,789 $296K 0.02% -44 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,747 $294K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,734 $293K <0.01% +94 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,641 $290K <0.01% 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,451 $283K 0.03% -484 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 7,374 $280K 0.26% -104 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,135 $279K 0.01% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 7,345 $279K 0.18% -286 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,334 $278K 0.01% +650 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,208 $273K 0.05% +281 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,159 $272K 0.05% -900 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 7,010 $266K 0.08% +805 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 7,000 $266K 0.08% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,963 $264K 0.06% +280 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 6,925 $263K 0.09% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,891 $261K 0.01% -861 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,875 $261K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,840 $260K <0.01% +555 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,753 $256K 0.03% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,670 $252K 0.01% -658 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,646 $252K 0.13% +100 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,641 $252K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,565 $250K 0.01% new 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 6,522 $247K 0.09% -278 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 6,473 $246K 0.13% +326 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,418 $243K <0.01% -3,915 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,385 $242K 0.05% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 6,303 $239K 0.01% -100 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,302 $239K <0.01% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,170 $234K <0.01% new 13F-HR Timeline Group Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 6,170 $234K 0.07% 0 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 6,175 $234K 0.03% 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 6,152 $233K 0.06% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 6,115 $232K 0.13% -428 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 7,572 $232K 0.08% +1,900 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 5,956 $226K 0.15% -763 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 5,950 $226K 0.07% -488 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,844 $222K 0.01% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,798 $220K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,618 $213K <0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,528 $210K <0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,521 $209K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,500 $209K <0.01% +1,500 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,405 $205K 0.01% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,402 $205K 0.06% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,376 $204K 0.02% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,322 $202K 0.07% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,930 $187K 0.04% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,621 $175K <0.01% -813 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,326 $165K <0.01% -1,262 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,258 $162K <0.01% +400 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,241 $161K 0.01% -183 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 4,191 $159K <0.01% new 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,185 $159K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,959 $150K 0.05% +3,224 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,895 $148K 0.05% -400 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,700 $140K 0.02% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,659 $139K <0.01% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,650 $138K <0.01% +12 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,545 $134K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,357 $130K 0.03% -160 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,355 $127K <0.01% +2,918 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,201 $121K 0.01% +200 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,200 $121K 0.01% +385 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,178 $121K <0.01% -2,230 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,050 $116K 0.03% +300 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,000 $114K 0.08% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 3,000 $114K 0.02% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,999 $114K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,941 $112K <0.01% -34 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,853 $108K <0.01% +388 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,800 $106K <0.01% +721 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,774 $105K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,606 $98.9K 0.02% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,411 $91K <0.01% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,297 $86.7K <0.01% -697 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,105 $79.9K 0.02% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,075 $78.7K 0.02% -482 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $75.9K <0.01% +1,000 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,980 $75.1K 0.04% +1,000 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,966 $74.6K <0.01% +50 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,836 $69.7K 0.01% 0 13F-HR/A Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,820 $69.1K 0.06% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,766 $67K <0.01% +93 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,721 $65.3K 0.01% +1,250 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,716 $63.3K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,601 $60.7K 0.04% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,570 $59.5K 0.01% +118 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,561 $59.2K <0.01% +300 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,376 $52.2K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,367 $51.9K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,347 $51.1K <0.01% +1 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,200 $45.5K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,173 $44.5K <0.01% -1,090 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,140 $43.3K 0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,109 $42.1K 0.02% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,095 $41.6K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,086 $41.2K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,085 $41.1K 0.01% -271 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,020 $38.7K <0.01% -519 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,000 $38K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,000 $38K 0.02% 0 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 1,000 $37.9K <0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,000 $37.9K <0.01% -768 13F-HR Timeline Group NBH Bank More: the full row for NBH Bank 1,000 $37.9K 0.02% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 995 $37.8K <0.01% -90 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 1,034 $37K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 899 $34.1K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 821 $31.1K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 812 $30.8K 0.02% +231 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for FAS Wealth Partners, Inc. 682 $25.9K <0.01% -6 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 660 $25K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 602 $22.8K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 600 $22.8K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 579 $22K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 578 $21.9K 0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 552 $21K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 542 $20.6K <0.01% +80 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 525 $19.9K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 503 $19.1K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 495 $18.8K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 440 $16.7K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 420 $15.9K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 419 $15.9K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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More: the full row for SOA Wealth Advisors, LLC. 373 $14.2K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 352 $13.4K <0.01% +298 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 351 $13.3K <0.01% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 348 $13.2K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 348 $13.2K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 347 $13.2K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 345 $13.1K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 337 $12.8K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 330 $12.5K <0.01% 0 13F-HR Timeline