PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 55,176 $1.08M 0.02% -1,435 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 54,792 $1.07M 0.02% -612 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 54,278 $1.06M 0.24% -16,279 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 54,029 $1.06M 0.37% +22,979 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 54,024 $1.06M 1% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 50,795 $994K 0.05% new 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 50,494 $988K 0.14% -1,450 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 50,156 $982K 0.08% +6,157 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 49,694 $973K 0.01% +31,626 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 49,568 $970K 0.04% +10 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 49,320 $965K 0.01% -19,328 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 49,208 $963K 0.19% +27,737 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 48,091 $941K 0.05% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 46,938 $919K 0.26% -3,876 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 46,523 $911K 0.39% -17,401 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 46,025 $900K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 45,743 $895K <0.01% -6,647 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 45,117 $883K <0.01% +1,064 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 44,981 $881K 0.04% -6,169 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 44,815 $877K 0.35% +384 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 44,068 $863K 0.5% -2,151 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 42,954 $841K 0.28% -2,625 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 42,908 $840K 0.05% +438 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 42,777 $837K 0.25% -1,497 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 41,384 $810K 0.4% +2,268 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 41,119 $805K <0.01% +1,976 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 40,809 $799K 0.03% -9,024 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 40,378 $790K 0.02% -19,027 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 40,350 $790K 0.24% -2,154 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 40,227 $787K 0.15% +1,405 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 39,841 $780K 0.39% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 39,132 $766K 0.08% +20,929 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 37,770 $739K 0.1% new 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 37,739 $739K +1,788 Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 36,977 $724K 0.39% +4,284 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 36,352 $712K 0.01% +4,026 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 36,013 $705K 0.03% +478 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 35,675 $698K 0.15% -423 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 35,621 $697K 0.21% -28,872 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 35,038 $686K 0.01% +13,235 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 34,933 $684K 0.44% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 34,377 $673K 0.02% -811 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 34,071 $667K 0.35% -550 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 34,058 $667K 0.09% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 34,033 $666K 0.21% +2,500 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 33,464 $655K 0.15% +6,223 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 32,797 $642K 0.01% +20,476 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 32,730 $641K 0.01% +20,160 13F-HR Timeline Group Financial Life Planners More: the full row for Financial Life Planners 32,726 $641K 0.46% -499 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 32,049 $627K 0.38% +329 13F-HR/A Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 31,982 $626K 0.11% +13,057 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 31,770 $621K 0.29% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 31,631 $619K 0.08% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 31,242 $612K 0.01% -2,463 13F-HR Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 31,215 $611K 0.33% 0 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 31,039 $608K 0.49% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 30,755 $602K 0.01% +1,504 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 30,515 $597K <0.01% +5,115 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 30,011 $587K 0.07% -635 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 29,710 $582K 0.02% -856 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 29,254 $573K <0.01% +23,653 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 29,002 $568K 0.2% -755 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 28,942 $567K 0.05% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 28,785 $563K 0.05% new 13F-HR/A Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 28,610 $560K 0.04% -4,769 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 28,294 $554K 0.03% new 13F-HR Timeline Group VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 28,269 $553K 0.12% +13,397 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 28,184 $552K 0.04% +10,677 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 28,178 $552K 0.03% -822 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 28,038 $549K 0.31% 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 27,811 $544K 0.04% +96 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 27,450 $537K 0.1% -1,551 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 27,217 $533K 0.12% +805 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 27,204 $533K 0.04% 0 13F-HR/A Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 26,666 $522K 0.29% +11,613 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 26,412 $517K 0.04% +683 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 26,042 $510K <0.01% +268 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 25,875 $506K 0.37% -3,509 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 25,635 $502K 0.18% +5,277 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 25,615 $501K 0.07% -1,100 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 25,592 $501K 0.01% +796 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 25,325 $496K 0.82% -400 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 25,232 $494K 0.02% +1,022 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 24,788 $485K 0.09% new 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 24,709 $484K 0.15% +1,207 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 24,671 $483K 0.03% -1,304 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 24,013 $470K <0.01% -2,647 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 23,884 $468K 0.02% +1,021 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 23,768 $465K <0.01% 0 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 23,292 $456K 0.12% +185 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 23,120 $453K 0.54% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 23,034 $451K 0.01% +3,108 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 22,163 $434K 0.3% +780 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 21,758 $426K 0.04% -12,155 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 20,954 $410K 0.01% -12,030 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 20,683 $405K <0.01% -1,753 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 20,188 $395K 0.02% +1,090 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,125 $394K <0.01% new 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 20,103 $394K 0.35% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 20,009 $392K 0.04% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 20,000 $392K <0.01% new 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 19,939 $390K 0.14% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 19,794 $387K 0.02% -1,500 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 19,718 $386K 0.13% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 19,623 $384K 0.01% +6,207 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 19,576 $383K <0.01% +12,500 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 19,232 $376K 0.05% +8,164 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 19,091 $374K 0.03% -10,304 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 19,084 $374K <0.01% -6,515 13F-HR/A Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 18,776 $368K 0.1% +1,364 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 18,652 $365K <0.01% -3,940 13F-HR Timeline Group Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 18,513 $362K 0.12% +411 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,136 $355K <0.01% new 13F-HR Timeline Group Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 17,922 $351K 0.08% new 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 17,870 $350K 0.15% -29,184 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 17,764 $348K 0.09% 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 17,718 $347K 0.13% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 17,571 $344K 0.17% +185 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 16,843 $330K 0.05% -1,422 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 16,436 $322K 0.22% 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 16,349 $320K 0.19% -347 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 16,187 $317K 0.06% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,827 $310K 0.01% -12,049 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 15,833 $309K 0.05% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 15,736 $308K 0.05% +26 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 15,434 $302K 0.09% +49 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 15,100 $296K 0.04% 0 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 14,964 $293K 0.06% +199 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 14,956 $293K <0.01% -6,843 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 14,702 $288K 0.16% -393 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 14,664 $287K 0.17% +1,064 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 14,560 $285K 0.02% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,519 $284K <0.01% -1,450 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 14,380 $281K 0.03% -3,327 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,356 $281K <0.01% +3,246 13F-HR Timeline Group Solitude Financial Services More: the full row for Solitude Financial Services 14,300 $280K 0.09% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 13,693 $268K 0.02% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 13,511 $264K <0.01% 13F-HR/A Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,275 $260K 0.02% 0 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 13,188 $258K 0.05% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,782 $250K 0.01% +1,614 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,703 $249K 0.01% -521 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 12,700 $249K 0.11% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 12,597 $247K 0.1% -4,251 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 12,591 $246K 0.36% -147,754 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,162 $238K 0.01% new 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 12,000 $235K 0.08% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,896 $233K 0.01% 0 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 11,770 $230K 0.14% 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 11,725 $230K 0.06% +1,340 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,450 $224K 0.02% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 11,183 $219K 0.09% -724 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 11,076 $217K 0.22% -210 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 10,602 $208K 0.04% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,500 $206K <0.01% 0 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,482 $205K <0.01% -3,000 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 10,445 $204K 0.02% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 10,292 $201K 0.05% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 10,255 $201K 0.14% -119,344 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,214 $200K 0.07% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,149 $199K 0.03% -52 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9,671 $189K 0.05% -255 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,966 $176K <0.01% -994 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,374 $164K <0.01% -15,969 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,124 $159K 0.01% +4,232 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,127 $140K <0.01% -2,614 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,638 $130K <0.01% +5,100 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,868 $123K <0.01% -33 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,788 $93.7K 0.01% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 4,744 $92.9K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4,571 $89.5K 0.06% -145 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,500 $88.1K <0.01% -1,912 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4,222 $82.7K <0.01% +43 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,994 $78.2K 0.02% -3,531 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,609 $70.6K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,389 $66.3K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,376 $66.1K 0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,228 $63.2K <0.01% +978 13F-HR Timeline Group Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3,219 $63K 0.04% 0 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 2,454 $48K <0.01% +37 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,140 $41.9K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,800 $35.2K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,669 $32.7K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,636 $32K <0.01% -1,102 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,523 $29.8K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,489 $29.1K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,460 $28.6K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,332 $26.1K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,237 $24.2K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,200 $23.5K <0.01% -13 13F-HR/A Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,187 $23.2K -2,432 Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,091 $21.4K <0.01% +124 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,042 $20.4K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,039 $20.3K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,033 $20.2K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 935 $18.3K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 766 $15K 0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 718 $14.1K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 700 $13.7K 0.01% 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 584 $11.4K 0.01% new 13F-HR Timeline