SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 46,409 $948K 0.04% +8,761 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 46,196 $941K 0.1% +12,248 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 45,795 $933K 0.24% -745 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 45,359 $924K 0.02% -3,392 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 44,927 $915K 0.12% +1,663 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 44,526 $907K 0.24% +2,307 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 44,175 $900K 0.11% +2,487 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 44,062 $897K 0.42% +1,554 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 43,730 $891K 0.27% +737 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 43,581 $888K <0.01% -2,950 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 43,290 $879K 0.24% -1,230 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 43,090 $877K 0.1% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 42,212 $860K <0.01% +1,169 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 41,794 $851K 0.13% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41,305 $841K 0.02% -7,930 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 41,013 $835K <0.01% 0 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 40,583 $826K 0.03% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 40,173 $818K 0.06% +440 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 40,096 $817K <0.01% -312 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 39,445 $803K 0.15% +365 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 39,013 $794K 0.01% +27,912 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 38,461 $783K <0.01% +500 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 38,306 $777K +25,947 Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 37,371 $761K 0.52% +965 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 37,150 $757K 0.13% 0 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 36,666 $747K 0.01% -45 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 36,585 $745K 0.01% new 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 36,142 $736K 0.31% -627,779 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 35,870 $730K 0.01% -6,548 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 35,752 $728K 0.19% +106 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 35,395 $722K 0.25% -713 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 34,864 $710K 0.4% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 34,784 $708K 0.06% +3,086 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 34,695 $707K 0.04% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 34,639 $705K <0.01% -7,142 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 34,121 $695K 0.09% +17,356 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 34,004 $692K 0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 33,967 $692K 0.35% +354 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 33,465 $681K <0.01% +360 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 33,339 $679K 0.06% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 31,960 $651K 0.61% +2,500 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 31,043 $632K 0.2% +3,560 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 30,878 $629K 0.03% -12,782 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 30,139 $614K 0.01% +518 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 29,740 $606K 0.02% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 28,782 $586K 0.14% +2,166 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 28,277 $576K 0.09% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 27,951 $569K <0.01% +162 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 27,414 $558K 0.05% -1,348 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 27,342 $557K 0.11% +14 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 27,262 $555K 0.15% -48 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 27,233 $555K 0.29% 0 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 27,076 $551K 0.42% +3,198 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 27,000 $550K -445,461 Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 26,910 $548K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 26,901 $548K 0.03% +2,462 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 26,795 $546K 0.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 26,517 $540K 0.03% +10 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 26,337 $536K 0.01% -1,638 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 26,330 $536K 0.26% +1,041 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 26,042 $530K 0.14% -37,561 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 25,827 $526K <0.01% +561 13F-HR/A Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 25,408 $517K <0.01% -400 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 25,171 $513K 0.18% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 25,093 $511K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 24,996 $509K 0.04% +12,195 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 24,763 $504K 0.09% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 24,686 $503K 0.01% +22 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 23,801 $485K 0.07% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 23,583 $480K 0.01% +5,200 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 23,115 $471K 0.05% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 22,942 $467K 0.12% -24,431 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 22,781 $465K 0.03% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 22,793 $464K 0.01% +732 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 22,551 $459K 0.03% -1,206 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 21,422 $436K <0.01% +19,966 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 21,222 $432K 0.03% +7,989 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 21,175 $431K 0.2% +2,790 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 20,770 $423K 0.04% +89 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 20,734 $422K 0.18% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 20,501 $418K 0.01% -1,819 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 20,228 $412K <0.01% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 20,159 $411K 0.04% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 20,095 $409K 0.22% +1 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 19,765 $403K 0.02% -7,338 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 19,558 $398K <0.01% -3,788 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 19,518 $397K 0.03% +1,270 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 18,958 $386K 0.06% +1,785 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 18,065 $368K 0.05% -1,500 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 17,600 $358K 0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,590 $358K <0.01% +4,895 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 17,417 $355K 0.04% -445 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,531 $337K <0.01% +371 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 15,859 $323K 0.02% -601 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 15,436 $314K 0.13% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 15,339 $312K 0.07% 0 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 15,241 $310K 0.06% new 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 15,013 $306K 0.14% +145 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 14,975 $305K 0.08% +285 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 14,731 $300K 0.02% -7,362 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,588 $297K 0.04% +1 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,500 $295K <0.01% 0 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 14,403 $293K 0.21% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 14,313 $291K 0.01% +387 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,154 $288K <0.01% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,882 $283K 0.01% +56 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,523 $275K <0.01% +765 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 13,450 $274K 0.11% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 13,254 $270K 0.07% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 13,039 $266K 0.06% -3,695 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 12,649 $258K <0.01% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,371 $252K 0.04% +40 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,049 $245K 0.01% +81 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 12,033 $245K 0.09% +25 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 11,991 $244K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,782 $240K <0.01% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 11,628 $237K 0.1% +264 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 11,335 $231K 0.03% +124 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11,327 $231K 0.14% +245 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,286 $230K <0.01% +731 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,218 $228K 0.01% +523 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 11,154 $227K 0.1% 0 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 11,087 $226K new Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 10,983 $224K 0.05% +1,152 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,842 $221K 0.03% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 10,747 $219K 0.06% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10,662 $217K <0.01% -2,056 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,630 $216K <0.01% -41 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,503 $214K <0.01% +3,410 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,399 $211K <0.01% new 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 10,351 $211K 0.03% -368 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,308 $210K 0.01% -713 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 10,287 $209K 0.04% +113 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 10,000 $204K 0.08% 0 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 10,000 $204K 0.08% new 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 10,000 $203K 0.03% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,919 $202K <0.01% new 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 9,914 $202K 0.05% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,904 $202K 0.02% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 9,842 $201K 0.03% -171 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9,831 $200K <0.01% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 9,822 $200K 0.15% +107 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,722 $198K <0.01% 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 9,708 $198K 0.06% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8,239 $168K 0.03% -340 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 8,151 $166K 0.04% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 7,588 $155K <0.01% -46 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 7,379 $150K 0.11% +63 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,686 $136K <0.01% -952 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,327 $129K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,893 $120K <0.01% +2,843 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,542 $113K 0.01% +60 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,500 $112K 0.03% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,258 $107K <0.01% +220 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,984 $81.4K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,980 $81K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,867 $78.8K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,684 $75K <0.01% +1,421 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,261 $66.4K 0.01% +4 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3,092 $63K 0.04% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,088 $62.9K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,143 $43.6K <0.01% new 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,730 $35.2K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,700 $34.6K 0.02% +400 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,605 $32.7K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,475 $30K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,403 $28.6K <0.01% +9 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,395 $28.4K <0.01% -36 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,084 $22.1K 0.01% +11 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,046 $21K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 990 $20.2K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 975 $19.9K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 967 $19.7K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 845 $17.2K <0.01% +43 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 720 $14.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 669 $13.6K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 600 $12.2K 0.01% -200 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 579 $11.8K <0.01% -1 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 501 $10.2K <0.01% -987 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 440 $8.96K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 433 $8.82K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 352 $7K <0.01% -961 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 323 $6.58K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 305 $6K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 215 $4.38K <0.01% -3,185 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 182 $3.71K <0.01% +52 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 115 $2.34K <0.01% +2 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 113 $2.3K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 92 $1.87K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 88 $1.79K <0.01% -648 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 75 $1.53K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 62 $1.26K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 44 $915 <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3 $61 <0.01% new 13F-HR Timeline Group