DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,157 $220K 0.01% +11 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,156 $220K 0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,149 $219K 0.01% -1,902 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,116 $216K 0.06% new 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,102 $214K 0.03% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,078 $212K 0.04% -11 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,073 $211K 0.01% +498 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,060 $210K 0.11% -78 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,049 $209K 0.02% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,037 $207K 0.01% -98 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 2,028 $207K 0.03% 0 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,023 $206K 0.03% -406 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,019 $206K 0.03% 0 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 2,000 $204K 0.12% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,000 $204K 0.03% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,980 $202K 0.01% +130 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,980 $202K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,977 $201K 0.09% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,959 $200K 0.01% +20 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,950 $199K 0.07% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,940 $198K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,925 $196K <0.01% +1,861 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,915 $195K 0.02% -207 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,878 $191K 0.01% +858 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,717 $176K <0.01% -46 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,680 $171K 0.02% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,600 $163K 0.11% -5,130 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,586 $162K <0.01% -5 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,584 $161K 0.02% +65 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,544 $157K 0.01% -12,683 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,500 $153K 0.06% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,479 $151K 0.05% -765 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,448 $147K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,395 $142K 0.01% -75 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,382 $141K 0.02% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,400 $139K 0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,338 $136K 0.07% +472 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,298 $132K 0.01% +11 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,270 $124K 0.05% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,205 $123K 0.01% +987 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,189 $121K 0.02% +1,000 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,140 $116K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,140 $116K 0.05% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,139 $116K 0.06% new 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,098 $112K <0.01% -549 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,082 $110K 0.03% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,079 $110K 0.01% new 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,020 $104K 0.07% -130 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,000 $102K <0.01% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,000 $102K 0.01% 0 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,000 $102K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 988 $101K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 982 $100K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 975 $99.3K 0.02% -19 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 965 $98.3K 0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 941 $96K <0.01% +166 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 910 $92.7K 0.03% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 835 $85.1K 0.01% +210 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 815 $83K 0.03% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 800 $81.5K 0.02% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 798 $81.3K 0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 800 $81K 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 785 $80K <0.01% -286 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 770 $78.4K 0.01% +5 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 755 $76.9K 0.05% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 753 $76.7K <0.01% -46 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 750 $76.4K 0.01% 0 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 700 $71.3K 0.01% 0 13F-HR Timeline Ausbil Investment Management Ltd More: the full row for Ausbil Investment Management Ltd 700 $71.2K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 693 $70.6K <0.01% +12 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 672 $68.5K 0.01% -672 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 660 $67.2K 0.03% -500 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 655 $66.6K 0.03% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 650 $66.2K 0.04% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 611 $62.2K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 599 $62K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 600 $57.9K 0.07% -400 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 555 $56.5K <0.01% +283 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 549 $55.9K 0.03% +49 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 532 $54.2K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 512 $52.2K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 500 $50.9K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 500 $50.9K <0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 500 $50.9K 0.03% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 498 $50.7K 0.01% -1,330 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 490 $49.9K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 485 $49K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 462 $47.1K <0.01% -83 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 435 $44.3K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 420 $42.8K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 400 $40.7K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 400 $40.7K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 395 $40.3K <0.01% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 387 $39.4K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 386 $39.3K 0.01% +100 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 384 $39.1K <0.01% 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 381 $38.8K 0.01% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 360 $36.7K <0.01% -2 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 337 $34.3K 0.02% +81 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 332 $33.8K <0.01% +44 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 330 $33.6K 0.13% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 318 $32.4K <0.01% -58 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 313 $31.9K <0.01% -5 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 300 $30.6K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 285 $29K 0.01% -114 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 275 $28K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 248 $25.3K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 250 $23.9K 0.02% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 231 $23.5K 0.01% +1 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 226 $23K 0.02% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 250 $22.9K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 224 $22.8K <0.01% -8 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 217 $22.1K <0.01% -80 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 205 $20.9K <0.01% -194 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 204 $20.8K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 200 $20.4K <0.01% +60 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 200 $20.4K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $20.4K <0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 200 $20.4K <0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 189 $19.3K <0.01% -260 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 193 $19K <0.01% -11 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 184 $18.7K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 171 $18K 0.01% +127 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 172 $17.5K 0.02% -95 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 170 $17.3K <0.01% -14 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 160 $16.3K <0.01% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 152 $15.5K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 150 $15.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 151 $14.7K 0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 133 $13.5K 0.01% +13 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 127 $12.9K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 124 $12.6K <0.01% +24 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 120 $12.2K <0.01% -20 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 11,946 $11.9K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 116 $11.8K <0.01% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 115 $11.7K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 113 $11.5K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 112 $11.4K <0.01% +8 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 111 $11.3K <0.01% -6 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 109 $11.1K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 105 $10.7K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 100 $10.2K <0.01% -100 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 100 $10.2K <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $10.2K <0.01% 0 13F-HR/A Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $10.2K <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 100 $10.2K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 111 $10K <0.01% -8 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 96 $9.78K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 93 $9.47K <0.01% +43 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 90 $9.17K <0.01% new 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 77 $7.84K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 69 $7.04K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 69 $7K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 65 $6.63K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 65 $6.62K 0.01% -37 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 64 $6.52K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 64 $6.52K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 58 $5.91K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 57 $5.83K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 56 $5.71K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 54 $5.5K <0.01% +27 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 51 $5.2K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 51 $5.17K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 50 $5.09K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 47 $4.79K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 46 $4.69K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 40 $4.07K <0.01% +6 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 40 $4.07K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 43 $4K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 39 $3.97K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 37 $3.77K <0.01% +6 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 34 $3.47K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 32 $3.26K <0.01% +10 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 30 $3.06K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 30 $3.06K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 30 $3.06K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 25 $2.55K <0.01% +2 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 25 $2.55K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 25 $2.55K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 25 $2.55K <0.01% +2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 24 $2.44K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 23 $2.34K <0.01% -5 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 21 $2.14K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 21 $2.14K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 20 $2.04K <0.01% -320 13F-HR Timeline CX Institutional More: the full row for CX Institutional 16 $2K <0.01% -10 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 19 $1.94K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 19 $1.94K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 16 $1.63K <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 15 $1.53K <0.01% 0 13F-HR Timeline Group Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 15 $1.53K <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 14 $1.43K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 13 $1.27K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 12 $1.22K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11 $1.1K <0.01% +5 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10 $1.02K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10 $1.02K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 10 $1.02K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $1.02K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5 $1K <0.01% -105 13F-HR Timeline