BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 73,702 $6.2M <0.01% +11,957 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 45,106 $3.8M <0.01% -3,295 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 42,110 $3.54M <0.01% -94 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 38,115 $3.21M 0.01% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 29,395 $2.47M <0.01% -1,785 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 14,507 $1.22M <0.01% +8,285 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,982 $924K <0.01% +7,555 13F-HR/A Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 10,889 $917K 0.69% -466 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 9,456 $838K 0.27% -296 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 8,851 $745K <0.01% -12,101 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 7,900 $665K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,851 $577K <0.01% -2,207 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,101 $514K 0.01% 0 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,613 $472K <0.01% -139 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,409 $455K 0.15% -72 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,037 $424K <0.01% 0 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,627 $389K 0.01% -219 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,114 $346K 0.1% -225 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,811 $321K 0.01% +14 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,986 $251K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,970 $250K <0.01% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,531 $224K 0.03% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,585 $218K <0.01% -590 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,503 $211K <0.01% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,415 $203K <0.01% new 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,131 $179K 0.12% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,629 $125K <0.01% -220 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,375 $116K <0.01% +28 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 594 $50K 0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 568 $47.8K <0.01% -20 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 508 $42.7K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 361 $30.4K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 352 $29.6K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 270 $28.4K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 335 $28.2K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 296 $24.9K <0.01% +5 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 296 $24.9K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 205 $17.3K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 199 $17K <0.01% -32 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 175 $14.7K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 129 $11K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 120 $10.1K 0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 92 $7.74K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 77 $6.51K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 71 $5.98K <0.01% +18 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 54 $4.54K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 50 $4.21K <0.01% -75 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 50 $4.21K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 44 $3.9K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 36 $3.03K <0.01% -148 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 34 $2.86K <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. 20 $1.69K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18 $1.51K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 14 $1.18K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11 $926 <0.01% +10 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 8 $674 <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5 $421 <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4 $337 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2 $170 <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 0 $22 <0.01% 0 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.