Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,948 $256K <0.01% -101 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 6,931 $255K 0.04% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,925 $254K <0.01% +5 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 6,891 $254K 0.1% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 6,760 $249K 0.04% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,721 $248K 0.03% +10 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,701 $247K 0.11% -1,044 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,671 $246K 0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,503 $240K 0.01% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,475 $239K 0.01% -55 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,474 $238K 0.01% -1,741 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 6,534 $237K 0.05% +68 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 6,382 $235K 0.14% +66 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,360 $234K 0.01% +162 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,248 $230K <0.01% +348 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,103 $225K 0.01% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 6,087 $224K 0.08% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,075 $224K 0.1% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 6,000 $221K 0.05% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 5,933 $219K 0.06% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5,874 $216K 0.05% -279 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,828 $215K 0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5,789 $213K 0.08% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 5,771 $213K 0.02% -619 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5,710 $210K 0.06% +4,083 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,680 $209K <0.01% +153 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,658 $208K 0.06% +15 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 5,636 $208K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,628 $207K 0.01% -2,447 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,575 $205K <0.01% +52 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,574 $205K 0.09% -1,842 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 5,552 $205K 0.02% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,539 $204K 0.01% -16,434 13F-HR Timeline Group Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 5,586 $204K 0.03% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 5,509 $203K 0.09% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,490 $202K 0.08% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,295 $195K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5,171 $190K 0.04% +4,288 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,911 $181K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,574 $169K <0.01% 0 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4,389 $162K 0.04% +21 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,374 $161K 0.01% +12 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,172 $153K 0.03% -97 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,131 $152K <0.01% +43 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,120 $149K <0.01% -2,596 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,948 $145K 0.03% -2,855 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,916 $144K 0.04% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,883 $143K 0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 3,811 $140K 0.05% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,640 $134K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,461 $128K <0.01% +1,464 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,378 $124K 0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 3,144 $115K 0.06% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,107 $114K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,517 $92.7K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,475 $91.2K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,431 $89.6K 0.03% -170 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,413 $88.9K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,308 $85K 0.01% +8 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,269 $83.6K <0.01% +8 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 2,077 $76.5K 0.04% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,960 $72.2K 0.05% +21 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,893 $69.7K 0.04% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,856 $68K <0.01% +226 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,718 $63.3K 0.02% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,580 $58.2K 0.02% +10 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,565 $57.6K 0.02% +16 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,539 $56.7K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,459 $53.8K <0.01% -1,370 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,440 $53K 0.02% +58 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,378 $50.8K 0.04% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,353 $49.8K <0.01% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,301 $47.9K 0.02% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,279 $47.1K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,225 $45.1K 0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,146 $42.2K 0.02% +6 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,132 $41.7K <0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,102 $40.6K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 975 $35.9K 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 935 $34.4K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 917 $33.8K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 884 $32.6K 0.01% -155 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 834 $30.7K <0.01% new 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 727 $26.8K 0.01% +110 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 640 $23.6K <0.01% +6 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 604 $22.3K <0.01% +6 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 557 $20.5K <0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 520 $19.2K 0.02% +5 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 486 $17.9K 0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 408 $15K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 393 $14.5K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 385 $14.2K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 375 $13.8K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 331 $12.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 294 $10.8K <0.01% -3,121 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 282 $10.4K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 266 $10K <0.01% +3 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 248 $9.14K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 213 $7.85K <0.01% -17 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 173 $6.39K <0.01% -4 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 169 $6.24K <0.01% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 159 $5.86K <0.01% -198 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 89 $3.28K <0.01% +32 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 43 $1.58K <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) 11 $405 <0.01% new 13F-HR Timeline Group