American Money Management, LLC More: the full row for American Money Management, LLC 4,454 $211K 0.03% -52 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 4,490 $211K 0.13% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,336 $206K 0.16% +626 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,250 $201K 0.06% -5,750 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,247 $201K 0.02% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,227 $200K 0.03% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 3,922 $187K <0.01% +120 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,890 $184K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,898 $184K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,484 $165K 0.04% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,988 $142K 0.04% +1,075 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 2,842 $135K 0.08% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,806 $133K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,733 $130K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 2,362 $112K 0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 2,214 $105K 0.07% -21 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,212 $105K 0.06% +762 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 2,196 $104K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,099 $100K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,035 $96.5K 0.01% -26 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,861 $88.2K 0.04% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,577 $74.8K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,511 $71.6K 0.01% +523 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,439 $68.2K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,396 $66.2K 0.01% +319 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,286 $60.9K 0.01% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,239 $58.7K 0.01% +35 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,153 $54.7K 0.02% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 968 $45.9K <0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 885 $42K <0.01% +45 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 885 $41.9K <0.01% +9 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 881 $41.8K <0.01% +307 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 818 $38.8K 0.02% +91 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 777 $36.8K <0.01% -85 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 761 $36.1K <0.01% -3,071 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 728 $34.5K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 704 $33.4K 0.01% +7 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 655 $31.1K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 642 $30.5K 0.01% +6 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 633 $30K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 609 $29K 0.02% +45 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 580 $27.5K <0.01% +279 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 559 $26.5K <0.01% +77 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 497 $23.6K 0.01% +162 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 492 $23.3K 0.02% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 485 $23K <0.01% +4 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 380 $18K <0.01% -1,016 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 378 $17.9K 0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 348 $16.5K 0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 335 $15.9K <0.01% 0 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 248 $11.6K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 216 $10K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 200 $9.48K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 184 $8.72K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 182 $8.65K <0.01% +181 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 178 $8.43K <0.01% +2 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 140 $6.64K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 124 $5.88K <0.01% +17 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 80 $3.79K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 77 $3.65K <0.01% +31 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 68 $3.22K <0.01% 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 66 $3.13K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 64 $3.03K <0.01% -10 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 50 $2.37K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 41 $1.94K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 40 $1.89K <0.01% +1 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 18 $864 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 18 $853 <0.01% -91 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 17 $806 <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 17 $806 <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 6 $301 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $190 <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3 $145 <0.01% +1 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $13 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 0 $10 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.