BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,228 $382K 0.02% -620 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,221 $382K 0.01% +7 13F-HR Timeline Group Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 3,200 $379K 0.33% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,192 $378K 0.02% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,137 $375K 0.16% -259 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,163 $375K 0.12% +1,190 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,161 $374K 0.02% 0 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,155 $374K 0.02% -455 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,125 $370K 0.02% -150 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 3,106 $370K 0.17% 0 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 3,097 $367K 0.75% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,088 $366K 0.04% -2 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3,079 $365K 0.06% -475 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 3,073 $364K 0.18% +69 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,071 $364K <0.01% +717 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 3,037 $360K 0.22% -128 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,031 $359K 0.23% +445 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,025 $358K 0.09% -430 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,001 $355K 0.04% -1 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,989 $354K 0.03% -1,451 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,974 $352K 0.01% -650 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,876 $346K 0.03% -76 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,921 $346K <0.01% +21 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,911 $345K 0.01% +780 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 2,897 $343K 0.17% +202 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,883 $341K 0.07% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,858 $339K 0.12% -37 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,856 $338K 0.01% -149 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,851 $338K 0.05% -242 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 2,845 $337K 0.13% +1 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,843 $337K <0.01% +7 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,838 $336K 0.03% -1 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,821 $334K 0.23% -135 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,820 $334K 0.03% +398 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,819 $334K 0.19% +887 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,813 $333K 0.05% -219 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,813 $333K 0.3% +7 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,805 $332K 0.12% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,784 $330K <0.01% -9 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,779 $329K 0.01% -87 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,753 $326K 0.1% +44 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,750 $326K 0.05% 0 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,742 $325K 0.05% +1 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,709 $321K 0.07% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,702 $320K 0.01% +101 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,684 $318K 0.04% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,680 $317K <0.01% +40 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,680 $317K <0.01% 0 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 2,679 $317K 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,664 $316K 0.02% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,651 $314K 0.02% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,635 $312K 0.01% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,590 $307K 0.01% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,574 $305K 0.03% +15 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,571 $305K 0.01% +9 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,544 $301K 0.03% -21 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,508 $297K 0.35% -340 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,504 $297K 0.02% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,500 $296K <0.01% -1,200 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,500 $296K <0.01% -92 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,454 $291K 0.02% -32 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,445 $290K 0.05% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,443 $289K <0.01% new 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,433 $288K 0.1% -41 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,430 $288K 0.04% +6 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,424 $287K 0.12% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,415 $286K 0.03% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 2,409 $285K 0.08% +12 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 2,403 $285K 0.17% -450 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,393 $283K 0.03% +33 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,390 $283K 0.06% +1 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,383 $282K 0.1% -100 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 2,366 $280K 0.09% +94 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,361 $280K 0.02% +398 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,340 $277K 0.01% -28 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,313 $274K 0.01% -129 13F-HR/A Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 2,274 $269K 0.17% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,268 $269K 0.07% +336 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,251 $267K 0.1% +162 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,252 $267K 0.04% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 2,225 $264K 0.09% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,200 $261K 0.05% 0 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 2,195 $260K 0.44% 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,178 $258K 0.05% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,177 $258K 0.02% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,172 $257K 0.06% +210 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,170 $257K 0.01% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,166 $257K 0.23% +115 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,170 $256K 0.02% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,153 $255K 0.03% -10 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,150 $255K 0.01% -200 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 2,133 $253K 0.08% 0 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 2,132 $253K 0.12% +18 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,131 $252K <0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,075 $246K <0.01% +1,081 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 2,060 $244K 0.03% new 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 2,058 $244K <0.01% +1 13F-HR Timeline Group MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,027 $241K 0.15% 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,020 $239K 0.07% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,011 $238K 0.11% -110 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,998 $237K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,997 $237K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,995 $236K 0.02% +5 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,987 $235K 0.14% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,984 $235K 0.02% +2 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,968 $233K 0.12% +4 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,955 $232K 0.02% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,950 $231K 0.02% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,946 $230K 0.16% -107 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,882 $229K 0.01% -136 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,932 $229K 0.02% +4 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 1,925 $228K 0.14% 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 1,923 $228K <0.01% -336 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,909 $226K 0.01% -350 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 1,876 $222K 0.09% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,867 $221K 0.02% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,860 $220K 0.1% new 13F-HR/A Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 1,832 $217K 0.21% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,812 $215K 0.02% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,800 $213K 0.08% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,776 $212K 0.01% -781 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,786 $212K 0.02% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,766 $209K 0.09% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,765 $209K 0.02% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,758 $208K 0.05% -83 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,748 $207K 0.06% new 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 1,738 $206K 0.07% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,709 $202K 0.15% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,700 $201K <0.01% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,697 $201K 0.07% new 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,690 $200K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,674 $198K <0.01% +503 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,627 $193K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,588 $188K 0.01% +19 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,562 $185K -3,120 Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,445 $171K 0.12% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,440 $171K 0.09% -52 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,392 $165K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,388 $164K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,354 $160K 0.01% -224 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,340 $159K <0.01% -178 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,330 $158K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,265 $150K 0.01% +1 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,205 $143K 0.06% -213 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,173 $139K 0.05% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,093 $129K 0.01% -5 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,089 $129K <0.01% -68 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,034 $122K 0.03% +2 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,024 $122K 0.01% +224 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,012 $120K <0.01% +438 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,007 $119K 0.01% 0 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 990 $117K 0.14% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 955 $113K 0.06% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 945 $112K <0.01% +6 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 942 $112K 0.03% +90 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 940 $111K <0.01% +586 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 938 $111K <0.01% 0 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 929 $110K 0.03% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 923 $109K 0.03% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 103,431 $103K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 865 $102K 0.02% +79 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 857 $102K 0.07% -16 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 837 $99.1K <0.01% +1 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 830 $98.3K 0.02% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 805 $95.3K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 762 $90.2K 0.01% +59 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 711 $84.2K 0.07% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 684 $81K 0.04% +2 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 680 $80.5K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 653 $77.3K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 641 $75.9K 0.01% +286 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 617 $73.1K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 560 $66.3K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 542 $64.2K <0.01% 0 13F-HR/A Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 503 $59.6K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 482 $57.1K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 475 $56.3K 0.02% +1 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 471 $55.8K 0.02% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 458 $54.2K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 455 $53.9K 0.02% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 441 $52.2K 0.01% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 440 $52.1K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 426 $50.5K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 422 $50K 0.01% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 400 $47.4K 0.06% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 387 $45.8K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 387 $45.8K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 347 $41.1K <0.01% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 327 $38.8K 0.03% +1 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 322 $38.1K 0.02% -210 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 309 $36.6K 0.01% -58 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 300 $35.5K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 298 $35.3K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 281 $33K <0.01% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 276 $32.7K <0.01% +15 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 260 $30.8K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 237 $28.1K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 232 $27.4K 0.01% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 226 $26.7K <0.01% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 222 $26.2K <0.01% +1 13F-HR Timeline