Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 15,697 $484K 0.1% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 15,567 $480K 0.12% +4,280 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,460 $477K 0.05% -11,431 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 14,765 $455K 0.01% -430 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,341 $442K 0.02% +1,460 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 14,131 $436K 0.13% +2,930 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 14,124 $436K 0.4% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 14,102 $434K 0.01% -9 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 14,020 $433K 0.19% +1,120 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 13,853 $427K 0.12% +4 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,828 $427K <0.01% +4,319 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 13,793 $426K 0.03% -6,328 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,785 $425K 0.01% -2,972 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 13,766 $425K 0.14% -195 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 13,610 $420K 0.25% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,606 $420K 0.01% -63 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,992 $401K <0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,958 $400K <0.01% +626 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 12,820 $395K 0.03% +61 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,803 $394K 0.02% +356 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,606 $389K 0.01% +1,851 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 12,455 $384K 0.07% -1,927 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 12,143 $375K 0.1% +5,274 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,010 $371K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,947 $369K <0.01% -8,427 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 11,757 $363K 0.07% -690 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,727 $362K 0.01% -1,989 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 11,628 $359K 0.21% +336 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,623 $359K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11,605 $358K <0.01% -16,375 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,462 $354K 0.03% -1,352 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11,185 $345K 0.02% +9,730 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,132 $343K <0.01% -203 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,090 $342K 0.01% -903 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 10,997 $339K 0.03% -970 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 10,585 $327K 0.23% -5,858 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 10,482 $323K 0.07% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,227 $316K 0.01% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 10,001 $309K 0.05% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 10,000 $308K 0.03% 0 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 9,950 $307K 0.09% +114 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 9,900 $305K 100% -11,679 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,883 $305K 0.02% +2,720 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 9,828 $303K 0.15% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 9,646 $298K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 9,558 $295K 0.01% +67 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,524 $294K <0.01% -3,680 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,509 $293K 0.01% -606 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 9,499 $293K 0.18% +79 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,448 $291K 0.01% -13,290 13F-HR Timeline Group Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 9,364 $289K 0.15% +266 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 9,297 $287K 0.01% +1,950 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,202 $284K 0.01% new 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 9,191 $284K 0.01% -925 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 8,865 $273K 0.09% -6,266 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 8,205 $253K <0.01% +8,201 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,066 $249K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,985 $246K 0.01% +7,453 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,902 $244K 0.02% +1,175 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 7,891 $243K 0.06% -431 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 7,802 $241K 0.16% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,747 $239K 0.01% +387 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,715 $238K 0.01% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 7,550 $233K 0.09% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,517 $232K 0.1% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 7,498 $231K 0.11% -4,037 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,422 $229K 0.04% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 7,404 $228K 0.2% -965 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,425 $222K 0.17% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,214 $222K <0.01% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 7,110 $219K 0.04% +295 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,086 $219K <0.01% -12 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 7,000 $216K 0.08% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,888 $212K <0.01% -17,921 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,807 $210K 0.02% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,718 $207K 0.06% -2 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,662 $206K 0.06% new 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 2,229 $204K 0.25% -47 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,608 $204K <0.01% -12,142 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 6,580 $203K 0.16% +68 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,571 $203K <0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,530 $201K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,904 $182K 0.01% -859 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,172 $160K 0.02% +3,226 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,115 $158K 0.01% 0 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 4,630 $143K 0.14% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,468 $138K 0.12% +131 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,004 $124K 0.01% +39 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,598 $111K 0.04% +3,036 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,250 $100K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,060 $94.4K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,978 $91.9K <0.01% -50 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,890 $89.2K <0.01% +2,532 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,872 $88.6K 0.03% -5,460 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,611 $80.5K 0.02% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,189 $67.4K <0.01% 0 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 1,990 $61.4K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,734 $53.5K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,623 $50.1K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,600 $49.4K <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) 1,500 $46.3K <0.01% 0 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,450 $44.7K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,352 $41.7K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,344 $41.5K 0.02% -321 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,302 $40.2K <0.01% +134 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,298 $40K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,300 $40K <0.01% 0 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,289 $39.8K 0.03% -799 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,277 $39.4K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,083 $33.4K <0.01% -43 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,010 $31.2K 0.01% -1,124 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,000 $30.8K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 854 $26.3K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 839 $25.9K <0.01% -12,153 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 811 $25K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 805 $24.8K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 768 $23.7K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 738 $22.8K <0.01% -543 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 650 $20.1K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 643 $19.8K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 587 $18.1K <0.01% -26 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 561 $17.3K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 554 $17.1K <0.01% -3 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 549 $16.9K 0.01% -800 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 508 $15.7K <0.01% +5 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 489 $15.1K <0.01% +17 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 463 $14.2K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 378 $11.7K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 371 $11.4K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 350 $10.8K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 320 $9.86K <0.01% +39 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 311 $9.59K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 305 $9.41K <0.01% +135 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 292 $9.01K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 275 $8.48K <0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 244 $7.53K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 234 $7.22K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 228 $7.03K <0.01% -334 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 214 $6.6K <0.01% +2 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 208 $6.42K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 150 $4.63K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 134 $4.13K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 134 $4.13K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 130 $4.01K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 133 $4K <0.01% 0 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 99 $3.05K <0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 80 $2.47K <0.01% -7,500 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 64 $1.98K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 50 $1.56K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 32 $987 <0.01% -50 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 32 $987 <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 30 $926 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 23 $710 <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 22 $679 <0.01% -33 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 6 $171 <0.01% 0 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1 $31 <0.01% new 13F-HR Timeline