Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,369 $340K 0.01% 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 8,319 $338K 0.09% 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8,307 $337K 0.02% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,191 $332K <0.01% +21 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,037 $326K <0.01% +2 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 8,000 $325K 0.18% +500 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,000 $325K 0.22% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 7,834 $318K 0.21% -187 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 7,711 $313K 0.13% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,608 $309K <0.01% +2 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 7,480 $304K 0.03% -1,267 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 7,163 $291K 0.12% +17 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,985 $283K 0.02% -536 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,803 $276K 0.01% -1,331 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,544 $266K <0.01% +3,088 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,500 $264K 0.01% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,495 $264K 0.02% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,382 $259K <0.01% +732 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,334 $257K <0.01% +5,778 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,289 $255K <0.01% -50 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,236 $253K 0.02% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,177 $251K <0.01% -662 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,007 $244K <0.01% +374 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,977 $243K 0.04% +50 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,876 $238K 0.06% +15 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 5,726 $232K 0.19% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,176 $210K <0.01% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,013 $203K 0.02% new 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 4,997 $203K 0.09% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,964 $201K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,949 $201K 0.15% +2 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,931 $200K <0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,849 $197K <0.01% new 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,325 $176K 0.09% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,912 $159K <0.01% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,660 $149K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,396 $137K 0.06% -63 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,843 $115K 0.01% +8 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 2,660 $108K 0.09% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 2,421 $98.2K 0.04% +292 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,413 $97.9K 0.02% +2,000 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,362 $95.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,342 $95K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,023 $82.1K <0.01% +644 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,903 $77.2K <0.01% +1 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,874 $76K 0.02% +290 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,724 $70K 0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,540 $62.5K 0.01% +4 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,491 $60.5K <0.01% +976 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,476 $59.9K 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,246 $50.6K <0.01% +3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,103 $44.7K 0.01% +1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,000 $40.6K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 908 $36.9K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 823 $33.4K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 818 $33.2K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 720 $29.2K <0.01% new 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 711 $28.9K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 658 $26.7K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 642 $26K <0.01% -197 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 526 $21.3K <0.01% +507 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 482 $19.5K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 466 $18.9K 0.01% +129 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 435 $17.7K <0.01% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 421 $17.1K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 316 $13K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 283 $11.5K <0.01% new 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 247 $10K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 245 $9.94K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 244 $9.9K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 219 $8.89K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 213 $8.64K <0.01% +72 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 192 $7.77K 0.01% -5 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 182 $7.39K <0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 154 $6.31K <0.01% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 131 $5.32K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 74 $3K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 96 $3K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 54 $2.21K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 54 $2.19K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 14 $583 <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 8 $315 <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7 $291 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6 $251 <0.01% 0 13F-HR Timeline