Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 750 $37.3K 0.03% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 550 $27.4K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 518 $27.3K 0.01% +14 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 507 $25.2K 0.01% +14 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 500 $24.9K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 485 $24.1K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 460 $22.9K <0.01% +194 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 451 $22.4K <0.01% -2 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 450 $22.4K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 402 $20K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 412 $20K 0.01% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 370 $18.4K <0.01% +60 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 360 $18K <0.01% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 342 $17K 0.01% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 312 $15.5K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 287 $14.3K 0.01% -57 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 270 $13.4K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 261 $13K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 216 $10.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 203 $10.1K <0.01% +5 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 200 $9.95K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 175 $8.71K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 175 $8.71K <0.01% -50 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 162 $8.08K <0.01% +4 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 130 $6.47K <0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 117 $5.81K <0.01% +34 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 106 $5.28K <0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 67 $3.33K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 43 $2.14K <0.01% -495 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 28 $1.39K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 26 $1.27K <0.01% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 19 $945 <0.01% -132 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 18 $896 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 15 $746 <0.01% new 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 9 $447 <0.01% -1,238,769 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2 $100 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $50 <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1 $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. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.