EASTERN BANK More: the full row for EASTERN BANK 2,613 $59.9K <0.01% +2,000 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,607 $59.7K 0.04% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,549 $58.4K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,390 $54.8K 0.04% +56 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,278 $52.2K 0.01% -706 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,264 $51.9K 0.02% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,234 $51.2K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,188 $50.1K 0.02% +383 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,151 $49.3K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,047 $46K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,950 $44.7K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,912 $43.8K <0.01% 0 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,881 $43.1K 0.02% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,827 $41.9K 0.04% +77 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,776 $40.7K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,694 $38.8K <0.01% new 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,678 $38.4K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,593 $36.5K <0.01% -633 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,530 $35.1K <0.01% +1,169 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,526 $35K 0.01% -2,249 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,510 $34.6K 0.01% +1,059 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,464 $33.5K 0.02% +1,124 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,288 $29.5K 0.01% -50 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,282 $29.4K 0.01% +314 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,250 $28.6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,213 $27.8K 0.01% +2 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,187 $27.2K <0.01% -393 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,120 $25.7K <0.01% -653 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,118 $25.6K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,081 $24.8K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,031 $23.6K <0.01% -939 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,014 $23.2K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 998 $23K <0.01% -579 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,000 $22.9K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,000 $22.9K <0.01% +1,000 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 996 $22.8K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 965 $22.1K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 956 $21.9K <0.01% -874 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 946 $21.6K <0.01% +566 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 932 $21.4K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 924 $21.2K 0.01% +331 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 875 $20K <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 873 $20K 0.01% -573 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 824 $18.9K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 801 $18.4K <0.01% -39 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 785 $18K <0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 744 $17K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 712 $16.3K <0.01% +567 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 716 $16K 0.01% +4 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 692 $15.9K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 619 $14.2K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 618 $14.2K <0.01% 0 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 590 $13.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 581 $13.3K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 575 $13.2K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 534 $12.2K <0.01% +3 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 522 $12K <0.01% -151 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 494 $11.3K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 478 $11K 0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 447 $10.2K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 447 $10.2K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 434 $9.94K 0.01% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 412 $9.44K <0.01% -545,495 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 410 $9.39K 0.01% +359 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 332 $7.61K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 331 $7.58K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 330 $7.56K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 324 $7.42K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 308 $7.06K <0.01% -692 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 300 $6.87K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 283 $6.48K 0.01% -1,619 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 277 $6.35K <0.01% 0 13F-HR Timeline Group Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 276 $6.32K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 254 $5.83K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 252 $5.77K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 251 $5.75K 0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 240 $5.5K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 232 $5.32K <0.01% -117 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 226 $5.18K 0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 224 $5.13K 0.01% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 222 $5.09K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 221 $5.04K <0.01% -97 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 212 $4.86K <0.01% -1,013 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 209 $4.79K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 208 $4.76K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 207 $4.75K <0.01% -245 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 201 $4.61K <0.01% +144 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 200 $4.58K <0.01% new 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) 195 $4.47K <0.01% new 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 183 $4.2K <0.01% +1 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 174 $3.99K <0.01% -1,629 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 170 $3.9K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 169 $3.87K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 166 $3.8K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 160 $3.66K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 156 $3.57K <0.01% 0 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 148 $3.39K <0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 147 $3.37K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 133 $3.05K <0.01% -60 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 113 $3K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 128 $2.93K <0.01% -911 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 122 $2.79K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 115 $2.63K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 113 $2.59K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 101 $2.32K <0.01% -694 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $2.29K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 79 $1.8K <0.01% +1 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 62 $1.42K <0.01% -105 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 60 $1.38K <0.01% +23 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 57 $1.31K <0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 55 $1.26K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 53 $1.21K <0.01% -273 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 51 $1.17K <0.01% new 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 39 $893 <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 36 $825 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 26 $594 <0.01% -397 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 23 $527 <0.01% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 21 $481 <0.01% -21 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 20 $458 <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 11 $252 <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8 $183 <0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3 $69 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 0 $4 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -4,335 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.