BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,635,100 $99.3M 0.01% -11,129 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 476,282 $28.9M 0.49% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 354,620 $21.5M <0.01% -453,820 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 338,105 $20.5M <0.01% +1,509 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 303,742 $18.4M +11,841 Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 288,965 $17.5M 0.59% -28,860 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 141,909 $8.62M <0.01% +155 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 129,319 $7.85M 0.03% -146 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 93,976 $5.71M 0.63% +77 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 89,831 $5.14M <0.01% +5,112 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 68,590 $4.16M <0.01% +18,060 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 65,996 $4.01M <0.01% +24,227 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 57,427 $3.49M <0.01% +496 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 48,935 $2.97M 0.97% +4,757 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 47,878 $2.91M 0.04% +618 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 47,456 $2.88M 0.14% -5,192 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 46,680 $2.83M 6.49% -3,679 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 46,046 $2.8M 0.01% +9,287 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 45,920 $2.79M 0.01% -1,819 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 44,869 $2.72M 0.01% +6,303 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 44,196 $2.68M 0.08% +4,832 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 40,957 $2.49M <0.01% -3,162 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,719 $2.29M <0.01% -11,833 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 35,395 $2.15M 1.22% +2,173 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 32,723 $1.99M 1.42% +9,164 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,085 $1.95M 0.01% +794 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 31,692 $1.92M 1.02% +300 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 30,652 $1.86M 0.04% +19,252 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 30,152 $1.83M <0.01% +837 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 29,994 $1.82M <0.01% -13,358 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 28,285 $1.72M 0.07% +28 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 28,030 $1.7M 0.14% -306 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 26,368 $1.6M 1.29% +414 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 21,712 $1.32M 1.7% +3 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,791 $1.26M <0.01% -1,129 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,705 $1.26M <0.01% +1,134 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,586 $1.19M <0.01% -116,772 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 19,126 $1.16M 0.02% -449 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 18,689 $1.13M 0.08% +2,050 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 18,250 $1.11M 0.03% +386 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 17,115 $1.04M 0.72% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,874 $1.02M <0.01% -5,452 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 15,505 $941K 0.06% -500 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,229 $925K <0.01% +415 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 15,160 $920K 0.14% +31 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 15,000 $911K 0.03% 0 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 14,986 $910K 1.03% +7,597 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,709 $893K <0.01% -119 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 14,140 $858K 0.35% +427 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,825 $839K 0.03% +1,162 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,815 $839K <0.01% +506 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,551 $798K 0.02% -925 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,090 $795K <0.01% -439 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,928 $724K <0.01% -2,065 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,679 $711K 0.03% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,393 $691K <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. 11,062 $672K <0.01% -265 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,047 $671K 0.01% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,547 $640K <0.01% -2,626 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,327 $627K 0.15% -1,465 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 10,245 $622K 0.02% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 10,150 $616K 0.01% -8,760 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,961 $605K <0.01% -757 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 9,850 $598K 0.18% +4,595 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 9,785 $594K 0.15% +9,354 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,321 $566K <0.01% +3,981 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,177 $557K 0.03% +224 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 8,602 $522K 0.04% -404 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,525 $518K <0.01% -442 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,905 $480K 0.05% +181 13F-HR Timeline City State Bank More: the full row for City State Bank 7,849 $477K 0.11% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,423 $451K <0.01% -1,020 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 7,207 $438K 0.19% +1,231 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,329 $433K 0.02% +1 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,014 $426K <0.01% -2,942 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,994 $425K <0.01% -2,080 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,859 $416K 0.02% -1,153 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 6,365 $386K 0.19% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,108 $371K 0.01% -216 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 6,015 $365K 0.13% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,013 $365K 0.1% -8 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 5,919 $359K <0.01% new 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,419 $329K <0.01% 0 13F-HR Timeline Group J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 4,971 $302K 0.24% +149 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 4,808 $292K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,766 $289K <0.01% -966 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,659 $283K 0.01% -200 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 4,639 $282K <0.01% -2,091 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 4,333 $263K 0.48% -1,772 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,156 $252K 0.2% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,149 $252K 0.07% new 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 4,117 $250K 0.07% new 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 4,085 $248K 0.14% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,041 $245K 0.01% -819 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,040 $245K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,539 $242K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,900 $237K 0.02% 0 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,878 $235K 0.13% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,820 $232K 0.01% -9,751 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,780 $229K <0.01% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,706 $225K 0.06% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,671 $223K <0.01% +193 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,554 $216K <0.01% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,502 $213K <0.01% new 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,456 $210K <0.01% new 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,441 $209K 0.13% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,433 $208K 0.02% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,355 $204K <0.01% +3,197 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,300 $200K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,145 $191K <0.01% -296 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,400 $146K <0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,300 $140K 0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,162 $131K <0.01% +2,161 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,051 $125K <0.01% +73 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,040 $124K <0.01% +1,888 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,913 $116K 0.01% -68 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,895 $115K <0.01% +150 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,785 $108K <0.01% +1 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,775 $108K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,511 $91.7K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,493 $90.6K 0.02% -536 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,490 $90K <0.01% 0 13F-HR Timeline Group Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,465 $88.9K 0.06% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,307 $79.3K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,233 $74.9K <0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 1,000 $60.7K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 999 $60.6K <0.01% -52 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 961 $58.3K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 873 $53K 0.02% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 732 $44.4K 0.02% +122 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 605 $36.7K <0.01% +528 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 561 $34K <0.01% -58 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 540 $32K 0.01% +1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 485 $29K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 444 $26.4K <0.01% +227 13F-HR Timeline Group Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 428 $26K 0.02% 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 420 $25.5K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 373 $22.6K <0.01% +1 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 350 $21.2K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 342 $20.8K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 309 $18.8K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 303 $18.4K <0.01% 0 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 300 $18.2K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 285 $17.6K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 250 $15.2K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 238 $14.4K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 237 $14.4K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 200 $12.2K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 200 $12.1K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 171 $10.4K <0.01% 0 13F-HR Timeline Group Networth Advisors, LLC More: the full row for Networth Advisors, LLC 153 $9.29K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 152 $9.24K <0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 151 $9.18K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 150 $9.11K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 125 $7.62K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 115 $6.98K <0.01% +30 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 115 $6.98K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 112 $6.8K <0.01% +24 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 109 $6.62K 0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 104 $6.32K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 104 $6.31K <0.01% +101 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 93 $5.65K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 90 $5.46K <0.01% -22 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 78 $4.74K <0.01% 0 13F-HR Timeline Group Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 70 $4.67K <0.01% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 74 $4.49K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 63 $3.83K <0.01% -577 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 47 $2.87K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 42 $2.55K <0.01% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 40 $2.43K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 39 $2.37K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 35 $2.17K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 22 $1.34K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 22 $1.34K <0.01% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 9 $546 <0.01% new 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2 $102 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 0 $2 <0.01% -131 13F-HR Timeline Amount filed as zero, left out of ratios.