WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,028 $344K 0.13% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,028 $344K 0.01% +100 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,024 $342K 0.04% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,021 $341K 0.03% +202 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,015 $339K 0.05% -4 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 1,010 $337K 0.09% -45 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,009 $337K 0.08% -355 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,005 $336K 0.06% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,000 $334K 0.06% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,000 $334K 0.04% 0 13F-HR/A Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,000 $334K 0.14% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,000 $334K 0.06% -1 13F-HR/A Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 997 $333K 0.07% -73 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 993 $332K 0.03% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 989 $330K 0.05% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 987 $330K 0.1% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 982 $328K <0.01% 0 13F-HR Timeline Group JACOBS & CO/CA More: the full row for JACOBS & CO/CA 982 $328K 0.03% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 975 $326K 0.03% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 967 $323K 0.12% +226 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 965 $323K 0.02% +193 13F-HR/A Timeline Group Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 965 $322K 0.07% +3 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 947 $317K 0.14% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 935 $313K 0.08% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 924 $309K 0.06% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 922 $308K 0.03% -30 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 919 $307K 0.02% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 918 $307K 0.24% 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 908 $303K 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 902 $301K <0.01% +48 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 891 $298K 0.06% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 890 $297K 0.01% 0 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 874 $292K 0.09% +3 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 872 $291K 0.05% -600 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 864 $289K 0.06% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 860 $288K 0.05% +2 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 838 $280K 0.08% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 835 $279K 0.03% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 824 $275K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 822 $275K 0.06% +2 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 819 $274K 0.29% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 812 $271K <0.01% +98 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 810 $271K 0.05% -11 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 803 $268K 0.01% new 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 802 $268K 0.18% -96 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 797 $266K 0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 794 $266K 0.03% -34 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 792 $265K 0.02% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 783 $262K 0.08% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 783 $262K 0.1% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 783 $262K 0.13% 0 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 781 $261K 0.06% 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 775 $259K 0.15% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 774 $259K <0.01% +2 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 773 $258K 0.02% -3 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 773 $257K 0.04% -45 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 768 $257K 0.01% 0 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 768 $257K 0.18% 0 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 764 $256K <0.01% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 735 $256K 0.07% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 763 $255K 0.02% +2 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 755 $252K 0.15% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 755 $252K 0.07% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 753 $252K 0.03% +1 13F-HR/A Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 751 $251K <0.01% +113 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 750 $251K 0.05% 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 750 $251K 0.09% -98 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 719 $250K 0.07% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 745 $249K 0.09% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 725 $249K <0.01% 0 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 737 $246K 0.04% 0 13F-HR/A Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 736 $246K 0.05% +22 13F-HR/A Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 735 $246K 0.12% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 734 $245K <0.01% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 734 $245K 0.08% -129 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 729 $244K 0.06% -13 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 723 $242K <0.01% -45 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 723 $242K 0.04% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 722 $241K 0.18% -32 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 721 $241K 0.26% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 716 $239K 0.02% -7 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 716 $239K 0.13% -485 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 714 $239K 0.04% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 713 $238K 0.01% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 709 $237K 0.01% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 704 $235K 0.02% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 701 $234K 0.02% +1 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 700 $234K 0.01% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 700 $234K 0.1% 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 696 $233K 0.06% -4 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 682 $228K 0.09% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 682 $228K 0.08% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 682 $228K 0.02% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 681 $228K 0.03% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 680 $227K 0.03% -1 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 680 $227K 0.03% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 677 $226K 0.01% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 675 $226K 0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 675 $226K 0.01% 0 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 672 $225K 0.1% new 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 666 $223K 0.05% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 662 $221K 0.07% -123 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 661 $221K 0.04% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 657 $220K 0.03% +2 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 657 $220K 0.07% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 650 $217K 0.01% 0 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 650 $217K 0.05% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 650 $217K 0.04% -22 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 650 $217K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 645 $216K 0.08% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 645 $215K 0.08% +2 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 644 $215K 0.01% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 640 $214K 0.04% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 634 $212K 0.01% -948 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 634 $212K 0.2% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 630 $211K 0.05% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 629 $210K 0.01% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 626 $209K 0.02% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 624 $209K 0.01% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 620 $207K 0.04% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 615 $206K 0.05% 0 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 615 $206K 0.06% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 614 $205K 0.02% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 613 $205K 0.04% -28 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 612 $205K 0.12% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 611 $204K 0.04% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 607 $203K 0.04% -122 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 603 $202K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 593 $198K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 585 $196K 0.08% 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 578 $193K 0.09% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 560 $187K 0.03% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 558 $187K 0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 555 $186K 0.02% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 550 $184K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 510 $170K 0.02% -100 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 500 $167K 0.02% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 497 $166K 0.04% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 495 $165K 0.01% -58 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 487 $163K 0.06% 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 473 $158K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 472 $158K 0.04% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 468 $156K 0.02% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 447 $149K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 443 $148K 0.04% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 435 $145K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 420 $140K 0.02% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 409 $136K 0.08% +7 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 401 $134K 0.03% new 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 400 $134K 0.03% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 400 $134K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 395 $134K 0.05% -99 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 388 $130K 0.04% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 375 $125K 0.02% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 359 $120K 0.02% -39 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 355 $119K 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 330 $110K <0.01% -160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 302 $101K 0.04% +8 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 300 $100K 0.03% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 293 $97.9K 0.04% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 293 $97.9K 0.07% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 290 $96.9K 0.02% 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 283 $94.7K <0.01% +275 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 275 $91.9K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 268 $89.6K <0.01% -1 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 267 $89.2K 0.01% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 264 $88.3K 0.05% +1 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 261 $87.3K 0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 250 $83K <0.01% -466 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 240 $80.1K 0.02% +1 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 235 $78.6K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 226 $75.5K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bangor Savings Bank More: the full row for Bangor Savings Bank 225 $75.2K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 214 $71.5K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 208 $69.5K 0.05% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 197 $66K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 194 $64.8K <0.01% +18 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 192 $64.2K 0.01% -3 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 192 $64.2K 0.06% 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 175 $58.5K 0.05% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 166 $55.4K 0.01% +1 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 165 $55.2K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 152 $50.8K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 151 $50.5K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 148 $49.5K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 145 $48.5K 0.01% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 141 $47.2K 0.01% -50 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 139 $46.6K 0.04% +1 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 137 $45.8K 0.02% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 136 $45.6K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 127 $42.6K <0.01% +71 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 123 $41.2K <0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 122 $40.8K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 121 $40.4K <0.01% 0 13F-HR/A Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 120 $40K 0.02% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 109 $36.3K <0.01% +1 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 108 $36.1K <0.01% +76 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 100 $33.4K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 100 $33.4K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 99 $33.1K 0.01% -2 13F-HR Timeline