Tidemark, LLC More: the full row for Tidemark, LLC 394 $12.1K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 385 $11.8K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 385 $11.8K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 374 $11.5K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 360 $11.1K <0.01% +75 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 359 $11K <0.01% +86 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 370 $11K <0.01% +15 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 357 $11K 0.01% +4 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 350 $10.7K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 348 $10.7K <0.01% +148 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 343 $10.5K <0.01% +94 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 340 $10.4K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 340 $10.4K <0.01% +173 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. 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More: the full row for First Command Advisory Services, Inc. 265 $8.14K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 259 $7.95K <0.01% 0 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 254 $7.8K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 252 $7.74K <0.01% -49 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 240 $7.37K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 225 $6.9K <0.01% -40 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 223 $6.85K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 222 $6.83K <0.01% +1 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 216 $6.63K <0.01% +206 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 213 $6.54K <0.01% -1 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for Optiver Holding B.V. 148 $4.54K <0.01% new 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 150 $4.53K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 141 $4.33K <0.01% +43 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 136 $4.18K <0.01% +1 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 132 $4.05K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 131 $4.02K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 161 $4K <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 126 $3.87K <0.01% -174 13F-HR Timeline Wingate Wealth Advisors, Inc. 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More: the full row for Center for Financial Planning, Inc. 104 $3.19K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 100 $3.09K <0.01% +20 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 98 $3.01K 0.01% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 98 $3.01K <0.01% -38 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 97 $3K <0.01% +89 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 98 $2.92K <0.01% 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 95 $2.92K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 92 $2.83K <0.01% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 87 $2.67K <0.01% new 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 83 $2.56K <0.01% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 83 $2.55K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 82 $2.52K <0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 81 $2.49K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 77 $2.37K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 75 $2.31K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 75 $2.3K <0.01% 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 75 $2.29K <0.01% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 73 $2.24K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 70 $2.15K <0.01% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 69 $2.12K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. 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Amount filed as zero, left out of ratios.