Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 938 $223K 0.03% new 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 930 $221K 0.14% -51 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 916 $218K 0.02% +665 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 814 $217K <0.01% -57 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 898 $213K 0.02% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 894 $212K 0.12% -49 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 891 $212K 0.03% new 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 886 $211K 0.15% +37 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 884 $210K 0.01% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 883 $210K 0.04% +4 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 874 $208K 0.06% -24 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 871 $207K 0.01% +19 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 861 $205K 0.09% +29 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 858 $204K 0.01% +3 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 853 $203K 0.11% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 851 $202K 0.1% new 13F-HR/A Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 848 $202K 0.06% -131 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 848 $202K 0.15% +50 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 845 $201K 0.02% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 844 $201K <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 789 $187K 0.04% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 749 $178K 0.02% 0 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 740 $176K 0.06% -25 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 715 $170K <0.01% +626 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 680 $162K <0.01% +46 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 631 $153K <0.01% +75 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 640 $152K <0.01% -38 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 611 $145K 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 600 $143K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 591 $136K <0.01% -4,655 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 566 $134K 0.04% +100 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 555 $132K 0.05% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 535 $127K 0.01% +266 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 527 $125K 0.17% -12,196 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 511 $121K 0.1% -135 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 501 $119K 0.03% new 13F-HR/A Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 499 $119K 0.05% -116 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 484 $115K 0.04% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 482 $115K <0.01% -453 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 466 $111K 0.02% -12 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 450 $107K 0.01% -198 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 447 $106K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 443 $105K 0.03% +1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 426 $101K 0.02% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 415 $98.6K 0.07% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 415 $98.6K 0.04% +3 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 413 $98.1K <0.01% 0 13F-HR Timeline Group PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 390 $93K 0.01% -242,182 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 324 $90.9K 0.05% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 356 $84.6K 0.01% +156 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 353 $83.9K 0.02% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 341 $81K 0.42% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 333 $79.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 331 $78K 0.02% -2,405 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 328 $78K 0.04% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 319 $75.8K 0.01% +1 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 306 $72.8K 0.04% +23 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 300 $71.3K 0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 277 $65.8K 0.04% -13 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 258 $61.3K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 254 $60.4K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 250 $59.4K <0.01% -550 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 238 $56.6K <0.01% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 237 $56.3K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 226 $53.7K 0.03% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 220 $52.3K 0.02% +63 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,286 $52.2K <0.01% +1,209 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 216 $51.3K 0.93% -50 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 216 $51.3K 0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 212 $50.4K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 212 $50.4K 0.03% -53,407 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 211 $50.1K 0.03% -1,086 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 201 $47.8K 0.01% +45 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 198 $47K 0.05% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 197 $46.8K 0.03% +196 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 190 $45.1K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 189 $44.9K 0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 180 $42.8K 0.03% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 177 $42.1K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 176 $41.8K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 167 $39.7K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 167 $39.7K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 164 $39K <0.01% +11 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 164 $39K 0.03% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 150 $35.6K 0.02% -50 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 150 $35.6K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 140 $33.3K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 139 $33.1K 0.03% +35 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 126 $30K <0.01% +18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 116 $28K <0.01% +5 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 118 $28K 0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 118 $28K 0.01% +100 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 114 $27.1K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 112 $26.6K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 111 $26.4K 0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 111 $26.4K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 109 $25.9K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 105 $24.9K <0.01% -252 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 103 $24.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 100 $24.2K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 101 $24K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 100 $23.8K 0.01% +17 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 100 $23.8K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 100 $23.8K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 100 $23.8K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 100 $23.8K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 100 $23.8K 0.02% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 99 $23.5K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 98 $23K <0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 92 $21.9K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 91 $21.6K <0.01% +31 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 82 $19.5K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 78 $18.5K 0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 75 $17.8K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 64 $15.2K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 63 $15K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 62 $14.8K <0.01% -3 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 60 $14.3K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 60 $14.3K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 58 $13.9K <0.01% +5 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 52 $13.7K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 55 $13.1K <0.01% +8 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 53 $12.6K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 50 $11.9K 0.01% -33 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 47 $11K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 46 $11K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 40 $10K 0.01% +20 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 41 $9.85K <0.01% +5 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 41 $9.83K <0.01% +3 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 41 $9.74K <0.01% -41 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 40 $9.54K <0.01% +5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 38 $9.03K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 38 $9.03K <0.01% 0 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 37 $8.8K <0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 37 $8.79K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 36 $8.55K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 36 $8.49K <0.01% -12 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 34 $8.08K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 33 $7.94K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 33 $7.84K <0.01% -8 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 32 $7.61K <0.01% +9 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 32 $7.6K 0.03% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 30 $7.13K <0.01% 0 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 30 $7.13K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 30 $7K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 28 $6.66K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 28 $6.66K <0.01% -2 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 27 $6.42K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 27 $6.42K <0.01% new 13F-HR/A Timeline Trust Co More: the full row for Trust Co 23 $5.57K <0.01% -93 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 22 $5.24K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 25 $5K <0.01% 0 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 21 $4.99K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 21 $4.99K <0.01% 0 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 20 $4.75K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 18 $4.28K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 18 $4.16K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 16 $3.8K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14 $3.33K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 12 $2.85K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 11 $2.61K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 11 $2.55K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 9 $2.21K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8 $1.9K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 8 $1.9K <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 8 $1.9K <0.01% +7 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 7 $1.67K <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) 7 $1.66K <0.01% -93 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 7 $1.66K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6 $1.45K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5 $1.19K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4 $1.01K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4 $1K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 3 $713 <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3 $713 <0.01% new 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3 $713 <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 3 $713 <0.01% -105,244 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2 $477 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2 $476 <0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2 $475 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1 $240 <0.01% 0 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 1 $238 <0.01% new 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1 $238 <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1 $238 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 0 $54 <0.01% -26 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% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 12,126 (0.8%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 12,126 (0.8%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR