SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,451 $309K 0.21% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,437 $308K 0.03% -681 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,442 $302K 0.03% +8 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 4,281 $297K 0.14% -419 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,250 $295K 0.01% -5,499 13F-HR Timeline Group Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 4,200 $292K 0.13% -2,620 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,134 $287K 0.22% new 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 4,102 $285K 0.21% -121 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,042 $281K 0.03% -5,620 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,907 $271K 0.04% -25 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,874 $269K 0.03% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,834 $266K 0.01% -117 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 3,831 $266K 0.14% 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,784 $263K 0.04% -48 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,774 $262K 0.15% -148 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,764 $261K <0.01% +4 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,706 $257K 0.01% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,701 $257K 0.02% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,679 $256K 0.01% +5 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,641 $253K <0.01% -784 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,637 $253K <0.01% +6 13F-HR/A Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 3,564 $248K 0.05% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,555 $247K 0.14% -1,701 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,537 $246K <0.01% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,529 $245K <0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,804 $244K 0.02% +56 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,500 $243K <0.01% 0 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,400 $236K 0.01% 0 13F-HR/A Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,378 $235K 0.07% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,294 $229K 0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,247 $226K 0.01% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,206 $223K 0.05% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,183 $221K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,121 $217K 0.02% +1,360 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3,117 $216K 0.04% 13F-HR Timeline Group Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 3,081 $214K 0.14% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3,071 $213K 0.02% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,114 $213K 0.02% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,043 $211K 0.05% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,033 $211K 0.12% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,014 $209K 0.01% new 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 3,005 $209K 0.04% new 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 2,989 $208K 0.12% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,898 $201K 0.05% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,891 $201K <0.01% new 13F-HR Timeline Group Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 2,881 $200K 0.08% new 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 2,405 $167K 0.06% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,270 $158K <0.01% -508 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,237 $155K 0.03% -572 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,966 $137K 0.01% -227 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,923 $134K 0.02% +3 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,792 $124K <0.01% -141 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,615 $112K 0.01% -75 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,592 $111K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,457 $101K 0.02% +1 13F-HR/A Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,431 $99.4K 0.06% +408 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,403 $97.4K 0.01% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,400 $97.2K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,392 $96.7K <0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,114 $77.4K 0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 995 $69.1K 0.01% +156 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 932 $64.7K <0.01% 0 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 939 $64.3K 0.01% -203 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 825 $57.3K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 803 $55.8K 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. 729 $50.7K <0.01% -66 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 729 $50.6K 0.02% -85 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 728 $50.6K <0.01% +621 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 607 $49.8K 0.02% +500 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 634 $44K <0.01% +19 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 526 $36.5K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 492 $33.7K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 469 $32.6K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 433 $30.1K <0.01% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 421 $29.2K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 392 $27.2K <0.01% -270 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 388 $26.9K 0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 377 $26.2K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 313 $21.7K <0.01% +14 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 292 $20.3K <0.01% +10 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 260 $18.1K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 241 $16.7K 0.01% -20 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 230 $16K <0.01% -153 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 216 $15K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 214 $14.9K <0.01% +5 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 160 $11.1K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 130 $9.03K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 126 $8.75K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 53 $3.68K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 50 $3.47K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 48 $3.33K <0.01% -63 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 45 $3.13K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 43 $2.99K <0.01% -864 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 33 $2.29K <0.01% -4 13F-HR Timeline