Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,495 $119K <0.01% -112 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,455 $116K 0.02% -124 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,449 $115K 0.11% -81 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,442 $115K 0.06% -52 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,400 $111K 0.03% 0 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,372 $109K 0.09% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,349 $107K 0.05% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,348 $107K 0.05% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,325 $105K 0.02% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,305 $104K 0.07% -350 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,285 $102K 0.05% -50 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,254 $99.7K 0.1% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,227 $97.5K 0.03% -582 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,219 $96.9K <0.01% +719 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,150 $91.4K 0.28% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,125 $89.4K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,039 $82.7K 0.01% -127 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,027 $81.6K 0.02% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,020 $81.1K 0.04% +6 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,009 $80.2K <0.01% -1 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,005 $79.9K 0.06% -25 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 962 $76.5K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 959 $76.2K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,297 $76.2K 0.03% -210,132 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 931 $74K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 875 $69.6K 0.05% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 826 $65.7K 0.05% -40 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 823 $65.4K <0.01% +270 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 802 $63.8K 0.02% +27 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 800 $63.6K 0.03% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 760 $60K 0.01% -96 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 737 $58.6K <0.01% -612 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 700 $56K 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. 700 $55.6K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 680 $54.1K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 677 $53.8K 0.04% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 650 $51.7K 0.01% new 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 646 $51.4K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 638 $50.7K <0.01% -192 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 629 $50K 0.01% -1 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 611 $48.6K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 550 $43.7K 0.02% +2 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 542 $43.1K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 540 $42.9K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 539 $42.9K 0.01% -40 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 534 $42.5K <0.01% +5 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 534 $42.5K 0.02% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 533 $42.4K 0.01% +6 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 513 $40.8K <0.01% +377 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 500 $39.6K 0.01% -803 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 500 $39K 0.01% new 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 465 $37K 0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 458 $36.4K 0.02% -2 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 454 $36.1K 0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 450 $35.8K 0.02% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 447 $35.5K 0.03% -103 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 430 $34.2K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 423 $33.6K 0.01% +5 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 414 $32.9K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 414 $32.9K 0.02% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 409 $32.4K 0.02% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 405 $32.2K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 400 $31.8K <0.01% -55 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 400 $31.8K <0.01% +100 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 369 $29.3K 0.02% -369 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 363 $28.9K 0.01% +24 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 311 $24.7K 0.06% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 310 $24.6K 0.01% -38 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 300 $23.9K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 300 $23.9K 0.01% -217 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 291 $23.1K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 278 $22K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 253 $20K <0.01% 0 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 250 $19.9K <0.01% -141 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 248 $19.7K 0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 245 $19.5K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 244 $19.4K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 244 $19.4K 0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 236 $18.7K <0.01% +3 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 226 $18K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 225 $17.9K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 225 $17.9K 0.01% -65 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 210 $16.6K 0.01% +2 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 202 $16K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 200 $15.9K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 196 $15.6K <0.01% 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 192 $15.3K <0.01% 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 187 $14.9K <0.01% +2 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 178 $14.2K 0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 175 $13.9K <0.01% -378 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 175 $13.9K 0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 174 $13.8K <0.01% +113 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 159 $12.6K <0.01% new 13F-HR/A Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 151 $12K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 157 $12K 0.01% +21 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 150 $11.9K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 142 $11.3K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 137 $10.9K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 134 $10.7K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 125 $9.94K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 122 $9.7K <0.01% -94 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 119 $9.46K 0 Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 108 $8.59K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 104 $8.28K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 104 $8.27K <0.01% 0 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 96 $7.63K 0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 94 $7.47K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 93 $7.36K 0.01% -3 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 92 $7.31K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 94 $7.31K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 91 $7.24K 0.01% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 79 $6.26K <0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 76 $6.02K <0.01% -17 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 75 $5.96K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 69 $5.49K <0.01% -189 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 68 $5.41K <0.01% +1 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 68 $5.41K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 59 $4.69K <0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 48 $3.82K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 45 $3.61K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 43 $3.38K <0.01% -4,607 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 41 $3.28K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 25 $1.97K <0.01% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 20 $1.59K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 20 $1.59K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 18 $1.43K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 15 $1.19K <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 15 $1.19K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 14 $1.12K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 14 $1.11K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $954 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 8 $600 <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 6 $477 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4 $318 <0.01% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2 $167 <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2 $159 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1 $113 <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1 $80 <0.01% 0 13F-HR Timeline Group Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 1 $80 <0.01% -137,613 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $4 <0.01% -1 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. ORG Partners LLC More: the full row for ORG Partners LLC 0 $0 0% -1,591 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.