Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 19,325 $1.07M 0.34% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 19,098 $1.06M 0.08% -2,736 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 18,952 $1.05M 0.01% -108,924 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 18,896 $1.05M 0.28% +430 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 18,802 $1.04M 0.03% +7,005 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 18,597 $1.03M 0.01% -2,432 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 18,516 $1.02M 0.22% -15,499 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 17,191 $952K 0.26% +8,669 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 17,110 $947K 0.06% -1,386 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 16,338 $904K 0.52% +8,003 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 16,068 $889K 0.42% -32,295 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,820 $820K <0.01% +2,913 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 14,460 $800K 0.25% +7,743 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 14,206 $786K 0.23% -4,259 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 14,000 $775K 0.12% 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,758 $762K 0.07% +10,012 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 13,462 $745K 0.08% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 13,405 $742K 0.02% +1,960 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,393 $741K 0.27% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,393 $741K 0.29% 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 13,286 $735K 0.3% -131,931 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,900 $715K 0.06% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 12,495 $692K 0.01% -44,848 13F-HR Timeline Group Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 12,449 $689K 0.37% +261 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 12,342 $683K 0.02% +11,187 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 12,337 $683K 0.38% +168 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 10,842 $667K 0.62% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,017 $665K 0.03% +11,055 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 11,981 $663K 0.06% +5,581 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 11,769 $651K 0.43% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,386 $630K 0.01% -1,090 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 11,181 $619K 0.15% 0 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,702 $592K 0.03% +879 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 10,203 $565K 0.52% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,156 $562K 0.01% +6,369 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 9,960 $551K 1.36% 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 9,791 $542K 0.32% new 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 9,595 $531K <0.01% +5,767 13F-HR Timeline Group ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 9,525 $527K 0.06% -22,166 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 9,295 $527K 0.32% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 9,445 $523K 0.07% +382 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 9,327 $516K 0.11% -134 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,267 $513K 0.06% 0 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 9,181 $508K 0.38% +1,965 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,163 $507K 0.02% -1,677 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 9,141 $506K 0.13% -61,428 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 8,944 $495K 0.04% -26,913 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 8,735 $483K 0.38% +182 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 8,693 $481K 0.28% new 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 8,625 $477K 0.43% -4,845 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 8,600 $476K 0.4% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,573 $475K 0.01% -1,172 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,422 $466K 0.04% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,312 $460K <0.01% +852 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 8,292 $459K 0.46% 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 7,619 $422K 0.03% +4,090 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 7,585 $420K 0.07% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,230 $400K <0.01% +1,111 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 7,077 $392K 0.02% -1,389 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 7,050 $390K 0.22% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,030 $389K <0.01% new 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 7,028 $389K 0.24% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,781 $375K 0.02% +595 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,724 $372K 0.01% +171 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,714 $372K <0.01% -11,879 13F-HR Timeline Group Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 6,617 $366K 0.77% 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 6,485 $359K 0.09% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,395 $354K 0.01% -5,944 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,204 $343K <0.01% +660 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 6,095 $337K 0.34% 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 6,050 $335K 0.06% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,852 $324K 0.05% +172 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,814 $322K 0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,693 $315K <0.01% +135 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 5,693 $315K <0.01% +135 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 5,447 $301K <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,298 $293K <0.01% -197 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,269 $292K 0.15% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,269 $292K <0.01% +5,208 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,263 $291K <0.01% -1,051 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,175 $286K 0.03% +410 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 5,121 $285K 0.1% -2,042 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,024 $278K <0.01% -17,574 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 4,885 $270K 0.02% -379 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,798 $266K 0.02% -526 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,793 $265K <0.01% +127 13F-HR/A Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 4,757 $263K 0.01% new 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 4,607 $255K 0.25% -316 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,553 $252K 0.01% -6,303 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,547 $252K 0.01% -425 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 4,491 $249K 0.01% -237 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 4,425 $245K 0.09% new 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,390 $243K <0.01% +549 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 4,238 $234K <0.01% -10,382 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,180 $231K 0.01% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,112 $228K <0.01% 0 13F-HR Timeline Group Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 4,042 $224K 0.12% +17 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,036 $223K 0.06% 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,774 $208K 0.06% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,671 $203K 0.01% -26,106 13F-HR Timeline Group Cabana LLC More: the full row for Cabana LLC 3,661 $203K 1% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,625 $201K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3,605 $200K 0.07% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 3,278 $181K 0.11% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 3,226 $179K 0.46% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,058 $169K <0.01% +1,496 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 2,830 $157K 0.07% 0 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,793 $155K <0.01% +63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,750 $152K 0.02% -1,750 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,588 $143K 0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,542 $141K <0.01% -1,846 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,460 $136K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,354 $130K 0.09% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,182 $121K 0.06% 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,767 $97.8K 0.02% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,703 $94.3K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,546 $86K <0.01% -611 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,533 $84.9K 0.08% 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,511 $83.6K 0.05% 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,258 $69.7K 0.03% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 1,243 $68.8K 0.03% -205 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,225 $67.8K 0.02% -850 13F-HR Timeline Group Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,122 $62.1K 0.01% -137 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,064 $58.1K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 943 $52.2K <0.01% +318 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 941 $52.1K <0.01% +659 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 925 $51.2K 0.03% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 915 $50.7K 0.01% -77 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 894 $49.5K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 882 $48.8K 0.02% -181 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 856 $47.4K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 828 $45.8K <0.01% +28 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 781 $43.2K 0.03% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 771 $42.7K 0.03% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 682 $37.7K 0.03% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 679 $37.6K <0.01% -1,386 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 669 $37.1K 0.02% -170 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 583 $32.3K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 578 $32K <0.01% +260 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 548 $30.3K <0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 472 $26.1K <0.01% -155 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 469 $26K <0.01% -174 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 439 $24.3K <0.01% -192 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 427 $23.7K 0.01% -48 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 414 $22.9K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 408 $22.6K 0.01% 0 13F-HR Timeline Group Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 384 $21.2K 0.01% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 378 $20.9K <0.01% -422 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 369 $20.4K <0.01% +110 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 367 $20.3K <0.01% -253 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 323 $17.9K <0.01% +290 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 317 $17.6K 0.01% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 299 $16.6K <0.01% +282 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 297 $16.4K 0.01% +290 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 271 $15K 0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 259 $14.3K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 258 $14.3K <0.01% 0 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 250 $13.8K <0.01% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 208 $11.5K <0.01% -75 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 205 $11.3K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 188 $10.4K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 184 $10.2K <0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 160 $9K <0.01% -32,525 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 156 $8.63K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 154 $8.52K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 142 $7.88K <0.01% +48 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 141 $7.8K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 139 $7.69K <0.01% -131 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 138 $7.64K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 136 $7.53K <0.01% 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 130 $7.2K 0.01% 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 126 $6.97K 0.01% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 126 $6.97K <0.01% 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 111 $6.14K <0.01% -68 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 102 $5.67K <0.01% -3 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 98 $5.42K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 94 $5.2K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 86 $4.76K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 84 $4.55K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 78 $4.3K <0.01% +1 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 66 $3.65K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 60 $3.32K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 57 $3.15K <0.01% new 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 52 $2.88K <0.01% +4 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 46 $2.83K <0.01% new 13F-HR Timeline Group Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 51 $2.82K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 51 $2.82K <0.01% +47 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 51 $2.82K <0.01% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 42 $2.33K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 41 $2.27K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 38 $2.1K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 36 $1.99K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 33 $1.83K <0.01% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 30 $1.66K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 28 $1.56K <0.01% 0 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 20 $1.11K <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 19 $1.05K <0.01% 0 13F-HR Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 16 $886 <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 14 $785 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8 $443 <0.01% new 13F-HR Timeline