MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,117,016 $183M 0.01% +154,285 13F-HR/A Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 994,370 $162M 7.04% -40,077 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 982,880 $161M 0.01% +272,625 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 667,124 $109M 0.04% +52,348 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 647,615 $106M -68,798 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 564,614 $92.3M 0.08% +21,834 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 364,058 $59.5M 0.2% -218 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 303,809 $49.6M 0.01% -111,974 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 273,666 $44.7M 0.01% +38,478 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 223,006 $36.4M 0.01% +57,298 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 206,200 $33.7M 0.09% +1,809 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 205,664 $33.6M 0.01% +10,240 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 204,188 $33.4M 0.07% +5,971 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 196,468 $32.1M 0.09% +706 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 158,804 $26M 0.04% +5,969 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 157,189 $25.7M 0.5% +17,286 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 150,893 $24.7M 0.01% 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 137,930 $22.6M 0.05% +8,563 13F-HR/A Timeline Group Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 131,283 $21.5M 4.32% -966 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 116,704 $19.1M 2.43% +1,674 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 115,867 $18.9M 0.06% -42,594 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 115,060 $18.8M 0.03% -4,618 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 107,100 $17.5M 0.04% new 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 99,156 $16.2M 0.18% +5,765 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 97,028 $15.9M 1.19% -2,828 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 90,977 $14.9M 0.08% +10,233 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 86,722 $14.2M 0.01% +11,438 13F-HR Timeline Group Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 83,769 $13.7M 8.27% +856 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 81,825 $13.4M 1.09% +71,791 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 73,415 $12M 5.85% +9,063 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 68,384 $11.2M +16,353 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 65,529 $10.7M 0.01% -344 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 65,110 $10.6M 0.04% +2,486 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 61,252 $10M 0.11% +46,637 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 57,858 $9.46M 0.02% -661 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 57,199 $9.35M 0.01% -2,003 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 57,037 $9.32M <0.01% +4,835 13F-HR Timeline Group Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 56,983 $9.31M 1.55% -143 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 56,860 $9.29M 1.64% +120 13F-HR/A Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 56,624 $9.25M 3.06% +26,624 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 54,417 $8.89M 0.38% +43 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 48,769 $7.97M 0.04% +2,038 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 48,532 $7.93M 1.92% -3,249 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 47,178 $7.71M 0.59% -540 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 47,068 $7.69M 0.93% -2,604 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 46,134 $7.54M 4.83% +4,169 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 45,945 $7.51M <0.01% +8,206 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 43,283 $7.07M 0.04% +24,105 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 39,224 $6.41M 2.53% +343 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 39,000 $6.37M 0.15% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 38,065 $6.22M 0.87% +761 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 36,148 $5.91M 0.2% +412 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 36,010 $5.88M +4,392 Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 34,603 $5.65M 0.12% +5,832 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 34,043 $5.56M 0.02% +9,893 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 33,731 $5.51M 0.3% -592 13F-HR/A Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 32,447 $5.3M 3.36% -80 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 31,809 $5.2M 0.43% +4,078 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 30,892 $5.05M 0.79% +3,012 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 30,759 $5.03M 0.01% -46,473 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 30,178 $4.93M 0.01% +811 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 29,742 $4.86M +6,052 Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 29,633 $4.84M 0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 28,972 $4.73M 0.03% +1,232 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 28,695 $4.69M 0.11% -692 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 28,647 $4.68M 0.02% -228 13F-HR Timeline Group Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 28,570 $4.67M 2.37% -488 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 28,375 $4.64M 0.06% -454 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 28,362 $4.63M 0.74% +1,597 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 27,719 $4.53M 4.11% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 27,035 $4.42M 0.25% +182 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 26,423 $4.32M 0.08% +1,009 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 26,356 $4.31M 0.01% -1,588 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 25,585 $4.18M <0.01% +1,152 13F-HR Timeline Group FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 23,906 $3.91M 2.55% -1,314 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 23,130 $3.83M 0.42% +1,744 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,416 $3.83M 0.04% +3,247 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 23,213 $3.79M 1.09% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 22,775 $3.72M 0.07% +3,127 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 20,545 $3.36M 0.06% +145 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 19,382 $3.17M 0.74% +737 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 19,205 $3.14M 1.66% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 19,185 $3.14M 0.18% -2,711 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 19,171 $3.13M 1.9% +292 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 19,095 $3.12M 0.25% 0 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 18,833 $3.08M 0.01% -236 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 17,905 $2.93M 0.71% -465 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 17,675 $2.89M 0.93% -120 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 17,524 $2.86M new Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16,690 $2.82M 0.02% +15,877 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 17,207 $2.81M 0.09% -317 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 17,128 $2.8M 0.63% -11,591 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 16,605 $2.71M 2.24% 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 16,581 $2.71M 1.5% 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 16,510 $2.7M 2.34% -185 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,470 $2.69M 0.03% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 16,107 $2.63M 1.49% +580 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 16,034 $2.62M 0.9% +1,549 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 15,616 $2.55M 1.44% +2,240 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 15,495 $2.53M 3.95% +822 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 14,336 $2.34M 0.22% -73 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,313 $2.34M 0.02% -214 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,923 $2.28M 0.22% +268 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,626 $2.23M 0.07% -468 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 13,447 $2.2M 0.54% +836 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 13,185 $2.15M 0.58% +10 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 13,014 $2.13M 0.99% +301 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 12,750 $2.08M 0.74% +899 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,626 $2.06M 0.06% +2,752 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 12,624 $2.06M +1,916 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,595 $2.06M <0.01% +4,266 13F-HR Timeline Group Beck Bode, LLC More: the full row for Beck Bode, LLC 12,562 $2.05M 0.37% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12,498 $2.04M 0.06% -230 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,454 $2.04M 0.06% -2,250 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,644 $1.9M 0.03% -1,041 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,643 $1.9M 0.05% -9,139 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 11,626 $1.9M 0.47% +44 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 11,607 $1.9M -964 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,324 $1.85M <0.01% +447 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 11,317 $1.85M 0.22% 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 11,185 $1.83M 0.22% +3,024 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 11,126 $1.82M <0.01% +35 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 11,089 $1.81M 1.6% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,891 $1.78M 0.03% +369 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,798 $1.76M 0.1% +4,451 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 10,667 $1.74M 0.02% +7,898 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 10,530 $1.72M 0.76% -208 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 10,480 $1.71M 0.84% +3,087 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,426 $1.7M 0.07% +3,909 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 9,927 $1.69M 0.4% -765 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 10,121 $1.65M 0.12% -171 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 10,061 $1.64M 0.62% +158 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 9,677 $1.64M 0.09% +53 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,955 $1.63M 0.01% -1,841 13F-HR Timeline Group Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 9,645 $1.58M 0.44% +220 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 9,584 $1.57M 0.53% +277 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,558 $1.56M 0.01% -5,252 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,312 $1.52M 0.02% +325 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,275 $1.52M <0.01% +1,596 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,219 $1.51M 0.05% +3,034 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9,161 $1.5M 0.25% -478 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,129 $1.49M 0.05% +6,002 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,091 $1.49M <0.01% +3,626 13F-HR Timeline Group Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 8,961 $1.46M 0.27% +249 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 8,917 $1.46M 0.33% -39 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 8,817 $1.44M 1.41% +1,419 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,499 $1.39M <0.01% +2,577 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,448 $1.38M 0.02% -1,037 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,374 $1.37M 0.03% -352 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,149 $1.36M 0.02% +2,328 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 8,289 $1.35M 0.51% +995 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,285 $1.35M 0.06% +765 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,179 $1.34M 0.44% +39 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,122 $1.33M 0.02% +1,028 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,092 $1.32M 0.3% -23 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,829 $1.28M 0.2% +274 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,764 $1.27M 0.03% -95 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,725 $1.26M 0.45% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 7,706 $1.26M 0.66% +250 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 7,649 $1.25M 0.57% +192 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 7,508 $1.23M 0.32% -542 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,469 $1.22M 0.04% +270 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 7,450 $1.22M 0.17% +1,980 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 7,381 $1.21M 0.53% +92 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,313 $1.2M 0.11% -74 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 7,311 $1.19M 0.08% +420 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 7,256 $1.19M 0.34% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,198 $1.18M 0.07% +911 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 7,188 $1.17M 1.34% 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,035 $1.15M 0.01% +29 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 6,927 $1.13M 0.53% +752 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,800 $1.11M 0.16% -200 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 6,302 $1.03M 0.93% 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 6,275 $1.03M 1.18% 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 6,109 $998K 0.03% -983 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,091 $995K 0.86% -83 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,088 $995K 0.08% +54 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 5,950 $972K 0.51% -166 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,923 $968K 0.67% 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 5,873 $960K 0.37% 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,858 $957K <0.01% +971 13F-HR/A Timeline Foster Group, Inc. 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