Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 8,043 $593K 0.07% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,228 $589K 0.02% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 8,203 $587K 0.01% +8 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,186 $586K <0.01% -424 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,024 $575K <0.01% +12 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,964 $570K 0.03% -19 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 7,799 $559K 0.23% +661 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,751 $555K 0.02% -235 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,288 $553K 0.02% -795 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,687 $551K <0.01% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,663 $549K 0.02% +828 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,625 $546K 0.05% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,595 $544K <0.01% +11 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,581 $543K 0.02% -2,021 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,535 $540K <0.01% 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,516 $538K 0.1% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,449 $533K <0.01% -80 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 7,380 $529K 0.09% -204 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 7,348 $526K 0.05% +625 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,313 $524K 0.05% +2,387 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,238 $518K 0.01% new 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 7,231 $518K 0.15% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 7,081 $507K 0.06% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,050 $505K 0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,850 $491K <0.01% +175 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,786 $486K <0.01% -9,426 13F-HR Timeline Group Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 6,724 $482K 0.15% +245 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,723 $482K 0.01% +79 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,669 $478K <0.01% -100 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,590 $472K 0.04% +190 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 6,483 $464K 0.11% -392 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,402 $459K 0.01% -1,408 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 6,350 $455K 0.06% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 6,342 $454K +2,254 Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,340 $454K 0.03% +780 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 6,330 $453K 0.19% +1,100 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 6,325 $453K 0.09% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,315 $452K 0.01% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,242 $447K 0.01% -432 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,213 $445K <0.01% -126 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,116 $438K 0.07% +72 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 6,033 $432K 0.13% -71 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,927 $424K 0.04% -67 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,862 $420K <0.01% -17,284 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,782 $414K 0.05% -54 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 5,728 $410K 0.2% -309 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,693 $408K 0.07% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,580 $400K 0.02% +65 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 5,562 $398K 0.03% +450 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 5,443 $390K 0.2% -70 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 5,418 $388K 0.18% +1,350 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,197 $372K <0.01% +829 13F-HR Timeline Group ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 5,184 $371K 0.05% +1,812 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,151 $369K <0.01% +11 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,149 $369K 0.02% -2 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,081 $364K <0.01% -10 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 5,015 $359K 0.02% -71 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 4,946 $354K 0.11% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,944 $354K 0.01% -455 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,921 $352K <0.01% +3,836 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,919 $352K 0.26% 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,852 $348K 0.01% +49 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,851 $347K 0.2% +10 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,819 $345K 0.07% +1,839 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,774 $342K 0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,765 $341K <0.01% new 13F-HR Timeline Group Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 4,716 $338K 0.12% +23 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,665 $334K 0.03% -137 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 4,635 $332K 0.22% +474 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,580 $328K 0.01% -63 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,517 $324K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,471 $320K 0.02% -8 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,450 $319K 0.02% -100 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,442 $318K 0.04% +55 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,427 $317K 0.01% +36 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,421 $317K 0.09% +2 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,404 $315K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,562 $315K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,376 $313K <0.01% -442 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,366 $313K 0.07% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,365 $313K 0.1% +1,521 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/ 4,349 $311K <0.01% -79 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,300 $308K 0.01% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 4,296 $308K 0.07% +243 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,161 $298K 0.01% 0 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 4,155 $298K 0.19% +19 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 4,100 $294K 0.05% -116 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,097 $293K <0.01% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 4,077 $292K 0.09% -1 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 4,076 $292K 0.11% +48 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 4,012 $287K 0.15% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 3,965 $284K 0.08% -647 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 3,935 $282K 0.28% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,917 $281K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,875 $278K <0.01% +2,520 13F-HR Timeline Group Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 3,850 $276K 0.26% 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,823 $274K 0.01% +29 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 3,797 $272K 0.23% -14 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 3,772 $270K 0.22% -233 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,768 $270K <0.01% -376 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 3,744 $268K 0.15% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,749 $268K 0.04% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,729 $267K -179 Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,732 $267K 0.07% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,710 $266K 0.08% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,700 $265K 0.14% 0 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 3,668 $263K 0.15% 0 13F-HR/A Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,627 $260K 0.04% -195 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,604 $258K 0.1% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,616 $258K 0.06% -67 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,573 $256K 0.07% +42 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,524 $252K 0.01% -11,910 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,511 $251K 0.02% +209 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,480 $249K 0.03% -693 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,448 $247K 0.01% -1,711 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,445 $247K 0.06% +55 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,429 $246K <0.01% +4 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,417 $245K 0.01% -224 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,402 $244K 0.01% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 3,388 $243K 0.15% +34 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,375 $242K 0.01% 0 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 3,364 $241K 0.28% 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 3,345 $240K 0.04% -61 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,326 $238K 0.01% +39 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,314 $237K 0.11% new 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 3,291 $236K 0.06% +117 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,280 $235K 0.03% +232 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,278 $235K <0.01% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,258 $233K 0.03% -28 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,223 $231K 0.03% +19 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,221 $231K 0.08% +625 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,202 $229K 0.01% -81 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,183 $228K 0.01% +70 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 3,044 $227K 0.01% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,167 $227K <0.01% new 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,085 $221K 0.02% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,054 $219K 0.01% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 3,050 $218K 0.13% new 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 3,017 $216K 0.13% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,986 $214K 0.04% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,952 $211K 0.03% +34 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 2,949 $211K 0.17% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,926 $210K 0.03% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,922 $209K 0.03% -541 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,925 $209K 0.01% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,883 $206K 0.04% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,882 $206K 0.06% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,845 $204K 0.01% new 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,810 $201K 0.1% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,796 $200K <0.01% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,690 $193K 0.03% -3 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,549 $183K 0.05% -239 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,230 $160K 0.04% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,216 $159K 0.03% -7 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 2,104 $151K 0.15% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,100 $150K <0.01% -1,705 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,070 $148K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,040 $146K 0.03% +9 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,863 $133K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,848 $132K <0.01% -98 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,635 $117K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,634 $117K 0.01% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,615 $116K -350 Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,590 $114K 0.04% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,580 $113K <0.01% +972 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,504 $108K <0.01% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,390 $99.6K 0.04% +16 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,384 $99.1K 0.05% -20 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,233 $88.3K 0.04% -51 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,218 $87.2K 0.01% +747 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,140 $81.6K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,093 $78.3K 0.01% +377 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,049 $75.1K 0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,047 $75K 0.05% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,043 $74.7K 0.01% -2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 971 $69.5K 0.02% -667 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 970 $69.5K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 951 $68.1K 0.04% +1 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 929 $66.5K <0.01% +29 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 868 $62.4K 0.04% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 867 $62.1K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 635 $47.5K <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 622 $46.9K 0.04% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 644 $46.1K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 625 $44.7K 0.03% +3 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 613 $43.9K 0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 600 $43K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 588 $42.1K 0.01% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 566 $41K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 571 $40.9K <0.01% -188 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 519 $37.2K 0.02% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 499 $36K <0.01% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 500 $35.8K 0.07% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 444 $31.8K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 436 $31.2K 0.01% +5 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 418 $30.1K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 399 $28.6K <0.01% +93 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 390 $27.9K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 383 $27.4K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 382 $27.4K <0.01% 0 13F-HR Timeline