Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,765 $247K 0.02% -70 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 2,753 $246K 0.22% -1,395 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,713 $242K <0.01% +970 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,696 $241K 0.01% +361 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 2,665 $238K 0.05% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,657 $237K <0.01% +99 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,635 $235K 0.07% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,622 $234K 0.02% +204 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,590 $231K 0.04% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,551 $228K <0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2,501 $223K 0.09% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,500 $223K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,491 $223K 0.01% +207 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,486 $222K 0.08% +1,695 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,469 $221K 0.05% -280 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 2,404 $215K 0.13% 0 13F-HR Timeline Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 2,400 $214K 0.11% new 13F-HR Timeline Group Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 2,398 $214K 0.14% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NWAM LLC More: the full row for NWAM LLC 2,393 $214K 0.01% -1,947 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,390 $213K 0.04% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,379 $213K <0.01% new 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,375 $212K 0.02% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 2,349 $210K <0.01% +45 13F-HR Timeline Group Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,340 $209K 0.01% new 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,326 $208K 0.1% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,309 $206K 0.02% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,301 $206K 0.03% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,300 $205K 0.03% -200 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,260 $202K 0.08% -300 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,260 $202K 0.01% 0 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 2,260 $202K 0.16% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,258 $202K 0.01% +1 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,248 $201K 0.25% new 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,245 $201K 0.15% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,242 $200K 0.01% -400 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,150 $192K 0.07% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,149 $192K 0.11% +2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,107 $188K 0.03% -70 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,066 $185K 0.01% +2,007 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,059 $184K 0.01% +265 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,985 $177K <0.01% +74 13F-HR/A Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,953 $174K 0.11% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,841 $164K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,750 $156K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transce3nd, LLC More: the full row for Transce3nd, LLC 1,744 $156K 0.05% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,680 $150K <0.01% -2 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 1,678 $150K 0.11% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,574 $141K 0.01% -339 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,567 $140K 0.01% -129 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,400 $125K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,351 $121K 0.03% -117 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,341 $120K 0.07% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,332 $119K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,325 $118K 0.01% +54 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,324 $118K 0.05% -47 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,303 $116K 0.02% +20 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,287 $115K 0.32% +5 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,275 $114K 0.04% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,169 $104K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,162 $104K <0.01% +26 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,148 $103K 0.07% +4 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,131 $101K <0.01% -80 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,091 $97.5K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 991 $91.5K <0.01% +579 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,022 $91.3K 0.03% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,000 $89.3K 0.06% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 982 $87.7K 0.03% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 975 $87.1K 0.22% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 945 $84.4K 0.04% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 935 $83.5K <0.01% +226 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 909 $81.1K 0.02% -53 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 880 $78.6K 0.06% 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 863 $77.1K <0.01% +814 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 858 $76.6K 0.03% -85 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 834 $74.5K 0.03% +326 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 832 $74.3K 0.03% -2,140 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 819 $73.2K <0.01% +154 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 803 $71.7K 0.07% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 775 $69.2K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 720 $64.3K 0.02% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 719 $64.2K <0.01% +119 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 715 $63.9K <0.01% +537 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 686 $61.3K 0.02% +3 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 676 $60.4K 0.05% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 645 $57.6K <0.01% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 47,466 $57.4K 0.02% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 620 $57.2K <0.01% -130 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 602 $53.8K 0.02% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 576 $51.5K <0.01% +38 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 556 $49.6K 0.01% +2 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 522 $46.6K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 513 $46K 0.01% -373 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 500 $44.7K 0.02% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 494 $44.1K 0.01% -7 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 483 $43.1K <0.01% +79 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 461 $41.2K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 452 $40.4K 0.01% +124 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 419 $37.5K 0.03% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 409 $36.5K <0.01% -505 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 40,801 $36.4K 2.06% +678 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 407 $36.4K 0.01% +392 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 404 $36.1K <0.01% +8 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 401 $35.8K <0.01% +301 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 384 $34.3K <0.01% -8 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 386 $34K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 364 $32.5K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 360 $32.2K <0.01% -9 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 358 $32K <0.01% -7 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 340 $30.4K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 316 $28.2K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 316 $28.2K <0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 313 $28K <0.01% -602 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 304 $27.2K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 300 $26.8K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 299 $26.7K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 288 $25.7K <0.01% +274 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 282 $25.2K 0.01% +76 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 278 $24.8K <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 252 $23K 0.02% +224 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 252 $23K 0.02% +224 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 253 $22K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 236 $21.1K <0.01% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 236 $21K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 221 $19.7K <0.01% +1 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 219 $19.6K <0.01% +15 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 215 $19.2K <0.01% 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 210 $18.8K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 206 $18.4K 0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 200 $17.9K 0.01% 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 196 $17.5K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 196 $17.5K 0.01% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 188 $16.8K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 186 $16.6K 0.03% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 176 $15.7K <0.01% -470 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 175 $15.6K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 172 $15.4K 0.01% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 171 $15.3K 0.01% new 13F-HR/A Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 165 $14.7K 0.01% +64 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 163 $14.5K <0.01% -104 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 155 $13.8K 0.01% +1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 150 $13.4K <0.01% +103 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 127 $11.3K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 122 $10.9K <0.01% +12 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 114 $10.2K <0.01% 13F-HR Timeline Group Insight Inv LLC More: the full row for Insight Inv LLC 108 $9.65K 0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 104 $9.25K <0.01% +56 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 103 $9.2K <0.01% +75 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 102 $9.12K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 100 $8.93K 0.01% new 13F-HR/A Timeline Financial Life Planners More: the full row for Financial Life Planners 87 $7.8K 0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 86 $7.67K <0.01% +44 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 80 $7.17K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 79 $7.06K <0.01% 0 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 78 $7K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 64 $5.72K <0.01% -50 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 62 $5.54K <0.01% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 62 $5.5K <0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 60 $5.36K <0.01% -260 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 58 $5.18K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 57 $5.08K <0.01% +8 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 56 $5K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 54 $4.82K <0.01% 0 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 50 $4.48K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 49 $4.38K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 47 $4.2K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 41 $3.69K <0.01% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 40 $3.57K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 36 $3.22K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 32 $2.86K <0.01% +25 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 30 $2.75K <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 30 $2.68K <0.01% -155 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 30 $2.68K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 26 $2.32K <0.01% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 25 $2.23K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 25 $2.23K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $1.46K <0.01% +4 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 16 $1.43K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 16 $1.43K <0.01% -9 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 16 $1.43K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13 $1.17K <0.01% -85 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12 $1.07K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 12 $1.07K <0.01% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 9 $1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $1K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $893 <0.01% 0 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 8 $715 <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7 $625 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6 $538 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6 $538 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5 $447 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5 $447 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5 $447 <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3 $306 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1 $90 <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios.