SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 31,679 $2.67M 0.04% +4,429 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 31,467 $2.66M 0.52% -282 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 31,359 $2.66M <0.01% +2,990 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 31,351 $2.65M 0.33% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 31,147 $2.64M 0.29% -294 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 30,894 $2.62M 0.02% -1,448 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 30,309 $2.57M 0.03% -50 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 30,181 $2.56M 0.37% -840 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 30,075 $2.55M 3.89% +128 13F-HR Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 30,000 $2.54M 0.8% new 13F-HR Timeline Decker Retirement Planning Inc. 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More: the full row for TD Waterhouse Canada Inc. 27,238 $2.32M 0.02% +17,996 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 27,205 $2.3M 0.01% +717 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 27,172 $2.3M 0.57% +1,296 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 27,161 $2.3M 0.62% +1,934 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 27,143 $2.3M 0.85% 0 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 25,915 $2.19M <0.01% -63 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 25,729 $2.18M 0.18% -168 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 25,106 $2.13M 0.59% +438 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 24,963 $2.1M 0.05% 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 24,609 $2.08M 0.76% +8,270 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,452 $2.07M <0.01% +6,028 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,960 $2.03M 0.02% +4,187 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 23,400 $1.98M 0.36% +4,000 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 23,245 $1.97M +266 Timeline 10Elms LLP More: the full row for 10Elms LLP 22,858 $1.94M 1.74% +1,830 13F-HR Timeline SCOTIA CAPITAL INC. 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Empirical Wealth Management 16,318 $1.38M 0.03% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,204 $1.37M 0.03% +2,561 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 15,765 $1.33M 0.89% +8,559 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 15,345 $1.3M 0.01% -11,000 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 15,147 $1.28M 0.08% -105 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. 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More: the full row for First Citizens Asset Management, Inc. 13,271 $1.12M 0.4% +379 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,165 $1.11M 0.01% +184 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 12,942 $1.1M 0.48% +9,555 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 12,756 $1.08M 0.58% +49 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 12,600 $1.07M 0.28% -64 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 12,612 $1.07M 0.96% -1,884 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,579 $1.07M 0.05% -193 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,559 $1.06M 0.04% -1,783 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,554 $1.06M 0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 12,407 $1.05M +3,424 Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,310 $1.04M 0.05% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,248 $1.04M 0.01% +140 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,239 $1.04M 0.09% +3,850 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 12,137 $1.03M 0.57% -904 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,095 $1.02M 0.01% +228 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,079 $1.02M 0.03% +8,020 13F-HR Timeline M Holdings Securities, Inc. 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More: the full row for FAS Wealth Partners, Inc. 11,124 $942K 0.06% -7 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 11,000 $931K 0.89% 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 10,983 $930K 0.24% -1,036 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,872 $929K 0.02% -119 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 10,939 $926K 0.34% -15 13F-HR Timeline FIRST CITIZENS INVESTOR SERVICES, INC. More: the full row for FIRST CITIZENS INVESTOR SERVICES, INC. 10,812 $916K 0.35% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,768 $912K <0.01% +1,095 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 10,694 $906K 0.13% -521 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,648 $902K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,648 $902K 0.12% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 10,452 $885K 0.23% -66 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 10,256 $868K 0.21% -917 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,244 $867K 0.08% -2,383 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,158 $860K 0.07% +2,945 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 10,149 $859K 0.41% +188 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,142 $859K 0.07% +34 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,092 $855K <0.01% -364 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,091 $855K 0.45% -283 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,033 $850K 0.02% +37 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 10,027 $849K 0.05% -15 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 9,995 $846K 0.09% +1,485 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9,966 $844K <0.01% +1,540 13F-HR Timeline Group Mascagni Wealth Management, Inc. 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LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,400 $711K <0.01% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,359 $708K 0.08% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 8,193 $694K 0.17% +5 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 8,166 $691K 0.17% -4 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,090 $685K <0.01% +1,933 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,077 $684K 0.01% -24 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,077 $684K 0.02% +939 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,055 $682K 0.1% +349 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 8,016 $679K 0.15% +35 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 8,008 $678K 0.25% +719 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,964 $674K <0.01% +2,612 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 7,836 $664K 0.28% +1,562 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,829 $663K 0.05% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. 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