Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,477 $1.13M 0.04% +5,844 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 11,442 $1.12M 0.06% -445 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 11,392 $1.12M 0.22% -50 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 11,326 $1.11M 0.55% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 11,231 $1.1M 0.44% +130 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,201 $1.1M 0.02% +99 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,173 $1.1M 0.01% +1,145 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 11,154 $1.1M 0.31% +649 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,698 $1.09M new Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 11,052 $1.09M 0.42% +335 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 11,000 $1.08M 0.69% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 10,926 $1.07M 0.5% -471 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,853 $1.07M 0.02% +876 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,592 $1.04M 0.01% -537 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 10,554 $1.04M 0.14% -67 13F-HR Timeline Tudor Financial Inc. 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LLC. 8,640 $848K <0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,612 $846K 0.02% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 8,270 $844K 0.1% -47,390 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,374 $822K 0.03% +518 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 8,320 $817K 0.4% +341 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,287 $814K 0.01% +1,261 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 8,257 $811K 0.39% -26 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 8,211 $806K 0.16% +8 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,152 $801K 0.15% -80 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,144 $800K 0.05% +4,387 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,024 $788K <0.01% -168 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,938 $780K 0.03% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,866 $772K 0.05% +577 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 7,805 $766K 0.28% +285 13F-HR Timeline North Star Investment Management Corp. 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LLC 7,544 $741K 0.07% +1,497 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,516 $738K 0.01% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 7,510 $737K 0.21% +3,223 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,718 $727K 0.03% -39 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 7,392 $726K 0.08% -1,637 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 7,371 $724K 0.34% +4,456 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,331 $720K 0.01% +4 13F-HR Timeline Group Legacy Private Trust Co. 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More: the full row for Sovereign Financial Group, Inc. 7,275 $714K 0.11% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 7,275 $714K 0.38% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,235 $710K 0.02% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,317 $703K <0.01% +3,341 13F-HR Timeline Group First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 7,148 $702K 0.14% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,063 $694K 0.02% +1,199 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 7,048 $692K 0.17% 0 13F-HR Timeline Financial Insights, Inc. 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More: the full row for Disciplined Investors, L.L.C. 6,796 $667K 0.33% +23 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,706 $659K 0.2% +48 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 6,695 $657K 0.1% -965 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 6,675 $655K 0.5% -160 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,665 $655K 0.04% +75 13F-HR Timeline Wealth Dimensions Group, Ltd. 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More: the full row for Hyundai Investments Co., Ltd. 6,380 $627K 0.68% +2,315 13F-HR Timeline Bell Bank More: the full row for Bell Bank 6,376 $626K 0.02% +704 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,374 $626K 0.28% +244 13F-HR Timeline Friday Financial More: the full row for Friday Financial 6,156 $615K 0.16% +58 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,203 $609K 0.01% +520 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,172 $606K 0.12% +274 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,138 $603K 0.02% +306 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,068 $596K 0.14% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 6,042 $593K <0.01% +1,703 13F-HR Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 5,832 $573K 0.13% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,821 $572K 0.04% +625 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,798 $569K 0.01% +1,887 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,756 $565K 0.02% +13 13F-HR Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 5,740 $564K <0.01% +975 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,714 $561K 0.04% +591 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,700 $560K 0.12% +1,400 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 5,397 $530K 1.19% +4,610 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 5,570 $525K 0.37% -110 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,312 $522K 0.05% +1 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5,294 $520K 0.04% -101 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,267 $517K 0.02% +50 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,264 $517K 0.24% +106 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,137 $517K 0.05% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,261 $517K 0.04% -5,908 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,224 $513K <0.01% +794 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,206 $511K 0.01% -94 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,169 $508K 0.01% +768 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 5,151 $506K 0.11% +60 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,145 $505K 0.1% -253 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,120 $501K 0.03% +150 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,099 $501K 0.06% +2 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,083 $499K 0.07% +4 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 5,542 $499K 0.2% +255 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 5,002 $491K 0.1% -18,813 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 5,000 $491K 0.08% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 4,999 $491K 0.2% +54 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,890 $480K 0.31% -21 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,841 $475K 0.1% +108 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,834 $475K 0.11% +50 13F-HR Timeline Collaborative Wealth Managment Inc. 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More: the full row for Aldebaran Financial Inc. 4,600 $452K 0.37% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,596 $451K 0.04% +33 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,530 $445K <0.01% +329 13F-HR Timeline Group Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 4,471 $439K 0.14% +41 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,464 $438K 0.15% -814 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 4,444 $436K 0.11% -474 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 4,400 $432K 0.15% +800 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,312 $423K 0.03% +54 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,299 $422K 0.07% -74 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,262 $418K 0.06% +52 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,204 $413K 0.17% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,201 $413K 0.01% -4,079 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,190 $411K 0.02% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 4,161 $409K 0.12% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,155 $408K 0.08% +11 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,110 $404K 0.02% -3 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,080 $401K 0.04% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,070 $400K 0.1% -1,500 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,055 $398K 0.13% +211 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,033 $396K 0.02% +1,000 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 4,015 $394K 0.08% +55 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 4,009 $394K 0.18% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,000 $393K <0.01% +500 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. 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