Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 8,993 $441K <0.01% +4,069 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 8,919 $438K <0.01% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 8,034 $394K 0.11% +3,580 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,996 $392K 0.09% new 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 7,525 $369K 0.26% +91 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,512 $369K 0.01% +489 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 7,506 $368K 0.08% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,444 $365K 0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,413 $364K <0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,386 $363K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,362 $361K <0.01% new 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 7,310 $359K 0.41% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,206 $354K <0.01% new 13F-HR Timeline Group Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 6,167 $351K 0.12% new 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 7,019 $344K 0.03% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,985 $343K 0.01% -3,279 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,854 $336K <0.01% +2,362 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,707 $329K <0.01% new 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,590 $323K 0.01% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,586 $323K <0.01% +245 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,477 $318K <0.01% +2,003 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 6,463 $317K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,348 $312K 0.01% -200 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,283 $308K 0.01% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,281 $308K 0.01% -5,241 13F-HR Timeline Group GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 6,269 $308K 0.03% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 6,002 $295K 0.05% +2 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 6,000 $294K 0.04% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 5,992 $294K -2,897 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,959 $292K 0.01% -1,279 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,908 $290K <0.01% +716 13F-HR Timeline Group MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 5,900 $290K 0.03% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,895 $289K 0.02% +1,989 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,777 $284K 0.01% -1,078 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,524 $271K 0.01% +402 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,524 $271K <0.01% -1,557 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,481 $269K <0.01% +1,081 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,447 $267K <0.01% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,400 $265K <0.01% -42 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,399 $265K <0.01% +363 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 3,538 $258K <0.01% -1,561 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 5,154 $253K 0.01% +209 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,080 $249K <0.01% new 13F-HR Timeline Group Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 5,005 $246K 0.27% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,002 $245K 0.03% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,000 $245K 0.02% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,000 $245K 0.01% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,000 $245K 0.19% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,270 $243K <0.01% +3,970 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,940 $242K <0.01% 0 13F-HR Timeline Group Diametric Capital, LP More: the full row for Diametric Capital, LP 4,864 $239K 0.09% -3,360 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,811 $236K <0.01% -1,642 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,787 $235K 0.03% -7,403 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,702 $231K <0.01% +893 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,646 $228K <0.01% new 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 4,602 $226K <0.01% +482 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,599 $226K <0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 4,554 $224K <0.01% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,525 $222K 0.1% 0 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 4,501 $221K 0.15% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,496 $221K 0.04% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,496 $221K 0.04% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,438 $218K 0.01% +1,407 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,430 $217K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,380 $215K <0.01% +10 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 4,200 $206K 0.07% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,004 $197K <0.01% +1,285 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 3,781 $186K <0.01% -3,228 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,545 $174K <0.01% +936 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,450 $169K <0.01% +2,860 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 3,150 $155K 0.03% +155 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,978 $146K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,805 $138K <0.01% +1,031 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,654 $130K <0.01% -855 13F-HR/A Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,600 $128K <0.01% +700 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,381 $117K 0.01% +201 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,179 $107K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,085 $102K 0.01% +85 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,000 $98.2K <0.01% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,000 $98.2K 0.04% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,954 $96K <0.01% +120 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,032 $89.6K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,783 $87.5K 0.02% 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,772 $87K <0.01% -54 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,755 $86.1K <0.01% +450 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,600 $78.5K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,433 $70.3K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,376 $68K <0.01% +26 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,384 $67.9K 0.05% -39,730 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,370 $67K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,355 $66.5K <0.01% +243 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,328 $65.2K 0.05% +516 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,200 $58.9K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,175 $57.7K <0.01% +62 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,154 $56.6K <0.01% new 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,094 $53.7K 0.01% +891 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,044 $51.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,026 $50.4K <0.01% +670 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,003 $49.2K <0.01% +187 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 826 $40.5K 0.01% +116 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 802 $39.4K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 790 $38.8K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 781 $38.3K <0.01% +180 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 770 $37.8K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 700 $34.4K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 700 $34.4K 0.02% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 680 $33.4K 0.02% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 650 $31.9K <0.01% +450 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 649 $31.9K <0.01% -5,079 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 610 $29.9K 0.01% +58 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 600 $29.4K <0.01% -400 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 583 $29K <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 584 $28.7K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 561 $27.5K <0.01% -4,153 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 500 $24.5K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 500 $24K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 477 $23.4K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 472 $23.2K <0.01% +354 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 457 $23K <0.01% +182 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 320 $22.9K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 462 $22.6K <0.01% +151 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 459 $22.5K <0.01% -7,968 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 400 $20K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 369 $18.1K <0.01% +48 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 342 $16.8K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 318 $16K <0.01% +31 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 309 $15.2K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 294 $14.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 291 $14.3K <0.01% -182 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 200 $13.6K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 246 $12.1K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 250 $12K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 245 $12K 0.01% -212 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 219 $10.7K <0.01% -32 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 207 $10.2K <0.01% +34 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 200 $9.82K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $9.82K <0.01% -22 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 200 $9.82K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 200 $9.82K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 190 $9.33K <0.01% +64 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 161 $7.9K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 150 $7.36K <0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 138 $7K <0.01% -1,672 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 136 $6.67K <0.01% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 127 $6.23K <0.01% new 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 125 $6.13K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 115 $5.64K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 100 $4.91K <0.01% 0 13F-HR Timeline Group Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 100 $4.91K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 83 $4.73K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 94 $4.61K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 85 $4.17K <0.01% -8 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 50 $4.1K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 72 $3.53K <0.01% +11 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 62 $3.04K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 70 $3K <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 51 $2.5K <0.01% +8 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 50 $2.45K <0.01% +30 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 40 $1.96K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40 $1.96K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 40 $1.96K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 40 $1.96K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 36 $1.77K <0.01% +30 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 36 $1.77K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 32 $1.57K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 30 $1.47K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 30 $1.47K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 26 $1.28K <0.01% -95 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 25 $1.23K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 20 $982 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19 $929 <0.01% +5 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 18 $884 <0.01% -1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $835 <0.01% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16 $786 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14 $687 <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 13 $638 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $344 <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $344 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 6 $295 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $294 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $148 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $99 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $99 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $50 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $49 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $49 <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.