Blue Trust, Inc. More: the full row for Blue Trust, Inc. 185 $85K <0.01% +131 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 174 $84.9K <0.01% +24 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 172 $79K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 166 $76.3K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 163 $74.9K <0.01% -33 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 152 $69.6K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 142 $65.2K 0.03% -76 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 143 $65K 0.03% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 140 $64.3K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 135 $62.1K <0.01% +44 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 130 $59.7K 0.06% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 125 $57.4K 0.02% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 125 $57.4K 0.04% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 125 $57K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 107 $49.1K <0.01% -196 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 105 $48.2K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 100 $45.9K 0.02% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 102 $45K 0.03% -30 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 87 $40.2K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 81 $37.2K <0.01% +2 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 81 $37.2K 0.01% 0 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 78 $37K 0.02% -2 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 79 $36.2K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 78 $35.8K 0.01% +14 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 78 $35.8K 0.02% +4 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 80 $35.8K <0.01% +1 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 77 $35.4K <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 73 $33.1K 0.01% +20 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 72 $33.1K <0.01% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 72 $33.1K <0.01% -73 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 72 $33K <0.01% +17 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 66 $30.3K <0.01% +8 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 65 $29.9K 0.02% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 61 $28K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 62 $28K <0.01% +14 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 44 $27.6K 0.02% -14 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 60 $27.6K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 59 $27.3K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 58 $26.6K <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 58 $26.6K <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 55 $25.3K 0.01% +20 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 55 $25.3K <0.01% 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 54 $25.1K 0.01% -208 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 50 $23.3K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 50 $23K 0.01% +34 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 50 $23K 0.02% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 44 $20K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 40 $18.4K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 39 $17.9K 0.02% -1 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 39 $17.9K <0.01% -69,763 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 37 $17K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 37 $17K <0.01% -10 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 37 $17K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 36 $16.5K <0.01% -4 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 34 $15.6K 0.01% +3 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 33 $15.2K <0.01% 0 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 33 $15.2K 0.01% -505 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 32 $14.7K <0.01% 0 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 30 $13.9K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 30 $13.8K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 30 $13.8K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 30 $13.8K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 30 $12.6K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 27 $12.4K 0.01% -2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 26 $11.9K <0.01% -7 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $11.9K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 26 $11.9K 0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 28 $11.9K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 25 $11.5K <0.01% -42 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 25 $11.5K <0.01% +16 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 25 $11.5K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 24 $11.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 23 $11K <0.01% +3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 23 $10.6K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 23 $10.6K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 23 $10.6K 0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 22 $10.3K <0.01% -3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 22 $10.2K <0.01% +7 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 21 $9.65K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 20 $9.19K <0.01% +1 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 19 $8.73K <0.01% -7 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 19 $8.73K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 16 $7.38K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 16 $7.35K <0.01% +12 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 15 $6.89K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 15 $6.89K <0.01% +6 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 14 $6.43K <0.01% +1 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 14 $6.43K 0.03% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 13 $5.97K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 13 $5.97K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 13 $5.85K <0.01% +2 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 12 $5.51K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 12 $5.51K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12 $5.51K <0.01% -13 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 11 $5.05K <0.01% new 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 11 $5.05K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 10 $4.59K <0.01% -4 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 10 $4.59K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 10 $4.59K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10 $4.59K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9 $4.14K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9 $4.13K <0.01% +8 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 9 $4.13K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $4.02K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 8 $3.68K <0.01% +5 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 8 $3.67K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7 $3.4K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $3.22K <0.01% +6 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $2.76K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6 $2.76K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6 $2.56K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 5 $2.44K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5 $2.31K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $2.3K <0.01% +2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5 $2.3K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5 $2.3K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $2.3K <0.01% -9 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 3 $1.45K 0.08% -2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $1.38K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3 $1.38K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3 $1.38K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2 $1K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2 $919 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $919 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2 $919 <0.01% +1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2 $919 <0.01% -13 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $913 <0.01% +1 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1 $501 <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1 $461 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $460 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $460 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $459 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1 $459 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $459 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $459 <0.01% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1 $459 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $459 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $431 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 0 $99 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 0 $76 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.