Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 3,466 $368K 0.01% +468 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,409 $362K <0.01% +273 13F-HR/A Timeline Group Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 3,317 $353K 0.17% +166 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,176 $337K <0.01% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,003 $319K 0.08% -843 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 2,929 $311K 0.06% +69 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,927 $311K <0.01% -1,251 13F-HR Timeline Group HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,871 $305K 0.15% +34 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,865 $304K <0.01% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,754 $291K 0.06% -119 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 2,677 $284K 0.08% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,672 $284K 0.01% +3 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,672 $283K 0.13% -99 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,559 $271K 0.01% +624 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,506 $266K 0.01% 0 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 2,457 $261K 0.02% 0 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,439 $259K <0.01% +94 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,429 $258K <0.01% -3,126 13F-HR Timeline Group Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 2,350 $249K 0.05% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,247 $238K <0.01% +22 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 2,246 $238K 0.09% +144 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,164 $230K <0.01% +1,491 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,164 $230K 0.02% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,068 $219K 0.03% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,022 $215K <0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,948 $207K 0.01% new 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,945 $206K 0.01% +60 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,922 $204K <0.01% +5 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,830 $194K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,476 $157K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,355 $144K <0.01% +4 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,340 $142K 0.02% +141 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,322 $140K 0.05% +48 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,313 $139K 0.11% +8 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,187 $126K <0.01% +655 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,155 $123K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,122 $119K 0.06% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,069 $113K <0.01% +878 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 980 $104K <0.01% +55 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 877 $93K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 863 $91.6K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 844 $89.5K <0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 786 $83.4K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 625 $66.3K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 621 $65.9K 0.02% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 469 $49.8K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 408 $43.3K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 403 $42.7K <0.01% +4 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 350 $37.1K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 328 $34.8K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 314 $33.3K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 296 $31.4K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 205 $21.7K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 191 $20.3K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 181 $19.2K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 170 $18K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 163 $17.3K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 142 $15.1K <0.01% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 132 $14K 0.01% +108 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 110 $11.7K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 106 $11.3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 102 $11K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 96 $10.2K <0.01% +1 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 90 $9.57K <0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 85 $9.02K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 78 $8.31K <0.01% -56 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 40 $4.24K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 30 $3.18K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 25 $2.65K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9 $955 <0.01% new 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7 $743 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3 $266 <0.01% new 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 0 $23 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.