Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,970 $424K <0.01% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,922 $418K 0.12% -253 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,899 $416K 0.03% 0 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,846 $410K 0.12% +77 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,756 $401K 0.03% +788 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,500 $373K 0.06% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,291 $351K <0.01% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 3,151 $336K 0.17% +160 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,136 $335K <0.01% -440 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,130 $334K 0.01% +369 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 2,998 $320K 0.01% +925 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 2,860 $305K 0.07% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,873 $305K 0.07% +519 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,837 $303K 0.16% +627 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,780 $297K 0.01% -259 13F-HR Timeline Group CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,771 $296K 0.15% -30 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,675 $285K <0.01% 0 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,669 $285K 0.01% -85 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,506 $267K 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 $262K 0.03% +370 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,415 $258K <0.01% -2,598 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,345 $250K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,328 $248K 0.01% new 13F-HR Timeline Group ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,300 $245K 0.17% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,225 $237K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,164 $231K 0.02% +279 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,130 $227K 0.01% +34 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,113 $225K <0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,113 $225K <0.01% new 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 2,102 $224K 0.1% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,074 $221K 0.01% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,022 $216K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,935 $206K <0.01% new 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 1,917 $205K <0.01% +3 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 1,904 $203K 0.15% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,885 $201K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,450 $155K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,351 $144K <0.01% +178 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,305 $139K 0.12% +17 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,274 $136K 0.06% -73 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,199 $128K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,155 $123K <0.01% -52 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,122 $120K 0.07% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 925 $98.7K <0.01% -404 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 905 $96.5K 0.01% new 13F-HR/A Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 900 $96K 0.07% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 877 $93.6K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 863 $92K 0.01% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 786 $83.8K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 673 $71.8K <0.01% -38 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 625 $66.7K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 532 $56.8K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 502 $53.6K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 408 $43.5K <0.01% -322 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 399 $42.6K <0.01% +2 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 375 $40K <0.01% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 328 $35K <0.01% +58 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 314 $33.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 234 $24.9K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 222 $23.7K <0.01% -1,328 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 205 $21.9K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 191 $20.4K <0.01% +162 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 191 $20.4K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 181 $19.3K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 170 $18.1K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 163 $17.4K 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 Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 134 $14.3K <0.01% -20,696 13F-HR Timeline Group 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% +99 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 95 $10.2K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 89 $9.49K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 85 $9.07K <0.01% -45 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 74 $7.89K <0.01% +6 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 40 $4.27K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 25 $2.67K <0.01% new 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 24 $2.56K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 17 $1.81K <0.01% 0 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 9 $982 <0.01% 13F-HR Timeline Group 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.