HM PAYSON & CO More: the full row for HM PAYSON & CO 2,450 $66.1K <0.01% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,270 $61.2K 0.02% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,805 $55.2K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,926 $52K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,904 $51.3K <0.01% -426 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,885 $51K 0.03% +296 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,690 $46K <0.01% +539 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,436 $38.7K <0.01% +1,178 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,359 $36.6K <0.01% -74 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,341 $36.2K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,211 $32.6K <0.01% +190 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,204 $32.5K <0.01% -746 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,200 $32.4K 0.01% 0 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,136 $30.6K <0.01% 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,014 $27.3K <0.01% -171 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 730 $19.7K <0.01% +483 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 680 $18.3K <0.01% -1,520 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 621 $16.7K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 618 $16.7K <0.01% -1,062 13F-HR Timeline Quarry LP More: the full row for Quarry LP 598 $16.1K <0.01% -2,323 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 554 $14.9K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 531 $14.3K <0.01% +306 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 520 $14K <0.01% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 511 $13.8K <0.01% +239 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 501 $13.5K <0.01% -389 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 500 $13.5K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 465 $12.5K <0.01% +344 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 374 $10.1K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 372 $10K <0.01% -2,068 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 367 $9.89K <0.01% -72 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 360 $9.71K <0.01% +60 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 303 $8.17K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 282 $7.61K <0.01% -299 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 239 $6.45K <0.01% -210 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 225 $6.07K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 219 $5.9K <0.01% +53 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 178 $4.8K <0.01% -938 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 174 $4.69K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 157 $4.23K <0.01% +15 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 154 $4.15K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 149 $4.02K <0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 126 $3.4K <0.01% new 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 116 $3.13K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 99 $2.67K <0.01% -674 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 91 $2.45K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 89 $2.41K <0.01% -6 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 88 $2.37K <0.01% -286 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 78 $2.13K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 64 $1.73K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 57 $1.56K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 57 $1.54K <0.01% -7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 54 $1.46K <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 51 $1.38K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 47 $1.27K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 44 $1.19K <0.01% -65 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 43 $1.16K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40 $1.08K <0.01% +35 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 39 $1.05K <0.01% -33 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 38 $1.02K <0.01% -69 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 34 $917 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 32 $863 <0.01% +31 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 27 $728 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 23 $620 <0.01% -26 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 21 $566 <0.01% +8 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 20 $539 <0.01% new 13F-HR/A Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 19 $512 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 14 $378 <0.01% -171 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 14 $377 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 13 $351 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 10 $270 <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 8 $189 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5 $135 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5 $135 <0.01% -5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $108 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $81 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $81 <0.01% -2 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3 $81 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $57 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2 $54 <0.01% -89 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $27 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $27 <0.01% -136 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $27 <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $27 <0.01% -1 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 12 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.