Kennebec Savings Bank More: the full row for Kennebec Savings Bank 600 $25.4K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 588 $24.8K <0.01% -12,562 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 572 $24.2K <0.01% +397 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 567 $24K 0.01% -38 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 566 $23.9K -159 Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 553 $23.4K <0.01% -577 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 533 $22.5K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 519 $21.9K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 500 $21.8K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 503 $21.3K <0.01% -73 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 500 $21.1K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 475 $20.1K <0.01% -29 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 466 $19.7K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 450 $19K <0.01% -199 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 450 $19K <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 433 $18.3K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 429 $18.1K <0.01% -395 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 401 $16.9K <0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 381 $16.1K <0.01% +32 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 411 $15.8K <0.01% +30 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 367 $15.5K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 343 $14.5K <0.01% +36 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 333 $14.1K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 333 $14.1K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 320 $13.5K <0.01% +119 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 320 $13.5K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 317 $13.4K <0.01% -99 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 310 $13.1K 0.01% +1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 318 $13K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 303 $12.8K <0.01% +28 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 290 $12.3K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 285 $12K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 283 $12K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 266 $11.2K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 265 $11.2K <0.01% +2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 261 $11K <0.01% +11 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 260 $11K 0.01% +43 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 245 $10.4K <0.01% -51 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 233 $9.85K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 226 $9.55K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 220 $9.3K <0.01% +192 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 218 $9.21K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 223 $9.13K <0.01% -24 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 216 $9.13K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 216 $9.13K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 208 $9K 0.01% -217 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 206 $8.71K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 200 $8.45K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 183 $7.73K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 181 $7.65K <0.01% +4 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 179 $7.57K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 176 $7.44K <0.01% -308 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 173 $6.95K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 164 $6.93K <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 150 $6.34K 0.01% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 143 $6.04K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 143 $6.04K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 150 $6K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 134 $6K <0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 133 $6K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 141 $5.96K <0.01% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 133 $5.62K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 125 $5.28K <0.01% new 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 100 $5.18K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 120 $5.07K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 119 $5.03K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 116 $4.9K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 114 $4.82K <0.01% +10 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 113 $4.78K <0.01% -5,748 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 110 $4.65K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 108 $4.57K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 106 $4.48K <0.01% -136 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 102 $4.31K <0.01% +36 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 100 $4.23K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 99 $4.18K <0.01% +55 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 97 $4.1K <0.01% -6,567 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 100 $4K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 89 $3.76K <0.01% -455 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 87 $3.68K <0.01% new 13F-HR/A Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 87 $3.68K <0.01% new 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 77 $3.25K <0.01% -3,024 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 77 $3.25K <0.01% -48 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 75 $3.17K <0.01% 0 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 72 $3.04K -35,987 Timeline TSFG, LLC More: the full row for TSFG, LLC 68 $3K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 71 $2.98K <0.01% -36 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 74 $2.85K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 66 $2.79K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 66 $2.79K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 72 $2.77K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 64 $2.71K <0.01% -176 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 62 $2.62K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 67 $2.58K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 58 $2.45K <0.01% -2,039 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 58 $2.45K -12,492 Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 55 $2.32K <0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 54 $2.28K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 52 $2.2K <0.01% -80 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 51 $2.15K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 50 $2.11K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 41 $1.73K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 35 $1.48K <0.01% +3 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 34 $1.44K <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 33 $1.4K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 36 $1.39K <0.01% -55 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 32 $1.35K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 31 $1.31K <0.01% +10 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 30 $1.27K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 28 $1.18K <0.01% 0 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 27 $1.14K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 26 $1.1K <0.01% +12 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 25 $1.06K <0.01% -17 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $1.06K <0.01% +11 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 25 $1.06K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 24 $1.01K <0.01% +8 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 33 $1K <0.01% -18 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 16 $1K <0.01% -152 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 21 $887 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 20 $845 <0.01% +12 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 19 $803 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 19 $803 <0.01% +2 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 18 $761 <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 16 $676 <0.01% 0 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 15 $634 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $634 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $634 <0.01% +14 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14 $592 <0.01% -48 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 11 $465 <0.01% -351 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9 $380 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 8 $339 <0.01% -43 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 8 $339 <0.01% -16 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 8 $338 <0.01% +2 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7 $296 <0.01% -21 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $296 <0.01% +2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $238 <0.01% -3 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5 $211 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4 $170 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4 $169 <0.01% -4 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3 $127 <0.01% -415 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $127 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $85 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2 $85 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $85 <0.01% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $85 <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $85 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2 $85 <0.01% -8 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $42 <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1 $42 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.