JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 36 $27.9K <0.01% +11 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 35 $27K <0.01% -415 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 35 $27K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 34 $26.5K <0.01% 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 34 $26.2K 0.01% -24 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 33 $25.5K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 33 $25.5K 0.02% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 33 $25.5K 0.02% +25 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 32 $24.8K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 32 $24.7K <0.01% +7 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 32 $24.7K 0.03% +3 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 31 $23.9K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 30 $23.2K <0.01% +20 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 30 $23.2K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 29 $22.4K <0.01% +1 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 29 $22.4K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 28 $21.6K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 28 $21.6K <0.01% -70 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 27 $21K 0.01% -3 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 27 $20.9K 0.02% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 27 $20.8K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 26 $20.1K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 26 $20.1K 0.01% -3 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 25 $19.4K 0.01% -8 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 25 $19.3K <0.01% 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 25 $19.3K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 24 $18.6K 0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 24 $18.5K 0.03% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 24 $18.5K 0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 24 $18.5K 0.01% +9 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 23 $17.8K 0.01% +1 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 22 $17K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $17K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 22 $17K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 22 $17K 0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 22 $16.5K <0.01% -126 13F-HR Timeline Pacifica Partners Inc. 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LLC 15 $12K <0.01% -2 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 15 $11.6K <0.01% +10 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 15 $11.6K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 14 $10.8K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 14 $10.8K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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More: the full row for North Star Investment Management Corp. 10 $7.72K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 10 $7.72K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10 $7.72K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 10 $7.72K <0.01% -4 13F-HR Timeline IMG Wealth Management, Inc. 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Paul & Associates, LLC 4 $3.09K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4 $3.09K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 4 $3.09K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $2.97K <0.01% +2 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3 $2.32K <0.01% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3 $2.32K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 3 $2.32K 0.07% +1 13F-HR Timeline Cape Investment Advisory, Inc. 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Advisory Services LLC 1 $772 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $772 <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1 $772 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $772 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $772 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $772 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $772 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1 $772 <0.01% 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 1 $742 <0.01% 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1 $515 <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $463 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 0 $75 <0.01% -61 13F-HR Timeline Amount filed as zero, left out of ratios.