EASTERN BANK More: the full row for EASTERN BANK 6,000 $170K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,704 $161K <0.01% -218 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,473 $155K <0.01% +92 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5,191 $147K 0.05% +2,275 13F-HR Timeline Group Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 5,000 $141K 0.24% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 4,944 $140K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,817 $136K <0.01% +684 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,805 $136K 0.12% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,692 $133K 0.01% -191 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,645 $131K 0.09% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,457 $126K <0.01% -1,017 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 3,926 $111K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,896 $109K 0.01% +1,653 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,765 $106K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,309 $93.5K <0.01% -812 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,200 $90.4K 0.01% +200 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,998 $84.7K <0.01% +150 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,930 $82.8K <0.01% +915 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,800 $79.1K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,755 $77.8K <0.01% +950 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,635 $74.5K 0.01% +126 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,250 $63.6K 0.02% -37 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,095 $59.2K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,091 $59.1K <0.01% -178 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 2,083 $59K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,000 $56.5K <0.01% -3,203 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,851 $52.3K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,701 $48.1K <0.01% +23 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,500 $42.4K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,315 $37.2K <0.01% +12 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,167 $33K <0.01% -57 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,165 $32.9K <0.01% -214 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,000 $28.3K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 954 $27K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 856 $24.2K <0.01% +410 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 759 $21.4K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 756 $21.4K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 688 $19.4K <0.01% +98 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 650 $18.4K 0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 648 $18.3K 0.01% +628 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 595 $16.8K <0.01% -4 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 585 $16.5K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 571 $16.1K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 550 $15.5K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 510 $14.4K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 500 $14.1K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 499 $14.1K <0.01% -478 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 498 $14.1K <0.01% +49 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 485 $13.7K <0.01% +78 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 432 $12.8K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 428 $12.1K <0.01% +201 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 420 $11.9K <0.01% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 406 $11.5K 0.01% +1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 383 $10.8K <0.01% 0 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 345 $10K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 320 $9.04K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 481 $8.99K <0.01% +373 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 315 $8.9K <0.01% -35 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 271 $7.8K <0.01% +261 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 269 $7.6K <0.01% +47 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 251 $7K <0.01% +30 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 219 $6.19K <0.01% -125 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 215 $6.08K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 199 $6K <0.01% +71 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 204 $5.76K <0.01% -110 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 201 $5.69K <0.01% +1 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $5.65K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 200 $5.65K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 195 $5.51K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 180 $5.09K <0.01% +27 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 180 $5.06K <0.01% new 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 200 $5.04K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 171 $4.83K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 169 $4.78K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 156 $4.41K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 153 $4.32K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 139 $3.93K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 136 $3.84K <0.01% +56 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 135 $3.82K <0.01% +56 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 127 $3.59K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 120 $3.39K <0.01% -556 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 115 $3.25K <0.01% -32 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 92 $3K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 100 $2.83K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 100 $2.83K <0.01% 0 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 100 $2.83K <0.01% +86 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 96 $2.71K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 95 $2.69K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 93 $2.64K <0.01% -33 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 84 $2.37K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 71 $2.04K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 70 $1.98K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 55 $1.55K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 53 $1.5K <0.01% -4 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 50 $1.41K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 49 $1.39K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 45 $1.27K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 39 $1.1K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,179 $1.05K <0.01% +1,142 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 37 $1K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 34 $961 <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 34 $961 <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 28 $792 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 28 $791 <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 26 $735 <0.01% new 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 25 $707 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 24 $678 <0.01% +11 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 22 $622 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 21 $594 <0.01% +3 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 21 $587 <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 18 $509 <0.01% -1,000 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 16 $452 <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 12 $339 <0.01% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 10 $283 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10 $283 <0.01% new 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 10 $283 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $255 <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 8 $227 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $28 <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 18 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.