Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,553 $43.2K <0.01% -367 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,534 $42.7K 0.01% -2,558 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,500 $41.7K 0.01% 0 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 1,500 $41.7K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,453 $40.4K <0.01% -500 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,444 $40.2K 0.01% -13,666 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,312 $36.5K 0.01% -3,132 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,277 $35.5K 0.01% +787 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,251 $34.8K <0.01% -865 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,236 $34.4K <0.01% -219 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,200 $33.4K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,200 $33.4K 0.02% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,176 $32.7K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,131 $31.5K <0.01% -869 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,114 $31K <0.01% 0 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,087 $30.2K <0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,040 $28.9K <0.01% -5,460 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,000 $27.8K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,000 $27.8K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 933 $26.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 897 $25K <0.01% -246 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 890 $24.8K 0.02% -550 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 879 $24.4K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 841 $23K <0.01% -66 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 775 $21.6K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 650 $18.1K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 627 $17.4K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 534 $14.9K <0.01% +494 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 452 $13.4K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 470 $13.1K <0.01% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 469 $13K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 467 $13K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 450 $12.5K <0.01% +50 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 433 $12.4K <0.01% +13 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 415 $11.5K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 411 $11.4K <0.01% +122 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 320 $11.4K 0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 404 $11.2K <0.01% -67 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 400 $11.1K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 378 $10.5K <0.01% -454 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 377 $10.5K <0.01% -34,728 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 375 $10.4K <0.01% +180 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 343 $10K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 350 $9.74K <0.01% +200 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 340 $9.71K 0.01% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 334 $9.29K <0.01% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 316 $8.79K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 311 $8.65K 0.01% -930 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 296 $8.23K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 294 $8.18K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 300 $8K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 283 $7.87K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 250 $6.96K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 242 $6.73K <0.01% -69 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 234 $6.51K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 217 $6.04K <0.01% +124 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 212 $5.9K <0.01% -227 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 210 $5.84K <0.01% -640 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 200 $5.56K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 200 $5.56K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 190 $5.29K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 160 $5K <0.01% -15 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 165 $4.59K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 160 $4.45K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 150 $4.17K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 150 $4.17K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 150 $4.17K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 145 $4.03K <0.01% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 200 $4K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 141 $3.92K <0.01% +63 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 135 $3.88K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 131 $3.64K <0.01% -18 13F-HR/A Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 122 $3.39K <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 118 $3.28K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 116 $3.23K <0.01% -51 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 116 $3.23K <0.01% -223 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 114 $3.17K <0.01% +72 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 107 $2.98K <0.01% -79 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 101 $2.84K <0.01% +94 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $2.78K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 100 $2.78K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 100 $2.78K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 98 $2.73K <0.01% +34 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 96 $2.67K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 93 $2.59K <0.01% -47 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 89 $2.48K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 84 $2.34K <0.01% -681 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 83 $2.31K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 79 $2.2K <0.01% -12 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 77 $2.14K <0.01% +75 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 72 $2K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 67 $1.86K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 65 $1.81K <0.01% -69 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 65 $1.81K <0.01% 13F-HR Timeline BAYBAN More: the full row for BAYBAN 62 $1.73K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 61 $1.7K <0.01% +26 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 59 $1.64K <0.01% -125 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 59 $1.64K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 58 $1.61K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 57 $1.59K <0.01% -158 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 56 $1.56K <0.01% +6 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 53 $1.47K <0.01% -158 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 52 $1.45K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 50 $1.39K <0.01% -427 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 50 $1.39K <0.01% -60 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 50 $1.39K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 50 $1.39K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 48 $1.33K <0.01% -264 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 48 $1.33K <0.01% 0 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 48 $1.33K <0.01% +4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 47 $1.31K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 45 $1.25K <0.01% -6 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 40 $1.11K <0.01% -220 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 35 $974 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 35 $974 <0.01% -600 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 33 $918 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 26 $723 <0.01% -170 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 25 $696 <0.01% +14 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 24 $668 <0.01% -18 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 24 $668 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 21 $584 <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 16 $459 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 16 $446 <0.01% +4 13F-HR/A Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 16 $445 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 13 $362 <0.01% -2 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 12 $334 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $334 <0.01% -9 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $307 <0.01% -2 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 9 $247 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 8 $223 <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 8 $223 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7 $195 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $140 <0.01% -68 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5 $139 <0.01% -1 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $112 <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 4 $111 <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3 $84 <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3 $83 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $56 <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2 $56 <0.01% -986 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1 $28 <0.01% -805 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1 $28 <0.01% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 12 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.