KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 3,871 $687K 0.29% -19 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,853 $683K <0.01% -71 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 3,851 $683K 0.03% -223 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,849 $683K 0.02% +177 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,818 $679K 0.03% -860 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,814 $676K 0.02% -1,018 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,796 $673K 0.48% +15 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,788 $672K 0.03% +645 13F-HR Timeline McNamara Financial Services, Inc. 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More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,008 $534K 0.2% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,000 $532K 0.28% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,000 $532K 0.12% +16 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,994 $531K 0.05% -79 13F-HR Timeline Group Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 2,988 $530K 0.34% -151 13F-HR Timeline Facet Wealth, Inc. 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More: the full row for BlackRock, Inc. 2,937 $521K <0.01% +502 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,935 $521K 0.01% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,907 $516K 0.23% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,896 $514K 0.04% +200 13F-HR Timeline TME FINANCIAL, INC. 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More: the full row for Fulton Bank, N.A. 2,824 $501K 0.02% -50 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,821 $500K 0.03% -8 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 2,800 $497K 0.23% 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,767 $491K 0.04% +2 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,766 $491K <0.01% -257 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,761 $490K 0.04% -389 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,754 $489K 0.01% -6 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,531 $484K 0.19% -274 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,731 $484K 0.01% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,723 $483K 0.03% -71 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 2,704 $480K 0.49% -152 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,701 $479K 0.2% -52 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 2,700 $479K 0.38% 0 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 2,682 $476K 0.26% -12 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,675 $475K 0.12% +600 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,665 $473K 0.05% -64 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,643 $469K 0.02% -1,568 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 2,633 $467K 0.16% -2 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,614 $464K 0.01% +5 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,601 $461K 0.23% +995 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 2,595 $460K 0.3% 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. 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More: the full row for Family Investment Center, Inc. 2,171 $385K 0.08% +10 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,173 $385K 0.04% +5 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 2,170 $385K 0.02% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,147 $381K <0.01% -355 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,148 $381K 0.28% -355 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,146 $381K 0.02% +179 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,143 $380K <0.01% +271 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,140 $380K 0.01% -94 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 2,139 $379K 0.09% 0 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 2,137 $379K 0.33% 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,134 $378K 0.31% -62 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,127 $377K 0.26% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,120 $376K 0.1% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 2,113 $375K 0.1% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,101 $373K 0.02% -24 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 2,099 $372K 0.23% -120 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,097 $372K 0.07% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,096 $372K 0.03% -173 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,093 $371K 0.13% 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 2,077 $368K 0.22% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,060 $365K <0.01% -475 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,052 $364K <0.01% new 13F-HR/A Timeline Group RICHARDSON FINANCIAL SERVICES INC. 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