BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 182 $25.7K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 177 $25K 0.01% +19 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 166 $25K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 175 $24.7K <0.01% -25 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 167 $23.6K 0.01% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 171 $23.5K <0.01% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 166 $23.4K 0.01% new 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 166 $23.4K <0.01% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 164 $23.3K <0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 159 $22.4K -5,651 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 158 $22.3K <0.01% +25 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 157 $22K <0.01% +45 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 153 $21.6K 0.01% +53 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 151 $21.2K <0.01% -929 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 150 $21.2K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 150 $21.2K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 144 $20.3K <0.01% -95 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 140 $19.8K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 134 $18.9K <0.01% -127 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 130 $18.4K <0.01% -117 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 125 $17.6K <0.01% +36 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 125 $17.6K <0.01% +78 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 124 $17.5K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 121 $17.1K <0.01% +90 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 118 $16.7K <0.01% -6 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 110 $16.4K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 112 $16.4K <0.01% 0 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 114 $16.1K <0.01% -3,350 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 106 $15K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 100 $14.6K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 103 $14.5K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 104 $14.3K <0.01% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 101 $14.3K <0.01% +1 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 100 $14.1K <0.01% new 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 100 $14.1K <0.01% 0 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 100 $14.1K 0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 100 $14.1K 0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 100 $14.1K -47 Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 92 $13K <0.01% -116 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 83 $11.7K <0.01% +80 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 78 $11.4K <0.01% -27 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 78 $11K 0.01% +37 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 76 $10.7K <0.01% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 70 $10.3K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 70 $9.88K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 70 $9.88K <0.01% 0 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 66 $9.32K <0.01% +15 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 65 $9.18K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 58 $8.19K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 54 $7.62K <0.01% -10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 54 $7.62K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 51 $7.2K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 50 $7.06K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 50 $7.06K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 45 $6.35K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 45 $6.35K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 43 $6.07K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 42 $6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 40 $5.65K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 39 $5.5K <0.01% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 38 $5.36K <0.01% +17 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 37 $5.22K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 35 $4.94K <0.01% new 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 35 $4.94K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 34 $4.8K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 34 $4.8K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 34 $4.8K <0.01% +27 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 33 $4.66K <0.01% -2 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 32 $4.52K <0.01% -6 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 31 $4.38K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 28 $3.95K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 27 $3.81K <0.01% -56 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 26 $3.67K <0.01% +15 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 26 $3.67K <0.01% -23 13F-HR Timeline NBH Bank More: the full row for NBH Bank 26 $3.67K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 25 $3.53K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 25 $3.53K <0.01% -42 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 25 $3.53K <0.01% +12 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 25 $3.53K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 24 $3.41K <0.01% +5 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 24 $3.39K <0.01% +13 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 24 $3.39K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 23 $3.25K <0.01% +11 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 22 $3.1K <0.01% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 20 $2.82K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $2.68K <0.01% +18 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 19 $2.68K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $2.4K <0.01% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 17 $2.4K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 15 $2.12K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 11 $2K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14 $1.98K <0.01% +9 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 13 $1.83K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 12 $1.69K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12 $1.69K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11 $1.55K <0.01% +6 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 10 $1.41K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.41K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 10 $1.41K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 9 $1.27K <0.01% -8 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 9 $1.27K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 9 $1.27K <0.01% -116 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $1.24K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $1.13K <0.01% -3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7 $989 <0.01% -8 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 7 $988 0.02% +1 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6 $847 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6 $847 <0.01% +2 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 6 $847 <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4 $565 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 4 $565 <0.01% -3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $565 <0.01% -1 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 3 $423 <0.01% -36 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $423 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $423 <0.01% -9 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2 $282 <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2 $282 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2 $282 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2 $282 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $142 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $142 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1 $141 <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1 $141 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1 $141 <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 0 $37 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.