TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 132 $14.2K <0.01% +55 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 122 $12.7K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 114 $12.4K <0.01% +4 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 113 $12.2K <0.01% +3 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 107 $11.5K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 98 $10.5K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 71 $7.63K <0.01% +8 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 70 $7.52K <0.01% new 13F-HR/A Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 60 $6.45K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 58 $6.26K <0.01% +20 13F-HR Timeline Quarry LP More: the full row for Quarry LP 56 $6.02K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 53 $6K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 55 $5.92K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 55 $5.91K <0.01% +17 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 54 $5.8K <0.01% +5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 51 $5.48K <0.01% -16 13F-HR Timeline PhiloSmith Capital Corp More: the full row for PhiloSmith Capital Corp 50 $5.37K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 50 $5K <0.01% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kilter Group LLC More: the full row for Kilter Group LLC 45 $4.83K <0.01% +17 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 39 $4.15K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 35 $3.76K <0.01% -9 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 34 $3.67K <0.01% +31 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 33 $3.55K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 31 $3.33K <0.01% -4 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 28 $3.01K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 30 $3K <0.01% +25 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 26 $2.79K <0.01% +13 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 26 $2.79K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 24 $2.59K <0.01% +12 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21 $2.26K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 20 $2.15K <0.01% -19 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $1.93K <0.01% +5 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 18 $1.93K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 17 $1.83K <0.01% 0 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 16 $1.72K <0.01% new 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14 $1.5K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 14 $1.5K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $1.4K <0.01% +7 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 13 $1.4K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $1.29K <0.01% +6 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 12 $1.29K <0.01% new 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $860 <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 7 $775 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $538 <0.01% new 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $538 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5 $537 <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $537 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5 $537 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $455 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $430 <0.01% -1 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 4 $430 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $328 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3 $323 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2 $215 <0.01% -417 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $159 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1 $108 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $108 <0.01% new 13F-HR/A Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $108 <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $107 <0.01% -1 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $107 <0.01% new 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.