TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $12.3K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 200 $12.3K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 198 $12.1K <0.01% +7 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 197 $12.1K <0.01% -6,322 13F-HR/A Timeline Matrix Trust Co More: the full row for Matrix Trust Co 177 $11K <0.01% -7 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 161 $9.88K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 154 $9.45K <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 149 $9.14K <0.01% -250 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 148 $9K <0.01% +18 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 142 $8.71K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 126 $7.73K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 116 $7.12K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 112 $6.87K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 110 $6.75K <0.01% +17 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 108 $6.62K <0.01% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $6.13K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $6.13K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 100 $6.13K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 94 $5.78K <0.01% +14 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 84 $5.15K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 75 $4.6K <0.01% -36 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 75 $4.6K <0.01% +24 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 72 $4.42K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 67 $4.11K <0.01% -186 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 63 $3.86K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 62 $3.8K <0.01% +14 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 65 $3.77K <0.01% -1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 60 $3.68K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 59 $3.62K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 49 $3.01K <0.01% new 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 49 $3.01K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 47 $2.88K <0.01% +18 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 43 $2.64K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 35 $2.15K <0.01% -142 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 34 $2.09K <0.01% +5 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 31 $1.9K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $1.84K <0.01% +7 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 31 $1.82K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 28 $1.72K <0.01% -629 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 28 $1.72K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 25 $1.53K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 24 $1.47K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 24 $1.47K <0.01% -104 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $1.23K <0.01% -4 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 20 $1.23K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 18 $1.1K <0.01% -8 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13 $1K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 15 $920 <0.01% -65 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12 $736 <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 11 $675 <0.01% -24 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 11 $675 <0.01% +5 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10 $613 <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 9 $552 0.03% -1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8 $491 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $369 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $368 <0.01% +5 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $351 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $245 <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $185 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $184 <0.01% +2 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1 $58 <0.01% -86 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.