TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 500 $36.6K <0.01% +300 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 500 $36.6K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 480 $35.2K <0.01% +179 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 414 $30.3K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 400 $29.3K <0.01% -15 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 400 $29.3K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 400 $29.3K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 399 $29.2K 0.01% +33 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 372 $27.2K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 366 $26.8K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 342 $25K <0.01% -33 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 310 $22.7K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 287 $21K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 276 $20.2K <0.01% -40 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 270 $19.8K <0.01% -148 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 268 $19.6K 0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 264 $19.3K <0.01% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 250 $18.3K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 250 $18.3K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 217 $15.9K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 204 $15K 0.01% -1 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 205 $15K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 204 $14.9K <0.01% +6 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 203 $14.8K <0.01% +6 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 174 $12K <0.01% +26 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 161 $11.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 154 $11.3K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 148 $11K <0.01% -29 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 149 $10.9K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 147 $10.8K <0.01% +39 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 141 $10.3K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 126 $9.22K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 125 $9.14K <0.01% +122 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 113 $8.27K <0.01% +3 13F-HR Timeline Group AMERIFLEX GROUP, INC. 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More: the full row for TD Waterhouse Canada Inc. 92 $6.5K <0.01% +91 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 84 $6.14K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 203 $6.12K <0.01% +138 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 81 $5.92K <0.01% -586 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 79 $5.78K <0.01% -1,391 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 75 $5.49K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 68 $4.97K <0.01% +44 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 67 $4.9K <0.01% +4 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 67 $4.9K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 66 $4.83K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 62 $4.54K <0.01% -565 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 61 $4.46K <0.01% -11 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 59 $4.32K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 59 $4.32K <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 52 $3.8K <0.01% +5 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 50 $3.66K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 49 $3.58K <0.01% 0 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 43 $3.15K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 37 $2.71K <0.01% -1,630 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 34 $2.49K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 34 $2.49K <0.01% -28 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 31 $2.27K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 31 $2.27K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $2.19K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 29 $2.12K <0.01% +19 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 24 $1.76K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 24 $1.76K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 23 $1.68K <0.01% +3 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 23 $1.68K <0.01% +15 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 20 $1.46K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 20 $1.46K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 18 $1.32K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 15 $1.1K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $1.02K <0.01% -21 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14 $1.02K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13 $1K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 12 $914 0.03% +3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12 $848 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 11 $805 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $748 <0.01% +5 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8 $585 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $585 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $424 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5 $366 <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 4 $293 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $292 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $219 <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2 $146 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $73 <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $73 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1 $73 <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 8 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -2,865 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.