TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 218 $39.2K <0.01% -186 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 222 $38K <0.01% +49 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 203 $36.5K <0.01% +70 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $36K <0.01% +119 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 196 $35.3K <0.01% +99 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 193 $34.7K <0.01% +127 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 184 $33.1K <0.01% +66 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 176 $31.7K <0.01% +120 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 176 $31.7K <0.01% +28 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 174 $31.3K <0.01% +80 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 170 $30.6K 0.01% -110 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 148 $26.6K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 147 $26.4K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 142 $25.5K <0.01% +4 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 133 $23.9K <0.01% +5 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 129 $23.2K <0.01% +6 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 129 $23.2K <0.01% +7 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 116 $20.9K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 115 $20.7K <0.01% +2 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 115 $20.7K 0.01% +5 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 121 $20K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 107 $19.2K 0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 104 $18.7K 0.01% -275 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 102 $18K 0.01% -11 13F-HR Timeline BAYBAN More: the full row for BAYBAN 100 $18K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 97 $17.4K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 118 $17.2K 0.15% -4 13F-HR Timeline CX Institutional More: the full row for CX Institutional 87 $16K <0.01% -880 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 88 $15.8K <0.01% +32 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 87 $15.6K <0.01% -9 13F-HR Timeline Quarry LP More: the full row for Quarry LP 86 $15.5K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 80 $14.4K <0.01% +62 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 78 $14K <0.01% +5 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 78 $14K 0.01% +60 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 77 $13.9K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 98 $13.2K <0.01% -3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 71 $12.8K <0.01% -14 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 71 $12.8K <0.01% new 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 69 $12.4K <0.01% -14 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 68 $12.2K <0.01% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 65 $11.7K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 65 $11.7K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 66 $11K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 60 $10.8K <0.01% +12 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 56 $10.1K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 53 $9.53K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 50 $8.99K <0.01% +25 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 49 $8.81K <0.01% +10 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 59 $8.56K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 47 $8.45K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 60 $8.25K <0.01% -32 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 45 $8.09K <0.01% +15 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 50 $8K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 43 $7.73K <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 42 $7.55K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 40 $7.19K <0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 40 $7.19K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 39 $7.1K <0.01% -2 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 38 $6.89K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 37 $6.66K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 36 $6.47K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 40 $6.44K <0.01% +25 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 35 $6.29K <0.01% +4 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 33 $5.93K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 33 $5.93K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 31 $5.58K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 31 $5.3K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 29 $5.22K <0.01% -3 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 28 $5.04K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28 $5.04K <0.01% -19 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 24 $4.32K <0.01% +5 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 24 $4.32K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 23 $4.17K <0.01% +6 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 23 $4.14K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 22 $3.96K <0.01% +1 13F-HR/A Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 22 $3.96K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 20 $3.6K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 20 $3.6K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $3.42K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 19 $3.42K <0.01% +8 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $3.24K <0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17 $3.06K <0.01% +3 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 17 $3.06K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 16 $2.88K <0.01% -19 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $2.7K <0.01% +6 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 19 $2.63K <0.01% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 14 $2.52K <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. 13 $2.34K <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $2.34K <0.01% +2 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 13 $2.34K <0.01% -1,843 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $2K <0.01% +5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $1.98K <0.01% +5 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 11 $1.98K <0.01% -1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 11 $1.82K <0.01% +3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 10 $1.8K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $1.62K <0.01% +4 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 9 $1.56K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $1.47K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8 $1.44K <0.01% 0 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 8 $1.44K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7 $1.26K <0.01% +5 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7 $1.26K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7 $1.26K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6 $1.08K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $1K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5 $900 <0.01% +2 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4 $719 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 4 $719 <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4 $719 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $719 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 4 $719 <0.01% new 13F-HR/A Timeline Torren Management, LLC More: the full row for Torren Management, LLC 3 $544 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3 $540 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $540 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $540 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3 $540 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $540 <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3 $540 <0.01% 0 13F-HR/A Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $360 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2 $360 <0.01% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2 $359 <0.01% -2 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1 $180 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $180 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $180 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $180 <0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 4 $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% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.