TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 270 $33K <0.01% -11 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 260 $31.8K 0.01% -125 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 248 $30.3K <0.01% -54 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 245 $30K <0.01% +115 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 244 $29.9K <0.01% -2 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 242 $29.6K <0.01% -163 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 240 $29.3K 0.01% -150 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 237 $29K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 235 $28.7K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 227 $27.7K 0.02% 0 13F-HR Timeline Raleigh Capital Management Inc. 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LLC 56 $7K <0.01% -19 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 56 $6.84K <0.01% -292 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 56 $6.84K <0.01% +36 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 48 $5.86K <0.01% -16 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 48 $5.86K <0.01% +36 13F-HR Timeline Kemnay Advisory Services Inc. 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Allen Investments, LLC 42 $5.13K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 37 $5K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 40 $4.88K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 35 $4.22K <0.01% -28 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 32 $3.91K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 31 $3.79K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 30 $3.68K <0.01% +2 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 30 $3.66K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 30 $3.65K <0.01% +24 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 29 $3.54K <0.01% +26 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 27 $3.3K <0.01% -31 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 27 $3.3K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 26 $3.17K <0.01% +18 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 22 $3K <0.01% -113 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 22 $2.7K <0.01% -73 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 22 $2.69K <0.01% -1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 22 $2.69K <0.01% +21 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 21 $2.56K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $2.56K <0.01% +1 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 20 $2.45K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 18 $2.2K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 18 $2.2K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 18 $2.2K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 15 $1.83K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 15 $1.82K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $1.71K <0.01% -25 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 14 $1.68K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 13 $1.59K <0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 13 $1.59K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 13 $1.58K <0.01% -12 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $1.47K <0.01% +10 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $1.22K <0.01% -5 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10 $1.22K <0.01% new 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 10 $1.22K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 9 $1.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $1K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 8 $977 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 8 $977 <0.01% 0 13F-HR/A Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 8 $977 <0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7 $855 <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 7 $855 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $689 <0.01% -8 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5 $611 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5 $611 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $611 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5 $610 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. 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More: the full row for SOA Wealth Advisors, LLC. 1 $144 <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 1 $122 <0.01% new 13F-HR Timeline