Transce3nd, LLC More: the full row for Transce3nd, LLC 216 $10.3K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 211 $10K <0.01% -32 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for SBI Securities Co., Ltd. 114 $5.44K <0.01% -59 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 114 $5.44K <0.01% +21 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 111 $5.3K <0.01% +50 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 104 $4.96K <0.01% -6 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 99 $4.72K <0.01% +81 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 99 $4.72K <0.01% +8 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 95 $4.53K <0.01% +83 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. 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More: the full row for Rakuten Securities, Inc. 57 $2.72K <0.01% -954 13F-HR/A Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 56 $2.67K <0.01% +18 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 54 $2.58K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 53 $2.53K <0.01% -8 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 50 $2.39K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 46 $2.19K <0.01% -215 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 42 $2K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 42 $2K <0.01% +22 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 47 $2K <0.01% +46 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 40 $1.9K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 37 $1.73K <0.01% +27 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 36 $1.72K <0.01% +14 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 36 $1.72K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 25 $1.19K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 24 $1.15K <0.01% +23 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 24 $1.15K <0.01% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 23 $1.1K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20 $954 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18 $859 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $812 <0.01% +7 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 15 $716 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14 $668 <0.01% +9 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13 $620 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $573 <0.01% +9 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11 $525 <0.01% +10 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 9 $437 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $429 <0.01% +7 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $382 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7 $334 <0.01% -32 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $334 <0.01% +4 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 6 $286 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $239 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5 $237 <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 4 $227 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $191 <0.01% -6 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $143 <0.01% -3 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $21 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 11 $0 0% -11 13F-HR/A Timeline Value filed as zero, left out of ratios. 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.