TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 103 $9.26K <0.01% +59 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 102 $9.17K <0.01% -71 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 100 $8.99K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 85 $8.3K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 91 $8.18K <0.01% +10 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 91 $8.18K <0.01% +1 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 90 $8.09K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 89 $8K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 81 $7.28K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 79 $7.1K <0.01% +28 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 68 $6.11K <0.01% +2 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 65 $5.84K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 63 $5.67K <0.01% +26 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 60 $5.39K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 53 $4.77K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 50 $4.5K <0.01% +1 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 43 $3.87K <0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 41 $3.69K <0.01% +6 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 40 $3.6K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 40 $3.6K <0.01% -1 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 40 $3.6K <0.01% +13 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 38 $3.42K <0.01% -74 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 37 $3.33K <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 34 $3.06K <0.01% -1 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 34 $3.06K <0.01% -50 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 33 $2.97K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 30 $2.7K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 28 $2.52K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 27 $2.43K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 24 $2.16K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 24 $2.16K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 24 $2.16K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 24 $2.16K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 21 $1.89K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 20 $1.8K <0.01% 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 19 $1.71K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 18 $1.62K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17 $1.54K <0.01% +5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 16 $1.44K <0.01% +12 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $1.44K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 16 $1.44K <0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 15 $1.36K <0.01% -39,885 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 15 $1.35K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 15 $1.35K <0.01% -262 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $1.35K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 15 $1.35K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $1.26K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $1.26K <0.01% +5 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8 $1K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 11 $990 <0.01% -3 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $989 <0.01% -1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $900 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 10 $899 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $719 <0.01% +1 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 8 $691 <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $630 <0.01% 0 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7 $629 <0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 5 $450 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5 $450 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5 $450 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4 $360 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $334 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $270 <0.01% +2 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2 $180 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2 $180 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $90 <0.01% -19 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.