Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 42 $14.2K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 42 $14.1K <0.01% -56 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 41 $13.7K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 40 $13.5K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 35 $11.8K <0.01% +27 13F-HR/A Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 34 $11.4K 0.01% -29 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for Cape Investment Advisory, Inc. 13 $4.38K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 13 $4.38K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12 $4.04K <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 11 $3.76K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10 $3.37K <0.01% -3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10 $3.37K <0.01% -10 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8 $3K <0.01% +5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8 $2.69K <0.01% +2 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 8 $2.69K <0.01% +5 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 8 $2.69K <0.01% +6 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7 $2.36K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $2.03K <0.01% -11 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6 $2.02K <0.01% -14 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 6 $2.02K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6 $2.01K <0.01% -5 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $1.68K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $1.68K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4 $1.35K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4 $1.35K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $1.35K <0.01% +2 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3 $1.01K <0.01% +1 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3 $1.01K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $1.01K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3 $1.01K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 5 $1K <0.01% -1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $674 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $674 <0.01% -2 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2 $674 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $337 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1 $337 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $337 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $337 <0.01% -1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $337 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $337 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $337 <0.01% 0 13F-HR Timeline 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. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.