FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 140 $18.5K <0.01% 0 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 128 $17K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 126 $16.7K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 126 $16.7K 0.01% +7 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 121 $16K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 120 $15.9K <0.01% 0 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 111 $14.7K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 110 $14.6K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 109 $14K <0.01% 0 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 100 $13.8K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 104 $13.8K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 101 $13.4K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 100 $13.2K <0.01% 0 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 100 $13.2K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 100 $13.2K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 100 $13.2K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 94 $12.5K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 92 $12.2K <0.01% -36 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 84 $11.8K <0.01% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 87 $11.5K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 84 $11.2K <0.01% -34 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 84 $11.1K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 80 $10.6K <0.01% -90 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 77 $10.2K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 77 $10.2K <0.01% +30 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 76 $10.1K 0.01% +9 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 75 $9.94K <0.01% 0 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 75 $9.94K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 75 $9.94K 0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 75 $9.93K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 74 $9.8K 0.01% -27 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 74 $9.8K <0.01% -33 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 73 $9.67K 0.01% +32 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 72 $9.62K <0.01% +1 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 70 $9.24K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 65 $8.61K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 64 $8.48K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 62 $8.21K <0.01% +15 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 62 $8.21K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 62 $8.21K <0.01% +50 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 59 $7.82K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 55 $7.29K <0.01% -158 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 53 $7.02K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 50 $6.62K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 50 $6.62K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 48 $6.3K <0.01% +32 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 47 $6.28K <0.01% +8 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 44 $5.83K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 41 $5.72K <0.01% +10 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 42 $5.67K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 39 $5.17K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 39 $5.17K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 39 $5.17K <0.01% +1 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. 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More: the full row for Financial Management Professionals, Inc. 29 $3.87K <0.01% -15 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 28 $3.73K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 28 $3.71K <0.01% +14 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 28 $3.71K <0.01% +7 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 25 $3.34K <0.01% 0 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 25 $3.31K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 25 $3.31K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 24 $3.18K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 24 $3.18K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 29 $3K <0.01% -2 13F-HR/A Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 28 $3K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 22 $2.91K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 21 $2.78K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 20 $2.78K <0.01% +8 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16 $2.14K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $2.07K <0.01% -32 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 18 $2K <0.01% -6,495 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 13 $1.72K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 13 $1.69K <0.01% +3 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 12 $1.59K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 12 $1.59K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for Nova Wealth Management, Inc. 9 $1.17K <0.01% +5 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 14 $1K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $927 <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6 $815 <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 6 $795 <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 6 $795 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $795 <0.01% -1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $795 <0.01% +2 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $663 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $663 <0.01% +3 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 5 $662 <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5 $662 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 5 $662 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $662 <0.01% +3 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $530 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3 $397 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $267 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 115 $152 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $133 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1 $132 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $37 <0.01% -31 13F-HR Timeline Amount filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1 $0 0% 0 13F-HR 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. NVWM, LLC More: the full row for NVWM, LLC 0 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.