FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 305 $12.4K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for ATLAS CAPITAL ADVISORS INC. 216 $8.79K <0.01% -7,978 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 208 $8.46K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 200 $8.14K <0.01% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 200 $8.14K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 118 $8.09K <0.01% +82 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 197 $8.02K <0.01% +12 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 200 $8K <0.01% +193 13F-HR Timeline Financial Connections Group, Inc. 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More: the full row for E Fund Management (Hong Kong) Co., Ltd. 138 $6K 0.01% +119 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 145 $5.9K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 144 $5.86K <0.01% new 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 140 $5.7K <0.01% -15,068 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 140 $5.7K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 137 $5.58K <0.01% -12 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 132 $5.3K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 129 $5.25K <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 127 $5.17K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 126 $5.13K +27 Timeline Avion Wealth More: the full row for Avion Wealth 84 $5K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 107 $4.35K <0.01% -76 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $4.07K <0.01% -20 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 100 $4.07K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 95 $4K <0.01% -1,440 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 95 $3.87K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 93 $3.79K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 90 $3.66K <0.01% 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 88 $3.58K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 85 $3.46K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 76 $3.09K <0.01% +8 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 74 $3.01K <0.01% +12 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 73 $2.97K <0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 70 $2.85K <0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 65 $2.65K <0.01% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 62 $2.52K <0.01% -6 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 56 $2.28K <0.01% -5 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 54 $2.2K <0.01% +2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 51 $2.08K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 50 $2.04K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 50 $2.04K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 50 $2.04K <0.01% -6 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 49 $1.99K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 45 $1.83K <0.01% -65 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 43 $1.75K <0.01% +27 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 40 $1.63K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 40 $1.63K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 41 $1.62K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 39 $1.62K 0.09% -1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 39 $1.59K <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 38 $1.55K <0.01% -75 13F-HR Timeline Riggs Asset Managment Co. 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Inc. 36 $1.47K <0.01% +24 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 32 $1.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 34 $1.25K <0.01% +27 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 30 $1.22K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 28 $1.14K <0.01% -2,836 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 27 $1.1K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 26 $1.06K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 26 $1.06K <0.01% -73 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $1.02K <0.01% +15 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 25 $1.02K <0.01% 0 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 25 $1.02K <0.01% -5 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 49 $1K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 24 $977 <0.01% -175 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 23 $925 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $896 <0.01% -40 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $820 0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 20 $814 <0.01% -1,446 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 16 $814 <0.01% -4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 19 $789 <0.01% -5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $784 <0.01% +4 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 17 $692 <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 15 $610 <0.01% new 13F-HR/A Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 15 $610 <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 11 $448 <0.01% +6 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 11 $448 <0.01% -218 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 11 $448 <0.01% 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 10 $407 <0.01% -11,850 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10 $407 <0.01% -9 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 9 $366 <0.01% -1 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 7 $285 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7 $285 <0.01% -59 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 7 $285 <0.01% -39 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $244 <0.01% +4 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $204 <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $203 <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 5 $203 <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4 $163 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4 $163 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $163 <0.01% -308 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3 $122 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 3 $122 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $82 <0.01% -23 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $82 <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 100 $41 <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1 $29 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -5,131 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 0 $0 0% new 13F-HR/A 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% -170 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.