Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 190 $35.4K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 184 $34.3K 0.03% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 180 $33.6K 0.01% +4 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 175 $32.6K <0.01% +19 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 174 $32.4K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. 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Paul & Associates, LLC 131 $24.4K 0.01% +34 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 131 $24.4K 0.02% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 129 $24K 0.01% -11 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 126 $23.8K <0.01% -67 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 126 $23.5K 0.01% -54 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 125 $23.4K 0.01% -111 13F-HR Timeline Hopwood Financial Services, Inc. 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More: the full row for NBT BANK, N.A. 80 $14.9K <0.01% -200 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. 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Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 60 $11.2K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 59 $11K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 59 $11K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 58 $10.8K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 58 $10.8K 0.01% +2 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. 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Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 36 $6.67K <0.01% -4,950 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 34 $6.34K 0.01% +3 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 34 $6.34K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 34 $6.34K 0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 30 $5.59K 0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 28 $5.22K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 27 $5.11K <0.01% +8 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 27 $5.03K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 24 $4.47K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 24 $4.47K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 24 $4.47K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 21 $3.92K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 21 $3.92K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 18 $3.36K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 15 $3K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 15 $2.8K <0.01% -2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 14 $2.61K <0.01% new 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 14 $2.61K 0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 14 $2.61K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 13 $2.42K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. 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More: the full row for SJS Investment Consulting Inc. 10 $1.86K <0.01% -6 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 10 $1.86K <0.01% -6 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 9 $1.68K <0.01% -3 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 9 $1.68K <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 9 $1.68K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 9 $1.61K <0.01% -27 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 8 $1.49K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $1.49K <0.01% +4 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8 $1.49K <0.01% -195 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $1.49K <0.01% +6 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 8 $1.48K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7 $1.3K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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Walkup & Associates, Inc. 4 $746 <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 3 $559 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 3 $515 <0.01% -1 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $187 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 100 $186 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $66 <0.01% -19 13F-HR Timeline Amount filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4 $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.