FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 705 $19.3K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 701 $19.2K <0.01% 0 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 691 $18.9K 0.02% +11 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 683 $18.7K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 682 $18.6K <0.01% -7 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 678 $18.5K 0.01% -114 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 667 $18.2K <0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 641 $17.5K 0.11% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 626 $17.1K 0.01% +592 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 617 $16.9K <0.01% -719 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 600 $16K <0.01% -20 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 559 $15.8K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 572 $15.6K 0.01% -237 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 545 $14.9K 0.01% +437 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 538 $14.7K <0.01% +74 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 533 $14.6K <0.01% -49 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 523 $14.3K 0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 473 $13K <0.01% new 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 464 $12.7K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 456 $12.5K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 450 $12.3K <0.01% -5,551 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 445 $12.2K 0.01% -1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 430 $11.7K <0.01% +322 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 429 $11.7K <0.01% +163 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 423 $11.6K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 400 $10.9K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 391 $10.7K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 390 $10.6K 0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 385 $10.5K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 384 $10.5K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 375 $10.2K 0.01% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 360 $10K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 360 $9.84K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 351 $9.59K <0.01% +23 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 340 $9.29K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 334 $9K <0.01% +141 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 320 $8.68K <0.01% +127 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 316 $8.63K <0.01% +226 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 313 $8.55K <0.01% +71 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 305 $8.33K 0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 278 $7.59K <0.01% -192 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 255 $7.01K <0.01% +188 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 255 $6.96K <0.01% new 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 250 $6.83K <0.01% -351 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 227 $6.19K <0.01% +1 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 222 $6.07K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 221 $6.04K 0.01% +70 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 197 $6.03K <0.01% +133 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 215 $6K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 218 $5.96K <0.01% -75 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 218 $5.96K <0.01% +191 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 217 $5.93K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 199 $5.44K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 199 $5.43K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 190 $5.28K <0.01% -22 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 189 $5.16K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 180 $4.92K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 180 $4.92K <0.01% +80 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 176 $4.81K <0.01% -1,412 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 166 $4.79K <0.01% -912 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 170 $4.78K <0.01% -19 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 171 $4.68K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 171 $4.67K <0.01% -721 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 169 $4.62K <0.01% +50 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 164 $4.55K <0.01% -343 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 166 $4.54K <0.01% -166 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 159 $4.34K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 125 $3.42K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 125 $3.42K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 123 $3.36K <0.01% +65 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 122 $3.33K <0.01% new 13F-HR/A Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 121 $3.31K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 120 $3.28K <0.01% +92 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 118 $3.22K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 118 $3.22K <0.01% +53 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 116 $3.17K <0.01% +57 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 114 $3.12K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 107 $2.92K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 104 $2.89K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 103 $2.81K <0.01% +64 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 103 $2.81K <0.01% -520 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 101 $2.76K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 101 $2.76K <0.01% +36 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 96 $2.62K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 90 $2.46K <0.01% +34 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 87 $2.38K <0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 83 $2.26K <0.01% +2 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 82 $2.24K <0.01% +82 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 77 $2.1K <0.01% -757 13F-HR/A Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 76 $2.08K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 73 $2K <0.01% +52 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 64 $1.75K <0.01% -514 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 61 $1.67K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 60 $1.64K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 60 $1.64K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 55 $1.5K <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 55 $1.5K <0.01% -67 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 49 $1.35K <0.01% -99 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 48 $1.31K <0.01% +39 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 46 $1.26K <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 46 $1.26K <0.01% +8 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 38 $1.04K <0.01% -29 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 37 $1.01K <0.01% -55 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 34 $940 <0.01% +9 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 33 $902 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 29 $793 <0.01% -379 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 25 $683 <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $656 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 19 $519 <0.01% +6 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 18 $492 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 17 $465 <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 17 $464 <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 17 $464 <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 16 $437 <0.01% -16 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 14 $383 <0.01% +13 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 14 $382 <0.01% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 11 $301 <0.01% 0 13F-HR Timeline Group TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 10 $273 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9 $246 <0.01% -1 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 5 $137 <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 4 $109 <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 1 $27 <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 21 $0 0% -166 13F-HR/A Timeline Value filed as zero, left out of ratios.