Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 200 $4.76K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 200 $4.76K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $4.76K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 199 $4.74K <0.01% -53 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 195 $4.64K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 194 $4.62K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 189 $4.5K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 179 $4.26K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 172 $4.09K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 170 $4.05K <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 187 $4K <0.01% +2 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 168 $4K <0.01% 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 166 $3.95K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 164 $3.9K <0.01% +40 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 160 $3.81K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 153 $3.64K <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 152 $3.62K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 141 $3.36K <0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 141 $3.36K <0.01% -40 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 140 $3.35K <0.01% +10 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for Washington Trust Advisors, Inc. 45 $1.07K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 44 $1.06K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 72 $1K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 50 $1K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 41 $976 <0.01% new 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 41 $976 <0.01% -1 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 41 $976 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 40 $952 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 36 $857 <0.01% -3 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 31 $739 <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 29 $690 <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 24 $571 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 21 $500 <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 20 $476 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 19 $453 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 18 $432 <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 18 $429 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 16 $382 <0.01% +10 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 15 $359 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 15 $358 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 13 $310 <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 12 $279 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $238 <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 8 $190 <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 7 $167 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 5 $120 <0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5 $119 <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2 $48 <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1 $24 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $10 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.