Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 320 $23.9K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 315 $23.6K <0.01% +225 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 313 $23.4K <0.01% +67 13F-HR Timeline Blue Trust, Inc. 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More: the full row for Kemnay Advisory Services Inc. 116 $8.68K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 113 $8.48K <0.01% -47 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 112 $8.38K <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 112 $8.38K <0.01% 0 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 100 $7.48K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $7.48K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 92 $6.89K <0.01% +28 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 91 $6.81K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 90 $6.73K <0.01% +54 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 86 $6.43K 0.01% new 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 76 $5.69K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 70 $5.24K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 70 $5.24K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 67 $5K <0.01% +52 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 64 $4.79K <0.01% +7 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 61 $4.56K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 61 $4.42K <0.01% +41 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 57 $4.26K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 56 $4.19K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 55 $4.12K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 52 $3.89K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 52 $3.89K <0.01% -2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 50 $3.74K <0.01% +30 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 43 $3.22K <0.01% -153 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 41 $3.07K <0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 41 $3.07K <0.01% +13 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 40 $2.99K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 40 $2.99K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 39 $2.92K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 39 $2.85K <0.01% +19 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 37 $2.77K <0.01% +6 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 29 $2.17K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 28 $2.1K <0.01% +10 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 28 $2.1K <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28 $2.1K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 33 $2K <0.01% new 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 25 $1.87K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 24 $1.8K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19 $1.42K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 18 $1.35K <0.01% -3 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18 $1.35K <0.01% +10 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 18 $1.35K <0.01% -25 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 16 $1.2K <0.01% -92 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 16 $1.2K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 16 $1.2K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 16 $1.2K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15 $1.12K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 16 $1K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 13 $973 <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 13 $973 <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 12 $898 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $673 <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8 $598 <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8 $598 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8 $598 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $598 <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 8 $598 <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 8 $598 <0.01% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7 $524 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $524 <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 7 $524 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6 $449 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6 $449 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4 $330 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4 $300 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4 $300 <0.01% -22 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4 $299 <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 4 $299 <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 4 $299 <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3 $224 <0.01% 0 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 94,790 $0 0% -16 13F-HR Timeline Value filed as zero, left out of ratios. Sienna Gestion More: the full row for Sienna Gestion 0 $0 0% -12,056 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.