Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 9,029 $3.01M 0.49% -1,257 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 9,114 $3M 2.08% -1,771 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 8,921 $2.97M 2.13% +2,139 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. 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More: the full row for Financial Futures Ltd Liability Co. 8,397 $2.8M 1.04% +1,772 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 8,382 $2.79M 1.4% -1,284 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 8,341 $2.78M 1.07% -443 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 8,315 $2.77M 0.61% -92 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 8,182 $2.72M 0.05% -2,158 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 8,098 $2.7M 1.26% +1,306 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 8,000 $2.66M 2.24% -356 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 7,964 $2.65M 0.35% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,926 $2.64M 1.2% +61 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 7,911 $2.63M 2.45% -151 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 7,864 $2.62M 0.33% -11 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 7,727 $2.57M 1.68% +398 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 7,624 $2.54M 0.85% +135 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 7,559 $2.52M 1% -265 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,551 $2.51M 1.92% +434 13F-HR Timeline Horrell Capital Management, Inc. 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More: the full row for Investment Planning Advisors, Inc. 7,201 $2.4M 0.54% +393 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,180 $2.37M 0.87% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 7,032 $2.34M 1.06% -73 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,862 $2.29M 0.25% -482 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 6,833 $2.28M 1.19% -1,646 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 6,791 $2.26M 1.74% 0 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 6,779 $2.26M 1.72% +4,087 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 6,724 $2.24M 2.02% -58 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 6,722 $2.24M 1.89% -4 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 6,714 $2.24M 2.04% -11 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 6,708 $2.23M 1.94% -291 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 6,703 $2.23M 1.36% -295 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 6,648 $2.21M 1.97% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 6,635 $2.21M 1.02% +42 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 6,572 $2.19M 0.85% -50 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 6,975 $2.18M 0.68% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 6,510 $2.17M 3.42% +1,088 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 6,437 $2.14M 1.49% -17 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 6,427 $2.14M 0.36% +59 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 6,411 $2.14M 0.87% +80 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,210 $2.07M 1.17% -2,520 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 6,208 $2.07M 1.66% +3 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,183 $2.06M 1.41% +146 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 6,174 $2.06M 1.77% new 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 6,128 $2.04M 0.3% +15 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 6,069 $2.02M 0.92% +9 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 6,028 $2.01M 0.8% +14 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 6,013 $2M 0.67% +276 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 5,976 $1.99M 0.33% -190 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 6,872 $1.99M 0.46% 0 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 5,901 $1.97M 0.61% +50 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 5,737 $1.91M 0.93% -249 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 5,733 $1.91M 1.32% +4 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 5,729 $1.91M 0.6% -51 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 5,603 $1.87M 1.62% -231 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 5,463 $1.82M 0.2% -188 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 5,310 $1.77M 0.93% +463 13F-HR Timeline Lighthouse Wealth Management Inc. 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More: the full row for Prism Advisors, Inc. 3,927 $1.34M 0.34% 0 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 4,007 $1.33M 0.93% -76 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 3,999 $1.33M 0.95% -634 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 3,956 $1.32M 0.41% +1 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 3,950 $1.32M 1.14% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,949 $1.31M 0.99% +1 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 3,942 $1.31M 1.1% -175 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 3,837 $1.28M 0.68% +1,737 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 3,696 $1.24M 0.76% 0 13F-HR Timeline Ulrich Consultants & Investment Group, … More: the full row for Ulrich Consultants & Investment Group, LLC 3,657 $1.22M 1.22% 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 3,646 $1.21M 0.43% -366 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 3,635 $1.21M 0.26% -43 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 3,567 $1.19M 0.9% -157 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 3,476 $1.19M 0.42% +1 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,507 $1.17M 1.42% -241 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 3,506 $1.17M 1.1% -9 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 3,504 $1.17M 0.47% -140 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 3,500 $1.17M 0.55% -100 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 3,499 $1.17M 0.27% 0 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 3,471 $1.16M 0.66% +8 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 3,441 $1.15M 0.43% +151 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,375 $1.12M 3.23% +515 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 3,349 $1.12M 0.55% +723 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 3,335 $1.11M 0.85% -14 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 3,237 $1.09M 0.16% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 3,228 $1.07M 0.87% +887 13F-HR Timeline SUCCESSION FINANCIAL, INC. More: the full row for SUCCESSION FINANCIAL, INC. 3,217 $1.07M 1.05% +3 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 3,200 $1.07M 0.94% new 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 3,123 $1.04M 0.54% +103 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 3,100 $1.03M 0.66% +1,948 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 3,084 $1.03M 0.97% -143 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 3,077 $1.02M 0.96% +18 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 3,004 $1M 0.42% +518 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 2,990 $996K 0.36% -1,610 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,939 $979K 0.52% +461 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 2,931 $976K 0.55% -24 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 2,875 $957K 0.38% -350 13F-HR/A Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 2,868 $955K 0.6% +894 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 2,854 $950K 0.34% +1 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 2,735 $911K 0.58% 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 2,665 $888K 0.3% +281 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 2,656 $885K 0.52% 0 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 2,631 $876K 0.49% +83 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 2,609 $869K 0.49% -299 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 2,559 $852K 0.14% +1 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 2,505 $834K 0.29% +1,200 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 2,493 $830K 0.47% +400 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 2,465 $821K 0.39% 0 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 2,465 $821K 0.51% -11 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 2,386 $812K 0.56% 0 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 2,437 $805K 0.36% -5 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2,328 $775K 0.39% +26 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 2,324 $774K 0.52% +860 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 2,276 $758K 0.19% +2 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,250 $749K 0.28% -90 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 2,215 $740K 0.19% -338 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,209 $736K 0.12% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,053 $684K 0.21% 0 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 2,009 $669K 0.4% -37 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 1,966 $655K 0.12% -4 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 1,930 $643K 0.42% +213 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 1,922 $640K 0.28% -237 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 1,912 $637K 0.36% +30 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,908 $635K 0.37% +205 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 1,895 $631K 0.58% -54 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 1,878 $625K 0.36% -16 13F-HR Timeline Strategic Financial Group, LLC More: the full row for Strategic Financial Group, LLC 1,871 $623K 0.6% 0 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 1,846 $615K 0.59% +1 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,838 $612K 0.02% 0 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 1,814 $604K 0.24% +86 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 1,814 $604K 0.21% -145 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 1,741 $580K 0.16% -13 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 1,707 $569K 0.08% +28 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 1,699 $566K 0.31% -13 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 1,604 $547K 0.31% -239 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 1,635 $544K 0.28% -3 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 1,634 $544K 0.42% -182 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 1,631 $543K 0.14% 0 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 1,608 $536K 0.23% -7 13F-HR Timeline Vannoy Advisory Group, Inc. 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