Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 7,158 $1.36M 1.74% -6,629 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 7,157 $1.36M 1.54% +3,806 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 7,154 $1.36M 0.49% -179 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 7,151 $1.36M 0.21% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 7,151 $1.36M 0.39% +329 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 7,877 $1.36M 0.18% +354 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 7,142 $1.36M 0.92% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7,121 $1.35M 0.86% -733 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 7,120 $1.35M 0.41% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 7,103 $1.35M 0.69% +1,542 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 7,100 $1.35M 0.39% +2,235 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 7,417 $1.35M 0.6% -143 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 7,090 $1.35M 0.51% +2,089 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 7,084 $1.35M 1.28% +40 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 7,084 $1.35M 0.15% +5,705 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 7,892 $1.35M 1.39% +989 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 7,077 $1.35M 0.27% +1,309 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,076 $1.35M 0.56% -20 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 7,075 $1.35M 1.41% -460 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 7,061 $1.34M 0.72% +15 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 7,059 $1.34M 0.76% -238 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 7,057 $1.34M 1.12% +2,921 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 7,052 $1.34M 0.73% +246 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 7,051 $1.34M 0.18% -269 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 7,017 $1.34M 1.25% +50 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 7,011 $1.33M 1.12% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 7,010 $1.33M 0.22% +803 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 7,009 $1.33M 0.45% 0 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 7,000 $1.33M 5.81% -1,500 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. 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More: the full row for Whitaker-Myers Wealth Managers, LTD. 6,791 $1.29M 0.36% -296 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,784 $1.29M 0.29% -311 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 6,777 $1.29M 0.73% +1,723 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 6,752 $1.28M 1.18% +242 13F-HR/A Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 6,751 $1.28M 0.39% +1,587 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 6,741 $1.28M 0.35% +3,380 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 6,739 $1.28M 0.41% +965 13F-HR Timeline Conservest Capital Advisors, Inc. 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More: the full row for LEGACY FINANCIAL GROUP, INC. 6,691 $1.27M 0.41% +86 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 6,812 $1.27M 0.27% -31 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6,674 $1.27M 0.58% -2,184 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 6,666 $1.27M 0.74% -316 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,661 $1.27M 0.06% +206 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 6,635 $1.26M 1.26% +123 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 6,678 $1.26M 1.14% +1,092 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,614 $1.26M 0.21% +595 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 6,613 $1.26M 0.35% +382 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 6,799 $1.26M 0.23% +2,340 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 6,592 $1.25M 1.02% -680 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 6,582 $1.25M 0.25% +261 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,581 $1.25M 0.72% -503 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 6,572 $1.25M 0.39% +1,532 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 6,507 $1.25M 1.27% +653 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 6,562 $1.25M 0.4% +118 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6,552 $1.25M 0.21% +987 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 6,548 $1.25M 0.39% +403 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 6,534 $1.24M 0.74% new 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 6,536 $1.24M 4.71% -92,558 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 6,513 $1.24M 0.68% +1,367 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 6,511 $1.24M 0.33% +394 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,506 $1.24M 0.82% +1,376 13F-HR/A Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,505 $1.24M 0.75% +256 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,496 $1.24M 0.42% -465 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,488 $1.23M 0.5% -1,758 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 6,470 $1.23M 0.69% -25 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,463 $1.23M 0.2% -24 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 6,462 $1.23M 1.12% +846 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 7,343 $1.23M 0.58% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 6,453 $1.23M 0.48% +13 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 6,433 $1.22M 0.44% +556 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 6,432 $1.22M 0.3% -344 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 6,424 $1.22M 1.37% +628 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,425 $1.22M <0.01% +2,921 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,421 $1.22M 0.27% +267 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 6,419 $1.22M 0.79% -9,395 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,414 $1.22M 0.52% +168 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 6,413 $1.22M 0.61% +630 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 6,407 $1.22M 1.11% +52 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 6,403 $1.22M 1.25% 0 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 6,400 $1.22M 0.01% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 6,394 $1.22M 0.52% +107 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 6,387 $1.22M 0.81% +338 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,377 $1.21M 0.35% -359 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 6,370 $1.21M 1.14% 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,369 $1.21M 0.49% +239 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 6,788 $1.21M 0.44% +3,015 13F-HR/A Timeline David J Yvars Group More: the full row for David J Yvars Group 6,352 $1.21M 0.95% -116 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 6,350 $1.21M 0.45% -130 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 6,339 $1.21M 0.21% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 6,332 $1.2M 0.3% +260 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,312 $1.2M 0.22% +419 13F-HR Timeline Nicholson Meyer Capital Management, Inc. 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More: the full row for Horan Capital Advisors, LLC. 6,150 $1.17M 0.39% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,148 $1.17M 0.64% +2,510 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 6,132 $1.17M 0.23% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 6,114 $1.16M 1.21% -742 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,097 $1.16M 0.5% -977 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 6,095 $1.16M 0.49% +12 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,091 $1.16M 0.93% +72 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 6,080 $1.16M 0.92% +928 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,079 $1.16M 0.02% -52,376 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 5,990 $1.15M 0.81% -1,238 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 6,058 $1.15M 0.28% -1,181 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 6,052 $1.15M 0.57% -200 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 6,029 $1.15M 0.34% +1,162 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 6,023 $1.15M 0.29% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 6,010 $1.14M 0.16% -1,790 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 6,007 $1.14M 0.4% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,005 $1.14M 0.82% -260 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. 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