Lee Financial Co More: the full row for Lee Financial Co 9,242 $1.92M 0.27% -381 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 9,242 $1.92M 1.37% +289 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 9,230 $1.92M 0.45% -630 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 9,229 $1.92M 0.79% +3,507 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 9,226 $1.92M 0.08% -262 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 9,201 $1.92M 0.52% -711 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 9,200 $1.92M 1.51% +1,392 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 9,199 $1.92M 0.36% -5,154 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 9,187 $1.91M 0.46% +552 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 9,177 $1.91M 1.12% -169 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 9,168 $1.91M 0.37% -260 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 9,166 $1.91M 0.68% +902 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 9,164 $1.91M 0.33% +807 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 9,162 $1.91M 1.7% -19 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 9,158 $1.91M 1.34% -800 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 9,157 $1.91M 0.11% -20 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 9,155 $1.91M 0.19% -28 13F-HR/A Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 9,143 $1.9M 0.79% +956 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 9,137 $1.9M 0.24% -983 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 9,126 $1.9M 0.74% -420 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 9,123 $1.9M 0.61% -319 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 9,120 $1.9M 0.71% +530 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 9,119 $1.9M 1.32% +248 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 9,110 $1.9M 0.2% -32,946 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 9,103 $1.9M 0.24% +2,299 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 9,090 $1.89M 0.58% -64 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 9,087 $1.89M 0.76% -144 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 9,083 $1.89M 0.67% +152 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 9,079 $1.89M 1.14% +533 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 9,079 $1.89M 1.65% -703 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $1.89M 1.07% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 9,070 $1.89M 1.24% -1,972 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 8,831 $1.89M 0.8% +1,221 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 7,392 $1.89M 1.13% +377 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 9,059 $1.89M 0.43% +271 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 9,058 $1.89M 0.92% +926 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 9,054 $1.89M 0.74% -1,094 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 9,052 $1.89M 0.86% -218 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 9,037 $1.88M 0.89% -47 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 9,033 $1.88M 1.87% +335 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 9,028 $1.88M 0.58% +974 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 9,023 $1.88M 2.17% +1,125 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 9,002 $1.87M 1.17% -11 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 8,992 $1.87M 1.78% -256 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 8,989 $1.87M 1.87% +899 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 8,009 $1.87M 0.24% +354 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 9,300 $1.87M 0.73% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 8,978 $1.87M 1.11% +1,328 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 8,977 $1.87M 0.77% 0 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 8,967 $1.87M 1.7% +1,271 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 8,963 $1.87M 0.26% 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 8,955 $1.87M 0.45% -1,162 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 8,951 $1.86M 0.35% -142 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 8,947 $1.86M 0.54% -59 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 8,945 $1.86M 0.31% -125 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 8,944 $1.86M 0.68% +1,061 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 8,939 $1.86M 0.43% +307 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,919 $1.86M 0.49% -28 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 8,916 $1.86M 1.52% +904 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 8,902 $1.85M 1.21% +56 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 8,899 $1.85M 0.42% +2,510 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 8,890 $1.85M 0.53% -187 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 8,878 $1.85M 0.96% +136 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,871 $1.85M 1% -270 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 8,869 $1.85M 1.09% +3,158 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 6,932 $1.85M 0.86% +487 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 8,850 $1.84M 0.75% -2,576 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 8,846 $1.84M 0.4% +7,023 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 8,845 $1.84M 1.87% -1,799 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 8,845 $1.84M 1.86% +973 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 8,847 $1.84M 0.6% -575 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 8,837 $1.84M 1.46% -12 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 8,835 $1.84M 0.18% -195 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 8,833 $1.84M 0.47% -174 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 8,833 $1.84M 2.03% +895 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 8,825 $1.84M 0.59% +1,705 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 8,718 $1.84M 0.34% -123 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 8,800 $1.83M 0.71% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 8,787 $1.83M 0.25% -78 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 8,778 $1.83M 1.51% +5,033 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 8,773 $1.83M 0.34% +112 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 8,769 $1.83M 1.29% +153 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 8,759 $1.82M 1.08% -2,700 13F-HR/A Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 8,752 $1.82M 0.59% -7,811 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 8,746 $1.82M 0.76% -110 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 8,744 $1.82M 1.79% +1,062 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 8,727 $1.82M 0.21% +57 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 8,710 $1.81M 0.85% +957 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 8,707 $1.81M 0.88% 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 8,705 $1.81M 0.64% -98 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 8,699 $1.81M 0.16% +2,208 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 8,691 $1.81M 1.28% 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 8,687 $1.81M 1.07% +21 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 8,677 $1.81M 0.23% +1,251 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 8,673 $1.81M 0.55% +2,193 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 8,672 $1.81M 0.23% +1,379 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 8,670 $1.81M 1.47% +316 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 8,663 $1.8M 0.92% +268 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 8,656 $1.8M 0.91% +2,624 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 8,649 $1.8M 1.46% +1,329 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 6,898 $1.8M 0.27% -78 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 8,625 $1.8M 1.04% +161 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 8,616 $1.79M 1.44% +1,340 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 8,611 $1.79M 1.1% -110 13F-HR Timeline Group Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 8,608 $1.79M 0.41% -1,369 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 8,599 $1.79M 0.55% -286 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 8,585 $1.79M 0.46% -2,000 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 8,584 $1.79M 0.99% +4,297 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 8,578 $1.79M 1.37% -140 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 8,562 $1.78M 1.41% -4,152 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 8,552 $1.78M 0.5% +111 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 8,548 $1.78M 0.39% +872 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 8,546 $1.78M 0.73% +554 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 8,537 $1.78M 0.47% +132 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 8,535 $1.78M 0.62% +480 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8,532 $1.78M 0.42% -773 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 8,524 $1.78M 0.4% -218 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 8,523 $1.77M 1.2% -3,986 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 8,521 $1.77M 0.72% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 8,500 $1.77M 1.71% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 8,487 $1.77M 0.86% +351 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 6,446 $1.76M 0.4% +1,258 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 8,467 $1.76M 0.34% -2,263 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 7,398 $1.76M 1.04% -637 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 8,457 $1.76M 0.36% +1,027 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 8,450 $1.76M 0.59% -630 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 8,430 $1.76M 0.19% -20 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 8,419 $1.76M 1.47% -5,856 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 8,419 $1.75M 0.54% +1,747 13F-HR Timeline Delaney Capital Management Ltd. More: the full row for Delaney Capital Management Ltd. 8,404 $1.75M 0.28% +1,360 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 8,392 $1.75M 0.21% -985 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8,391 $1.75M 0.59% -26 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 8,384 $1.75M 1.8% +180 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 8,378 $1.74M 0.36% -870 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 8,370 $1.74M 1.04% +571 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 8,364 $1.74M 1.58% -288 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 8,363 $1.74M 0.12% 0 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 8,357 $1.74M 0.78% +1,658 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 8,353 $1.74M 1.56% +279 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 8,131 $1.74M 0.58% -750 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 8,345 $1.74M 0.43% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 8,334 $1.74M 1.24% -2,478 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 8,309 $1.73M 0.28% +312 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 8,305 $1.73M 1.17% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 8,214 $1.73M 0.64% -19 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 8,301 $1.73M 0.82% +32 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,298 $1.73M 0.92% +399 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 8,287 $1.73M 1.56% +112 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 8,284 $1.73M 0.24% +811 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 8,282 $1.72M 0.27% -545 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 8,281 $1.72M 0.44% +217 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 8,274 $1.72M 0.34% 0 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 8,270 $1.72M 0.85% -86 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 8,267 $1.72M 1.76% +136 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 8,266 $1.72M 0.78% -526 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 8,255 $1.72M 0.87% +867 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 8,246 $1.72M 0.68% +491 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 8,244 $1.72M 0.67% +364 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 8,232 $1.71M 1.89% +270 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,224 $1.71M 0.13% -141 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,220 $1.71M 0.33% -503 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 8,204 $1.71M 0.09% -1,005 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 8,221 $1.71M 0.11% +4,191 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 8,193 $1.71M 1.63% -412 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 8,187 $1.71M 0.97% +127 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 8,185 $1.7M 0.48% +1,650 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 8,185 $1.7M 1.05% -133 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,842 $1.7M 1.1% -207 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 6,154 $1.7M 1.27% -18,502 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 8,152 $1.7M 1.71% +352 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 8,149 $1.7M 0.75% -1,516 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 8,144 $1.7M 1.15% +341 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 8,136 $1.69M 0.53% -298 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,136 $1.69M 1.12% +56 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 8,133 $1.69M 0.85% +1 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,124 $1.69M 1.23% +1,570 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,120 $1.69M 0.27% -1,131 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,030 $1.69M 0.27% +639 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 8,088 $1.68M 0.84% +508 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 8,088 $1.68M 1.7% -204 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 8,082 $1.68M 1.04% +4 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 8,081 $1.68M 0.6% +19 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 8,070 $1.68M 0.66% +58 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 8,034 $1.67M 0.49% -457 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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More: the full row for DAGCO, INC. 8,013 $1.67M 0.36% +1,171 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 8,007 $1.67M 1.65% new 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 8,000 $1.67M 3.89% -5,000 13F-HR Timeline LB Partners LLC More: the full row for LB Partners LLC 8,000 $1.67M 1.49% 0 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 7,982 $1.66M 0.96% -337 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 7,973 $1.66M 0.07% +2,793 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 7,973 $1.66M 0.26% +103 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 7,971 $1.66M 1.34% +435 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 7,961 $1.66M 0.25% +1,402 13F-HR Timeline SGL Investment Advisors, Inc. 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