Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 10,633 $2.65M 0.37% -692 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 10,623 $2.65M 0.43% -16 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 10,504 $2.62M 0.59% +367 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10,440 $2.6M 0.45% +2,410 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 10,420 $2.6M 0.71% +662 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 10,375 $2.58M 1.55% -2,500 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 10,370 $2.58M 1.08% +555 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 10,362 $2.58M 1.03% -63 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 10,335 $2.57M 1.03% +955 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 10,317 $2.57M 0.75% +1,917 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 10,317 $2.57M 1% new 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 10,278 $2.56M 0.72% -27 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 10,260 $2.56M 0.51% 0 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 10,227 $2.55M 1.04% -106 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. 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More: the full row for Pachira Investments Inc. 9,732 $2.42M 0.78% +349 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 9,625 $2.4M 1.22% +376 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 9,353 $2.4M 0.96% -275 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,615 $2.4M 0.52% -26 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 9,565 $2.38M 2% -328 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 9,483 $2.36M 0.87% +154 13F-HR Timeline Scheeler Financial LLC More: the full row for Scheeler Financial LLC 9,475 $2.36M 1.79% 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 8,922 $2.34M 0.85% +370 13F-HR Timeline Weil Company, Inc. 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More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 8,744 $2.18M 0.51% +2,948 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 8,676 $2.16M 0.86% -121 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 8,644 $2.15M 1.57% +168 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 8,617 $2.15M 1.34% -96 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8,543 $2.13M 0.3% +626 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 8,541 $2.13M 0.4% -3 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 8,537 $2.13M 0.96% -239 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,515 $2.12M 0.15% +316 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 8,507 $2.12M 1.36% +10 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 8,421 $2.1M 0.29% +2,124 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 8,373 $2.09M 0.57% +1,216 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,334 $2.08M 1.38% +43 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 8,314 $2.07M 0.49% -250 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 8,313 $2.07M 1.47% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 8,309 $2.07M 1.11% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 8,292 $2.07M 1.86% +16 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 8,269 $2.06M 1.57% +342 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 8,201 $2.04M 0.5% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,116 $2.02M 1.13% 0 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 8,080 $2.01M 0.19% -192 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 7,918 $1.97M 1.62% -71 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 7,911 $1.97M 1.92% -17 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 7,898 $1.97M 0.42% +2,081 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 7,898 $1.97M 0.14% +20 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 7,855 $1.96M 0.32% -12 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 7,837 $1.95M 1.05% +355 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 7,776 $1.94M 0.69% -41 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,692 $1.92M 0.54% -245 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 7,754 $1.91M 1.33% +121 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 7,677 $1.91M 0.65% +1,335 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 7,638 $1.9M 1.57% -443 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 7,637 $1.9M 1.18% -58 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 7,630 $1.9M 0.45% +1,033 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 7,627 $1.9M 0.21% -392 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 7,592 $1.89M 1.7% -140 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 7,579 $1.89M 0.39% -183 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 7,545 $1.88M 0.81% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 7,395 $1.88M 1.33% +68 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 7,539 $1.88M 0.17% +259 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 7,433 $1.87M 0.54% -35 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,474 $1.86M 1.06% +263 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 7,473 $1.86M 0.29% +1,389 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 7,458 $1.86M 1.17% +88 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 7,332 $1.83M 0.73% -159 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 7,271 $1.81M 0.37% +56 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 7,266 $1.81M 0.83% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 7,227 $1.8M 0.32% -281 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,213 $1.8M 0.53% +83 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,202 $1.79M 0.42% +483 13F-HR Timeline 25 LLC More: the full row for 25 LLC 7,178 $1.79M 0.49% -282 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 7,107 $1.77M 0.45% new 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 7,071 $1.76M 1.56% +415 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 6,988 $1.74M 0.52% +47 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 6,960 $1.73M 0.5% +466 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 6,945 $1.73M 0.67% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 6,837 $1.7M 0.84% +67 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 6,835 $1.7M 0.27% -122 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 6,816 $1.7M 1.44% 0 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 6,735 $1.68M 0.73% +116 13F-HR Timeline Group BDFS Capital LLC More: the full row for BDFS Capital LLC 6,730 $1.68M 0.83% -142 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 6,706 $1.67M 0.48% +1,706 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 6,696 $1.67M 0.76% +1,801 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 6,629 $1.65M 0.44% +35 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 6,590 $1.64M 1.08% -25 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,557 $1.63M 0.98% -168 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,571 $1.63M 0.37% -720 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 6,474 $1.63M 0.36% +382 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 6,484 $1.62M 0.44% -253 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC 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+1,803 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 6,210 $1.55M 1.35% 0 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 6,193 $1.54M 1.07% 0 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 6,187 $1.54M 0.87% +869 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 6,463 $1.54M 0.49% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 6,151 $1.53M 0.24% +1,240 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 6,150 $1.53M 0.47% +80 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6,116 $1.52M 0.7% +679 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 6,061 $1.51M 1.09% -53 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 5,942 $1.49M 0.17% -1,002 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,993 $1.49M 0.56% +97 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 5,933 $1.48M 1.07% +97 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,931 $1.48M 0.45% -107 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 5,926 $1.48M 0.85% +88 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 5,903 $1.47M 0.52% +658 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 5,847 $1.47M 0.73% -25 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 5,886 $1.47M 1.12% -167 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 5,849 $1.46M 1.54% -2,277 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 5,781 $1.44M 1.1% +213 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,746 $1.43M 0.85% +104 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 5,761 $1.42M 0.98% -2,002 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 5,661 $1.41M 1.72% +55 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 5,572 $1.4M 0.2% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,622 $1.4M 0.36% -126 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5,608 $1.4M 0.14% -116 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 5,598 $1.39M 0.56% -2,513 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,560 $1.39M 0.83% +2 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 5,544 $1.38M 0.5% +314 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 5,310 $1.32M 1.12% 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 5,288 $1.32M 0.22% -506 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,264 $1.31M 0.23% +100 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,252 $1.31M 0.61% +621 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 5,233 $1.3M 0.68% +215 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 5,212 $1.3M 0.59% +135 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 5,200 $1.3M 0.43% +200 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 5,152 $1.28M 0.65% +681 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,098 $1.27M 0.24% -115 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 5,062 $1.26M 0.21% -40 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 5,046 $1.26M 0.88% 0 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 5,014 $1.25M 0.39% -3 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 4,989 $1.24M 0.31% -285 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 4,944 $1.23M 0.91% -269 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 4,864 $1.21M 0.77% +1,668 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,831 $1.2M 0.22% +522 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 4,783 $1.19M 0.27% +623 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,717 $1.19M 0.23% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,736 $1.18M 0.13% +392 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 4,668 $1.16M 0.74% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,660 $1.16M 0.53% 0 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 4,411 $1.15M 0.16% +20 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 4,561 $1.14M 3.26% +538 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,447 $1.11M 0.32% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,417 $1.1M 0.38% +201 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,308 $1.07M 0.47% -2,199 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,308 $1.07M 0.44% -161 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 4,218 $1.05M 0.75% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,206 $1.05M 0.25% +472 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,177 $1.04M 0.12% -25 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,174 $1.04M 0.37% +298 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 4,173 $1.04M 1.12% -277 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 4,084 $1.02M 0.93% +89 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 4,070 $1.01M 0.95% -240 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 4,006 $998K 0.42% +104 13F-HR Timeline Lotus Asset Management LLC More: the full row for Lotus Asset Management LLC 3,971 $989K 0.81% +578 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 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More: the full row for Diesslin Group, Inc. 3,483 $868K 0.34% -202 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,473 $865K 0.55% -549 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 3,470 $865K 0.83% +2,970 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 3,529 $862K 0.27% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 3,413 $850K 0.48% +164 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 3,394 $846K 0.47% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 3,393 $845K 0.26% +70 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 3,374 $841K 0.73% -47 13F-HR Timeline