WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 10,141 $3.56M 0.61% +70 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 10,028 $3.52M 1.59% +3,562 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,936 $3.49M 0.33% -1,586 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 9,880 $3.47M 0.17% +860 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,841 $3.46M 0.75% -2,869 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,818 $3.45M 0.19% +478 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 9,765 $3.43M 1.21% -285 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 9,661 $3.39M 2.92% -8,174 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 9,623 $3.38M 0.18% +6,167 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,567 $3.36M 1.34% -203 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 9,549 $3.35M 1.07% new 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 9,355 $3.29M 2.17% +27 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 9,124 $3.2M 1.43% +141 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,072 $3.19M 0.66% -8 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 9,011 $3.16M 0.47% +1,982 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,004 $3.16M 0.27% -53 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 8,925 $3.13M 0.96% +5,327 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 8,866 $3.11M 1.57% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,704 $3.06M 0.78% -162 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,695 $3.05M 1.71% -34 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 8,569 $3.01M 0.08% -51 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 8,376 $2.94M 1.94% -816 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 8,219 $2.89M 0.34% +36 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,200 $2.88M 0.62% -16 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 8,169 $2.87M 0.99% -124 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 8,150 $2.86M 0.24% +3,131 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,107 $2.85M 1.22% +2,134 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 8,036 $2.82M 0.84% +2,046 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,957 $2.79M 0.56% +238 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 7,720 $2.71M 0.84% +653 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 7,638 $2.68M 0.7% +271 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 7,625 $2.68M 0.05% +449 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,482 $2.63M 0.39% +83 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 7,320 $2.59M 2.41% -2,185 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,300 $2.56M 0.48% +400 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,235 $2.54M 0.68% -370 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 7,216 $2.53M 0.32% -46 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 7,135 $2.51M 1.02% -155 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 7,015 $2.46M 0.29% +3,050 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,926 $2.43M 0.14% -333 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 6,916 $2.43M 0.81% +945 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,829 $2.4M 0.3% -18 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,731 $2.36M 0.3% +167 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 6,703 $2.35M 0.24% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 6,809 $2.34M 0.97% -5 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,650 $2.34M 0.5% -20 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,630 $2.33M 1.25% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 6,574 $2.31M 0.77% +485 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 6,456 $2.27M 0.18% 0 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 6,382 $2.24M 1.47% +2 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 6,254 $2.2M 0.89% +1,413 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 6,221 $2.18M 1% -339 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 6,203 $2.18M 1.31% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 5,976 $2.1M 0.34% +239 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,974 $2.1M 0.38% +238 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 5,948 $2.09M 0.56% +153 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,911 $2.08M 0.47% +513 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,830 $2.05M 0.81% -1,077 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,803 $2.04M 0.48% -2 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 5,795 $2.04M 1.46% -46 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 5,721 $2.01M 0.57% +1,387 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 5,608 $1.97M 0.79% +408 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,580 $1.96M 0.17% +95 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 5,578 $1.96M 1.33% -316 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,568 $1.96M 0.5% -30 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,489 $1.93M 0.13% +567 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,457 $1.92M 0.28% -4,491 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 5,425 $1.91M 1.33% -43 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 5,394 $1.89M 1.31% +626 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 5,187 $1.82M 0.64% +125 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 5,167 $1.81M 1.28% 0 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 5,152 $1.81M 1.25% +68 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,139 $1.8M 0.1% -18,836 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,123 $1.8M 0.52% -1,235 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,123 $1.8M 0.94% -91 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 5,090 $1.79M 0.94% -1,090 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 5,048 $1.77M 1.27% +1,679 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 5,048 $1.77M 0.25% +62 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 4,995 $1.75M 0.34% +2,659 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 4,983 $1.75M 0.37% +3,711 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 4,940 $1.73M 1.82% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,935 $1.73M 0.19% +171 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 92,152 $1.73M 0.3% +87,403 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 4,903 $1.72M 1.25% -88 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 4,810 $1.69M 1.47% +827 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 4,805 $1.69M 1.72% -6 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 4,804 $1.69M 0.9% +34 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 4,801 $1.69M 1.39% -290 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,734 $1.66M 1% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,730 $1.66M 0.45% 0 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 4,727 $1.66M 1.4% +49 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,663 $1.64M 0.11% +1,063 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 4,605 $1.62M 0.68% +223 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 4,536 $1.59M 0.6% -159 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,575 $1.57M 0.36% +2,756 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,464 $1.57M 1.15% +208 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 4,462 $1.57M 1.02% -1,290 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 4,412 $1.55M 0.74% +2 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,354 $1.53M 0.58% +163 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,305 $1.51M 0.39% +2,218 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,299 $1.51M 0.48% +136 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 4,219 $1.51M 0.87% -33 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 4,280 $1.5M 0.21% +326 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,182 $1.47M 0.87% -148 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,160 $1.46M 0.28% +375 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 4,146 $1.46M 0.82% -25 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,112 $1.44M 0.31% 0 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 4,109 $1.44M 0.34% -78 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,060 $1.43M 0.22% +64 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,040 $1.42M 1.09% +1,263 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,032 $1.42M 0.57% -308 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 4,030 $1.42M 0.38% -114 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,978 $1.4M 0.5% +3 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,973 $1.4M 0.06% +386 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 3,924 $1.38M 0.78% +297 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,878 $1.38M 0.16% +357 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,874 $1.36M 0.12% +25 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 3,787 $1.33M 0.33% +1,737 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,751 $1.32M 1.02% +106 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,706 $1.3M 0.15% +124 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 3,647 $1.28M 0.93% +361 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,577 $1.26M 0.44% -2,876 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 3,576 $1.26M 0.23% +312 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,568 $1.25M 0.12% -31 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,532 $1.24M 0.15% -156 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,446 $1.23M 0.51% -6,214 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,496 $1.23M 0.68% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,485 $1.22M 0.7% +336 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 3,433 $1.21M 0.92% -4 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,427 $1.2M 0.23% +263 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,425 $1.2M 1.02% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,406 $1.2M 0.4% +97 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,403 $1.2M 0.09% +179 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,364 $1.18M 0.42% -168 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,314 $1.16M 0.2% +295 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3,278 $1.15M 0.16% +219 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,232 $1.14M 0.65% +112 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,228 $1.13M 0.19% -126 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,227 $1.13M 0.43% +68 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,195 $1.12M 0.67% -119 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 3,151 $1.11M 0.6% +103 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,114 $1.09M 0.07% +301 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 3,065 $1.08M 0.48% 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,142 $1.08M 0.06% 0 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 3,071 $1.08M 0.08% -1,378 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,049 $1.07M 0.01% -863 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,041 $1.07M 0.13% -85 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 3,027 $1.06M 0.34% +1,352 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,996 $1.05M 0.18% +266 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,990 $1.05M 0.39% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,984 $1.05M 0.18% -101 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,981 $1.05M 0.25% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,974 $1.04M 0.42% +14 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,972 $1.04M 0.36% +31 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,960 $1.04M 0.11% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,934 $1.03M 0.56% -13 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,930 $1.03M 0.13% +247 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,914 $1.02M 0.54% +181 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,872 $1.01M 0.18% +1,789 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 2,845 $999K 0.91% -91 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,839 $997K 0.51% -10 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 2,826 $992K 0.21% +1,000 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,819 $990K 0.29% +5 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,819 $990K 0.59% +143 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 2,808 $986K 0.18% +195 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,807 $986K 2.83% +348 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,736 $961K 0.17% +366 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,734 $960K 0.17% -107 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,731 $959K 0.05% -275 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 2,706 $950K 0.16% +53 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,691 $945K 0.27% +97 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2,691 $945K 0.09% +152 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,688 $945K 0.17% +315 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,651 $931K 0.22% +979 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,644 $929K 0.47% +31 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 2,639 $927K 0.42% +286 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,627 $923K 0.37% +221 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,616 $919K 0.06% -14 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,607 $916K 0.16% +20 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,578 $906K 0.13% -2 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 2,555 $897K 0.85% -174 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,539 $892K 0.07% +337 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,440 $882K 0.1% +285 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 2,505 $880K 0.36% +162 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,499 $878K 0.31% +9 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 2,478 $870K 0.41% +4 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,478 $870K 0.24% +22 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,474 $869K 0.2% +354 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 2,454 $862K 0.31% +106 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,443 $858K 0.34% +393 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,412 $857K 0.16% +46 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,434 $855K 0.39% -188 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,432 $854K 0.05% -205 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,420 $850K 0.13% +525 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,411 $847K 0.22% +24 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,402 $844K 0.52% -80 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,395 $841K 0.08% -207 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 2,387 $838K 0.41% -8 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 2,389 $838K 0.55% -85 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,384 $837K 0.2% -550 13F-HR Timeline