HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 40 $3.29K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 39 $3.2K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 39 $3.2K <0.01% +28 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 39 $3K <0.01% 0 13F-HR Timeline Group Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 35 $2.87K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 34 $2.75K <0.01% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 33 $2.71K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 32 $2.63K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 32 $2.62K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 32 $2.62K <0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 31 $2.55K <0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 31 $2.54K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 31 $2.54K <0.01% +11 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 30 $2.46K <0.01% -20 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 29 $2.38K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 29 $2.38K <0.01% -20 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 29 $2.38K <0.01% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 28 $2.3K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 27 $2.21K <0.01% +5 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 25 $2.05K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 25 $2.05K <0.01% 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 20 $2K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 24 $1.97K <0.01% -14 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 24 $1.97K <0.01% +6 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 23 $1.89K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 23 $1.89K <0.01% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 22 $1.8K <0.01% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 22 $1.8K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 21 $1.73K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 21 $1.72K <0.01% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 21 $1.72K <0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 20 $1.65K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 20 $1.65K <0.01% +5 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 20 $1.64K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 20 $1.64K <0.01% -30 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 19 $1.56K <0.01% 0 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 18 $1.48K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 18 $1.48K <0.01% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 16 $1.31K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 15 $1.25K <0.01% +11 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 15 $1.23K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 15 $1.23K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 15 $1.23K <0.01% +11 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $1.23K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 15 $1.23K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 15 $1.23K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 15 $1.23K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 14 $1.15K <0.01% 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 14 $1.15K <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 14 $1.15K <0.01% -215 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 14 $1.15K <0.01% -126 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14 $1.15K <0.01% +7 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 13 $1.07K <0.01% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 13 $1.07K <0.01% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 13 $1.07K <0.01% -13 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 13 $1K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 12 $984 <0.01% -1 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 12 $984 <0.01% 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 11 $902 <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 11 $902 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 10 $821 <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 10 $821 <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 10 $821 <0.01% 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 10 $821 <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 9 $739 <0.01% +3 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 9 $738 <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 8 $656 <0.01% -20 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 8 $656 <0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 8 $656 <0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7 $577 <0.01% -2 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 7 $575 <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7 $574 <0.01% new 13F-HR/A Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 7 $574 <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 8 $564 <0.01% -116 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 6 $492 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 5 $413 <0.01% -4 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 5 $412 <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5 $410 <0.01% -313 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $410 <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5 $410 <0.01% -26 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4 $332 <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4 $329 <0.01% -8 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4 $329 <0.01% -1,000 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4 $329 <0.01% -14 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 4 $328 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $328 <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 4 $328 <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 4 $328 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3 $246 <0.01% -15 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3 $246 <0.01% -3 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3 $246 <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2 $165 <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2 $165 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2 $165 <0.01% -21 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 2 $165 <0.01% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2 $164 <0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2 $164 <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2 $164 <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 2 $164 <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 2 $164 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $164 <0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2 $164 <0.01% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1 $86 <0.01% 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1 $83 <0.01% new 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1 $82 <0.01% 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1 $82 <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 8 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. First PREMIER Bank More: the full row for First PREMIER Bank 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 3 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,745 $48 +1,887 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.