Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 10,023 $3.58M 0.48% -125 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,020 $3.58M 0.74% +212 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 10,006 $3.58M 3.39% -80 13F-HR Timeline Truffle Hound Capital, LLC More: the full row for Truffle Hound Capital, LLC 10,000 $3.57M 2.25% -5,000 13F-HR Timeline RH Tailwind Management, LLC More: the full row for RH Tailwind Management, LLC 10,000 $3.57M 1.67% -34,000 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 10,402 $3.57M 2.36% -23 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 9,978 $3.57M 2.45% -3,303 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 9,976 $3.57M 0.83% +488 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 9,976 $3.57M 3.2% -277 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 9,966 $3.56M 0.73% +175 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 9,938 $3.55M 2.21% +235 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 9,928 $3.55M 1.11% -360 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 9,921 $3.55M 1.78% -14,698 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 9,907 $3.54M 0.18% -292 13F-HR Timeline Group MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 9,906 $3.54M 1.41% +68 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 12,281 $3.53M 0.44% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 9,885 $3.53M 0.7% -100 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 9,883 $3.53M 0.67% -52 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 9,852 $3.52M 1.27% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 9,849 $3.52M 1.83% -568 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 9,846 $3.52M 2.2% -83 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 9,846 $3.52M 0.42% +31 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 9,832 $3.51M 3.24% -211 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,813 $3.51M 0.37% +863 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 9,799 $3.5M 0.4% +248 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 9,796 $3.5M 0.84% -577 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9,791 $3.5M 0.72% +1,079 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 9,788 $3.5M 0.27% +142 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 9,787 $3.5M 2.78% +60 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,777 $3.49M 1.01% +43 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 9,763 $3.49M 1.03% +98 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 9,755 $3.49M 0.57% +2,491 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 9,725 $3.48M 0.08% -1,455 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 9,724 $3.48M 1.38% +101 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 9,700 $3.47M 1.07% -210 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 9,641 $3.45M 1.06% +94 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 9,640 $3.45M 2.06% +378 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 9,639 $3.44M 0.3% +404 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 9,638 $3.44M 2.36% -2,064 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 9,621 $3.44M 1.17% +59 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 9,595 $3.43M 0.17% +17 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 9,589 $3.43M 0.92% -219 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 9,588 $3.43M 2.03% -180 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 9,575 $3.42M 0.67% +2,147 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 9,568 $3.42M 1.85% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9,572 $3.42M 0.16% -166 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 9,570 $3.42M 1.08% +2,286 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 9,570 $3.42M 0.93% +723 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 9,567 $3.42M 0.73% -108 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 9,565 $3.42M 2.55% -1,373 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 9,555 $3.41M 0.52% +57 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 9,548 $3.41M +752 Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 9,541 $3.41M 0.29% -4,097 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 9,539 $3.41M 1.8% -3 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 9,537 $3.41M 1.21% -176 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 9,533 $3.41M 0.42% +55 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 9,526 $3.4M 1.45% +255 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 9,526 $3.4M 0.93% -755 13F-HR/A Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 9,518 $3.4M 0.83% +947 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 9,515 $3.4M 3.23% 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 9,510 $3.4M 0.44% -48 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 9,508 $3.4M 2.13% -3,114 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 9,507 $3.4M 2.35% -77 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 9,493 $3.39M 0.52% -361 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 9,489 $3.39M 1.71% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 9,478 $3.39M 0.26% +118 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 9,446 $3.38M 0.88% +193 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 9,443 $3.38M 0.27% -5 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 9,432 $3.37M 0.57% +237 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 9,412 $3.36M 2.69% +209 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 9,391 $3.36M 0.31% +90 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 9,387 $3.36M 0.77% +445 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 9,380 $3.35M 1.6% -294 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,372 $3.35M 1.28% +2,123 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 9,369 $3.35M 0.82% -73 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 9,368 $3.35M 1.18% +183 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 9,362 $3.35M 0.57% +86 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 9,349 $3.34M 2.22% -43 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 9,343 $3.34M 2.04% -79 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 9,318 $3.33M 0.57% +40 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 9,314 $3.33M 0.22% +352 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 9,304 $3.33M 1.47% -725 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 9,302 $3.32M 0.45% +688 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 9,293 $3.32M 1.85% +56 13F-HR Timeline Evergreen Quality Fund GP, Ltd. More: the full row for Evergreen Quality Fund GP, Ltd. 9,290 $3.32M 0.05% -3,109,910 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 9,286 $3.32M 0.61% +666 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9,286 $3.32M 1.36% +246 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 9,275 $3.31M 0.48% -177 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 9,272 $3.31M 1.7% -5,201 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $3.31M 0.79% 0 13F-HR Timeline Amount filed as zero, left out of ratios. BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 9,257 $3.31M 1.53% -153 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 9,254 $3.31M 2.43% -422 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 9,234 $3.3M 0.66% +596 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 9,227 $3.3M 1.12% -22 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 9,219 $3.29M 2.06% +2,865 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,217 $3.29M 0.37% -150 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 9,203 $3.29M 0.64% +246 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 9,200 $3.29M 1.54% -1,353 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 9,193 $3.29M 1.76% +1,464 13F-HR Timeline FARLEY CAPITAL L.P. in group FARLEY CAPITAL L.P. More: the full row for FARLEY CAPITAL L.P. 9,181 $3.28M 2.58% -3,953 13F-HR Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 9,180 $3.28M 2.52% +213 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 9,167 $3.28M 0.64% +1,788 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 9,160 $3.27M 0.23% +1,787 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 9,145 $3.27M 1.97% -650 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 9,143 $3.27M 0.41% +90 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 9,138 $3.27M 0.78% +15 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 9,125 $3.26M 0.79% +33 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 9,104 $3.25M 0.54% -349 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 9,098 $3.25M 0.82% -1,585 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 9,084 $3.25M 2.08% -802 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 9,079 $3.24M 1.95% -24 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 9,074 $3.24M 1.14% -1,354 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 9,066 $3.24M 1.14% -237 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,097 $3.24M 0.43% +224 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 9,057 $3.24M 1.02% +1 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,182 $3.24M 0.77% +4 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 9,042 $3.23M 0.29% -157 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 9,039 $3.23M 0.96% +12 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 9,031 $3.23M 0.81% -1,619 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 9,028 $3.23M 2.35% -215 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 9,026 $3.23M 0.11% +6,265 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,019 $3.22M 0.28% -712 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,015 $3.22M 0.35% +1,585 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 9,000 $3.22M 0.1% +4,000 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 9,000 $3.22M 0.01% 0 13F-HR Timeline Group Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 8,984 $3.21M 1.12% -530 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 9,551 $3.21M 0.88% 0 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 8,975 $3.21M 0.19% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 8,969 $3.21M 0.62% +77 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8,967 $3.2M 0.8% -93 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,955 $3.2M 0.21% +779 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 8,949 $3.2M 2.29% +685 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 8,934 $3.19M -118 Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8,926 $3.19M 0.02% -158 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 8,918 $3.19M 0.95% +983 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 8,914 $3.19M 0.64% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 8,882 $3.17M 0.72% +231 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,652 $3.17M 0.39% -339 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 8,871 $3.17M 0.29% -39 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 8,868 $3.17M 1.47% +225 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 8,864 $3.17M 0.6% -2,765 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 8,848 $3.16M 0.39% -780 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 8,848 $3.16M 0.64% +136 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 8,840 $3.16M 1.9% -220 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 8,821 $3.15M 0.63% +102 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 8,809 $3.15M 2.79% +799 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 8,788 $3.14M 1.21% +2,441 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 8,788 $3.14M 1.22% +7,311 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 8,778 $3.14M 0.68% -4,217 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 8,763 $3.13M 0.85% -3,401 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,759 $3.13M 1.53% -1,062 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8,757 $3.13M 0.37% +127 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 8,740 $3.12M 0.13% +926 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 8,739 $3.12M 0.92% -113 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 8,735 $3.12M 0.46% -68 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 8,718 $3.12M 0.77% 0 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 8,687 $3.1M 1.69% +4,085 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,682 $3.1M 0.63% -329 13F-HR Timeline Trust Co More: the full row for Trust Co 8,663 $3.1M 0.28% -1,235 13F-HR Timeline TLWM More: the full row for TLWM 8,621 $3.08M 0.5% -1,679 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 8,619 $3.08M 0.96% -120 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8,611 $3.08M 0.96% +298 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 8,595 $3.07M 1.8% -147 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 8,594 $3.07M 2.1% +442 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 8,591 $3.07M 2.04% -73 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 8,573 $3.06M 0.74% 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 8,549 $3.06M 1.44% -1,095 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 8,541 $3.05M 1.93% +1,075 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 8,538 $3.05M 1.36% -511 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8,537 $3.05M 2.11% -265 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 8,524 $3.05M 0.42% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 8,517 $3.04M 1.38% -606 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 8,517 $3.04M 2.55% +414 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,517 $3.04M 0.77% -212 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,498 $3.04M 0.47% +95 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 8,494 $3.04M 1.57% +82 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 8,494 $3.04M 1.73% +1,201 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 8,490 $3.03M 2.55% new 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 8,480 $3.03M 3.33% -273 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 8,478 $3.03M 1.89% -5,097 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 8,473 $3.03M 1.2% -1,465 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 8,472 $3.03M 2.22% +667 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 8,472 $3.03M 0.71% +633 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 8,460 $3.02M 0.06% -1 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 8,458 $3.02M 0.48% -27 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 8,452 $3.02M 2.34% +2 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 8,433 $3.01M 1.18% +256 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 8,433 $3.01M 2.28% -87 13F-HR Timeline Advance Capital Management, Inc. 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