Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,514 $1.02M 0.75% +289 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,507 $1.02M 0.07% -1,424 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 5,482 $1.02M 0.81% -154 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,481 $1.02M 0.03% +361 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 5,477 $1.02M 0.48% -2,173 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 5,471 $1.01M 0.12% +2,221 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 5,463 $1.01M 0.4% 0 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 5,456 $1.01M 0.21% -5 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 5,450 $1.01M 0.62% +115 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,449 $1.01M 0.14% +192 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,445 $1.01M 0.18% -561 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,433 $1.01M 0.13% +25 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 5,426 $1.01M 0.49% +564 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,424 $1.01M 0.27% +50 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 6,565 $1M 0.08% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,397 $1M 0.16% +16 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 5,383 $998K 0.01% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,379 $997K 0.04% -67 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 5,371 $995K 0.05% +271 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,355 $993K 0.2% +620 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,354 $993K 0.99% -142 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,343 $991K 0.35% -42 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,334 $989K 0.63% +260 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 5,322 $987K 0.12% +1 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,312 $985K 0.78% -205 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,296 $982K 0.1% -4,836 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 5,294 $982K 0.38% -637 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 5,290 $981K 0.11% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,285 $980K 0.71% -230 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 5,283 $980K 0.34% -10 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5,270 $977K 0.65% +277 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 5,269 $977K 0.09% +1,101 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,258 $975K 0.38% -30 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 5,256 $975K 0.15% +377 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 5,235 $971K 0.16% +957 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,221 $968K 0.08% +37 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,182 $961K 0.09% -150 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 5,179 $960K 0.22% +3,680 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 5,175 $960K 0.48% +7 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,166 $958K 0.15% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,164 $958K 0.12% +1,172 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 5,152 $955K 0.96% -519 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 5,142 $953K 0.32% -9 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,142 $953K 0.08% -14,437 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,139 $953K 0.24% -49 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 5,134 $952K 0.17% 0 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 5,128 $951K 0.01% -498 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5,125 $950K 0.19% -625 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,021 $948K 0.19% -82 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,108 $947K 0.14% +528 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,100 $946K 0.44% 0 13F-HR Timeline Group DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 5,095 $945K 0.61% -525 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 5,093 $944K 0.7% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,084 $943K 0.16% +166 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 5,079 $942K 0.04% 0 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 5,080 $942K 0.62% -3,246 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 5,077 $941K 0.23% -8,757 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,075 $941K 0.06% -70 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 5,071 $940K 0.63% 0 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 5,064 $939K 0.3% -344 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,064 $939K 0.26% -13 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 6,597 $939K 1.37% 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 5,056 $938K 0.22% new 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 5,024 $932K 0.66% -56 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,012 $929K 0.23% +13 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,582 $929K 0.26% +4,280 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,004 $929K 0.15% -37 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 5,000 $927K 0.2% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STEPH & CO More: the full row for STEPH & CO 4,999 $927K 0.28% -894 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,987 $925K 0.12% -52 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,979 $923K 0.61% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,973 $922K 0.12% 0 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,973 $922K 0.29% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,972 $922K 0.32% +2,795 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,963 $920K 0.63% +2 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 4,960 $920K 0.41% +26 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,958 $919K 0.13% +1,890 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,953 $918K 0.15% -113 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,947 $917K 0.08% -267 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 4,946 $917K 0.79% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 4,946 $917K 0.66% -232 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,943 $917K 0.08% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,942 $916K 0.87% +1,260 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 4,939 $916K 0.47% -55 13F-HR Timeline Rempart Asset Management Inc. More: the full row for Rempart Asset Management Inc. 4,935 $915K 0.17% +1,045 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,921 $913K 0.1% +422 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,917 $912K 0.47% -248 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,916 $912K 0.27% -200 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,916 $911K 0.09% -841 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,912 $911K 0.32% +11 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,801 $911K 0.24% -3,652 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,910 $910K 0.24% +1,961 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,910 $910K 0.19% +619 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,895 $910K 0.2% +84 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 4,905 $909K 0.35% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,900 $909K 0.33% -122 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,897 $908K 1.33% -741 13F-HR/A Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,891 $907K 0.03% -1,044 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 4,887 $906K 0.66% +326 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,883 $905K 0.14% -2,940 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,877 $904K 0.49% +133 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,877 $904K 0.23% -89 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,865 $902K 0.05% +689 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,857 $901K 0.08% -58 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 4,849 $899K 0.37% +1 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,846 $899K 0.15% +432 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 4,842 $898K 0.47% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,838 $897K 0.39% -8 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 4,823 $896K 0.4% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,829 $896K 0.26% -243 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,830 $896K 0.63% +24 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,826 $895K 0.25% -2,769 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 4,825 $895K 0.22% +177 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,821 $894K 0.42% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,819 $894K 0.48% +123 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,773 $888K 0.15% -208 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,782 $887K 0.3% -110 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 4,783 $886K 0.48% -435 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,778 $886K 0.23% -252 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,777 $886K 0.3% -90 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 4,771 $885K 0.15% new 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 4,769 $884K 0.13% +7 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,765 $884K 0.24% -192 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 4,753 $881K 0.19% +36 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,741 $879K 0.15% +3,032 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4,735 $878K 0.1% -83 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,726 $876K 0.25% +15 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,726 $876K 0.75% -100 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,721 $875K 0.07% -1,143 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,590 $875K 0.3% -726 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,714 $874K 0.14% +177 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 4,712 $874K 0.06% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,707 $873K 0.14% -65 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,678 $867K 0.23% -135 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 4,677 $867K 0.42% -129 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,677 $867K 0.44% +680 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 4,677 $867K 0.53% +34 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,676 $867K 0.39% -1,400 13F-HR Timeline RS CRUM INC. 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KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,597 $852K 1.02% -1,652 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 4,595 $852K 0.44% +13 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,583 $850K 0.26% +1,501 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 4,582 $850K 0.51% -278 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 4,573 $848K 0.17% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,569 $847K 0.06% -2,504 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,565 $846K 0.49% -223 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,556 $845K 0.27% +232 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 4,543 $842K 0.16% -219 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,528 $840K 0.58% +68 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4,518 $838K 0.26% -805 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 4,517 $838K 0.3% +173 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 4,516 $837K 0.51% +31 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,509 $836K 0.35% -16 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 4,507 $836K 0.02% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 4,504 $835K 0.32% -267 13F-HR Timeline SJS Investment Consulting Inc. 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LLC 4,454 $826K 0.09% +306 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 4,450 $825K 0.25% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,449 $825K 0.56% -154 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,475 $824K 0.77% -2,360 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,431 $822K 0.04% 0 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 4,418 $819K 0.28% -382 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 4,415 $819K 0.3% -580 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,407 $817K 0.55% +852 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,404 $817K 0.1% -1,890 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,401 $816K 0.24% new 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,395 $815K 0.56% +1 13F-HR/A Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 4,394 $815K 0.55% +4 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 4,394 $815K 0.56% -131 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 4,385 $813K 0.24% new 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,384 $813K 0.39% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,371 $810K 0.26% +662 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,367 $810K 0.34% -131 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,366 $810K 0.25% -17 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,365 $809K 0.17% +1 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,358 $808K 0.24% -161 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 4,351 $807K 0.35% -650 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 4,342 $805K 0.63% -32,972 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4,342 $805K 0.63% -368 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 4,339 $805K 0.19% -163 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,333 $803K 0.11% -52 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 4,323 $802K 1.29% +1,566 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 4,321 $801K 0.17% -147 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,312 $800K 0.32% -40 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,309 $799K 0.51% +998 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,306 $798K 0.13% -91 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,296 $797K 0.42% -758 13F-HR Timeline