Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 9,706 $4.98M 1.45% +2,174 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 9,700 $4.98M 3.56% -80 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 9,552 $4.9M 3.03% -111 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 9,552 $4.9M 2.79% +489 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 9,551 $4.9M 1.83% +1,450 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 9,477 $4.86M 1.75% +2,946 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,463 $4.85M 0.86% -3,295 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 9,454 $4.85M 3.92% +61 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 9,438 $4.84M 0.25% +4,410 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 9,390 $4.82M 3.21% -303 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 9,103 $4.67M 1% -166 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 9,095 $4.66M 2% -1,262 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 9,000 $4.62M 5.02% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 8,937 $4.58M 1.84% +67 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 8,925 $4.58M 3.32% +325 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 8,913 $4.57M 0.75% -28 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 8,860 $4.54M 1.09% +418 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 8,672 $4.49M 2.01% 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 8,729 $4.48M 0.49% -203 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,692 $4.46M 0.48% +1,566 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,539 $4.38M 0.94% -855 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 8,449 $4.33M 0.42% +2,174 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 8,404 $4.31M 1.3% +1,738 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 8,373 $4.29M 1.15% +312 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 8,306 $4.26M 0.66% +973 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 8,288 $4.25M 1.86% -17 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,276 $4.24M 0.82% +750 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 8,188 $4.2M 1.76% -15 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 8,126 $4.17M 0.65% -59 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8,121 $4.17M 0.59% +2,228 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 11,138 $4.15M 1.53% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 7,938 $4.15M 2.94% +1,432 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 8,079 $4.14M 0.27% +4,006 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8,041 $4.12M 0.71% +2,190 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 8,019 $4.11M 0.7% -151 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 7,936 $4.07M 1.95% +60 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 7,861 $4.03M 1.15% -16 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 7,830 $4.02M 2.41% -20 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 7,781 $3.99M 2.03% +865 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 7,719 $3.96M 2.22% -1 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 7,704 $3.95M 3.34% +23 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,633 $3.91M 1.65% -173 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 7,516 $3.86M 0.97% -135 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 7,478 $3.84M 3.91% +72 13F-HR Timeline Scheeler Financial LLC More: the full row for Scheeler Financial LLC 7,458 $3.83M 2.9% 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,434 $3.81M 1.78% +596 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 7,427 $3.81M 1.4% -468 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 7,111 $3.8M 1.38% -976 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 7,132 $3.77M 1.52% -291 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 7,356 $3.77M 0.65% +924 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 7,351 $3.77M 3.35% +9 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 7,334 $3.76M 0.62% +64 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,364 $3.75M 2.75% +334 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 7,284 $3.74M 0.54% -179 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,266 $3.73M 0.67% -102 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,231 $3.71M 0.87% -108 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 7,222 $3.7M 1.13% -162 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 7,187 $3.69M 1.32% +121 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 7,042 $3.61M 1.84% +495 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 6,922 $3.55M 2.3% +2,090 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6,902 $3.54M 2.12% -526 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 6,858 $3.52M 0.9% +29 13F-HR Timeline 15 Wealth Advisors LLC More: the full row for 15 Wealth Advisors LLC 6,795 $3.49M 0.87% 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 6,782 $3.48M 1.38% -1,030 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 6,763 $3.47M 0.66% +196 13F-HR Timeline Triad Investment Management More: the full row for Triad Investment Management 6,761 $3.47M 4.6% +126 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 6,724 $3.45M 2.64% +4 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 6,714 $3.44M 2.44% +179 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,645 $3.41M 0.8% +73 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 6,634 $3.4M 0.93% -464 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,597 $3.38M 0.6% +664 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 6,582 $3.37M 0.92% +1,881 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,505 $3.34M 0.94% -138 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,499 $3.33M 1.31% -202 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,488 $3.33M 1.88% new 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 6,459 $3.31M 1.59% -61 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 6,386 $3.28M 0.72% -90 13F-HR Timeline TLWM More: the full row for TLWM 6,378 $3.27M 0.52% +25 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 6,336 $3.25M 3.41% +245 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 6,302 $3.23M 0.36% -443 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,300 $3.23M 1.79% -25 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 6,291 $3.23M 0.6% +955 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,269 $3.22M 0.37% -2 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 6,244 $3.2M 1.11% -140 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 6,243 $3.2M 2.09% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,205 $3.18M 1.93% +115 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 6,104 $3.13M 1.54% +310 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 6,099 $3.13M 1.85% -1,037 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 6,042 $3.1M 1.29% +297 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,038 $3.1M 1.86% -78 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 6,018 $3.09M 2.09% +540 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 6,000 $3.08M 0.27% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 5,978 $3.07M 2.19% -77 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,900 $3.03M 0.26% -4 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 5,865 $3.01M 1.07% +767 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 5,841 $3M 1.05% -10 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 5,813 $2.98M 0.06% +292 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 5,761 $2.95M 1.44% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5,735 $2.94M 1.33% -74 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 5,713 $2.93M 1.94% +3 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 5,697 $2.92M 0.85% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 5,687 $2.92M 0.6% -197 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 5,674 $2.91M 2.45% +9 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 5,645 $2.9M 2.05% -805 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 5,620 $2.88M 0.92% -97 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,590 $2.87M 0.7% -189 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 5,578 $2.86M 1.72% -1,387 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,531 $2.84M 1.68% +66 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 5,453 $2.8M 0.25% +140 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 5,451 $2.8M 3.01% -159 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 5,406 $2.77M 2.12% -207 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 5,404 $2.77M 1.95% +55 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 5,326 $2.73M 1.98% -249 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,242 $2.69M 0.6% +1 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 5,188 $2.66M 2.29% -692 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 5,150 $2.64M 0.42% -678 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 5,072 $2.6M 0.89% -88 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 5,065 $2.6M 1.41% +4,515 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,060 $2.6M 0.67% +26 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 5,043 $2.59M 0.74% +267 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 4,979 $2.55M 0.41% -44 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 4,972 $2.55M 1.13% -484 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 4,903 $2.51M 0.95% +93 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 4,892 $2.51M 2.26% +54 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 4,837 $2.48M 1.03% +319 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 4,822 $2.47M 1.7% +32 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,788 $2.46M 1.28% +325 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 4,636 $2.45M 1.06% +2 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,807 $2.45M 1.69% -1,883 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 4,762 $2.44M 1.16% -1,000 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 4,733 $2.43M 1.08% +586 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,577 $2.4M 0.48% -59 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 4,423 $2.4M 1.39% -190 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,682 $2.4M 0.96% -333 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 4,666 $2.39M 2.19% +109 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 4,630 $2.37M 1.25% -688 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 4,568 $2.34M 1.4% -408 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 4,520 $2.32M 1.91% -66 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 4,519 $2.32M 1.06% +635 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 4,489 $2.3M 0.27% -96 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 4,483 $2.3M 0.42% +789 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 4,190 $2.28M 1.29% -2 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,426 $2.27M 1.46% +22 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,422 $2.27M 0.58% -482 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,416 $2.27M 0.25% -31 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 4,409 $2.26M 1.64% +137 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 4,406 $2.26M 0.6% -400 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,328 $2.22M 1.01% -150 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,327 $2.22M 2.02% -24 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,305 $2.21M 1.01% 0 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 4,265 $2.19M 1.1% 0 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 4,261 $2.19M 1.57% +172 13F-HR Timeline Seven Hills Financial, LLC More: the full row for Seven Hills Financial, LLC 4,238 $2.17M 1.31% 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 4,203 $2.16M 2% -36 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 4,171 $2.14M 1.03% +100 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 3,966 $2.12M 1.28% -9 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,035 $2.12M 0.47% -6 13F-HR Timeline 25 LLC More: the full row for 25 LLC 4,102 $2.1M 0.57% +208 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 4,080 $2.09M 1.17% -2 13F-HR Timeline Lotus Asset Management LLC More: the full row for Lotus Asset Management LLC 4,075 $2.09M 1.72% +107 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 4,042 $2.07M 1.13% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 4,024 $2.06M 0.62% +155 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 3,966 $2.03M 1.42% -2 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 3,961 $2.03M 1.25% +313 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 3,929 $2.02M 1.93% +7 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 3,782 $1.99M 0.28% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,866 $1.98M 0.45% +1,242 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 3,843 $1.97M 2.24% +183 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,831 $1.97M 1.53% +70 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 3,820 $1.96M 0.69% -38 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,817 $1.96M 0.96% +528 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 3,768 $1.93M 1.15% +92 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,737 $1.92M 1.15% +400 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,699 $1.9M 3.1% -17,689 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 3,693 $1.89M 1.65% +3 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 3,683 $1.89M 0.32% -347 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 3,662 $1.88M 0.59% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,649 $1.87M 0.65% -261 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,639 $1.87M 0.37% +2,512 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,600 $1.85M 0.84% +5 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 3,562 $1.83M 0.83% +224 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,550 $1.82M 1.42% +33 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,524 $1.81M 5.19% +350 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,409 $1.81M 1.2% +212 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 3,500 $1.8M 0.59% -2,500 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,478 $1.78M 0.46% -431 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 3,445 $1.77M 0.84% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 3,288 $1.74M 0.2% +8 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 3,322 $1.7M 0.89% +140 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 3,305 $1.7M 0.98% -1,063 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 3,283 $1.68M 1.04% +185 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 3,278 $1.68M 1.05% 0 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 3,236 $1.66M 0.62% +888 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 3,236 $1.66M 0.53% +325 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,232 $1.66M 0.89% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 3,226 $1.65M 1.21% +13 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,132 $1.62M 0.18% +122 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,155 $1.62M 0.37% +271 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,124 $1.6M 0.26% -70 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 3,068 $1.57M 0.61% -363 13F-HR Timeline