Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 178 $25K 0.02% +10 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 160 $22.4K 0.01% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 159 $22.4K 0.01% -60 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 157 $22K 0.02% -46 13F-HR/A Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 150 $21.1K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 150 $21.1K 0.01% -222 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 146 $20.5K 0.01% -69 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 142 $19.9K 0.01% -11 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 140 $19.7K 0.02% +68 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 13,879 $19.5K 0.77% +20 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 134 $18.8K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 131 $18.8K 0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 131 $18.4K 0.01% -19 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 129 $18.1K 0.01% +16 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 127 $17.8K 0.01% +52 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 126 $17.7K 0.01% +78 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 125 $17.6K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 122 $17.1K <0.01% -129 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 123 $17K <0.01% +3 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 120 $16.9K 0.05% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 113 $15.9K 0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 111 $15.6K 0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 109 $15.3K <0.01% +47 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 109 $15.3K 0.01% +8 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 107 $15K <0.01% -33 13F-HR Timeline Group HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 104 $15K 0.01% -1,300 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 103 $14.8K 0.01% +95 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 105 $14.7K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 105 $14.7K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 101 $14.2K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 101 $14.2K 0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 100 $14K 0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 100 $14K 0.01% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 97 $13.7K 0.01% -8 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 86 $12.1K 0.01% 0 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 85 $12K <0.01% -43 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 85 $11.9K 0.01% +10 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 84 $11.8K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 83 $11.6K 0.01% +1 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 82 $11.5K <0.01% 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 81 $11.4K <0.01% +65 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 317 $11.2K <0.01% -261 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 77 $10.8K 0.01% +10 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 75 $10.5K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 60 $10.3K 0.09% -4,780 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 66 $9.27K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 66 $9.27K 0.01% 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 64 $8.99K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 59 $8.29K <0.01% +14 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 58 $8.15K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 56 $7.87K <0.01% +1 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 54 $7.58K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 54 $7.58K <0.01% -2 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 50 $7.02K <0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 44 $6.18K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 42 $5.9K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 33 $4.63K <0.01% -5,339 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 31 $4.33K 0.16% +6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 26 $3.65K <0.01% 0 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 24 $3.37K <0.01% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 22 $3.09K <0.01% -87 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 21 $2.95K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 15 $2.11K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 14 $1.97K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 14 $1.97K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 9 $1.26K <0.01% +6 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 9 $1.26K <0.01% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 5 $703 <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 4 $562 <0.01% -29 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4 $562 <0.01% -26,150 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $287 <0.01% -300 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Peterson Wealth Services More: the full row for Peterson Wealth Services 33,461 $16.3K +33,345 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.