FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 4,719 $768K 0.68% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 4,685 $763K 0.65% 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,681 $762K 0.04% new 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 4,583 $746K 0.26% new 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 4,571 $744K 0.7% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 4,543 $739K 0.2% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,513 $735K 0.14% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 4,485 $730K 2.1% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,434 $727K 0.14% new 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 4,460 $726K 0.14% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 4,456 $725K 0.3% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,427 $721K 0.44% new 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 4,315 $702K 0.18% new 13F-HR Timeline 15 Wealth Advisors LLC More: the full row for 15 Wealth Advisors LLC 4,250 $692K 0.17% 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 4,218 $686K 0.07% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 4,193 $682K 0.48% -366 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,181 $680K 0.41% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 4,171 $679K 0.07% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,163 $678K 0.38% new 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 4,155 $676K 0.45% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,087 $665K 0.17% new 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,071 $663K 0.08% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 4,063 $661K 0.14% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,040 $657K 0.13% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 3,980 $648K 0.24% new 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 3,975 $647K 0.43% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,937 $641K 0.17% new 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 3,872 $630K 0.26% new 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 3,870 $630K 0.29% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,856 $628K 0.11% +1,124 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 3,840 $625K 0.17% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,808 $620K 0.39% new 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,803 $619K 0.51% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 3,791 $617K 0.36% new 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 3,770 $614K 0.29% new 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 3,768 $613K 0.43% new 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,728 $607K 0.12% new 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,727 $607K 0.39% new 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 3,712 $604K 0.53% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,709 $604K 0.1% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 3,708 $603K 0.1% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,692 $601K 0.11% new 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,665 $596K 0.18% new 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 3,663 $596K 0.33% new 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,578 $582K 0.18% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,531 $575K 0.18% new 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,529 $574K 0.26% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,521 $573K 0.05% new 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 3,464 $564K 0.09% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,429 $558K 0.16% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,424 $557K 0.16% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,421 $557K 0.1% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 3,407 $555K 0.17% +2,626 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 3,378 $550K 0.01% new 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 3,365 $548K 0.18% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,362 $547K 0.04% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,353 $546K 0.1% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,350 $545K 0.01% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,281 $534K 0.09% new 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 3,277 $533K 0.3% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,149 $532K 0.06% new 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 3,258 $530K 0.32% new 13F-HR Timeline Ulrich Consultants & Investment Group, … More: the full row for Ulrich Consultants & Investment Group, LLC 3,250 $529K 0.53% 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,242 $528K 0.2% new 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 3,237 $527K 0.35% new 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,182 $518K 0.18% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,159 $514K 0.2% new 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 3,099 $504K 0.03% new 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 3,082 $502K 0.37% new 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 3,055 $497K 0.14% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,032 $493K 0.08% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,996 $488K 0.16% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,963 $482K 0.08% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,934 $478K 0.11% -114 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 2,913 $474K 0.23% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 2,821 $459K 0.08% new 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 2,821 $459K 0.42% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,759 $449K 0.18% new 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,740 $446K 0.27% new 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 2,735 $445K 0.1% new 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,733 $445K 0.35% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,732 $445K 0.1% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,732 $445K 0.14% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,713 $442K 0.12% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 2,697 $439K 0.39% new 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 2,697 $439K 0.32% new 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,691 $438K 0.14% new 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 2,677 $436K 0.16% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,636 $429K 0.04% new 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,633 $429K 0.19% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 2,630 $428K 0.12% new 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,606 $427K 0.06% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,589 $421K 0.07% -61 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 2,554 $416K 0.19% new 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 2,550 $415K 0.08% new 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,538 $413K 0.07% new 13F-HR Timeline Lotus Asset Management LLC More: the full row for Lotus Asset Management LLC 2,486 $404K 0.33% new 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,466 $401K 0.23% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,416 $393K 0.11% new 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 2,377 $387K 0.71% new 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,363 $385K 0.23% new 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 2,361 $384K 0.18% new 13F-HR Timeline 25 LLC More: the full row for 25 LLC 2,346 $382K 0.1% new 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,345 $382K 0.38% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,333 $380K 0.07% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,326 $378K 0.17% +103 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,319 $377K 0.06% new 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,256 $367K 0.05% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,236 $367K 0.24% new 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 2,246 $366K 0.1% new 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 2,242 $365K 0.13% new 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,232 $363K 0.12% new 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 2,223 $362K 0.25% new 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,209 $360K 0.11% new 13F-HR Timeline SUCCESSION FINANCIAL, INC. More: the full row for SUCCESSION FINANCIAL, INC. 2,206 $359K 0.35% new 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,191 $357K 0.24% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,122 $345K 0.18% new 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 2,091 $340K 0.26% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,063 $336K 0.17% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,051 $334K 0.26% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,036 $331K 0.1% new 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 2,034 $331K 0.15% new 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,034 $331K 0.18% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,000 $329K 0.13% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,014 $328K 0.54% new 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 2,001 $326K 0.2% new 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,956 $321K 0.04% new 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,957 $321K 0.07% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,951 $318K 0.12% new 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,888 $307K 0.12% new 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 1,860 $303K 0.32% new 13F-HR Timeline N10 WEALTH, LLC More: the full row for N10 WEALTH, LLC 1,818 $296K 0.09% new 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 1,802 $293K 0.09% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,790 $291K 0.18% new 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,782 $290K 0.09% new 13F-HR Timeline Friday Financial More: the full row for Friday Financial 1,744 $286K 0.06% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,746 $284K 0.19% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,740 $283K 0.01% new 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 1,712 $279K 0.12% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 1,710 $278K 0.13% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,710 $278K 0.15% 0 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 1,698 $276K 0.19% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 1,689 $275K 0.07% new 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 1,681 $274K 0.05% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,662 $270K 0.08% new 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 1,654 $269K 0.1% new 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 1,628 $265K 0.12% new 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 1,597 $260K 0.13% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,581 $257K 0.07% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,564 $254K 0.15% new 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,557 $253K 0.18% new 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 1,529 $249K 0.13% new 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,509 $246K 0.12% new 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 1,506 $245K 0.06% new 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 1,494 $243K 0.11% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,481 $241K 0.11% new 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 1,480 $241K 0.17% new 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,474 $240K 0.1% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,469 $239K 0.07% new 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 1,426 $232K 0.08% new 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,419 $231K 0.13% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 1,418 $231K 0.03% new 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,401 $228K 0.06% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,395 $227K 0.04% new 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,386 $226K 0.12% new 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 1,378 $224K 0.16% new 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 1,339 $218K 0.08% new 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 1,316 $214K 0.1% new 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,312 $214K 0.11% new 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 1,312 $214K 0.14% new 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,309 $213K 0.07% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,303 $212K 0.1% 0 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 1,257 $212K 0.15% new 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 1,294 $211K 0.05% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,292 $210K 0.1% new 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,285 $209K 0.12% new 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 1,283 $209K 0.2% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,269 $207K 0.1% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,255 $204K 0.02% new 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,255 $204K 0.11% new 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 1,237 $203K 0.04% new 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,245 $203K 0.07% new 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 1,240 $202K 0.04% new 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,239 $202K 0.04% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,248 $201K 0.14% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 856 $139K 0.05% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 778 $127K 0.02% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 767 $125K 0.1% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 730 $119K 0.07% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 726 $118K 0.03% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 659 $107K 0.05% new 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 608 $99.6K 0.07% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 603 $98.1K 0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 535 $87.1K 0.05% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 495 $80.6K 0.05% -7,572 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 394 $64.1K 0.01% new 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 368 $59.9K 0.06% new 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 357 $58.1K 0.03% new 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 294 $47.8K 0.02% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 278 $45.2K 0.02% new 13F-HR Timeline