HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 11,202 $2.59M 1% -100 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 11,190 $2.58M 0.43% -77 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 11,172 $2.58M 1.37% +248 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 11,169 $2.58M 0.37% +597 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 11,155 $2.57M 1.91% +365 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 11,144 $2.57M 0.53% +483 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 11,139 $2.57M 1.85% -30 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 11,117 $2.57M 1.51% +1,196 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 11,071 $2.56M 0.86% +479 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 11,069 $2.55M 1.9% 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 11,060 $2.55M 0.36% +2,763 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 11,042 $2.55M 1.05% -77 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 11,041 $2.55M 0.25% +8,128 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 11,040 $2.55M 0.22% +453 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 11,036 $2.55M 0.24% +258 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 11,036 $2.55M 0.75% +76 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 11,031 $2.55M 0.8% -2,785 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 11,007 $2.54M 0.35% +2,191 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 11,000 $2.54M 3.72% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 12,051 $2.53M 1.84% -363 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 10,959 $2.53M 1.19% +62 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 10,955 $2.53M 0.6% -564 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 10,949 $2.53M 1.61% +372 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 10,942 $2.53M 0.61% -122 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 10,892 $2.52M 2.01% -222 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 10,933 $2.52M 0.06% +816 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 10,552 $2.52M 2.56% -9,956 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 10,911 $2.52M 1.46% 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 10,908 $2.52M 0.7% +211 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 10,906 $2.52M 0.71% +4,967 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 10,901 $2.52M 1.08% -203 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 10,895 $2.51M 1.99% -4 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 10,880 $2.51M 1.19% +502 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 10,876 $2.51M 1.61% -364 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 11,081 $2.51M 2.26% +229 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 10,863 $2.51M 0.63% +199 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,861 $2.51M 0.16% +22 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 10,861 $2.51M 1.55% -6,434 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 10,850 $2.5M 0.98% -88 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 10,849 $2.5M 1.14% -137 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 10,829 $2.5M 0.23% -100 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 10,812 $2.5M 1.66% +1,511 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 10,800 $2.49M 1.57% 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 10,799 $2.49M 0.72% -16,789 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 10,796 $2.49M 0.62% +517 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 10,784 $2.49M 1.73% +760 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 10,781 $2.49M 2.43% 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 10,774 $2.49M 1.47% +100 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 10,760 $2.48M 0.86% -119 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 10,760 $2.48M 0.92% -159 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 10,759 $2.48M 0.71% -367 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 10,754 $2.48M 1.47% -9 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 10,748 $2.48M 0.03% -189 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 10,733 $2.48M 1.81% 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 10,731 $2.48M 0.66% -205 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 10,730 $2.48M 0.49% -2,898 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 10,721 $2.47M 25.44% -4 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 10,719 $2.47M 1.37% 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 10,715 $2.47M 1.03% +51 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 10,691 $2.47M 1.12% +990 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 10,682 $2.47M 1.08% -4 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 10,681 $2.47M 0.94% -294 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 10,679 $2.46M 0.6% +1,046 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 10,675 $2.46M 0.55% +833 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 10,875 $2.46M 3.18% +89 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 10,649 $2.46M 1.05% +71 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 10,646 $2.46M 0.64% -634 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 10,644 $2.46M 2.25% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 10,650 $2.46M 2.13% +735 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 10,603 $2.45M 0.55% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 10,601 $2.45M 1.05% -195 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 10,595 $2.45M 0.64% +3,029 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 10,585 $2.44M 0.63% -459 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 10,585 $2.44M 0.51% +3,966 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 10,579 $2.44M 1.5% +4,288 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 10,572 $2.44M 1.21% -299 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 10,569 $2.44M 1.51% +189 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 10,556 $2.44M 1.3% -302 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10,522 $2.43M 0.76% +119 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 10,508 $2.43M 1.42% +125 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 10,495 $2.42M 1.36% -140 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 10,494 $2.42M 0.64% +513 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 10,493 $2.42M 2.52% 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 10,489 $2.42M 0.94% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 10,488 $2.42M 1.68% +61 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 10,485 $2.42M 1.77% 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 10,479 $2.42M 1.31% +310 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 10,473 $2.42M 1.05% 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 10,466 $2.42M 1.82% +304 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 10,443 $2.41M 1.1% -61 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 10,433 $2.41M 0.08% +301 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 10,426 $2.41M 0.91% -4,254 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 10,417 $2.4M 1.33% -246 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 10,417 $2.4M 1.32% +372 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 10,402 $2.4M 2.63% 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 10,381 $2.4M 1.6% -47 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 10,372 $2.39M 1.29% -100 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 10,370 $2.39M 0.1% -445 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 10,327 $2.39M 1.1% +2,238 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 10,328 $2.38M 1.42% 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 10,325 $2.38M 0.48% +60 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 10,321 $2.38M 0.15% +811 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 10,316 $2.38M 0.23% -108 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 10,315 $2.38M 0.99% +2,323 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 10,315 $2.38M 1.52% +452 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,283 $2.37M 0.9% +39 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10,280 $2.37M 1.03% +2,199 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 10,267 $2.37M 0.68% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 10,237 $2.36M 0.42% +1,309 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 10,225 $2.36M 0.61% +260 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 10,223 $2.36M 2.07% +2 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 10,222 $2.36M 0.79% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 10,202 $2.35M 0.52% +1,249 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 10,188 $2.35M 2.34% +322 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 10,188 $2.35M 1.43% +411 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,182 $2.35M 0.55% -259 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 10,180 $2.35M 1.61% +584 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 10,174 $2.35M 0.43% +640 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 10,167 $2.35M 1.63% -25 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 10,157 $2.34M 1.07% +422 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 10,156 $2.34M 0.7% -237 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 10,148 $2.34M 0.94% 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 10,142 $2.34M 0.41% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 10,141 $2.34M 1.18% +931 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 10,120 $2.34M 0.31% -1 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 10,117 $2.34M 0.57% +376 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 9,665 $2.33M 1.04% +1,425 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10,112 $2.33M 0.75% +181 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 10,107 $2.33M 0.47% -301 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 10,095 $2.33M 0.56% -551 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 10,094 $2.33M 0.52% -22 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 10,090 $2.33M 0.92% 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 10,075 $2.33M 1.2% +154 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 10,075 $2.33M 1.52% +1,014 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 10,058 $2.32M 1.01% +17 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 10,037 $2.32M 1.48% +61 13F-HR/A Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 10,036 $2.32M 0.6% -184 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 10,029 $2.31M 0.77% +874 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 10,024 $2.31M 0.47% +270 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 10,020 $2.31M 1.44% -5 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 10,019 $2.31M 0.34% +587 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 10,010 $2.31M 1.12% 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 9,996 $2.31M 0.77% -958 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 9,991 $2.31M 3.19% +1,630 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 9,977 $2.3M 0.52% +1,405 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 9,970 $2.3M 1.36% +270 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 9,958 $2.3M 1.5% 0 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 9,955 $2.3M 1.28% 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 9,954 $2.3M 1.92% +3,455 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 9,948 $2.3M 1.29% -355 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 9,933 $2.29M 0.21% +934 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 9,923 $2.29M 0.47% +548 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 9,923 $2.29M 1.11% 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 9,912 $2.29M 0.59% -1,722 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 9,874 $2.28M 0.53% -57 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 9,860 $2.28M 0.54% +208 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 9,816 $2.27M 1.68% +482 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 9,806 $2.26M 2.22% +96 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 9,798 $2.26M 2.01% 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 9,782 $2.26M 1.82% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9,773 $2.26M 0.62% -615 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 9,773 $2.26M 0.48% +624 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 9,767 $2.25M 2.31% 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 9,750 $2.25M 1.38% +364 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 9,743 $2.25M 0.25% +2,955 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 9,722 $2.24M 0.81% +506 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 9,611 $2.24M 1.29% -19,445 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 9,696 $2.24M 0.63% +375 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 9,678 $2.23M 1.05% -275 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 9,665 $2.23M 2.39% +8,350 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 9,623 $2.22M 0.3% -3,900 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 9,622 $2.22M 0.77% +4,000 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 9,620 $2.22M 2.09% 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 9,597 $2.22M 0.57% -103 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 9,597 $2.22M 0.62% -78 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 9,594 $2.21M 0.41% +8,406 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 9,589 $2.21M 1.21% +165 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 9,587 $2.21M 1.6% +643 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 9,585 $2.21M 5.07% +1,775 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 9,583 $2.21M 0.46% +619 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 9,567 $2.21M 1.08% -605 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 9,560 $2.21M 1.71% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 9,546 $2.2M 0.86% +195 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 9,542 $2.2M 0.39% +894 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 9,530 $2.2M 0.83% -350 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 9,505 $2.19M 1.49% -737 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 9,505 $2.19M 0.51% +225 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9,502 $2.19M 0.71% +352 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 9,488 $2.19M 0.07% +57 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 9,486 $2.19M 0.93% -216 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 9,442 $2.18M 1.11% +61 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 9,428 $2.18M 0.42% -4,682 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 9,424 $2.18M 0.73% -160 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 9,422 $2.17M 0.67% +100 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 9,422 $2.17M 0.55% +496 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 9,413 $2.17M 0.61% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9,407 $2.17M 0.27% +785 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 9,405 $2.17M 0.32% +2,678 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 10,870 $2.17M 0.9% -67 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 9,395 $2.17M 0.42% +341 13F-HR Timeline