Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,985 $636K 0.09% +267 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 6,941 $632K 0.19% +453 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,935 $632K 0.13% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,908 $631K 0.01% -25,631 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 6,922 $631K 0.36% +33 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,886 $627K <0.01% -2,742 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 6,800 $619K <0.01% -10,200 13F-HR Timeline Group LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 6,799 $619K 0.18% +60 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 6,760 $616K 0.56% +730 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,744 $614K 0.02% +89 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,535 $595K 0.05% -3 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 6,484 $591K 0.24% -56,005 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,064 $590K 0.28% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 6,382 $581K 0.31% +1 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,356 $579K 0.14% +187 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,191 $564K 0.04% -740 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 6,173 $562K 0.24% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,099 $556K 0.02% -740 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,098 $555K 0.01% new 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 6,030 $549K 0.51% -1,100 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 5,951 $542K 0.15% +29 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,943 $541K 0.01% -3,105 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 5,895 $537K 0.46% +57 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,884 $536K 0.07% new 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 5,861 $534K 0.14% -175,129 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,824 $531K 0.05% -42,307 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,717 $521K <0.01% -111 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 5,675 $517K 0.06% +202 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,651 $515K 0.04% -2,648 13F-HR Timeline Group GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 5,572 $508K 0.42% +2,742 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,515 $502K 0.42% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 5,499 $501K 0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,471 $498K <0.01% +2,041 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 5,386 $491K 0.25% -8,123 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 5,371 $489K 0.31% +997 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 5,365 $489K 0.39% +37 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,361 $488K 0.01% +326 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 5,360 $488K 0.25% +1,317 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,354 $488K <0.01% +6 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 5,253 $479K 0.32% -79 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,235 $477K 0.01% +1,549 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,234 $477K 0.06% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,056 $461K 0.04% -52,373 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,046 $460K 0.21% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,934 $459K 0.17% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,007 $456K <0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,000 $456K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4,981 $454K 0.35% +859 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,970 $453K 0.07% -342 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,934 $449K 0.01% +2,031 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,932 $449K <0.01% -82 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,907 $447K 0.14% -461 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 4,893 $446K 0.09% -18,964 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,866 $443K 0.01% +23 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,829 $440K 0.04% +312 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 4,732 $431K 0.25% +383 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 4,523 $428K 0.27% +114 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 4,600 $419K 0.08% +219 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4,571 $416K 0.25% -126 13F-HR Timeline Selective Wealth Management, Inc. 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More: the full row for Summit Financial Strategies, Inc. 4,405 $401K 0.04% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,315 $393K 0.15% +1,400 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 4,284 $390K 0.3% -1,213 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,256 $388K 0.07% +579 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 4,241 $386K 0.31% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,192 $382K 0.02% +3 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,155 $379K 0.06% +65 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,057 $370K 0.01% -2,366 13F-HR/A Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,054 $369K 0.03% -170 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,048 $369K 0.29% -1,750 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,027 $367K 0.09% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,906 $356K <0.01% +152 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,891 $354K <0.01% new 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,873 $353K 0.14% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,819 $348K 0.02% +633 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,809 $347K 0.04% -150 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,799 $346K 0.05% +18 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,791 $345K 0.13% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 3,758 $342K 0.2% +118 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,757 $342K 0.1% new 13F-HR Timeline Blue Trust, Inc. 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More: the full row for KM Capital Management Ltd. 3,355 $306K 0.15% -261 13F-HR Timeline Efficient Frontier Advisors LLC More: the full row for Efficient Frontier Advisors LLC 3,355 $306K 0.19% new 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,354 $306K 0.1% -4 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,347 $305K 0.08% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,299 $301K <0.01% -1,571 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,265 $297K 0.1% -2,794 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,239 $295K <0.01% -14 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,137 $286K 0.01% -374 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,132 $285K 0.01% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,131 $285K 0.01% -1,237 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,105 $283K 0.17% +15 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,226 $281K 0.17% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,045 $277K 0.02% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 3,021 $275K 0.05% +118 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 2,992 $273K 0.14% -329 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,951 $269K 0.02% 0 13F-HR Timeline Group Heron Bay Capital Management More: the full row for Heron Bay Capital Management 2,951 $269K 0.05% -42,446 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,901 $268K 0.01% -1,137 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,930 $267K 0.04% -1,850 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,913 $265K 0.03% -171 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 2,892 $263K 0.12% -50 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,843 $259K 0.21% +1 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,812 $256K <0.01% +11 13F-HR Timeline Group Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 2,804 $255K 0.03% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,748 $250K <0.01% new 13F-HR Timeline Group Sensible Money, LLC More: the full row for Sensible Money, LLC 2,737 $249K 0.09% new 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 2,724 $248K 0.25% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,715 $247K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,636 $240K <0.01% -690 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,625 $239K 0.07% -2,906 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,610 $238K 0.01% -3 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,590 $236K <0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,571 $234K <0.01% new 13F-HR Timeline Group Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,562 $233K 0.26% 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 2,557 $233K 0.15% 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,546 $232K 0.02% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,526 $230K 0.08% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,510 $229K 0.03% -990 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 2,491 $227K 0.11% -1,243 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,461 $224K 0.08% +1,718 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,434 $222K 0.05% 0 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,413 $221K 0.04% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,419 $220K 0.01% -402 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 2,418 $220K 0.19% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,411 $220K <0.01% 0 13F-HR Timeline Group Base Wealth Management LLC More: the full row for Base Wealth Management LLC 2,401 $219K 0.14% -48 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,359 $215K 0.03% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,343 $213K 0.09% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2,333 $213K 0.08% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,314 $211K 0.02% -361 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,314 $211K 0.01% new 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 2,291 $209K 0.2% 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 2,271 $207K 0.14% new 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,255 $205K 0.07% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 2,250 $205K 0.01% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,239 $204K 0.04% -3,811 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,235 $204K 0.06% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,229 $203K 0.01% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,223 $203K 0.05% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,223 $203K <0.01% -4,832 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,206 $201K 0.03% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,204 $201K 0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,111 $192K 0.05% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,816 $165K 0.09% +1,776 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 1,754 $160K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,743 $159K <0.01% +9 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,674 $151K 0.06% +1,468 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,495 $136K 0.13% -26,932 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,390 $127K 0.07% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,374 $125K <0.01% new 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,152 $105K <0.01% -2,127 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,109 $101K <0.01% -100 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,100 $100K 0.09% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 917 $83.5K <0.01% +449 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 872 $81K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 870 $79.4K 0.01% +140 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 846 $77.1K <0.01% +250 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 716 $65.2K 0.02% -25 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 677 $61.7K <0.01% -6,209 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 672 $61.2K 0.01% +397 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 669 $60.9K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 667 $60.8K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 659 $60K 0.07% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 640 $59.5K 0.02% +630 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 653 $59.5K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 625 $56.9K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. 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