Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 5,223 $613K 0.06% -380 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 5,222 $613K 0.19% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 5,220 $613K 0.46% 0 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 5,219 $613K 0.08% -50 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5,206 $611K 0.08% +19 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 5,202 $611K 0.09% +223 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 5,193 $610K 0.1% +173 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 5,193 $610K 0.13% +34 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,191 $610K 0.09% -468 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 5,189 $610K 0.09% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,189 $609K 0.35% +223 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,187 $609K -57,254 Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 5,183 $609K 0.22% +327 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 5,183 $609K 0.12% +287 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 5,173 $608K 0.12% -1,014 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,211 $607K 0.13% +700 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 5,165 $607K 0.43% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 5,162 $606K 0.1% -119 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 5,148 $605K 0.04% -13 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 5,143 $604K 0.55% +52 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 5,140 $604K 0.1% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,138 $604K 0.28% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 5,133 $603K 0.26% +2,149 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 5,120 $601K 0.18% +200 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,119 $601K 0.4% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,118 $601K 0.05% -205 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 5,118 $601K 0.08% +86 13F-HR/A Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,111 $600K 0.6% -783 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,099 $599K 0.1% +456 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 5,092 $598K 0.03% +127 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,089 $598K 0.31% +194 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 5,080 $597K 0.08% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 5,068 $595K 0.23% -254 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,067 $595K 0.04% -5,241 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 5,059 $594K 0.32% +144 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,056 $594K 0.32% +110 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 5,054 $594K 0.14% 0 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 5,014 $593K 0.47% -1 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,050 $593K 0.12% -34 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 5,041 $592K 0.71% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 5,041 $592K 0.06% +300 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,029 $591K 0.06% +400 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,027 $590K 0.05% +133 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 5,011 $589K 0.4% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 5,000 $587K 0.14% new 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 5,000 $587K 0.11% new 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 5,000 $587K 0.79% new 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 4,996 $587K 0.22% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,996 $587K 0.06% +379 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,991 $586K 0.15% -50 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 4,988 $586K 0.12% +299 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,986 $586K 0.1% -114 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 4,976 $584K 0.36% -1,926 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,968 $584K 0.07% -30 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,965 $583K 0.36% 0 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,964 $583K 0.3% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,960 $583K 0.07% +71 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 4,951 $582K 0.3% -2,462 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,954 $582K 0.18% -12,802 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,953 $582K 0.19% +684 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 4,948 $581K 0.42% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,944 $581K 0.55% -1,230 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 4,937 $580K 0.16% -181 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,935 $580K 0.13% -312 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,932 $579K 0.07% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4,932 $579K 0.05% +23 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 4,928 $579K 0.1% +19 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 5,151 $577K 0.12% -7 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,906 $576K 0.08% +491 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,905 $576K 0.18% +240 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,895 $575K 0.2% -22 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 4,892 $575K 0.24% +565 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 4,888 $574K 0.44% +2 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 4,886 $574K 0.5% +191 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,899 $573K 0.1% +35 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 4,872 $572K 0.51% +1,166 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 4,872 $572K 0.27% +1 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 4,865 $571K 0.09% new 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 4,861 $571K 0.41% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,860 $571K 0.06% +853 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,854 $570K 0.22% -1,299 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 4,851 $570K 0.16% +165 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 5,094 $569K 0.19% -100 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 4,830 $567K 0.17% -200 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 4,828 $567K 0.47% -98 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,820 $566K 0.08% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,836 $566K 0.11% -11 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,815 $566K 0.03% -280 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,812 $565K 0.33% +776 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,811 $565K 0.12% -391 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,807 $565K 0.21% -220 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 4,806 $565K 0.26% 0 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 4,777 $561K 0.49% 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 4,773 $561K 0.31% +580 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,766 $560K 0.39% 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,758 $559K 0.26% -1,041 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4,750 $558K 0.4% -259 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 4,749 $558K 0.09% -965 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,741 $557K 0.01% +460 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 4,738 $557K 0.13% +97 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 4,737 $556K 0.42% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,647 $556K 0.26% +44 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,732 $556K 0.1% -70 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,727 $555K 0.05% +118 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 4,723 $555K 0.02% 0 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 4,723 $555K 0.61% +91 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,720 $554K 0.04% +958 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,718 $554K 0.05% +200 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 4,716 $554K 0.43% +616 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 4,710 $553K <0.01% -499,090 13F-HR Timeline Group Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,708 $553K 0.3% +3 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,702 $552K 0.04% +298 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 4,687 $551K 0.18% +1,000 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,687 $550K 0.31% -3,931 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,686 $550K 0.12% -695 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 4,684 $550K 0.04% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,670 $548K 0.03% +847 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 4,666 $548K 0.12% 0 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,658 $547K 0.17% +632 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,656 $547K 0.17% -97 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,653 $547K 0.1% -181 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 4,649 $546K 0.03% new 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 4,636 $545K 0.26% -5,453 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 4,501 $544K 0.31% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 4,623 $543K 0.16% +516 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,622 $543K 0.11% -58 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,610 $541K 0.09% +370 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,593 $539K 0.05% +1 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,577 $538K 0.12% +165 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 4,577 $538K 0.39% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,567 $536K 0.34% -113 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,562 $536K 0.04% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,556 $535K 0.04% -5 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,550 $534K 0.06% +20 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,546 $534K 0.08% +44 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 4,543 $534K 0.07% -160 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 4,538 $533K 0.28% +523 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 4,522 $531K 0.26% +13 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 4,517 $531K 0.18% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,519 $531K 0.13% -100 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 4,516 $530K 0.14% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,510 $530K 0.1% -5,499 13F-HR/A Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 4,508 $530K 0.07% +80 13F-HR Timeline IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 4,500 $529K 0.3% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,500 $529K 0.32% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,498 $528K 0.11% -399 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 4,493 $528K 0.03% -5,820 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 4,492 $528K 0.16% -49 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,479 $526K 0.22% +42 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 4,478 $526K 0.37% -50 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 4,473 $525K 0.05% +516 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,472 $525K 0.19% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,470 $525K 0.1% -4,076 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 4,467 $525K 0.11% -94 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,462 $524K 0.02% +171 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,462 $524K 0.17% 0 13F-HR Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,448 $522K 0.16% +19 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 4,443 $522K 0.22% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,440 $522K 0.11% +323 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 4,431 $520K 0.23% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,434 $520K 0.15% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,414 $518K 0.23% -83 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,410 $518K 0.25% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,408 $518K 0.11% -261 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,398 $517K 0.13% -254 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,393 $516K 0.12% -4,239 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 4,393 $516K 0.43% -835 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,387 $515K 0.38% 0 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 4,364 $513K 0.44% +2 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 4,363 $512K 0.07% 0 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 4,354 $511K 0.35% +64 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 4,351 $511K 0.08% +1,062 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,341 $510K 0.11% +8 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,337 $509K 0.28% -55 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,330 $509K 0.33% -3,445 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,326 $508K 0.13% -43 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,320 $507K 0.12% +1 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,315 $507K 0.23% -1,258 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 4,310 $506K 0.45% -1,158 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 4,309 $506K 0.07% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 4,307 $506K 0.38% +287 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,297 $505K 0.23% -565 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,291 $504K 0.02% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,291 $504K 0.2% -1,263 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,286 $503K 0.2% -4,711 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,336 $503K 0.07% -3,135 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 4,273 $502K <0.01% +164 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,272 $502K 0.32% +1,084 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,269 $501K 0.12% +7 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,269 $501K 0.04% +198 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 4,262 $501K 0.34% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 4,261 $500K 0.17% +451 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 4,459 $500K 0.13% +489 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 4,256 $500K 0.09% +7 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 4,239 $498K 0.3% +8 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 4,237 $498K 0.32% -36 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 4,237 $498K 0.07% -392 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,236 $498K 0.12% -176 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 4,231 $497K 0.13% +127 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,229 $497K 0.05% +1 13F-HR Timeline