Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,713 $1.97M 0.29% -450 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,705 $1.96M 0.07% +148 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,703 $1.96M 0.32% +134 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,703 $1.96M 0.04% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,689 $1.96M 0.79% +247 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 5,688 $1.96M 0.31% +7 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,686 $1.96M 0.62% -6 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,684 $1.96M 0.42% 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,683 $1.96M 0.25% +2,431 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,669 $1.95M 0.16% +413 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 5,664 $1.95M 1.07% +1 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,662 $1.95M 0.3% +109 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 5,659 $1.95M 1.11% -10 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,649 $1.94M 0.16% +240 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 5,638 $1.94M 0.56% -85 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,638 $1.94M 0.37% -27 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 5,628 $1.94M 0.8% -51 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,623 $1.94M 0.11% -802 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,622 $1.93M 0.44% -35 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 5,619 $1.93M 0.45% +304 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,618 $1.93M 0.11% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,608 $1.93M 0.37% +1,465 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 5,601 $1.93M 0.48% -978 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 5,601 $1.93M 0.05% +35 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,598 $1.93M 0.12% -537 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,589 $1.92M 0.67% +4,468 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,582 $1.92M 1.72% 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 5,575 $1.92M 0.28% -139 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,548 $1.91M 0.21% -23 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 5,522 $1.9M 0.26% -11 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,522 $1.9M 0.12% +447 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,513 $1.9M 0.22% +8 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,500 $1.89M 0.28% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,489 $1.89M 1.32% +380 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 5,473 $1.88M 1% -199 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 5,473 $1.88M 1.26% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,472 $1.88M 1.2% -88 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 5,472 $1.88M 0.39% -423 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,472 $1.88M 0.57% -1,721 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 5,462 $1.88M 0.85% +774 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 5,462 $1.88M 0.26% -57 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,457 $1.88M 0.1% +599 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 5,445 $1.87M 0.87% +20 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,435 $1.87M 0.46% +327 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,433 $1.87M 0.19% -116 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,412 $1.86M 0.35% +277 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 5,406 $1.86M 0.43% -266 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,405 $1.86M 0.26% +131 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,407 $1.86M 0.02% +515 13F-HR Timeline Group Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 5,392 $1.86M 0.93% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,375 $1.85M 0.23% -2,241 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 5,352 $1.84M 0.42% +1 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 5,351 $1.84M 0.94% 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,349 $1.84M 0.43% -190 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 5,332 $1.83M 1.7% +28 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 5,324 $1.83M 0.17% -9,337 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,304 $1.83M 0.19% -142 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,300 $1.82M 0.05% +3,290 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,300 $1.82M 0.06% -490 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,280 $1.82M 0.42% +620 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 5,271 $1.81M 0.04% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,268 $1.81M 0.38% +424 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,255 $1.81M 0.2% -353 13F-HR Timeline Castellan Group More: the full row for Castellan Group 5,232 $1.8M 0.23% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 5,026 $1.8M 0.51% +1,574 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,218 $1.8M 0.02% -870 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,209 $1.79M 0.05% +3 13F-HR Timeline Group Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 5,204 $1.79M 0.5% -112 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 5,201 $1.79M 1.48% 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 5,199 $1.79M 0.71% +91 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 5,192 $1.79M 1.54% 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 5,182 $1.78M 0.76% +175 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,694 $1.78M 0.22% +284 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,140 $1.77M 0.17% -850 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 5,131 $1.77M 1.67% 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 5,121 $1.76M 0.74% 13F-HR Timeline Group J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 5,109 $1.76M 1.76% +948 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,108 $1.76M 0.34% +1,624 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 5,085 $1.75M 0.26% -646 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,047 $1.75M 0.28% -160 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,072 $1.75M 0.29% -151 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,069 $1.74M 0.4% -2,759 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,062 $1.74M 0.23% +303 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 5,062 $1.74M 0.47% -1,170 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,061 $1.74M 0.24% -665 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 5,058 $1.74M 1.08% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,051 $1.74M 0.12% +348 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,043 $1.74M 0.05% -562 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,040 $1.73M 0.1% -1,163 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,033 $1.73M 0.21% -13 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,027 $1.73M 0.51% -209 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,008 $1.72M 0.72% -681 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 5,000 $1.72M 0.34% 0 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 5,000 $1.72M 5.14% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 4,996 $1.72M 0.63% -165 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,993 $1.72M 0.08% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,979 $1.71M 0.67% -195 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,970 $1.71M 0.78% +174 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 4,960 $1.71M 1.43% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,960 $1.71M 0.18% -29 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 4,949 $1.7M 0.53% +27 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 4,947 $1.7M 0.84% -419 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,942 $1.7M 0.13% 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,929 $1.7M 0.61% -9 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,927 $1.7M 0.4% -4 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,916 $1.69M 0.79% -214 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 4,901 $1.69M 0.49% +713 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 4,877 $1.68M 0.63% -96 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,871 $1.68M 0.99% +141 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,466 $1.67M 0.28% -36 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,865 $1.67M 0.08% -392 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,864 $1.67M 0.73% +224 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,853 $1.67M 0.12% -699 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,853 $1.67M 0.71% +289 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,837 $1.66M 0.06% -63 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 4,835 $1.66M 0.77% -3,136 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,832 $1.66M 0.08% +19 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 4,820 $1.66M 0.5% -4 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,818 $1.66M 1.29% +174 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,813 $1.66M 0.18% -261 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,367 $1.66M 0.14% -236 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,797 $1.65M 0.7% -685 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 4,797 $1.65M 0.17% -1,272 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 4,796 $1.65M 0.39% +81 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,282 $1.65M 1.18% +200 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,787 $1.65M 0.28% +210 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,784 $1.65M 0.22% +515 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 4,775 $1.64M 1.4% -80 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 4,770 $1.64M 0.68% +44 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 4,759 $1.64M 0.59% +2,314 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,742 $1.63M 0.08% -780 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,732 $1.63M 0.18% -267 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,211 $1.63M 0.26% -1,707 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,724 $1.63M 0.63% +140 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,705 $1.62M 0.14% -23 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,702 $1.62M 0.12% -70 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,700 $1.62M 0.66% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,692 $1.61M 0.66% -44 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,686 $1.61M 1.27% +7 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,675 $1.61M 0.52% +94 13F-HR Timeline City State Bank More: the full row for City State Bank 4,664 $1.6M 0.44% -49 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,663 $1.6M 0.07% 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,661 $1.6M 0.14% -57 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,657 $1.6M 0.54% +49 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,619 $1.6M 0.6% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,631 $1.59M 0.46% -79 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 4,629 $1.59M 0.27% +141 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,616 $1.59M 0.49% 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 4,604 $1.58M 0.75% +209 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,599 $1.58M 0.56% -69 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,599 $1.58M 0.41% -169 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,597 $1.58M 0.3% -74 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 4,594 $1.58M 1.39% 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,584 $1.58M 0.56% +314 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 4,581 $1.58M 0.89% +260 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,572 $1.57M 0.79% -2,055 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 15,710 $1.56M 1.01% -699 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,545 $1.56M 0.86% -62 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,052 $1.56M 1.25% +361 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,525 $1.56M 0.03% +18 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,521 $1.56M 1% -155 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 4,519 $1.56M 1.09% +90 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,518 $1.55M 0.29% -47 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,512 $1.55M 0.11% +3,392 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4,511 $1.55M 0.07% -731 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 4,500 $1.55M 0.19% new 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 4,497 $1.55M 0.25% +260 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,496 $1.55M 0.66% +451 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,486 $1.54M 0.39% +441 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,476 $1.54M 0.32% +52 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 4,475 $1.54M 0.98% -200 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,469 $1.54M 0.54% -290 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 4,464 $1.54M 0.32% -356 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,456 $1.53M 0.97% -83 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 4,450 $1.53M 0.44% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,448 $1.53M 0.26% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,442 $1.53M 0.04% +3,715 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,442 $1.53M 0.1% -332 13F-HR/A Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,440 $1.53M 0.44% -96 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,436 $1.53M 0.38% +136 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,433 $1.53M 0.17% +518 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,425 $1.52M 0.18% -278 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,409 $1.52M 0.2% -266 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,403 $1.51M 0.16% -649 13F-HR Timeline INVESTMENT PARTNERS, LTD. 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