Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 13,654 $900K 0.34% +434 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 13,642 $899K 0.18% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 13,624 $898K 0.2% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 13,618 $898K 0.57% +8,048 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 13,504 $890K 0.37% +739 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,440 $886K 0.03% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 13,440 $886K 0.14% new 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 13,417 $884K 0.37% -41 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 13,405 $884K 0.36% -64 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,355 $880K 0.16% +3,331 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 13,327 $879K 0.13% -720 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 13,327 $879K 0.35% +585 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 13,294 $876K 0.03% +1,326 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 13,212 $871K 0.07% +3,347 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 13,200 $870K 0.23% -1,465 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 13,141 $866K 0.08% -13 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,387 $865K 0.07% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 13,101 $864K 0.07% -7,306 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 13,025 $859K 0.15% 0 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 13,002 $857K 0.28% -170 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 12,999 $857K 0.24% +380 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,951 $854K 0.07% +1,669 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 12,947 $853K 0.32% -184 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,817 $845K 0.12% +1,608 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 12,786 $843K 0.29% +1,233 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 12,780 $842K 0.23% -1,184 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 12,733 $839K 0.11% +3,798 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 12,727 $839K 0.22% -398 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 12,710 $838K 0.31% -1,637 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 12,701 $837K 0.56% -422 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 12,674 $835K 0.18% 0 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 12,647 $834K 0.7% 0 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 12,629 $832K 0.31% +637 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 12,522 $825K 0.04% +735 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 12,484 $823K 0.31% +5,405 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 12,456 $821K 0.11% +773 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 12,410 $818K 0.17% +1,212 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 12,395 $817K 0.81% +3,474 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 12,342 $814K 0.12% +1,374 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 12,326 $813K 0.1% -319 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 12,160 $802K 0.08% -171 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,140 $800K 0.33% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,108 $798K 0.14% -413 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 12,045 $794K 0.56% -185 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,030 $793K 0.11% -833 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 12,018 $792K 0.2% +4,716 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 11,996 $791K 0.5% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11,860 $788K 0.15% +632 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,844 $781K 0.26% +302 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 11,819 $779K 0.19% -370 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 11,776 $776K 0.28% 0 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 11,743 $774K 0.09% +4,900 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 11,720 $773K 0.09% +1,416 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,720 $773K 0.09% -1 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 11,679 $770K 0.04% -799 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 11,636 $767K 0.43% -30 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 11,596 $764K 0.02% -1,493 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 11,545 $761K 0.4% -5,712 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,509 $759K 0.05% +81 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 11,503 $758K 0.23% +1,251 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,498 $758K 0.13% +5,363 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 11,441 $754K 0.11% -190 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 11,425 $753K 0.4% -729 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 11,382 $750K 0.13% -35 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 11,377 $750K 0.45% +1,623 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 11,345 $748K 0.09% +449 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,326 $747K 0.08% +1,545 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 11,326 $747K 0.32% -132 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 11,324 $746K 0.13% -25 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 11,230 $740K 0.29% -15 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 11,174 $737K 0.13% -22,263 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 11,173 $737K 0.55% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,115 $733K 0.05% +3,002 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 11,028 $727K 1.57% +1,875 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 10,972 $723K 0.16% -144 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 10,971 $723K 0.17% +1,628 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 10,923 $720K 0.05% -3,791 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 10,862 $716K 0.34% +9 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 10,845 $715K 0.05% -1,673 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 10,840 $715K 0.2% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,815 $713K 0.04% -6,087 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,797 $712K 0.02% -71 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,797 $712K 0.05% new 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 10,768 $710K 0.57% +4,162 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 10,755 $709K 0.3% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,753 $709K 0.32% +1,216 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 10,690 $705K 0.32% -40 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 10,654 $704K 0.34% -335 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 10,677 $704K 1.98% +3,241 13F-HR/A Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 10,592 $698K 0.6% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 10,588 $698K 0.05% +219 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 10,277 $697K 0.5% -19,339 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,476 $691K 0.09% -535 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,465 $690K 0.11% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 10,376 $684K 0.01% +2,903 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 10,245 $682K 0.15% +390 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 11,330 $680K 0.08% +2,337 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 10,295 $679K 0.17% +677 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,280 $678K 0.11% -706 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 10,251 $676K 0.73% +482 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10,172 $671K 0.04% +674 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 10,155 $669K 0.02% -48 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,152 $669K 0.19% -2,175 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10,153 $669K 0.06% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 10,116 $667K 0.13% +95 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 10,097 $666K 0.08% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 10,079 $664K 0.47% +1,087 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,047 $662K 0.02% -99 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 9,533 $655K 0.12% -66 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 9,930 $655K 0.57% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,905 $653K 0.01% -803 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,888 $652K 0.05% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 9,878 $651K 0.09% -9,322 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 9,860 $650K 0.03% -245 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 9,842 $649K 0.43% 0 13F-HR/A Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 9,838 $649K 0.11% +151 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 9,835 $648K 0.02% +1,360 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 9,823 $648K 0.06% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 9,665 $637K <0.01% +1,708 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 9,640 $635K 0.04% -2,949 13F-HR Timeline Group Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 9,628 $635K 0.48% +269 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 9,620 $634K 0.14% +292 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 9,559 $630K 0.48% -516 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 9,547 $629K 0.63% -253 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 9,543 $629K 0.23% -2,155 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 9,481 $625K 0.05% -2,036 13F-HR Timeline Group Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 9,453 $623K 0.22% 0 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 9,435 $622K 0.07% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 9,434 $622K 0.36% -69 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 9,424 $621K 0.04% -100 13F-HR/A Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 9,346 $616K 0.21% -82 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 9,313 $614K 0.15% -210 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 9,307 $613K 0.07% 0 13F-HR/A Timeline Wilshire Advisors LLC More: the full row for Wilshire Advisors LLC 9,265 $611K 1.58% -1,368 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 9,239 $609K 0.08% +331 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,230 $608K 0.04% +122 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 9,148 $603K 0.25% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 8,771 $600K 0.09% new 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 9,095 $600K 0.04% -237 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,095 $600K 0.05% +780 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 9,039 $596K 0.11% -42 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,018 $594K 0.08% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 9,016 $594K 0.1% +468 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,867 $590K 0.01% -1,564 13F-HR/A Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,899 $587K 0.2% -2,406 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,884 $586K 0.11% +217 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 8,871 $585K 0.23% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 8,835 $582K 0.09% -46 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,793 $580K 0.07% +4,908 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 8,760 $577K 0.21% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,748 $577K 0.09% +586 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,745 $576K 0.25% +325 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 8,734 $576K 0.24% -147 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,708 $574K 0.04% +708 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,707 $574K 0.11% +406 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 8,679 $572K 0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,671 $572K 0.08% +715 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 8,670 $572K 0.48% +225 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 8,658 $571K 0.03% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 8,650 $570K 0.14% 0 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 8,640 $570K 0.03% new 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 8,544 $563K 0.09% -79 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 8,497 $560K 0.25% -388 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 8,497 $560K 0.36% -80 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 8,428 $556K 0.1% 0 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 8,380 $552K 0.18% +716 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,366 $551K 0.02% +44 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 8,312 $548K 0.18% -39 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,296 $547K 0.03% -4,880 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,290 $546K 0.06% -96 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 8,279 $546K 0.45% +1,464 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,264 $545K 0.07% -440 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 7,958 $545K 0.24% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 8,246 $544K 0.23% +1,513 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 8,237 $543K 0.2% -46 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 8,227 $542K 0.34% -42 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 8,166 $538K 0.43% +162 13F-HR/A Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 8,102 $534K 0.29% +947 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 8,079 $533K 0.05% +417 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 8,060 $531K 0.13% -15,049 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 7,945 $530K 0.08% +273 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 8,012 $528K 0.08% -301 13F-HR/A Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 7,980 $526K 0.16% -1,430 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 7,973 $526K 0.27% +1,114 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 7,947 $524K 0.22% +15 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 7,921 $522K 0.39% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,897 $521K 0.01% +90 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 7,881 $520K 0.06% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,860 $518K 0.02% +283 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 7,854 $518K 0.69% -5,423 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,850 $517K 0.07% +516 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 7,811 $515K 0.07% -33 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 7,809 $515K 0.52% -295 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,800 $514K 0.67% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7,738 $510K 0.14% -60 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,730 $510K 0.09% +293 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 7,721 $509K 0.37% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,713 $508K 0.15% +55 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 7,712 $508K 0.29% +1,083 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 7,693 $507K 0.18% 0 13F-HR Timeline