REBALANCE, LLC More: the full row for REBALANCE, LLC 3,546 $545K 0.03% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,543 $544K 0.53% 0 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 3,532 $543K 0.12% 0 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,531 $543K 0.46% 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,527 $542K 0.1% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,523 $541K 0.15% -37 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 3,523 $541K 0.14% -652 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,522 $541K 0.12% +583 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,519 $541K 0.32% +116 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,518 $540K 0.08% +156 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,517 $540K 0.02% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,516 $540K 0.15% +65 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,524 $540K 0.2% -167 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 3,501 $538K 0.48% +1,817 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,494 $537K 0.01% -2,100 13F-HR/A Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3,493 $537K 0.58% -613 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,490 $536K 0.23% +3 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,489 $536K 0.06% +80 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 3,485 $535K 0.04% +1,452 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,485 $535K 0.03% +164 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 3,484 $535K 0.22% +7 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,473 $534K 0.13% +167 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,470 $533K 0.15% +655 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,470 $533K 0.08% -25 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 3,470 $533K 0.12% +8 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,463 $532K 0.03% +338 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,461 $532K 0.26% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 3,455 $531K 0.29% +3 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,452 $530K 0.08% +2,069 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,441 $529K 0.15% -55 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,439 $528K 0.25% -188 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 3,425 $526K 0.15% 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,421 $526K 0.18% +55 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,410 $524K 0.29% +1,411 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,409 $524K 0.08% -32,965 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 3,408 $524K 0.22% +37 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,401 $523K 0.14% -118 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,394 $521K 0.23% -37 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,393 $521K 0.27% -80 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 3,390 $521K 0.11% +2 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,388 $521K 0.04% -176 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,385 $520K 0.09% +91 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 3,381 $519K 0.2% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 3,379 $519K 0.24% -1,366 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 3,373 $518K 0.17% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,361 $516K 0.12% -123 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,358 $516K 0.34% -367 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,356 $516K 0.16% +226 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 3,354 $515K 0.14% +17 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,325 $511K 0.11% +1 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,324 $511K 0.05% -62 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 3,305 $508K 0.35% +129 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 3,302 $507K 0.39% -125 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,295 $506K 0.12% +1,920 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,295 $506K 0.38% -75 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,292 $506K 0.08% -1,739 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,291 $506K 0.08% -250 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3,291 $506K 0.11% +2,070 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,291 $506K 0.39% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,286 $505K <0.01% -50 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,285 $505K 0.33% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,286 $505K 0.05% -6 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,283 $504K 0.35% +5 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,281 $504K 0.14% +42 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,278 $504K 0.11% -2 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,271 $503K 0.18% -103 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,264 $502K 0.1% -27,108 13F-HR Timeline Group Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 3,263 $501K 0.18% +93 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,260 $501K 0.14% -57 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,244 $499K 0.07% -598 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,245 $499K 0.04% new 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,233 $497K 0.18% -144 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,227 $496K <0.01% -458 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,058 $496K 0.72% 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,224 $495K <0.01% -68,957 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,217 $494K 0.11% -267 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 3,211 $493K 0.16% 0 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,197 $491K 0.4% -41 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,196 $491K 0.19% +100 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,182 $489K 0.13% -5,070 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,178 $488K 0.06% -268 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,178 $488K 0.06% -271 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,178 $488K 0.07% -93 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,175 $488K 0.05% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,169 $487K 0.16% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,157 $485K 0.29% +204 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,155 $485K 0.18% +33 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,154 $485K 0.07% +48 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 3,153 $484K 0.36% -22 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,152 $484K 0.32% +449 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 3,149 $484K 0.26% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,145 $483K 0.11% -3 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,140 $482K 0.1% +1,065 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,133 $481K 0.04% -60 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 3,127 $480K 0.27% +21 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,123 $480K 0.27% +161 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 3,120 $479K 0.21% -3 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,119 $479K 0.15% -97 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,119 $479K 0.08% +97 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,113 $478K 0.13% +66 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,112 $478K 0.12% -113 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3,108 $477K 0.15% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 3,102 $477K 0.07% -61 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,101 $476K 0.43% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,101 $476K 0.03% +68 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,987 $476K 0.16% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,093 $475K 0.22% +3 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 3,090 $475K 0.23% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,083 $474K 0.18% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 3,083 $474K 0.18% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,083 $474K 0.08% -9 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,079 $473K 0.07% +45 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,079 $473K 0.12% -5,374 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,072 $471K 0.23% -8 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,052 $469K 0.04% +200 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,050 $469K 0.04% -399 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,047 $468K 0.12% +106 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,046 $468K 0.06% -104 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 3,045 $468K 0.41% -357 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,045 $468K 0.09% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,215 $467K 0.14% 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,022 $464K 0.15% +85 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,017 $464K 0.08% +366 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,016 $463K 0.34% -148 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,011 $463K 0.42% -101 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,008 $462K 0.12% +138 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,007 $462K 0.06% -227 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,005 $462K 0.22% -205 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 3,003 $461K 0.11% -292 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,999 $461K 0.46% +67 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,993 $460K 0.24% -582 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 2,988 $459K 0.07% -125 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,986 $459K 0.31% +765 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,985 $459K 0.07% 0 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,981 $458K 0.09% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 2,981 $458K 0.27% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 2,974 $457K 0.1% +5 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,974 $457K 0.3% -44 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,972 $457K 0.25% -184 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,968 $456K 0.21% +37 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,968 $456K 0.05% +108 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,964 $455K 0.27% +704 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 2,969 $455K 0.12% -219 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,956 $454K 0.02% new 13F-HR/A Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,952 $454K 0.09% -171 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,947 $453K 0.21% -176 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,942 $452K 0.35% +455 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,941 $452K 0.33% +4 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 2,936 $451K 0.09% -130 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,933 $451K 0.28% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 2,932 $451K 0.12% +387 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 2,932 $451K 0.27% -150 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,932 $450K 0.36% +7 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,925 $449K 0.14% -156 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2,920 $449K 0.15% -128 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,920 $449K 0.1% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,920 $449K 0.06% +551 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,915 $448K 0.15% -230 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,909 $447K 0.14% -86 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,906 $446K 0.03% +195 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 2,904 $446K 0.25% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,900 $446K 0.15% -272 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,899 $445K 0.35% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,890 $444K 0.2% -387 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,890 $444K 0.02% +40 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,886 $443K 0.01% +406 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,884 $443K 0.2% +319 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 2,881 $443K 0.19% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,873 $441K 0.13% -475 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,872 $441K 0.14% -149 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,872 $441K 0.14% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,872 $441K 0.14% -45 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 2,870 $441K 0.07% -65 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 2,864 $440K 0.11% +9 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,861 $440K 0.25% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,859 $439K 0.03% -8,898 13F-HR/A Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,856 $439K 0.05% -32,132 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 2,853 $438K 0.09% -11 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,961 $438K 0.41% -12 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,852 $438K 0.25% -211 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 2,850 $438K 0.06% -1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,848 $438K 0.14% +2,743 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,844 $437K 0.32% +17 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,842 $437K <0.01% +896 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,868 $436K 0.08% -987 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,840 $436K 0.18% -583 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,838 $436K 0.09% -185 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,837 $436K 0.29% -200 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 2,835 $436K 0.3% -435 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,834 $435K 0.08% +65 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,950 $434K 0.15% +429 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,824 $434K 0.16% -113 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,825 $434K 0.34% 0 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 2,821 $433K 0.21% -728 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,820 $433K 0.15% +4 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,817 $433K 0.04% +176 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,817 $433K 0.14% +735 13F-HR/A Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,817 $433K 0.12% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,806 $431K 0.02% -608 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,805 $431K 0.07% -537 13F-HR Timeline