Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,605 $786K 0.03% -1 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,592 $784K 0.01% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,539 $778K 0.39% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,507 $774K 0.02% -832 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,500 $773K 0.04% new 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 6,489 $772K 0.65% -54 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 6,489 $772K 0.65% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 8,763 $770K 0.12% +10 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 6,443 $767K 0.27% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 6,365 $757K 0.32% +330 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 6,207 $739K 0.66% +2 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 6,201 $738K 0.12% -151 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,158 $733K 0.02% -5,185 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,148 $732K 0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,140 $731K 0.04% -99 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,029 $717K 0.03% +545 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 6,022 $717K 0.06% +59 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,019 $716K 0.12% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,011 $715K 0.04% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,006 $715K 0.04% -807 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,998 $714K 0.38% -14 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,989 $713K 0.01% +2,956 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 5,980 $712K 0.52% +489 13F-HR/A Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 5,893 $701K 0.2% -277 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,887 $700K 0.08% -315 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,863 $698K 0.01% -1,074 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 5,852 $696K 0.39% +880 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,845 $696K 0.02% +31 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,816 $692K 0.4% +182 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,808 $691K 0.22% +4 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 5,802 $690K 0.65% 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 5,785 $688K 0.09% +13 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 5,751 $684K 0.16% -1,504 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,750 $684K 0.01% -115 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,732 $682K 0.09% -13 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,728 $682K 0.03% -83 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 5,723 $681K 0.53% +1 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,694 $678K 0.13% -412 13F-HR/A Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 5,682 $676K 0.52% +7 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 5,675 $675K 0.65% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,633 $670K 0.03% +612 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,029 $668K 0.69% -773 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,609 $667K 0.05% -40 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,577 $664K 0.26% -50 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,573 $663K 0.11% -2,200 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,563 $662K 0.06% +1,916 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,524 $657K 0.05% +355 13F-HR Timeline Fox Financial, Inc More: the full row for Fox Financial, Inc 5,516 $656K 0.46% -246 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,503 $655K 0.23% +2,200 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 5,498 $654K 0.56% -16 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,496 $654K 0.25% +4,344 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 5,493 $654K 0.16% +245 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,473 $651K 0.01% -64 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,462 $650K 0.15% -481 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 5,450 $648K 0.62% 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,432 $646K 0.04% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,426 $646K 0.03% -449 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,423 $645K 0.03% -1,124 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 5,401 $643K 0.37% -637 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 5,378 $640K 0.04% new 13F-HR Timeline Group Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 5,367 $639K 0.38% -1,099 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,320 $633K 0.02% -913 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,316 $633K 0.08% +240 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,304 $631K 0.14% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,289 $629K 0.03% +2,733 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 5,271 $627K 0.45% -5 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,230 $622K 0.13% -8,552 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,166 $615K 0.16% -15 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,157 $614K 0.03% -1,001 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,094 $611K 0.02% +492 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 5,124 $610K 0.43% +25 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 5,122 $609K 0.24% 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 5,117 $609K 0.43% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,107 $608K 0.17% -287 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,092 $606K 0.25% new 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 5,075 $604K 0.57% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,056 $602K 0.03% +2 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 5,041 $600K 0.34% -210 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 5,372 $599K 0.45% -115 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,001 $595K 0.07% +157 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 4,990 $594K 0.15% new 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 4,989 $594K 0.3% -367 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,952 $589K 0.07% +534 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,913 $585K 0.11% +783 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,901 $583K 0.14% +149 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,857 $578K 0.01% +44 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 4,840 $576K 0.3% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,810 $572K 0.02% +1,315 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,792 $570K 0.05% 0 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 4,785 $569K 0.01% new 13F-HR Timeline Group Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 4,782 $569K 0.33% -63,636 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,765 $567K 0.01% -3,650 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,758 $566K 0.06% +1,085 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,746 $565K 0.18% -217 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,735 $563K 0.18% -1,137 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,699 $559K 0.21% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 4,690 $558K 0.02% +2,542 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,688 $558K 0.14% +117 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,628 $551K 0.21% +849 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,601 $547K 0.13% +1 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 4,599 $547K 0.3% -3 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 4,562 $543K 0.39% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,536 $540K 0.01% +644 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,510 $537K <0.01% +486 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,504 $536K 0.03% -284 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,502 $536K <0.01% -412 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 4,451 $530K 0.28% +476 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,447 $529K <0.01% +204 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,441 $528K 0.2% -1,685 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 4,381 $521K 0.35% +8 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,374 $520K 0.18% -45 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,366 $520K 0.05% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,357 $518K 0.03% +2 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,342 $517K 0.15% +16 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 4,318 $514K 0.1% -1,000 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 4,225 $503K 0.11% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,202 $500K 0.04% new 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 4,193 $499K +1,867 Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 4,189 $498K 0.06% -1,472 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,148 $494K 0.03% -1,226 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,140 $493K 0.02% +1,207 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 4,107 $489K 0.19% -217 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,104 $488K 0.04% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,104 $488K 0.11% +1 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,089 $487K 0.01% +44 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 4,076 $485K 0.09% +58 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,065 $484K 0.02% +241 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 4,055 $483K 0.16% -6 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,050 $482K 0.18% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,037 $480K 0.1% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,010 $477K 0.02% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,000 $476K 0.22% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,983 $474K 0.03% +1,547 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,980 $474K 0.01% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 3,972 $473K 0.4% +3 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,954 $470K 0.22% +179 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,092 $470K 0.14% +75 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 3,925 $467K 0.23% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,914 $466K 0.01% 0 13F-HR/A Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,909 $465K 0.04% -33 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 3,901 $464K 0.53% -43 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,882 $462K 0.25% -268 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,881 $462K 0.06% -186 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,870 $460K <0.01% +3,670 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,869 $460K 0.35% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,863 $460K 0.03% +3 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,843 $457K 0.27% -74 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,990 $456K 0.03% -51 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,828 $455K 0.28% -355 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,808 $453K 0.04% 0 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 3,801 $452K 3.23% -4,915 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,800 $452K 0.01% -1,768 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 3,744 $445K 0.16% 0 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 3,726 $443K 0.27% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,689 $439K 0.01% +1,222 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,689 $439K 0.1% -71 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 3,664 $436K <0.01% new 13F-HR Timeline Group Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,659 $435K 0.06% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,656 $435K 0.08% +944 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,632 $432K 0.13% +2,037 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 3,625 $431K 0.15% -560 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,589 $427K 0.01% +402 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,589 $427K 0.11% +38 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,582 $426K 0.19% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,637 $423K 0.06% -36 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,547 $422K 0.05% -122 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,545 $422K 0.05% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,539 $421K 0.22% +127 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,417 $419K 0.17% +557 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,500 $416K 0.13% new 13F-HR Timeline Group TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 3,499 $416K 0.06% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 3,494 $416K 0.42% -47 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 3,483 $414K 0.03% -4 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,483 $414K 0.09% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,481 $414K 0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,468 $413K 0.05% +4 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 3,460 $412K 0.1% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,451 $411K 0.01% +4 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,438 $409K 0.02% +40 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 3,433 $408K 0.15% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,419 $407K <0.01% new 13F-HR Timeline Group Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,419 $407K 0.25% +1 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,413 $406K 0.07% -2 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,371 $404K 0.04% -1,487 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,392 $404K 0.09% -144 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 3,367 $401K 0.06% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,365 $400K 0.02% 0 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 3,359 $400K 0.13% +2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,355 $399K 0.28% +220 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,350 $399K 0.02% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,349 $398K 0.06% -441 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 3,346 $398K 0.02% 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,344 $398K 0.19% -24 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,337 $397K 0.03% +781 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,308 $394K <0.01% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,305 $393K 0.07% +359 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,289 $391K 0.1% -144 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,249 $387K 0.03% -24 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 3,245 $386K 0.09% -520 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3,238 $385K 0.04% new 13F-HR Timeline