Accel Wealth Management More: the full row for Accel Wealth Management 6,103 $729K 0.16% +5,382 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 6,083 $727K 0.23% +5,447 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,080 $727K 0.04% +5,320 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 6,079 $727K 0.4% +5,320 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 6,069 $725K 0.44% +5,342 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,060 $724K 0.06% +5,310 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 6,048 $723K 0.31% +5,292 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,044 $722K 0.08% +5,276 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 6,037 $722K 0.13% +4,967 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,028 $720K <0.01% +5,306 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 6,026 $720K 0.1% +4,388 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,022 $720K 0.23% +5,305 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,008 $718K 0.12% +5,257 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,002 $717K 0.12% +5,252 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,987 $716K 0.28% +5,239 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 5,986 $715K 0.2% +5,223 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,975 $714K 0.09% +5,421 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,969 $713K 0.12% +5,293 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 5,959 $712K 0.15% +5,137 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 5,958 $712K 0.01% +5,598 13F-HR Timeline Group GSG Advisors LLC More: the full row for GSG Advisors LLC 5,957 $712K 0.16% +5,200 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,956 $712K 0.12% +5,499 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,947 $711K 0.07% +5,212 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 5,921 $708K 0.17% +5,159 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,920 $708K 0.06% +5,161 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 5,912 $707K 0.08% +5,266 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 5,904 $706K 0.49% +5,166 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 5,893 $704K 0.11% +5,270 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,846 $699K 0.18% +5,173 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 5,837 $697K 0.01% new 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 5,826 $696K 0.33% +5,022 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,816 $695K 0.12% +5,174 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,802 $693K <0.01% -35,492 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,798 $693K 0.11% +5,136 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 5,768 $689K 0.09% +5,047 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 5,751 $687K 0.11% new 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 5,748 $687K 0.29% +4,973 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 5,740 $686K 0.12% +5,186 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 5,727 $684K 0.05% +5,283 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,723 $684K 0.14% +5,235 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 5,716 $683K 0.05% +4,914 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,714 $683K 0.13% +4,953 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,714 $683K 0.28% +5,020 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 5,699 $681K 0.51% +4,987 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,699 $681K 0.03% +4,971 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 5,698 $681K 0.42% +4,986 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,688 $680K 0.1% +5,033 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,688 $680K 0.09% +4,977 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 5,680 $679K 0.15% +4,970 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 5,666 $678K 0.45% +4,954 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 5,578 $677K 0.18% +4,882 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 5,665 $677K 0.33% +4,957 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 5,653 $676K 0.09% +3,549 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,638 $674K 0.44% +4,846 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 5,600 $669K 0.15% +4,900 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 5,600 $669K 0.07% +4,900 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 5,600 $669K 0.52% +5,000 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 5,600 $669K 0.39% new 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 5,600 $669K 0.21% +4,900 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,597 $669K 0.04% +4,815 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 5,576 $666K 0.03% new 13F-HR Timeline Group Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 5,576 $666K 0.86% +4,879 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 5,568 $665K 0.01% +4,881 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 5,552 $664K 0.1% +4,858 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 5,518 $659K 0.28% +4,731 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,513 $659K 0.05% +5,014 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 5,512 $659K 0.03% +4,823 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,494 $657K 0.33% +4,787 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 5,480 $655K 0.14% +4,795 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 5,472 $654K 0.05% +4,763 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,444 $651K 0.03% +4,749 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 5,431 $649K 0.13% +4,806 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5,411 $647K 0.15% +4,476 13F-HR Timeline Group Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 5,395 $645K 0.2% +4,721 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,394 $645K 0.06% +4,745 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,370 $642K 0.13% +4,699 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,360 $641K 0.01% +4,690 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,352 $640K 0.01% +4,570 13F-HR Timeline Group Retirement Solution LLC More: the full row for Retirement Solution LLC 5,344 $639K 0.12% +4,682 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 5,336 $638K 1.02% +4,669 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,306 $634K 0.34% +4,643 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 5,597 $633K 0.34% +4,898 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,280 $631K 0.24% +4,620 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,278 $631K 0.23% +4,969 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,269 $630K 0.07% +4,353 13F-HR Timeline Friday Financial More: the full row for Friday Financial 5,512 $629K 0.17% +4,823 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5,251 $628K 0.07% +4,595 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 5,249 $627K 0.1% +4,390 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 5,232 $625K 0.43% +4,582 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,219 $624K 0.18% +4,568 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 5,309 $622K <0.01% +4,761 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 5,346 $622K 0.21% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,184 $620K 0.01% +4,526 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 5,180 $619K 0.51% +4,528 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 5,176 $619K 0.1% +4,529 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,136 $614K 0.01% +4,519 13F-HR/A Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 5,115 $611K 0.11% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 5,400 $611K 0.17% +4,725 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 5,104 $610K 0.49% +4,461 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 5,104 $610K 0.16% +4,466 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5,103 $610K 0.12% +4,439 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 5,090 $608K 0.16% +4,433 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 5,088 $608K 0.15% +4,446 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 5,087 $608K 0.3% +4,451 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 5,046 $603K 0.09% +4,258 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,033 $602K 0.01% +4,405 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCF Advisors LLC More: the full row for MCF Advisors LLC 5,034 $602K 0.02% +4,380 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 5,024 $600K 0.29% +4,396 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 5,016 $600K 0.25% +4,389 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,012 $599K 0.03% +4,390 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,008 $599K 0.1% +4,403 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,000 $598K 0.03% +4,102 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,972 $594K 0.33% +4,351 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,960 $593K 0.01% new 13F-HR Timeline Group SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,952 $592K 0.08% +4,291 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 4,929 $589K 0.03% +4,313 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,920 $588K 0.36% +4,305 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,920 $588K 0.01% +4,305 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 4,880 $583K 0.14% +4,270 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 4,864 $581K 0.27% +4,256 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 4,851 $580K 0.15% +4,184 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 4,845 $579K 0.3% +4,251 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,843 $579K 0.05% +4,160 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4,826 $577K 0.22% +4,223 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,819 $576K 0.11% +4,215 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,800 $574K 0.17% +4,200 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,797 $573K 0.1% +4,253 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,796 $573K 0.18% +4,314 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,949 $572K 0.14% +4,331 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4,776 $571K 0.19% +4,179 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,744 $567K 0.03% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,739 $566K 0.11% +4,437 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,735 $566K 0.02% +4,273 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,734 $566K 0.26% +4,126 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 4,733 $566K 0.31% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,724 $565K 0.12% +4,146 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,710 $563K 0.07% +4,141 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,706 $562K 0.03% +4,026 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,705 $562K 0.06% +4,139 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,704 $562K 0.11% +4,081 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 4,704 $562K 0.24% +4,116 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 4,689 $560K 0.05% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,685 $560K 0.25% +4,115 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,679 $559K 0.03% +4,172 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 4,677 $559K 0.12% +4,083 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,671 $558K 0.1% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,671 $558K 0.03% +4,132 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,671 $558K 0.01% +4,264 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,659 $557K 0.06% +4,063 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,657 $557K 0.1% +9 13F-HR/A Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 4,648 $556K 0.31% +4,067 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 4,693 $554K 0.2% +4,107 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 4,632 $554K 0.07% +4,053 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,624 $553K 0.08% +4,041 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 4,613 $551K 0.44% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 4,598 $550K 0.07% +4,153 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,597 $549K 0.03% +4,022 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,594 $549K 0.07% +4,025 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,589 $549K 0.05% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,576 $547K 0.01% +4,004 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 4,825 $546K 0.05% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 4,568 $546K 0.21% +3,997 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,560 $545K 0.04% +3,990 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 4,560 $545K 0.09% +3,932 13F-HR/A Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 4,547 $544K 0.13% +3,963 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 4,547 $543K 0.19% +3,982 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 4,544 $543K 0.15% +3,976 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,536 $542K 0.01% +3,562 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,536 $542K 0.04% +3,973 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 4,532 $542K 0.13% +3,858 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,519 $540K 0.08% +4,029 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 4,500 $538K 0.26% +3,827 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,500 $538K 0.08% +3,950 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 4,496 $537K 0.17% +3,934 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,480 $535K 0.16% +3,955 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 4,480 $535K 0.16% +3,920 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,478 $535K 0.03% +3,918 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 4,458 $533K 0.07% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,456 $533K 0.25% +3,899 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,456 $533K 0.11% +3,893 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 4,454 $532K 0.07% +4,158 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,430 $529K 0.07% +3,877 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 4,406 $527K 0.04% +3,868 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,392 $525K 0.02% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,379 $523K 0.11% +3,832 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,619 $523K 0.16% +3,762 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,376 $523K 0.09% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,368 $522K 0.06% +3,814 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,360 $521K 0.04% +3,815 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,360 $521K 0.3% +3,815 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,352 $520K 0.01% +3,808 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,352 $520K 0.06% +3,952 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,352 $520K 0.25% +3,783 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,341 $519K 0.12% +3,794 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,331 $518K 0.03% +2,545 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,324 $517K 0.12% +3,791 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,312 $515K 0.16% +3,798 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,304 $514K 0.09% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,302 $514K 0.22% +3,764 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,273 $511K 0.04% +3,826 13F-HR Timeline