Clarus Group, Inc. More: the full row for Clarus Group, Inc. 36,561 $10.6M 3.59% +12 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 36,543 $10.6M 7.28% +348 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 36,536 $10.6M 2.85% +690 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 36,530 $10.6M 1.82% -1,115 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 36,492 $10.6M 2.56% +459 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 36,467 $10.6M 5.16% -807 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 36,455 $10.5M 1.28% -1,036 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 36,429 $10.5M 2.07% +548 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. 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More: the full row for WestHill Financial Advisors, Inc. 36,276 $10.5M 1.79% -1,232 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 36,233 $10.5M 2.67% +3,335 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 36,134 $10.5M 1.48% -11,037 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 36,133 $10.5M 1.02% +651 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 36,076 $10.4M 0.87% -23,152 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 36,072 $10.4M 4.83% +563 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 36,031 $10.4M 5.38% +2,700 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 36,001 $10.4M 0.24% -232 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 35,994 $10.4M 4.17% -29 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 35,982 $10.4M 5.94% +7,103 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 35,966 $10.4M 3.77% -1,131 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 35,923 $10.4M 7.54% -483 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 35,916 $10.4M 4.11% -1,015 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 35,827 $10.4M 4.54% +1,138 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 35,792 $10.4M 3.52% -437 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 35,756 $10.3M 0.21% +79 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 30,990 $10.3M 1.36% +680 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 35,680 $10.3M 2.65% -467 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 35,679 $10.3M 2.02% +121 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 35,677 $10.3M 1.36% -522 13F-HR Timeline PECAUT & CO. 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More: the full row for Forum Finance Group S.A. 42,555 $9.95M 3.58% +6,990 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 34,369 $9.95M 5.55% -689 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 34,365 $9.94M 6.98% -3,067 13F-HR Timeline Asset Management Advisors, LLC More: the full row for Asset Management Advisors, LLC 34,343 $9.94M 5.5% +760 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 34,340 $9.94M 4.68% -681 13F-HR Timeline Harfst & Associates, Inc. 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More: the full row for Ifrah Financial Services, Inc. 34,105 $9.87M 2.41% -35,460 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 34,072 $9.86M 1.98% +766 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 34,004 $9.84M 4.52% +6,817 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 33,965 $9.83M 1.14% +325 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 33,952 $9.82M 1.67% +1,114 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 33,909 $9.81M 3.57% +4,596 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 33,908 $9.81M 2.75% -418 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 33,905 $9.81M 4.84% +462 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 31,777 $9.81M 1.52% -10,486 13F-HR Timeline Group Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 33,857 $9.8M 3.9% +2,183 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 33,856 $9.8M 4.54% -8,989 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 33,851 $9.8M 2.82% -18 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 33,849 $9.79M 1.25% -88 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 33,794 $9.78M 3.59% -6,115 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 33,774 $9.77M 3% +122 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 33,727 $9.76M 1.36% -399 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 33,727 $9.76M 4.49% -590 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 33,722 $9.76M 1.15% +885 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 33,706 $9.75M 3.5% -251 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 33,702 $9.75M 3.86% -27 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 33,599 $9.72M 3.51% +974 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 29,187 $9.72M 2.93% +394 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 33,578 $9.72M 6.37% -210 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 33,564 $9.71M 2.9% +32,117 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 33,562 $9.71M 1.78% +4,366 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 33,422 $9.67M 0.92% -370 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 33,394 $9.66M 4.23% -726 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 33,351 $9.65M 5% +556 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 33,310 $9.64M 3.16% +7,885 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 33,268 $9.63M 5.65% -366 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 33,263 $9.63M 1.96% -1,119 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 33,261 $9.62M 2.17% -435 13F-HR Timeline Group Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 28,832 $9.62M 2.52% +1,163 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 33,222 $9.61M 2.95% -917 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 33,220 $9.61M 0.7% +9,459 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 33,214 $9.61M 0.81% -36,576 13F-HR Timeline Group Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 33,205 $9.61M 1.87% +5,459 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 33,111 $9.58M 4.75% -470 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 33,108 $9.58M 2.46% +3,036 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 33,074 $9.57M 1.58% +1,248 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 33,060 $9.57M 2.4% +4 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 33,057 $9.57M 1.05% +191 13F-HR Timeline Group Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 33,025 $9.56M 3.35% +47 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 29,309 $9.55M 1.18% +135 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 31,261 $9.54M 3.11% -399 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 32,952 $9.53M 1.12% -907,458 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 32,951 $9.53M 1.48% +126 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 32,923 $9.53M 2.3% +3,918 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 32,986 $9.51M 3.05% +1,155 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 32,861 $9.51M 3.24% -438 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 32,827 $9.5M 2.61% -13,171 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 29,132 $9.49M 1.2% -390 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 32,761 $9.48M 8.5% -20 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 32,743 $9.47M 2.11% +1,006 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 32,708 $9.46M 1.14% -1,221 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 32,682 $9.46M 4.52% +85 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 32,654 $9.45M 2.69% +892 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 32,654 $9.45M 1.85% +23,080 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 32,637 $9.44M 0.73% +730 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 32,616 $9.44M 1.95% +203 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 32,606 $9.43M 1.61% -1,291 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 32,651 $9.43M 2.09% +1,602 13F-HR Timeline NBH Bank More: the full row for NBH Bank 32,569 $9.42M 3.97% 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 32,522 $9.41M 3.81% -116 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 32,520 $9.41M 2.94% -7,425 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 32,427 $9.38M 1.23% -153 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 32,422 $9.38M 2.18% +1,062 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 32,400 $9.38M 5.12% 0 13F-HR Timeline Group Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 32,400 $9.38M 18.96% -7,000 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 32,351 $9.36M 2.76% +173 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 30,286 $9.36M 0.99% +658 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 32,267 $9.35M 4% +410 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 32,310 $9.35M 4.38% +66 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 32,288 $9.34M 2.31% +1,220 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 32,286 $9.34M 2.17% +75 13F-HR Timeline Financial Strategies Group, Inc. 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