FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,520 $2.07M 0.08% -310 13F-HR Timeline Group Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 9,515 $2.07M 0.66% -16 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,490 $2.06M 0.35% -348 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,477 $2.06M 0.12% +178 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 9,470 $2.06M 0.34% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 9,469 $2.06M 0.3% -667 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 9,464 $2.06M 0.54% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 9,439 $2.05M 0.89% -496 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 9,422 $2.05M 0.6% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,418 $2.05M 0.21% +229 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9,416 $2.05M 0.25% +1,791 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 9,414 $2.05M 0.74% -581 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,803 $2.04M 0.12% -299 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 9,396 $2.04M 0.46% -429 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9,385 $2.04M 0.24% +554 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,362 $2.04M 0.21% +793 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 9,361 $2.04M 0.74% -3 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 9,356 $2.03M 1.25% -51 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 9,350 $2.03M 0.88% -115 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 9,344 $2.03M 0.34% +3,488 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 9,336 $2.03M 0.68% +168 13F-HR Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 9,330 $2.03M 0.38% -31 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 9,318 $2.03M 1.04% -44 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 9,300 $2.02M 0.05% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 9,288 $2.02M 0.79% -75 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 9,285 $2.02M 0.17% -1,060 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 9,275 $2.02M 0.29% -118 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 9,268 $2.02M 1% -238 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 9,265 $2.02M 0.14% -150 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 9,252 $2.01M 1.04% +4,013 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 9,252 $2.01M 0.27% -199 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 9,245 $2.01M 0.41% -287 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 9,228 $2.01M 0.06% +748 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 9,217 $2M 0.35% 0 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 9,212 $2M 1.45% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 9,204 $2M 1.8% -5 13F-HR Timeline City State Bank More: the full row for City State Bank 9,199 $2M 0.52% +279 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 9,169 $1.99M 1.35% -85 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 9,473 $1.99M 0.45% -191 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 9,130 $1.99M 0.45% +1,047 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,093 $1.98M 0.28% -51 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,068 $1.97M 0.19% -267 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 9,022 $1.96M 0.16% -179 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 9,008 $1.96M 1.16% +8 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 9,005 $1.96M 0.14% -564 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 8,975 $1.95M 0.59% +1,400 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,960 $1.95M 0.14% -1,756 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 8,938 $1.94M 0.34% -8,869 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 8,935 $1.94M 1.22% +6 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 8,928 $1.94M 0.11% +1,445 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 8,893 $1.93M 1.39% -4 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 8,864 $1.93M 0.41% -180 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,863 $1.93M 0.25% -310 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 8,846 $1.92M 0.15% -29 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 8,843 $1.92M 1.14% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 8,831 $1.92M 1.2% -811 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 8,811 $1.92M 0.85% +760 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 8,810 $1.92M 0.54% +127 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 8,800 $1.91M 0.33% +1,525 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 8,784 $1.91M 0.27% -2,147 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,764 $1.91M 0.66% +1,149 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,751 $1.9M 0.22% -82 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 8,741 $1.9M 0.03% +449 13F-HR Timeline Group 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 8,736 $1.9M 0.23% +475 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8,735 $1.9M 0.31% +122 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 8,720 $1.9M 1.42% -8,286 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,715 $1.9M 0.26% -142 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 9,582 $1.89M 0.15% -683 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 8,694 $1.89M 0.88% -13 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 8,687 $1.89M 1.6% -27 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 8,682 $1.89M 0.21% -513 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 8,659 $1.88M 0.63% +842 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 71 West Capital Partners More: the full row for 71 West Capital Partners 8,654 $1.88M 0.08% +950 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 8,639 $1.88M 0.4% -23 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 8,636 $1.88M 0.68% +41 13F-HR/A Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 8,635 $1.88M 0.02% -125 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 8,635 $1.88M 0.01% +318 13F-HR Timeline Group PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 8,597 $1.87M 2.46% -291 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 8,636 $1.87M 1.72% +1,067 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 8,590 $1.87M 0.76% +3,490 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 8,582 $1.87M 0.23% +876 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,560 $1.86M 0.34% -216 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 8,560 $1.86M 0.36% -45 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,553 $1.86M 0.09% -564 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 8,553 $1.86M 0.53% -155 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 8,925 $1.86M 0.85% -375 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 8,550 $1.86M 0.23% -161 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 8,506 $1.85M 0.06% new 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 8,479 $1.84M 0.27% -137 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 8,426 $1.83M 0.8% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 8,421 $1.83M 1% +581 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,401 $1.83M 1.25% -147 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8,400 $1.83M 0.77% -35 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 8,395 $1.83M 0.17% new 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 8,375 $1.82M 0.09% +165 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 8,374 $1.82M 0.14% -23 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 8,372 $1.82M 0.39% -35 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 8,353 $1.82M 1.11% +3 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,353 $1.82M 0.16% +1,363 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 8,338 $1.81M 1% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 8,322 $1.81M 0.29% +175 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 8,313 $1.81M 2.23% +5,000 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 8,278 $1.8M 0.21% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,260 $1.8M 0.05% +805 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 8,264 $1.8M 0.29% -76 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 8,231 $1.79M -1,085 Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 8,231 $1.79M 1.58% +112 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 8,230 $1.79M 0.21% -388 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,220 $1.79M 1.26% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 8,219 $1.79M 1.19% -151 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,211 $1.79M 0.1% -1,194 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,193 $1.78M 0.06% +101 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 8,186 $1.78M 0.07% +19 13F-HR Timeline InvesTrust More: the full row for InvesTrust 8,185 $1.78M 0.75% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 8,180 $1.78M 0.34% -853 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 8,177 $1.78M 0.34% +814 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 8,169 $1.78M 0.57% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 8,162 $1.78M 0.25% -46 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 8,129 $1.77M 0.61% -931 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,106 $1.76M 0.68% -216 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 8,102 $1.76M 0.14% -207 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 8,089 $1.76M 0.54% +21 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,069 $1.75M 0.17% +2,081 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 8,057 $1.75M 0.48% -85 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 8,055 $1.75M 0.59% -256 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 8,858 $1.75M 0.58% -906 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 8,036 $1.75M 0.22% +122 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,027 $1.75M 0.12% -234 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 8,021 $1.74M 0.03% -2,170 13F-HR/A Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 8,000 $1.74M 0.01% -16,800 13F-HR Timeline Group Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 7,999 $1.74M 0.84% +1,097 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,992 $1.74M 0.21% +171 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 7,978 $1.74M 0.2% +284 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,978 $1.74M 0.35% -372 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 7,968 $1.73M 0.56% -44 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,958 $1.73M 0.11% +1,088 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 7,956 $1.73M 0.26% -296 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 7,941 $1.73M 0.48% -1,016 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 7,939 $1.73M 0.87% 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 7,923 $1.72M 0.58% +491 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 7,916 $1.72M 0.34% -391 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,879 $1.71M 0.44% +91 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 7,875 $1.71M 0.27% new 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 7,865 $1.71M 0.33% -41 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 7,863 $1.71M 1.11% -702 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 7,862 $1.71M 1.52% -422 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 7,824 $1.7M 0.2% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 7,822 $1.7M 0.45% -118 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,821 $1.7M 0.22% +267 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 7,796 $1.7M 0.54% -191 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 7,775 $1.69M 0.74% +750 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 7,750 $1.69M 1.44% -3,179 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 7,746 $1.68M 1.55% +353 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 7,745 $1.68M 0.14% +5 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 7,742 $1.68M 0.24% 0 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,740 $1.68M 0.18% +447 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 7,738 $1.68M 1.7% -50 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7,724 $1.68M 0.35% -16 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 7,702 $1.68M 0.39% -122 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 7,687 $1.67M 1.62% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 7,675 $1.67M 0.35% -339 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 7,659 $1.67M 1.08% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 7,657 $1.67M 0.77% -87 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 7,650 $1.66M 1.13% +631 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 7,647 $1.66M 0.34% +89 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 7,639 $1.66M 0.15% -18 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,881 $1.66M 0.42% +18 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,612 $1.66M 0.19% +113 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,607 $1.65M 0.54% +594 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 7,603 $1.65M 0.69% -2,324 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 7,578 $1.65M 0.21% -2,036 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 7,569 $1.65M 0.25% +576 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 7,546 $1.64M 0.34% -153 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,533 $1.64M 1.11% +16 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 7,531 $1.64M 0.16% -896 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,529 $1.64M 0.28% +77 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 7,527 $1.64M 1.4% +1,254 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,519 $1.64M 0.59% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 7,504 $1.63M 0.4% +62 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 7,490 $1.63M 1.29% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 7,454 $1.62M 0.17% -50 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 7,450 $1.62M 0.21% +164 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 7,425 $1.61M 0.04% -23 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,402 $1.61M 0.05% -58,230 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 7,400 $1.61M 0.06% -348 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 7,449 $1.61M 0.75% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 7,470 $1.61M 0.29% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 7,376 $1.6M 0.9% -436 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 7,375 $1.6M 0.58% +69 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,359 $1.6M 0.46% +125 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,344 $1.6M 0.25% +613 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,340 $1.6M 0.03% -25,668 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,331 $1.59M 0.43% -29 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 7,331 $1.59M 0.42% -230 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. 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