First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 4,214 $749K 0.15% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,206 $747K 0.3% +143 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,205 $747K 0.07% -28 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 4,200 $746K 0.58% +600 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 4,200 $746K 0.14% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,195 $746K 0.16% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,176 $742K 0.27% -1,045 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 226,263 $741K 0.25% +192,734 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,170 $741K 0.42% +286 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,162 $740K 0.31% +71 13F-HR/A Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,150 $737K 0.18% -319 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 4,145 $737K 0.18% -34 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,141 $736K 0.13% +97 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,138 $735K 0.07% -1 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,130 $734K 0.03% +92 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 4,130 $734K 0.28% +4 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,128 $734K 0.28% +260 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,118 $732K 0.12% -24 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,114 $731K 0.13% 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 4,112 $731K 34.21% +19 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,111 $731K 0.37% 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 4,105 $729K 0.61% -219 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 4,103 $729K 0.18% 0 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 4,100 $729K 0.29% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,070 $723K 0.21% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,065 $722K 0.11% +220 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,064 $722K 0.15% -692 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 4,063 $722K 0.25% +43 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 4,060 $721K 0.36% -508 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,059 $721K 0.35% +2 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 4,049 $720K 0.18% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,050 $720K 0.17% +1,181 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 4,046 $719K 0.79% 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 4,037 $717K 0.03% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,037 $717K 0.43% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,034 $717K 0.19% new 13F-HR/A Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,030 $716K 0.18% +338 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,025 $715K 0.42% +1,772 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,024 $715K 0.31% +286 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,023 $715K 0.28% 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,022 $715K 0.23% +261 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,019 $714K 0.45% -286 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 4,010 $713K 0.66% +63 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 4,009 $712K 0.51% -1,350 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 4,004 $712K 0.15% -852 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,003 $711K 0.06% +10 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,000 $711K 0.53% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,000 $711K 0.4% +6 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3,999 $711K 0.55% 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 3,993 $710K -8,595 Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,993 $710K 0.33% -82 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,990 $709K 0.09% -517 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,984 $708K 0.54% -34 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 3,976 $707K 0.07% +199 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,968 $705K 0.04% +728 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,968 $705K 0.26% -18 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 3,966 $705K 0.2% -160 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,960 $704K 0.09% +41 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 3,960 $704K 0.51% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,957 $703K 0.09% +2 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,955 $703K 0.26% 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 3,940 $700K 0.57% 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,939 $700K 0.73% 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,935 $699K 0.29% -328 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,934 $699K 0.3% -71 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 3,932 $699K 1.13% +125 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 3,932 $699K 0.35% -10 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,922 $697K 0.01% -18,925 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,922 $697K 0.2% +1 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 3,920 $697K 0.12% +536 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,908 $694K 0.05% +376 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,905 $694K 0.38% +1,668 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,904 $694K 0.07% +537 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,902 $693K <0.01% +173 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 3,901 $693K 0.76% 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,892 $692K 0.64% 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,890 $691K 0.27% +94 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 3,891 $691K 0.61% -628 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 3,885 $690K 0.18% -45 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 3,884 $690K 0.22% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 3,883 $690K 0.26% -112 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,884 $690K 0.62% -102 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,882 $690K 0.08% +530 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,863 $687K 0.48% +73 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 3,859 $686K 0.43% +5 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,855 $685K 0.3% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 3,854 $685K 0.02% -1 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,852 $685K 0.33% +39 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,849 $684K 0.17% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,835 $681K 0.2% +1 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,821 $679K 0.08% -79 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,820 $679K 0.23% -43 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 3,812 $677K 0.33% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,796 $675K 0.11% 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,792 $674K 0.08% -204 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,788 $673K 0.13% +2 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,777 $671K 0.21% +3 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,775 $671K 0.04% +35 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 3,772 $670K 0.01% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,766 $669K 0.08% +84 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,764 $669K 0.88% 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,764 $669K 0.3% +148 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 3,763 $669K 0.46% -364 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,760 $668K 0.09% +113 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,758 $668K 0.34% +2 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 3,748 $666K 0.17% -110 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,746 $666K 0.27% -306 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,740 $665K 0.28% -6 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 3,735 $664K 0.09% +307 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,724 $662K 0.05% -76 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,718 $661K 0.08% -417 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,715 $660K 0.3% -561 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,711 $660K 0.03% +57 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,709 $659K 0.02% -5,208 13F-HR Timeline Group CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,896 $659K 0.36% +61 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 3,699 $657K 0.17% -724 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,694 $656K 0.43% -23 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,690 $656K 0.71% -23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,685 $655K 0.52% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 3,685 $655K 0.35% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,671 $652K 0.65% -3,534 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,662 $651K 0.24% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,651 $649K 0.16% -80 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,639 $647K 0.15% +84 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,635 $646K 0.44% +75 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,628 $645K 0.23% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,625 $644K 0.11% +158 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,624 $644K 0.64% new 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 3,650 $643K 0.29% +249 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,604 $640K 0.25% 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,591 $638K 0.1% -46 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,590 $638K 0.04% +1,056 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 3,590 $638K 0.58% 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 3,588 $638K 0.38% -14 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,585 $637K 0.19% +24 13F-HR Timeline Campbell Wealth Management More: the full row for Campbell Wealth Management 3,583 $637K 0.06% +1,770 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,583 $637K 0.13% +321 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,582 $636K 0.49% +906 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 3,573 $635K 0.19% -12 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,570 $634K 0.42% -4,752 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 3,567 $634K 0.27% -6 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,561 $633K 0.28% -847 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 3,557 $632K 0.34% 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,555 $632K 0.05% +2 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,554 $632K 0.26% -101 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 3,553 $631K 0.01% -88 13F-HR Timeline Group Schiavi & Co LLC More: the full row for Schiavi & Co LLC 3,546 $630K 0.25% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,541 $629K 0.08% +148 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,539 $629K 0.04% -26 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 3,538 $629K 0.06% -444 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,525 $626K 0.03% -638 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,524 $626K 0.04% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,507 $623K 0.08% +596 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,502 $622K 0.16% -429 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,501 $622K 0.16% +140 13F-HR Timeline Group Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 3,500 $622K 0.25% 0 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 3,500 $622K 0.05% -670 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,500 $622K 0.54% 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,500 $622K 0.05% +233 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 3,499 $622K 0.03% +208 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,495 $621K 0.32% +360 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,487 $620K 0.51% +1 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,481 $619K 0.01% +337 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,479 $618K 0.08% -769 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,459 $615K 0.17% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,457 $614K 0.49% -101 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,456 $614K 0.29% 13F-HR/A Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 3,456 $614K 0.06% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,419 $614K 0.12% +9 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,452 $613K 0.1% +96 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,447 $613K 0.31% +58 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,485 $610K 0.07% +6 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,427 $609K 0.85% 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,422 $608K 0.35% +2,031 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,419 $608K 0.08% -1,095 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 3,411 $606K 0.22% +195 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 3,410 $606K 0.11% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,396 $604K 0.04% -876 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 3,393 $603K 0.05% -39 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 3,390 $602K 0.07% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,390 $602K 0.21% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 3,379 $600K 0.05% +291 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 3,377 $600K 0.24% +23 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,372 $599K 0.06% -8,938 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,371 $599K 0.2% +494 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,367 $598K 0.2% 0 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 3,363 $598K 0.53% 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,361 $597K 0.35% -215 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,345 $594K 0.39% -97 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,340 $594K 0.04% +140 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,331 $592K 0.4% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,329 $592K 0.6% 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,316 $591K 0.18% +36 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 3,325 $591K 0.18% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,259 $591K 0.13% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,318 $590K 0.03% +66 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 3,308 $588K 0.02% -1,697 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,306 $587K 0.07% -150 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,301 $587K 0.17% 0 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 3,300 $586K 0.25% 0 13F-HR Timeline