Aries Wealth Management More: the full row for Aries Wealth Management 17,429 $2.37M 0.62% -16 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 17,418 $2.37M 0.44% -142 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 17,943 $2.36M 0.14% new 13F-HR/A Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 17,348 $2.36M 0.3% -4,163 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 17,324 $2.36M <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 17,270 $2.35M 1.03% +17 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 17,259 $2.35M 0.07% -2,001 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 17,241 $2.34M 1.23% 0 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 17,159 $2.33M 0.73% -537 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 17,132 $2.33M 0.32% -195 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,076 $2.32M 0.16% -1,816 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 17,024 $2.32M 0.16% -827 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 17,013 $2.31M 0.27% 0 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 17,001 $2.31M 0.31% -685 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 17,000 $2.31M 1.54% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 16,997 $2.31M 0.4% -395 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,964 $2.31M 0.19% -363 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 16,957 $2.31M 0.13% -212 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 16,894 $2.3M 0.73% +2,349 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 16,882 $2.3M 0.15% -207 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 16,808 $2.29M 0.56% +4,126 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 16,797 $2.28M 0.5% +312 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 16,774 $2.28M 0.56% +577 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 17,301 $2.28M 0.55% +15,731 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 16,739 $2.28M 0.1% +4,417 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 16,726 $2.27M 0.4% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 16,691 $2.27M 0.67% -406 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 16,618 $2.26M 0.79% -100 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 16,584 $2.26M 0.76% -99 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 16,523 $2.25M 0.32% +67 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 16,510 $2.25M 0.39% -278 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 16,496 $2.24M 0.39% -66 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,472 $2.24M 0.11% -274 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 16,435 $2.24M 0.83% -583 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 16,376 $2.23M 0.15% -140 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 16,335 $2.22M 0.21% -192 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 16,334 $2.22M 0.14% +1,102 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 16,291 $2.22M 0.13% -14 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 16,286 $2.22M 0.99% -617 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 16,285 $2.21M 0.4% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 16,200 $2.2M 0.77% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 16,120 $2.19M 0.84% +16 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 16,110 $2.19M 0.15% -161 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 16,087 $2.19M 0.4% +512 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 16,082 $2.19M 0.03% -9,262 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 15,987 $2.18M 0.52% -155 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 15,998 $2.18M 0.26% -248 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 15,972 $2.17M 0.31% +1,118 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 15,968 $2.17M 1.02% +13,310 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 15,946 $2.17M 0.15% -6,856 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 28,817 $2.16M 0.48% -133 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 15,901 $2.16M 0.04% +133 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 15,887 $2.16M 0.76% -30 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 15,871 $2.16M 0.19% -100 13F-HR/A Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 15,809 $2.15M 0.49% +149 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 15,742 $2.14M 0.49% +462 13F-HR/A Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 15,739 $2.14M 0.51% +14 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 15,738 $2.14M 0.75% -22 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 15,698 $2.14M 0.7% +191 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 15,667 $2.13M 0.24% +115 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 15,654 $2.13M 0.12% -614 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 15,494 $2.12M 0.03% +8,482 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 15,564 $2.12M 0.16% +36 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 15,563 $2.12M 0.26% -222 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 15,560 $2.12M 0.05% -956 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 15,533 $2.11M 0.32% +85 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,669 $2.11M 0.05% -5,061 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 18,403 $2.1M 0.19% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 15,398 $2.09M 0.47% -9 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 15,381 $2.09M 1.58% -3,909 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 15,343 $2.09M 0.03% +34 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 15,343 $2.09M 0.57% +1,917 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 15,334 $2.09M 0.68% -9 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,318 $2.08M 0.09% +977 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 2,082,695 $2.08M 2.98% +2,067,140 13F-HR/A Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 15,289 $2.08M 0.58% +103 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,256 $2.07M 0.09% -10,747 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 15,253 $2.07M 0.6% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 15,222 $2.07M 0.82% -54 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 15,209 $2.07M 0.12% +1,014 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 15,198 $2.07M 1.36% -3,500 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 15,186 $2.07M 0.09% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 15,178 $2.06M 0.06% +2,347 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 15,160 $2.06M 0.54% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 15,135 $2.06M 0.32% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,074 $2.05M 0.23% +1,174 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 15,040 $2.05M 0.54% +5,010 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 15,039 $2.05M 0.25% +68 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 15,030 $2.04M 0.32% +8,255 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 15,000 $2.04M 0.8% 0 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 14,990 $2.04M 0.15% -88 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 14,961 $2.03M 0.2% +145 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 14,956 $2.03M 0.24% +778 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 14,952 $2.03M 0.19% -22 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,930 $2.03M 0.09% +2,066 13F-HR Timeline Group Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 14,927 $2.03M 1.64% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,924 $2.03M 0.12% +297 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,853 $2.02M 0.08% +1,170 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 14,850 $2.02M 0.4% -100 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 14,817 $2.02M 0.58% -396 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 14,794 $2.01M 0.55% -123 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 14,775 $2.01M 0.78% -1,500 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 14,730 $2M 0.52% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 14,719 $2M 0.2% +425 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 14,710 $2M 0.63% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 14,707 $2M 0.51% +347 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 14,657 $1.99M 0.4% +110 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 14,657 $1.99M 1.01% -140 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 14,654 $1.99M 1.91% -31 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 14,649 $1.99M 0.12% +486 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 14,621 $1.99M 1.09% -84 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 14,540 $1.98M 0.91% -2,050 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 14,510 $1.97M 0.06% +9,093 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 14,503 $1.97M 0.13% +834 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 14,500 $1.97M 1.4% +2,000 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 14,489 $1.97M 0.02% -375,816 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 14,414 $1.96M 0.34% +57 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 14,375 $1.96M 1.3% -160 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 14,361 $1.95M 0.47% +254 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 14,352 $1.95M 0.93% +3 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 14,333 $1.95M 0.09% -746 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 14,251 $1.94M 0.14% -947 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 14,811 $1.94M 0.98% +3 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 14,464 $1.93M 0.38% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 14,380 $1.93M 0.22% +69 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 14,192 $1.93M 0.35% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 14,179 $1.93M 0.74% +80 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 14,143 $1.92M 0.47% -1,434 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 14,087 $1.92M 0.14% -347 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 14,079 $1.91M 0.36% -600 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 14,053 $1.91M 0.1% +168 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 14,049 $1.91M 0.05% +2,546 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 14,037 $1.91M 0.2% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 14,030 $1.91M 0.54% -2,067 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 13,995 $1.9M 0.22% +5,188 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 13,956 $1.9M 0.46% -2,090 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 14,223 $1.9M 0.39% -151 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 13,936 $1.9M 0.74% +193 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 13,900 $1.89M 0.53% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 14,060 $1.89M 0.22% -1,437 13F-HR/A Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 13,878 $1.89M 1.95% -224 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 14,004 $1.88M 0.25% new 13F-HR/A Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 13,818 $1.88M 0.42% -800 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 13,805 $1.88M 0.7% -265 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 13,779 $1.87M 0.03% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 13,774 $1.87M 0.7% -6 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 13,770 $1.87M 1.02% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 14,038 $1.87M 0.57% +1,767 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 13,764 $1.87M 0.22% +2,390 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,658 $1.86M 0.64% -5 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 13,624 $1.85M 1.6% -6 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 13,605 $1.85M 0.51% +1,614 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 13,581 $1.85M 0.12% +1,264 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 13,539 $1.84M 0.21% +2,199 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,520 $1.84M 0.21% +1,563 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 13,516 $1.84M 1.13% -101 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,490 $1.83M 0.11% +229 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 13,477 $1.83M 0.89% +1 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 13,435 $1.83M 0.33% +726 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 13,387 $1.82M 0.9% -209 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,375 $1.82M 0.67% -467 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 13,344 $1.81M 1.17% -180 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 13,327 $1.81M 0.21% -587 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,242 $1.8M 0.13% +336 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,223 $1.8M 0.15% -426 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 13,223 $1.8M 0.32% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 13,209 $1.8M 0.73% +10,883 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 13,776 $1.79M 0.67% +55 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,076 $1.78M 0.04% -206 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 13,051 $1.78M 1.26% +57 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 13,046 $1.77M 0.18% +196 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 13,033 $1.77M 0.37% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 13,000 $1.77M 0.29% 0 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,973 $1.76M 0.03% +2,625 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 12,929 $1.76M 0.35% -4,085 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 12,918 $1.76M 0.84% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,910 $1.76M 0.11% +483 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 12,858 $1.75M 0.17% 0 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 12,858 $1.75M 0.78% -2,168 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 12,835 $1.75M 0.33% +2,593 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 12,831 $1.75M 0.61% +1,415 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,819 $1.74M 0.13% +1,848 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 12,768 $1.74M 1.15% -99 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 12,753 $1.73M -103 Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,966 $1.73M 0.28% +223 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 12,741 $1.73M 0.37% -859 13F-HR Timeline Group Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 12,736 $1.73M 0.59% -195 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 12,734 $1.73M 0.23% +332 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,715 $1.73M 0.06% +80 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 12,707 $1.73M 0.2% +139 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 12,646 $1.72M 0.58% +154 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 12,591 $1.71M 0.45% -230 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 12,591 $1.71M 0.16% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 12,579 $1.71M 0.28% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 12,546 $1.71M 0.84% -592 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 12,541 $1.71M 0.23% -15 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 12,530 $1.7M 0.2% +4,048 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 12,527 $1.7M 0.36% +1,342 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 12,490 $1.7M 0.09% +1,876 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 12,433 $1.69M 0.12% +33 13F-HR Timeline