First PREMIER Bank More: the full row for First PREMIER Bank 13,161 $2.74M 0.63% -150 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 13,157 $2.74M 2.39% +1,312 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 13,141 $2.74M 0.37% -121 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 13,122 $2.73M 3% -84 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 13,109 $2.73M 0.7% +2,154 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 10,214 $2.73M 1.37% +259 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 13,102 $2.73M 0.86% +267 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 13,099 $2.73M 0.88% -787 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 13,098 $2.73M 0.76% -343 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 13,092 $2.73M 1.47% +871 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 13,088 $2.73M 0.28% -114 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 13,083 $2.72M 2.59% +305 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 13,079 $2.72M 2.17% +1,367 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 13,064 $2.72M 3.03% +708 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 13,031 $2.71M 1.76% -41 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 13,004 $2.71M 0.25% -85 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 13,000 $2.71M 0.8% +56 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 12,987 $2.7M 0.53% +150 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 12,979 $2.7M 1.04% 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 12,974 $2.7M 1.19% +398 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 12,971 $2.7M 0.52% +4,038 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 12,951 $2.7M 0.36% +574 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 12,948 $2.7M 0.39% -511 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 12,920 $2.69M 0.88% +284 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,918 $2.69M 0.43% +879 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,915 $2.69M 0.61% +91 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 12,908 $2.69M 0.15% -20,523 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 12,906 $2.69M 0.99% +1,234 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 12,901 $2.69M 1.14% +12 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 12,886 $2.68M 0.66% +282 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 12,879 $2.68M 1.52% +198 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12,858 $2.68M 1.08% +2,578 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 12,850 $2.68M 0.21% +275 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 12,848 $2.68M 0.21% +4,928 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 12,837 $2.67M 2.4% +10,484 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 12,827 $2.67M 0.68% +2,068 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 12,818 $2.67M 0.88% +2,822 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 12,814 $2.67M 2.43% -188 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 12,799 $2.67M 0.31% +48 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 12,793 $2.66M 1.23% +306 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 12,761 $2.66M 1.17% +2,434 13F-HR/A Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 12,752 $2.66M 0.29% +449 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 12,747 $2.65M 1.8% +31 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 12,743 $2.65M 0.73% +409 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 12,713 $2.65M 1.53% +552 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 12,697 $2.64M 2.28% +190 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 12,693 $2.64M 0.36% +576 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 12,689 $2.64M 1.57% +696 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 12,673 $2.64M 0.91% -269 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 12,660 $2.64M 2.58% +4,387 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 12,650 $2.63M 2.12% -2,690 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 12,650 $2.63M 0.29% +172 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 12,636 $2.63M 0.66% -360 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 12,608 $2.63M 0.56% -266 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 12,582 $2.62M 1.08% -3,170 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 12,575 $2.62M 2.08% -1,872 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 12,542 $2.61M 0.74% +2,320 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 12,534 $2.61M 0.95% +108 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 12,511 $2.61M 1.67% -20 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 12,482 $2.6M 2.35% -547 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 12,459 $2.59M 2.32% +1,378 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 12,433 $2.59M 0.38% +416 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 12,430 $2.59M 1.75% +121 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 12,424 $2.59M 0.2% new 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 12,421 $2.59M 1.33% -197 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 12,418 $2.59M 0.68% -7,508 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 12,400 $2.58M 1.09% -165 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 12,394 $2.58M 0.83% +1,323 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 12,383 $2.58M 0.59% +368 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 12,366 $2.58M 0.23% +1,537 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 12,358 $2.57M 0.84% +9,334 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 12,353 $2.57M 1.08% -151 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 12,346 $2.57M 1.27% +863 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 12,343 $2.57M 0.92% 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 9,397 $2.57M 0.31% +1,146 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 12,333 $2.57M 1.34% +243 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 12,320 $2.57M 1.08% +3,884 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 12,310 $2.56M 1.53% +464 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 12,297 $2.56M 1.66% +1,069 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 12,290 $2.56M 1.81% +334 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 12,279 $2.56M 0.86% +257 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 12,274 $2.56M 0.28% +927 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 12,254 $2.55M 1.74% 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 12,221 $2.55M 0.28% +58 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 12,215 $2.54M 0.37% -80 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 12,214 $2.54M 1.07% +117 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 12,211 $2.54M 0.38% +316 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 12,207 $2.54M 2.33% +1,722 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 12,185 $2.54M 1.17% +1,336 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 12,185 $2.54M 0.8% -515 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 12,177 $2.54M 1.5% +6 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 12,160 $2.53M 1.29% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 12,147 $2.53M 0.2% +328 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 12,127 $2.53M 0.03% new 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 12,124 $2.53M 2.91% +5,449 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 12,120 $2.52M 0.43% -2,651 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 12,120 $2.52M 2.41% -285 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 12,115 $2.52M 1.03% +50 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 12,099 $2.52M 0.64% +842 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 12,096 $2.52M 0.11% -390,659 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 12,094 $2.52M 0.87% -365 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 12,091 $2.52M 2.24% -483 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 12,083 $2.52M 1.18% +20 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 12,080 $2.52M 1.86% +429 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 12,069 $2.51M 0.75% +319 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 12,062 $2.51M 1.46% -1,957 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 12,048 $2.51M -1,481,368 Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 12,043 $2.51M 0.35% +554 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 12,042 $2.51M 0.99% -175 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 12,037 $2.51M 1.35% +170 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 11,995 $2.5M 0.31% +362 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 11,976 $2.49M 0.62% -80 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 11,968 $2.49M 0.33% +481 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 11,965 $2.49M 0.33% -140 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 11,962 $2.49M 2.21% +2 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 11,946 $2.49M 1.42% +658 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 11,944 $2.49M 0.17% +200 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 11,934 $2.49M 1.47% -814 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 11,929 $2.48M 0.56% +1,834 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 11,922 $2.48M 1.48% +2,685 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 11,910 $2.48M 0.43% +600 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 11,899 $2.48M 1.7% +1,115 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 11,896 $2.48M 0.56% +25 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 11,888 $2.48M 0.83% -2,545 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 11,880 $2.47M 1.71% +10 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 11,874 $2.47M 1.35% 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 11,867 $2.47M 0.73% -92,170 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,873 $2.47M 0.33% +456 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,850 $2.47M 0.36% -167 13F-HR Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 11,847 $2.47M 0.65% +939 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 11,821 $2.46M 1.7% -10,849 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 11,808 $2.46M 0.56% +96 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 11,806 $2.46M 1.16% +1,115 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 11,804 $2.46M 2.2% -2,479 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 11,804 $2.46M 0.93% -145,286 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 11,800 $2.46M 1.25% -902 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 11,779 $2.45M 1.34% +2,437 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 11,760 $2.45M 0.2% -47 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 11,732 $2.44M 0.25% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 11,717 $2.44M 2.45% -100 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 10,569 $2.44M 1.51% 0 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 11,694 $2.44M 1.91% -18 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11,688 $2.43M 0.27% -116 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 11,669 $2.43M 0.79% -370 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 11,666 $2.43M 0.95% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 11,661 $2.43M 2.01% -71 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 11,652 $2.43M 0.13% +3,805 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 11,646 $2.43M 0.42% -23 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 11,634 $2.42M 0.44% -250 13F-HR/A Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 11,630 $2.42M 1.57% -43 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 11,624 $2.42M 1.25% -4,628 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 11,617 $2.42M 1.17% +387 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 11,608 $2.42M 0.81% +74 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 11,606 $2.42M 0.18% -1,808 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 11,586 $2.41M 2.8% -178 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 11,568 $2.41M 0.92% +887 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 11,567 $2.41M 1.23% +112 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 11,560 $2.41M 0.68% +761 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 11,534 $2.4M 0.34% +365 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 11,528 $2.4M 0.72% -128 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 11,521 $2.4M 1.29% +802 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11,518 $2.4M 0.29% +2,111 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 11,512 $2.4M 1% +308 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 11,505 $2.4M 0.21% -452 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 11,502 $2.4M 1.5% +1,014 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 11,500 $2.4M 0.09% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 11,492 $2.39M 0.82% +5,959 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 11,481 $2.39M 0.84% -206 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 11,339 $2.39M 0.84% -76 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 11,457 $2.39M 0.13% -124 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 11,446 $2.38M 0.14% -755 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 11,444 $2.38M 1.22% +1,303 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,441 $2.38M 0.95% +591 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 11,422 $2.38M 0.23% -299 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 11,411 $2.38M 1.3% +239 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 11,395 $2.37M 0.09% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 11,394 $2.37M 1.69% +255 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 11,358 $2.37M 0.36% -41 13F-HR Timeline Silver Grove Financial Group, Inc. 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