Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,181 $4.62M 0.07% +12 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,176 $4.61M 0.54% -922 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,152 $4.6M 0.64% +152 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 9,126 $4.59M 2.2% -48 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,119 $4.58M 0.59% -409 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 9,101 $4.58M 1.25% +126 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,100 $4.57M 0.82% 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,095 $4.57M 1.58% +26 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 9,095 $4.57M 1.21% +1,159 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 9,064 $4.56M 0.84% +444 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,062 $4.56M 0.49% +2,416 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,052 $4.55M 0.35% -1,268 13F-HR/A Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 9,044 $4.55M 3.45% +27 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 9,040 $4.54M 1.75% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 9,008 $4.53M 0.33% +37 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 9,001 $4.53M 2.92% +487 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 9,000 $4.52M 0.25% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 8,995 $4.52M 1.12% +1,309 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,968 $4.51M 0.34% -75 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,938 $4.49M 0.51% -672 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 8,935 $4.49M 0.4% +3,103 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 8,918 $4.48M 2.4% +423 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 8,910 $4.48M 4.35% 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 8,906 $4.48M 0.39% +160 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 8,891 $4.47M 0.24% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 212,886 $4.46M 0.71% +211,643 13F-HR/A Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 8,862 $4.46M 0.54% -423 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,851 $4.45M 0.43% +928 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 8,848 $4.45M 0.69% -231 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 8,842 $4.45M 0.76% +276 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,312 $4.43M 1.19% +331 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 8,793 $4.42M 0.38% +165 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 8,842 $4.42M 0.06% +1,508 13F-HR Timeline Group Norway Savings Bank More: the full row for Norway Savings Bank 8,780 $4.41M 2.13% -140 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,272 $4.41M 0.36% +69 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 8,759 $4.4M 0.78% -24,466 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 8,750 $4.4M 1.56% -325 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 8,748 $4.4M 2.54% -633 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,735 $4.39M 0.37% +69 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,734 $4.39M 0.34% -20 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 8,733 $4.39M 0.52% +4,705 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 8,725 $4.39M 1.1% +431 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 8,719 $4.38M 0.19% +398 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,701 $4.37M 0.38% -36 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 8,667 $4.36M 0.09% -863 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 8,649 $4.35M 10.68% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,625 $4.34M 1.13% -11 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,615 $4.33M 0.26% +692 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,615 $4.33M 1.73% +2,645 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,606 $4.33M 0.61% -578 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,597 $4.32M 0.12% -129 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,584 $4.32M 0.79% +89 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 8,584 $4.32M 0.44% +237 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 8,657 $4.31M 1.14% -536 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 8,578 $4.31M 0.71% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,555 $4.3M 0.51% -265 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 8,554 $4.3M 1.32% +39 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 8,539 $4.29M 2.03% +234 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,530 $4.29M 0.38% +35 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 8,524 $4.29M 1.09% -148 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,488 $4.27M 0.15% +591 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 8,482 $4.26M 1.23% +6,282 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 8,465 $4.26M 2.32% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,463 $4.25M 0.6% +49 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,518 $4.25M 0.5% +393 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,449 $4.25M 1.42% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 8,442 $4.24M 1.74% +324 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 8,436 $4.24M 1.38% -136 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 8,421 $4.23M 1.32% +191 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 8,406 $4.23M 2.69% +84 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,402 $4.22M 1.58% +2,735 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 8,384 $4.21M 0.93% -2,513 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 8,375 $4.21M 0.98% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,372 $4.21M 1.38% +1,354 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,364 $4.2M 1.14% -8,583 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 8,357 $4.2M 2.31% -23 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 8,350 $4.2M 2.87% +2,072 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,341 $4.19M 0.98% +128 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 8,326 $4.19M 2.27% -10 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 8,325 $4.19M 0.36% -138 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 8,300 $4.17M 2.19% -500 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 8,279 $4.16M 0.52% +78 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,272 $4.16M 0.45% -404 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 8,265 $4.16M 1.58% +595 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 8,261 $4.15M 2.02% +55 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,242 $4.14M 0.63% -3,327 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 8,239 $4.14M 0.5% -225 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 8,228 $4.14M 0.8% +200 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 8,224 $4.13M 0.53% -299 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 8,221 $4.13M 1.01% +331 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 8,755 $4.13M 1.32% -11 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 8,212 $4.13M 1.8% -84 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 8,210 $4.13M 0.47% -1,852 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,199 $4.12M 0.63% +13 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 8,178 $4.11M 1.12% +43 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 8,177 $4.11M 0.81% 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,174 $4.11M 0.38% -801 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,173 $4.11M 1.99% +45 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 8,150 $4.1M 1.1% +4,526 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,147 $4.1M 0.7% +164 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 8,146 $4.1M 0.65% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 8,146 $4.1M 1.47% +157 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 8,098 $4.07M 0.97% +203 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,095 $4.07M 0.27% +466 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 8,087 $4.07M 0.94% +65 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,078 $4.06M 0.35% -542 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 8,070 $4.06M 0.01% +502 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 8,060 $4.05M 0.6% -35 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 8,053 $4.05M 0.99% +1,350 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 8,034 $4.04M 2.9% +416 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 8,030 $4.04M 1.05% -500 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,017 $4.03M 0.99% -90 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 8,000 $4.02M 0.08% -1,184 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 8,109 $4.02M 1.17% -905 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 7,995 $4.02M 2.11% +3,476 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7,986 $4.01M 1.06% +351 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 7,973 $4.01M 0.42% -233 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,962 $4M 2.51% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7,940 $3.99M 0.2% +3,594 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 7,934 $3.99M 1.87% +331 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,922 $3.98M 0.25% +1,923 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,916 $3.98M 0.15% +3,238 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,883 $3.96M 1.9% +70 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 7,877 $3.96M 0.24% 0 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 7,871 $3.96M 2.74% +34 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 7,870 $3.96M 1.82% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,936 $3.95M 0.61% -1,751 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 7,846 $3.94M 2.69% -190 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,795 $3.92M 0.88% +7 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 7,775 $3.91M 2.95% -128 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 7,769 $3.91M 0.5% -13,742 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,760 $3.9M 0.73% +363 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 7,726 $3.88M 0.65% -729 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 7,720 $3.88M 1.83% +200 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 7,688 $3.87M 2.6% -311 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 7,670 $3.86M 0.31% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,660 $3.85M 1.04% +877 13F-HR/A Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 7,654 $3.85M 1.78% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 7,649 $3.85M 1.6% +34 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,637 $3.84M 0.57% +1,104 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 7,603 $3.82M 4.14% +15 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 7,597 $3.82M 0.74% +55 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 7,594 $3.82M 1.18% -287 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 7,559 $3.82M 1.29% -67 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 7,563 $3.8M 0.36% -796 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 7,558 $3.8M 0.45% +112 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 7,542 $3.79M 0.53% -64 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,541 $3.79M 0.77% -10 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,533 $3.79M 0.31% -110 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 7,513 $3.78M 1.29% 0 13F-HR Timeline Bretton Capital Management, LLC More: the full row for Bretton Capital Management, LLC 7,500 $3.77M 3.18% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 7,498 $3.77M 0.26% +2,254 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 7,488 $3.76M 1.77% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,476 $3.76M 0.22% -48 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 7,463 $3.75M 2.79% -2,097 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 7,460 $3.75M 1.58% 0 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 7,455 $3.75M 0.81% +550 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 7,436 $3.74M 1.31% -1,612 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,418 $3.73M 0.69% +177 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 7,419 $3.73M 0.66% +25 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,394 $3.72M 0.26% -204 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,780 $3.72M 1.78% -1,655 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 7,378 $3.71M 0.75% +253 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,378 $3.71M 0.64% +1,593 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 7,348 $3.69M 0.66% +114 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 7,348 $3.69M 2.62% +832 13F-HR/A Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 7,335 $3.69M 0.96% -272 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,320 $3.68M 0.32% +333 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,304 $3.67M 0.42% -154 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 7,291 $3.67M 0.64% +6,576 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 7,291 $3.67M 0.27% +363 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 7,277 $3.66M 0.99% -1 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,276 $3.66M 0.17% +228 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,430 $3.66M 0.95% +233 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 7,268 $3.65M 1.1% -2,722 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 7,235 $3.64M 0.92% -936 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 7,230 $3.63M 0.15% -1,123 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 7,210 $3.62M 1.46% +163 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,208 $3.62M 0.28% -2,959 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 7,174 $3.61M 2.2% +160 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 7,163 $3.6M 2.76% -98 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 7,157 $3.6M 0.79% +27 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 7,156 $3.6M 1.72% +20 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,128 $3.58M 0.81% +871 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 7,121 $3.58M 0.4% -405 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,105 $3.57M 0.97% +627 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,105 $3.57M 1.05% -25 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,096 $3.57M 0.41% -131 13F-HR Timeline Asset Management Group, Inc. 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