BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,948 $2.94M 1.43% -524 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,410 $2.94M 1.06% -54 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,404 $2.94M 0.06% +215 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,400 $2.93M 0.74% +339 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,399 $2.93M 0.43% -90 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,385 $2.92M 0.13% -36 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 3,384 $2.92M 1.05% +10 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,381 $2.92M 0.36% +76 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 3,381 $2.92M 1.53% +712 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,374 $2.91M 1.92% -29 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,364 $2.9M 0.15% -5,100 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,358 $2.9M 0.6% +36 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,355 $2.89M 0.91% -33 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,353 $2.89M 0.59% +230 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,344 $2.88M 0.05% +327 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,338 $2.88M 0.26% -2 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,334 $2.88M 0.1% +1,606 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,332 $2.87M 1.36% -22 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,319 $2.87M 0.03% +131 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,331 $2.87M 1.19% +899 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,326 $2.87M 0.71% -100 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,323 $2.87M 1.8% -624 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,320 $2.86M 0.71% +140 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,318 $2.86M 0.14% -11 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,310 $2.85M 0.4% +58 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 3,309 $2.85M 1.11% -394 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,306 $2.85M 1.16% -2 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,285 $2.83M 1.41% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,284 $2.83M 0.22% +1,837 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 3,280 $2.83M 0.12% new 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,278 $2.83M 1% -49 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 3,273 $2.82M 1.27% -2,594 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,273 $2.82M 1.55% +660 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,262 $2.81M 0.11% -155 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,259 $2.81M 1.28% -8 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,253 $2.81M 0.67% +5 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,249 $2.8M 0.42% -131 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,250 $2.8M 0.13% +25 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,218 $2.78M 0.05% +109 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,217 $2.77M 0.46% +101 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,203 $2.76M 0.08% +18 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,205 $2.76M 1.03% -123 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,196 $2.76M 0.22% -17 13F-HR Timeline Group Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,194 $2.75M 0.92% -440 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 3,194 $2.75M 0.81% +10 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,171 $2.73M 0.61% -282 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,171 $2.73M 0.15% +156 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 3,168 $2.73M 2.74% 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,164 $2.73M 0.2% +450 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,158 $2.72M 0.2% +187 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,155 $2.72M 0.79% 0 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,147 $2.71M 2.17% +55 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,147 $2.71M 0.91% -1,230 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,145 $2.71M -100 Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 3,143 $2.71M 0.74% +703 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,142 $2.71M 0.21% -206 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 3,126 $2.7M 0.57% +423 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,110 $2.68M 0.12% 0 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,104 $2.68M 3.36% 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 3,101 $2.67M 0.42% +597 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 3,094 $2.67M 0.02% -83 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,093 $2.67M 0.27% -3,163 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,092 $2.67M 0.65% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,091 $2.67M 0.76% +57 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,087 $2.66M 1.11% +26 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,084 $2.66M 0.5% +169 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,075 $2.65M 0.19% +75 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,074 $2.65M 0.18% -30 13F-HR/A Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,066 $2.64M 0.9% +2,822 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 3,063 $2.64M 1.22% -797 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,062 $2.64M 0.38% -469 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,062 $2.64M 1.08% +141 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 3,060 $2.64M 2.02% +532 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,060 $2.64M 0.17% -1,889 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,053 $2.63M 0.25% +65 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,048 $2.63M 1.11% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,042 $2.62M 1.22% +39 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 3,038 $2.62M 1.27% +428 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 3,025 $2.61M 1.54% 13F-HR/A Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,021 $2.6M 0.63% -32 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,016 $2.6M 1.24% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,016 $2.6M 0.47% -5 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,005 $2.59M 0.61% +121 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,000 $2.59M 0.21% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,998 $2.58M 0.72% -17 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,994 $2.58M 0.43% -5 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,992 $2.58M 0.12% +90 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,991 $2.58M 0.79% 0 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 2,987 $2.58M 0.78% -3,027 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,628 $2.57M 0.63% +75 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,974 $2.56M 2.06% 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,972 $2.56M 0.31% +337 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,964 $2.56M 0.24% +653 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,959 $2.55M 1.34% +53 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 2,958 $2.55M 0.05% -71 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,957 $2.55M 0.29% +20 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,955 $2.55M 0.75% 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,955 $2.55M 0.34% -45 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 2,944 $2.54M 2.27% 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 2,941 $2.54M 0.59% 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,933 $2.53M 0.02% -288 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,932 $2.53M 0.19% +386 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,931 $2.53M 0.26% +58 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,931 $2.53M 0.41% +39 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,918 $2.52M 0.04% -287 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,918 $2.52M 0.27% +15 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,917 $2.52M 1.85% -99 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 2,916 $2.51M 1.85% +2 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,914 $2.51M 0.13% -521 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,556 $2.51M 0.56% +101 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,910 $2.51M 0.18% -61 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,908 $2.51M 0.13% -18 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,908 $2.51M 1.38% -131 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 2,899 $2.5M 1.31% +80 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,896 $2.5M 0.25% +191 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 2,894 $2.5M 0.03% new 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 2,894 $2.5M 1.46% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,890 $2.49M 0.26% -794 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 2,890 $2.49M 0.46% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,888 $2.49M 0.27% -536 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,888 $2.49M 0.72% +50 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,884 $2.49M 0.62% +139 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,878 $2.48M 0.23% +155 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 2,876 $2.48M 0.96% +275 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,870 $2.48M 0.16% +44 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,869 $2.47M 0.6% -271 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,861 $2.47M 1.02% +28 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,857 $2.46M 0.97% +564 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,856 $2.46M 0.22% -152 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 2,853 $2.46M 0.59% -7,159 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,850 $2.46M 1.7% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,842 $2.45M 0.21% +1,379 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,840 $2.45M 1.6% +43 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,834 $2.44M 0.17% -119 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,832 $2.44M 0.88% -18 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 2,825 $2.44M 0.74% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,822 $2.43M 0.16% -480 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,819 $2.43M 0.63% +828 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,818 $2.43M 0.19% +42 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,816 $2.43M 0.67% -11 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,815 $2.43M 1.61% +130 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2,814 $2.43M 2.18% +82 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,811 $2.42M 0.33% 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,800 $2.41M 0.07% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,800 $2.41M 0.62% -200 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,798 $2.41M 1.7% -117 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,787 $2.4M 0.03% +199 13F-HR Timeline Group Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 2,787 $2.4M 1.74% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,780 $2.4M 0.28% +69 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,779 $2.4M 0.24% -145 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,765 $2.38M 1.09% 0 13F-HR Timeline Group Financial Life Planners More: the full row for Financial Life Planners 2,761 $2.38M 1.71% -53 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,750 $2.37M 0.17% +45 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 2,746 $2.37M 0.82% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,735 $2.36M 0.17% +1,405 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,723 $2.35M 0.54% new 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,718 $2.34M 0.48% +3 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,718 $2.34M 0.47% +84 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,718 $2.34M 0.81% +494 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 2,393 $2.34M 0.7% 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,711 $2.34M 0.71% +180 13F-HR/A Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,706 $2.33M 0.15% +33 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 2,705 $2.33M 0.07% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,704 $2.33M 0.72% +1 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,700 $2.33M 0.34% -56 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,695 $2.32M 0.42% -25 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,695 $2.32M 0.49% -15 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,691 $2.32M 0.36% +142 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,688 $2.32M 1.43% +1 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,687 $2.32M 0.52% +349 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,686 $2.32M 0.17% -50 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,685 $2.32M 1% -20 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,681 $2.31M 0.09% +54 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,675 $2.31M 0.94% +12 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,674 $2.31M 0.3% -46 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,672 $2.3M 0.13% +24 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,671 $2.3M 0.14% -54 13F-HR Timeline SC&H Financial Advisors, Inc. 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