Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 29,347 $1.08M 0.59% +3,707 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 29,285 $1.08M 0.01% +174 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 29,061 $1.07M 0.48% 0 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 28,947 $1.06M 0.23% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 28,917 $1.06M 0.04% +145 13F-HR Timeline SEARLE & CO. 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More: the full row for Waterloo Capital, L.P. 26,984 $992K 0.06% +8,223 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 26,972 $991K 0.04% +33 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 26,950 $991K 0.15% +10,525 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 26,923 $990K 0.01% -3,440 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 26,908 $989K 0.05% +64 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 26,849 $987K 0.04% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 21,089 $775K 0.09% +842 13F-HR Timeline Confluence Wealth Services, Inc. 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More: the full row for Liberty Capital Management, Inc. 20,054 $737K 0.13% 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,039 $737K 0.05% +255 13F-HR/A Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 20,000 $735K 0.11% -112 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 19,778 $727K 0.44% +108 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 19,669 $723K 0.35% -3,935 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 19,626 $722K 0.07% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 19,572 $719K <0.01% +1,695 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. 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More: the full row for Savvy Advisors, Inc. 19,110 $702K 0.02% -232 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 19,000 $698K 0.31% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 18,987 $698K 0.01% 0 13F-HR Timeline Group Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 18,932 $696K 0.38% +70 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 18,855 $693K 0.1% +21 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 18,800 $691K 0.02% -1,050 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 18,730 $689K 0.26% +492 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 18,721 $688K 0.22% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 18,693 $687K 0.17% +5 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 18,160 $684K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 18,520 $681K 0.03% +179 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,518 $681K 0.01% +2,035 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,115 $666K 0.05% -400 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 18,078 $665K 0.28% +33 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 18,035 $663K 0.19% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 18,016 $662K 0.03% +2,342 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 17,950 $660K 0.05% +1,350 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 17,909 $658K 0.02% -270 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 17,760 $653K 0.1% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 17,750 $652K 0.07% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 17,580 $646K 0.02% +2,811 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 17,563 $646K 0.15% -223 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 17,560 $646K 0.09% +222 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 17,538 $645K 0.02% +165 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 16,900 $643K 0.21% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 17,386 $639K 0.2% 0 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 17,379 $639K 0.47% +462 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 17,365 $638K 0.03% +75 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 17,360 $638K 0.32% -1,947 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 17,354 $638K 0.02% +856 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 17,274 $635K 0.1% +4 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 17,124 $629K 0.08% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 17,068 $627K 0.35% +2 13F-HR Timeline