Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,301 $1.63M 0.07% -2,280 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,299 $1.63M 0.11% -345 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,297 $1.63M 0.15% +26 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 5,295 $1.63M 0.54% +170 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,288 $1.63M 0.11% -891 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 5,287 $1.63M 1.01% -100 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,281 $1.63M 0.96% +14 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,277 $1.63M 0.13% +101 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,274 $1.62M 0.09% +487 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,265 $1.62M 1.29% -796 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,264 $1.62M 0.17% +88 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 5,259 $1.62M 0.68% +281 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,258 $1.62M 0.09% +588 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 5,250 $1.62M 0.9% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,253 $1.62M 0.12% +264 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 5,212 $1.61M 1.5% -50 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,206 $1.6M 0.12% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,195 $1.6M 0.09% +1,946 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 5,194 $1.6M 1.02% -140 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,173 $1.59M 0.3% +175 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,163 $1.59M 0.93% 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,155 $1.59M 0.1% +150 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 5,119 $1.58M 0.42% +2,245 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,118 $1.58M 0.21% +304 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,105 $1.57M 0.18% -82 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 5,097 $1.57M 0.11% +98 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 5,095 $1.57M 0.87% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,083 $1.57M 0.03% +248 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,081 $1.57M 0.54% -180 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 5,080 $1.56M 0.3% +324 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,076 $1.56M 0.02% +755 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 5,063 $1.56M 0.01% 0 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,045 $1.55M 0.72% -70 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 5,039 $1.55M 0.59% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,037 $1.55M 0.03% +1,806 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,035 $1.55M 0.03% -87 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,032 $1.55M 0.12% +172 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 5,012 $1.54M 0.18% -900 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 5,005 $1.54M 2.13% +5,000 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,002 $1.54M 0.35% -3 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 5,000 $1.54M 1.1% 0 13F-HR Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 5,000 $1.54M 0.44% 0 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 4,992 $1.54M 0.04% -196 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,989 $1.54M 0.03% +913 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 4,963 $1.53M 0.09% +250 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,954 $1.53M 0.1% +655 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,940 $1.52M 0.18% +1,072 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,935 $1.52M 0.22% +518 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,908 $1.51M 0.01% -75 13F-HR Timeline Group Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 4,907 $1.51M 0.56% -40 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 4,901 $1.51M 0.56% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 4,892 $1.51M 0.08% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,886 $1.51M 0.56% +89 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,882 $1.5M 0.01% +4,414 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,862 $1.5M 0.29% +190 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,861 $1.5M 0.09% +248 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,845 $1.49M 0.44% 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,647 $1.49M 0.52% +2 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 4,838 $1.49M 0.37% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 4,825 $1.49M 0.15% +122 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,820 $1.48M 0.09% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,816 $1.48M 0.39% -70 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,807 $1.48M 0.3% -10 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,800 $1.48M 0.34% -1,341 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,790 $1.48M 0.12% new 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 4,790 $1.48M 0.68% +1 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,756 $1.46M 0.78% -700 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,755 $1.46M 0.62% -57 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,743 $1.46M 0.51% 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,731 $1.46M 0.19% +27 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,724 $1.46M 0.14% -85 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,718 $1.45M 0.49% +912 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,694 $1.45M 0.08% -59 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 4,694 $1.45M 0.9% -486 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,690 $1.44M 0.09% +3,674 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,689 $1.44M 0.15% +2,358 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,684 $1.44M 0.11% +595 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,681 $1.44M 0.58% -61 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,656 $1.44M 0.08% +9 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,660 $1.44M 0.08% +351 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,652 $1.43M 0.02% -641 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,651 $1.43M 0.25% -17 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,452 $1.43M 0.19% -133 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,583 $1.43M 0.1% +349 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,635 $1.43M 0.11% +9 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 4,632 $1.43M 0.2% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,624 $1.42M 0.36% -69 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 4,609 $1.42M 3.05% -446 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,592 $1.41M 0.09% +69 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,577 $1.41M 0.23% -29 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 4,572 $1.41M 0.28% +195 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,570 $1.41M 0.21% +1 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,568 $1.41M 0.14% 0 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 4,566 $1.41M 0.05% -199 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,534 $1.4M 0.08% new 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,526 $1.39M 0.42% +213 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,524 $1.39M 0.76% -624 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,369 $1.39M 0.09% +345 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,487 $1.38M 0.56% +446 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,486 $1.38M 0.04% +329 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,478 $1.38M 0.12% -84 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,465 $1.38M 0.04% -18 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,461 $1.37M 0.09% +409 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,453 $1.37M 0.46% 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,450 $1.37M 0.47% -5,653 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,443 $1.37M 0.11% -292 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,442 $1.37M 0.8% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,427 $1.36M 0.05% -310 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,419 $1.36M 0.32% +220 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,405 $1.36M 0.19% -150 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,391 $1.35M 0.07% +742 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,391 $1.35M 0.22% +50 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 4,390 $1.35M 0.66% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,381 $1.35M 0.07% -580 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 4,352 $1.34M 0.75% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,348 $1.34M 0.14% -412 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,341 $1.34M 0.06% +324 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,335 $1.34M 0.09% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,331 $1.33M 0.05% -4,677 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,329 $1.33M 0.17% +2 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,323 $1.33M 0.16% +2,916 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,318 $1.33M 0.11% +285 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,311 $1.33M 0.58% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,310 $1.33M 0.03% +648 13F-HR Timeline Group Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 4,308 $1.33M 0.25% -5,109 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,302 $1.33M 0.13% +665 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 4,299 $1.32M 0.96% -3 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 4,289 $1.32M 0.06% +899 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,284 $1.32M 0.04% +534 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,282 $1.32M 0.12% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,277 $1.32M 0.57% -5 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,277 $1.32M 0.07% -167 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 4,275 $1.32M 0.55% -914 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,275 $1.32M 0.32% -3 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,273 $1.32M 0.08% -1,089 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,272 $1.32M 0.56% +1,490 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 4,248 $1.31M 0.11% +1,334 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,243 $1.31M 0.09% -21 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,243 $1.31M 0.04% 0 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 4,239 $1.31M 0.24% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,236 $1.3M 0.47% new 13F-HR Timeline Group a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,236 $1.3M 0.1% +303 13F-HR Timeline Group M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,226 $1.3M 0.54% +71 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,225 $1.3M 0.36% -68 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 4,222 $1.3M 0.57% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,212 $1.3M 0.25% -50 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,209 $1.3M 0.88% -148 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,209 $1.3M 0.18% -1,514 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 4,200 $1.29M 0.7% 0 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 4,200 $1.29M 1.44% new 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 4,185 $1.29M 0.43% -115 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,185 $1.29M 0.06% -14 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,181 $1.29M 0.08% -809 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,168 $1.28M 0.03% +1 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,158 $1.28M 0.27% +457 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,151 $1.28M 0.09% +409 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,150 $1.28M 0.2% +546 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,136 $1.27M 0.03% -80,227 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,121 $1.27M 0.01% +371 13F-HR Timeline Group Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 4,114 $1.27M 0.68% -33 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,936 $1.27M 0.55% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,101 $1.26M 0.08% +228 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,084 $1.26M 0.29% -100 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,048 $1.25M 0.07% +79 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,031 $1.24M 0.06% +251 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,021 $1.24M 0.13% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 16,133 $1.24M 0.35% +12 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,014 $1.24M 0.44% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,005 $1.23M 0.08% +52 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,000 $1.23M 0.26% +1,457 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,990 $1.23M 0.66% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,990 $1.23M 0.06% +1,827 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,989 $1.23M 0.22% -19 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,983 $1.23M 0.33% +265 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,975 $1.22M 0.41% -985 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,974 $1.22M 0.66% -74 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,964 $1.22M 0.03% -139 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,963 $1.22M 0.28% +184 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,967 $1.22M 0.63% +2,669 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,965 $1.22M 0.08% -4 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 3,961 $1.22M 0.47% -615 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,960 $1.22M 0.02% +316 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,960 $1.22M 0.23% +48 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,958 $1.22M 0.08% +131 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,954 $1.22M 0.13% +791 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,952 $1.22M 0.84% -67 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,951 $1.22M 0.32% -451 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,948 $1.22M 0.24% +25 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,945 $1.22M 0.17% -5,478 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,925 $1.21M 0.1% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,921 $1.21M 0.09% -161 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,904 $1.2M 0.35% -949 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,899 $1.2M 0.08% -218 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,726 $1.2M 0.15% -109 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,885 $1.2M 0.48% 0 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 3,655 $1.2M 0.78% +30 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 3,868 $1.19M 0.35% +294 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,026 $1.19M 0.32% +203 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 3,859 $1.19M 0.67% 0 13F-HR/A Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 3,857 $1.19M 1.06% 13F-HR Timeline