FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 5,370 $2.31M 2.21% -320 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 5,357 $2.31M 1.48% -101 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,295 $2.3M 0.44% +215 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,345 $2.3M 0.07% -415 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,338 $2.3M 0.04% -411 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 5,329 $2.29M 2.12% -55 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 5,308 $2.28M 1.52% 0 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $2.28M 1.29% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 5,299 $2.28M 0.75% -1,171 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,282 $2.27M 1.82% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,271 $2.27M 0.04% -511 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 5,269 $2.27M 2.23% -25 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,261 $2.26M 0.56% +176 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,258 $2.26M 0.73% +905 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,247 $2.26M 0.09% -1,239 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5,244 $2.26M 0.19% +123 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 5,244 $2.26M 0.75% +83 13F-HR/A Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 5,241 $2.26M 2.07% -2,043 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,236 $2.25M 0.26% +13 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 5,273 $2.25M 0.04% -4,555 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,222 $2.25M 0.8% -10 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 5,213 $2.24M 0.17% -100 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,212 $2.24M 0.18% +699 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 5,080 $2.23M 0.38% -70 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,186 $2.23M 0.37% -169 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,180 $2.23M 0.13% +2,072 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 5,176 $2.23M 1.06% -11,243 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,176 $2.23M 1% +128 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,160 $2.22M 0.24% -688 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,139 $2.21M 0.04% new 13F-HR Timeline Group Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 5,132 $2.21M 0.61% +3,605 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 5,120 $2.2M 0.18% +880 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 5,120 $2.2M 0.38% -472 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 5,108 $2.2M 1.08% +1,668 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 5,101 $2.19M 0.27% +218 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 5,095 $2.19M 0.55% +26 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 5,072 $2.18M 1.49% -260 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,068 $2.18M 0.71% -190 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,057 $2.18M 0.73% -455 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 5,049 $2.17M 0.23% 0 13F-HR Timeline ION Fund Management Ltd in group ION Fund Management Ltd More: the full row for ION Fund Management Ltd 5,045 $2.17M 0.33% -1,490 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,016 $2.16M 0.37% +90 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,012 $2.16M 0.87% -50 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,000 $2.15M 0.32% 0 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 5,000 $2.15M 0.13% 0 13F-HR/A Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,998 $2.15M 0.03% -52 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 4,986 $2.15M 1.79% -1,109 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,981 $2.14M 0.04% -93 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 4,979 $2.14M 0.11% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 4,945 $2.13M 0.1% -2,500 13F-HR/A Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,942 $2.13M 0.35% -38 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,925 $2.12M 0.3% -1,089 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 4,925 $2.12M 1.07% +238 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,918 $2.12M 0.14% +1,183 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,918 $2.12M 0.22% +20 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 4,791 $2.12M 0.62% -31 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,715 $2.1M 0.29% -89 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 4,873 $2.1M 1.89% +4,318 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,872 $2.1M 0.21% +100 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 4,851 $2.09M 0.53% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,826 $2.08M 0.02% +126 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,824 $2.08M 1.06% +701 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,816 $2.07M 0.63% -2,295 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,812 $2.07M 0.51% -130 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,803 $2.07M -84 Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,796 $2.06M 0.08% -56 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,783 $2.06M 0.16% +10 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 4,778 $2.06M 1.23% -19 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,756 $2.05M 0.08% +580 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 4,756 $2.05M 0.68% -120 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,750 $2.04M 0.43% +60 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 4,750 $2.04M 0.78% -775 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 4,734 $2.04M 1.06% +455 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,726 $2.03M 0.35% +85 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,707 $2.03M 0.04% +26 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,705 $2.02M 0.74% -302 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 4,679 $2.01M 1.24% +45 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,617 $2.01M 0.64% +2,014 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,646 $2M 0.11% +61 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,636 $1.99M 0.06% +925 13F-HR Timeline Group BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 4,608 $1.99M 1.16% -2,573 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,620 $1.99M 0.35% +565 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,608 $1.98M 0.29% -1,974 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,599 $1.98M 0.22% -853 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 4,596 $1.98M 0.51% -176 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,589 $1.97M 0.43% -1,233 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 4,571 $1.97M 1.55% -3,311 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,568 $1.97M 0.34% -391 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,559 $1.96M 0.59% +19 13F-HR Timeline Fidelis Wealth Advisors LLC More: the full row for Fidelis Wealth Advisors LLC 4,558 $1.96M 2.86% +126 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,555 $1.96M 0.75% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,553 $1.96M 0.77% -620 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 4,550 $1.96M 0.21% -42,650 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,537 $1.95M 0.28% -183 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 4,568 $1.94M 0.41% -387 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 4,494 $1.93M 1.09% +1,366 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 4,486 $1.93M 0.32% -2,239 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 4,482 $1.93M 0.78% +214 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 4,050 $1.93M 1.8% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,457 $1.92M 0.2% -13 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,450 $1.91M 2.2% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,442 $1.91M 0.09% +1,941 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,438 $1.91M 0.45% 0 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 4,429 $1.91M 1.93% -433 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,422 $1.9M 0.14% -950 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 4,421 $1.9M 1.08% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,411 $1.9M 0.11% -589 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,399 $1.89M 0.23% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,387 $1.89M 0.21% +5 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 4,387 $1.89M 1.37% +1,369 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 4,380 $1.88M 0.61% +621 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 4,370 $1.88M 8.55% -5,523 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 4,364 $1.88M 0.44% +3,180 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,310 $1.88M 0.29% -318 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 4,349 $1.87M 1.64% +141 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,347 $1.87M 0.23% -832 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,340 $1.87M 0.36% +120 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,317 $1.86M 0.15% -73 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 4,305 $1.85M 1.08% +329 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 4,302 $1.85M 0.23% +1 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,289 $1.85M 0.07% +239 13F-HR Timeline United Bank More: the full row for United Bank 4,280 $1.84M 0.61% +1,439 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 4,278 $1.84M 0.97% 0 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 4,276 $1.84M 0.19% +901 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,270 $1.84M 0.13% +248 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 4,267 $1.84M 1.4% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,262 $1.83M 1.11% -856 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,255 $1.83M 1.06% -27 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,247 $1.83M 0.16% -1,000 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4,244 $1.83M 0.76% -778 13F-HR Timeline Group FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,240 $1.82M 0.8% +220 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 4,228 $1.82M 0.87% +159 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,226 $1.82M 1.84% +356 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,222 $1.82M 1.2% +206 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,217 $1.81M 0.12% -101 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 4,211 $1.81M 0.01% -43 13F-HR Timeline Group Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,205 $1.81M 0.71% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,200 $1.81M 0.88% +389 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 4,195 $1.81M 1.84% +681 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,191 $1.8M 0.95% -95 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,190 $1.8M 0.06% +2 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,189 $1.8M 0.16% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,184 $1.8M 0.95% -50 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,331 $1.8M 0.02% +16 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 4,145 $1.78M 0.71% -1,000 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,122 $1.77M 0.05% -142 13F-HR Timeline Marnell Management LLC More: the full row for Marnell Management LLC 4,121 $1.77M 1.18% -2,579 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 4,120 $1.77M 1.24% -3,202 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,111 $1.77M 0.06% +335 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 4,017 $1.77M 1.36% -4 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,089 $1.76M 0.12% -52 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 4,085 $1.76M 1.34% -78 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,084 $1.76M 0.11% -652 13F-HR Timeline WIM INVESTMENT MANAGEMENT Ltd More: the full row for WIM INVESTMENT MANAGEMENT Ltd 4,071 $1.75M 0.52% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,066 $1.75M 0.45% -398 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,067 $1.75M 0.25% +108 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,055 $1.74M 0.33% +121 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 4,043 $1.74M 0.44% -9,864 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,036 $1.74M 0.21% +806 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,029 $1.73M 0.18% -351 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,017 $1.73M 0.05% -48 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 4,005 $1.72M 0.35% +750 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,983 $1.71M 0.13% +1,751 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,981 $1.71M 0.04% -10 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,981 $1.71M 0.41% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,976 $1.71M 0.12% +133 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,946 $1.7M 0.09% -13 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,852 $1.7M 0.05% -2,170 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,938 $1.69M 0.07% +438 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,936 $1.69M 0.99% -795 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,933 $1.69M 0.41% +2,114 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,922 $1.69M 0.09% +359 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 3,920 $1.69M 1% +1,226 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,916 $1.69M 0.27% +12 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,906 $1.68M 0.24% +15 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,899 $1.68M 0.53% +62 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 3,896 $1.68M 0.52% +768 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 3,889 $1.67M 1.65% -12 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 3,876 $1.67M 0.06% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,866 $1.66M 0.19% +842 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,863 $1.66M 0.02% +220 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 3,857 $1.66M 0.27% +2,549 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 3,850 $1.66M 1.46% -1,701 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,838 $1.65M 0.03% +28 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,824 $1.65M 0.28% -10 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,810 $1.64M 0.51% +19 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,792 $1.63M 0.17% +846 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,934 $1.63M 0.05% +58 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,790 $1.63M 0.81% +125 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,790 $1.63M 0.12% +163 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 3,790 $1.63M 0.71% 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 3,788 $1.63M 0.67% -1,021 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,784 $1.63M 0.03% -449 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,723 $1.62M 0.48% +15 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 3,758 $1.62M 0.18% -540 13F-HR Timeline Summerhill Capital Management lnc. More: the full row for Summerhill Capital Management lnc. 3,755 $1.62M 1.41% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,750 $1.61M 1.5% +22 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,744 $1.61M 0.28% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,750 $1.61M 0.05% +2,476 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,740 $1.61M 0.16% -35 13F-HR Timeline