Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 12,798 $3.12M 1.49% -353 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 12,693 $3.12M 0.48% +2,104 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 12,790 $3.12M 0.26% -19 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 12,775 $3.11M 1.33% -14 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 12,753 $3.11M 1.98% +397 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 12,707 $3.09M 2.39% -200 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 12,700 $3.09M 0.97% -2,100 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 12,659 $3.08M 2.16% +103 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 12,504 $3.08M 0.47% -1,240 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 11,408 $3.08M 1.03% -36 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 12,641 $3.08M 0.05% +1,885 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 12,621 $3.07M 1.45% -426 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 12,592 $3.07M 1.88% -66 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 12,562 $3.06M 0.6% +2,774 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 12,401 $3.06M 0.57% -748 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 12,537 $3.05M 1.77% +79 13F-HR Timeline SCOGGIN MANAGEMENT LP in group SCOGGIN MANAGEMENT LP More: the full row for SCOGGIN MANAGEMENT LP 12,500 $3.04M 1.17% +2,500 13F-HR Timeline Group Latash Investments, LLC More: the full row for Latash Investments, LLC 12,480 $3.04M 2.21% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 12,446 $3.03M 0.61% +584 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 12,423 $3.02M 1.27% -64 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 12,410 $3.02M 0.27% -250 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 12,371 $3.01M 0.26% +1,224 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 12,356 $3.01M 0.54% +224 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 12,323 $3M 0.28% +706 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 12,319 $3M 0.17% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 12,313 $3M 0.5% +11,129 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 12,294 $2.99M 0.29% +7,542 13F-HR Timeline Group SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 12,289 $2.99M 0.6% +10 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 12,226 $2.98M 0.26% -822 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 12,125 $2.98M 0.25% -320 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 12,221 $2.98M 1.41% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12,220 $2.98M 0.41% -42 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 12,125 $2.98M 1.99% -2,815 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 12,209 $2.97M 1.35% 0 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 12,203 $2.97M 1.1% -9 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 12,199 $2.97M 0.38% +4,947 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 12,200 $2.97M 0.66% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 12,166 $2.96M 1.18% -398 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 12,139 $2.96M 0.44% +50 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 12,104 $2.95M 0.99% -1,762 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 12,101 $2.95M 2.13% new 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 12,100 $2.95M 1.95% -280 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 12,098 $2.95M 1.66% +6 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 12,067 $2.94M 0.18% -339 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 12,066 $2.94M 0.7% +684 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 12,047 $2.93M 0.35% +51 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 12,045 $2.93M 1.07% +224 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 12,022 $2.93M 0.24% -1,239 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 12,011 $2.93M 0.49% -80 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 12,001 $2.92M 0.84% -222 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 12,000 $2.92M 1.09% 0 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 11,992 $2.92M 1.97% -1,645 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 11,976 $2.92M 0.56% +3,018 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,952 $2.91M 0.14% -988 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 11,946 $2.91M 0.71% +176 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 11,881 $2.89M 0.26% +45 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 11,860 $2.89M 1.14% +320 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 11,847 $2.89M 0.69% +7,845 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 11,838 $2.88M 0.3% +20 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 11,830 $2.88M 1.78% 0 13F-HR Timeline Sullivan Wood Capital Management LLC More: the full row for Sullivan Wood Capital Management LLC 11,762 $2.86M 4.22% +340 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 11,761 $2.86M 1.27% +176 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 11,747 $2.86M 0.52% +695 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 11,747 $2.86M 0.66% -869 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 11,739 $2.86M 2.92% +431 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 11,731 $2.86M 0.11% -1,500 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 11,706 $2.85M 1.05% +3,274 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 11,687 $2.85M 0.89% +1 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,646 $2.84M 1.02% +990 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 11,640 $2.83M 1.19% 0 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 11,638 $2.83M 2.3% -281 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 11,635 $2.83M 1.08% +79 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 11,634 $2.83M 2.83% +463 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 11,628 $2.83M 0.33% +137 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 11,611 $2.83M 0.58% -340 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 11,581 $2.82M 0.91% -3,095 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 12,737 $2.81M 1.4% -569 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,543 $2.81M 0.78% +883 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 11,541 $2.81M 0.51% -594 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 11,538 $2.81M 0.2% -565 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 11,529 $2.81M 1.07% -80 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 11,520 $2.81M 0.33% +427 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 11,512 $2.81M 0.84% -14,457 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 10,450 $2.81M 1.77% +605 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 11,517 $2.8M 0.29% -5 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 11,502 $2.8M 0.51% -705 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 11,489 $2.8M 0.6% +63 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 11,489 $2.8M 0.88% +6,720 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 11,476 $2.79M 0.32% -151 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 11,471 $2.79M 1.76% -75 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 11,453 $2.79M 0.43% -207 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 11,452 $2.79M 0.64% +2,005 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 11,450 $2.79M 0.26% -590 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 11,446 $2.79M 0.93% +318 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 11,441 $2.79M 1.95% 0 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 11,412 $2.78M 1.49% +2,300 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 11,399 $2.78M 0.44% +4 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 11,392 $2.77M 0.34% +87 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 11,376 $2.77M 1.59% -152 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 11,352 $2.76M 0.97% -505 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 11,345 $2.76M 0.98% +50 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 11,340 $2.76M 1.58% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 11,314 $2.76M 0.09% +1,138 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 11,313 $2.76M 1.07% -89 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 11,311 $2.75M 1.73% +3,112 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 11,281 $2.75M 0.13% -161 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,257 $2.74M 0.11% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 11,252 $2.74M 1.25% +6,239 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 11,252 $2.74M 0.19% -199 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 11,228 $2.73M 1.23% -1,466 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,095 $2.73M 0.5% +334 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,221 $2.73M 0.13% -2,876 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,208 $2.73M 1.1% -458 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,207 $2.73M 0.3% +759 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 11,186 $2.72M 0.75% +2,123 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 11,186 $2.72M 0.8% -43 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 11,177 $2.72M 0.39% -2,568 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 11,159 $2.72M 0.86% +1,824 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 11,158 $2.72M 0.5% -1,733 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 11,144 $2.71M 1.48% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 11,137 $2.71M 1.64% -96 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 11,125 $2.71M 0.51% 0 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 11,115 $2.71M 1.61% +260 13F-HR Timeline Group MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 11,065 $2.69M 2.04% new 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 11,054 $2.69M 2.67% -2,000 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 11,042 $2.69M 0.17% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 11,019 $2.68M 0.87% +3,302 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 11,009 $2.68M 0.21% +127 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 10,990 $2.68M 0.26% -82 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 10,989 $2.68M 0.65% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,987 $2.68M 0.17% -246 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 10,983 $2.67M 0.48% -882 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 10,966 $2.67M 1.8% +710 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 10,519 $2.67M 0.25% -900 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 9,460 $2.67M 0.59% +17 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 10,928 $2.66M 0.29% -162 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 10,912 $2.66M 0.82% +407 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 11,160 $2.66M 1.08% +40 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 10,900 $2.65M 0.12% +4,400 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 10,893 $2.65M 0.23% -65 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,846 $2.64M 1.83% +705 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 18,836 $2.64M 0.73% +4,894 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10,841 $2.64M 1.22% -83 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,841 $2.64M 1.23% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 10,833 $2.64M 0.4% +469 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 10,817 $2.63M 1.62% +146 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 10,810 $2.63M 3.56% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 10,798 $2.63M 0.9% +919 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 10,786 $2.63M 0.25% +2,176 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 10,771 $2.62M 0.6% +8,945 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 10,770 $2.62M 0.27% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 10,755 $2.62M 0.57% -172 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 10,749 $2.62M 0.59% +280 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 10,747 $2.62M 0.38% +2,489 13F-HR Timeline 25 LLC More: the full row for 25 LLC 10,742 $2.62M 0.89% -176 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 10,741 $2.62M 0.23% +78 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,730 $2.61M 0.57% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 10,721 $2.61M 0.89% +6,619 13F-HR Timeline CLG LLC More: the full row for CLG LLC 10,707 $2.61M 0.71% -110 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10,602 $2.6M 0.86% -1,449 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 10,679 $2.6M 1.72% +69 13F-HR/A Timeline BURNEY CO/ More: the full row for BURNEY CO/ 10,665 $2.6M 0.08% -716 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 10,661 $2.6M 0.58% +126 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 10,643 $2.59M 0.87% +380 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,643 $2.59M 0.88% -350 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 10,637 $2.59M 0.31% +436 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 10,635 $2.59M 0.26% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 10,624 $2.59M 1.45% -403 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 10,624 $2.59M 0.64% -450 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 10,599 $2.58M 0.29% +1,142 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 10,599 $2.58M 0.28% -626 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 10,594 $2.58M 1.7% +2,059 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 10,583 $2.58M 0.24% +97 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10,582 $2.58M 0.23% -24 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 10,569 $2.57M 0.21% +739 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 10,551 $2.57M 1.26% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 10,543 $2.57M 1.7% -55 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 10,515 $2.56M 1.99% +554 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 10,499 $2.56M 0.15% -2,286 13F-HR Timeline COURAGE CAPITAL MANAGEMENT LLC More: the full row for COURAGE CAPITAL MANAGEMENT LLC 10,500 $2.56M 3.38% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 10,495 $2.56M 0.85% +3 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,463 $2.55M 0.76% +1 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,459 $2.55M 0.74% -4,474 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 10,454 $2.55M 1.11% -330 13F-HR Timeline Steele Capital Management, Inc. 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More: the full row for New England Research & Management, Inc. 10,371 $2.53M 1.16% -220 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 10,353 $2.52M 1.15% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 10,353 $2.52M 0.72% +9 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 10,349 $2.52M 1.91% +2 13F-HR Timeline Wealth Management Associates, Inc. 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