Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,661 $3.06M 0.79% -108 13F-HR Timeline Aragon Global Management, LP More: the full row for Aragon Global Management, LP 8,650 $3.06M 1.16% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 8,648 $3.06M 1.24% +5,004 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 8,617 $3.04M 0.56% -519 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 8,609 $3.04M 2.68% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 8,592 $3.04M 1.12% +18 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 8,580 $3.03M 2.62% +502 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 8,579 $3.03M 1.42% +345 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 8,578 $3.03M 0.12% -6,741 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 8,576 $3.03M 0.97% -154 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 8,574 $3.03M 0.94% +10 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 8,573 $3.03M 1.43% 0 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 8,570 $3.03M 2.55% -8,487 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 8,569 $3.03M 0.41% +19 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 8,556 $3.02M 0.49% -1 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 8,709 $3.01M 1.42% 0 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 8,511 $3.01M 0.1% -1,343 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 8,507 $3.01M 1.75% -401 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 8,490 $3M 0.53% -1,023 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 8,478 $3M 1.13% +334 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 8,446 $2.98M 1.14% +275 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 8,437 $2.98M 0.27% +129 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 8,434 $2.98M 1.85% -199 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 8,416 $2.97M 1.26% -27 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 8,407 $2.97M 1.31% -61 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 8,405 $2.97M 0.47% +3,440 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 8,395 $2.97M 0.24% +288 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 8,395 $2.97M 0.45% -19 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,389 $2.96M 1.95% 0 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 8,386 $2.96M 0.65% -234 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 8,382 $2.96M 0.31% -3 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 8,374 $2.96M 0.36% +38 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 8,363 $2.95M 1% -167 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 8,362 $2.95M 0.74% -116 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 8,344 $2.95M 0.28% -36 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,275 $2.94M 1.38% -45 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 8,323 $2.94M 2.04% +21 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 8,319 $2.94M 0.75% +561 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,309 $2.94M 0.37% +2,394 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 8,293 $2.93M 0.68% -1 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 8,265 $2.92M 0.23% +1,454 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 8,265 $2.92M 1.81% -159 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 8,257 $2.92M 1.85% -516 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 8,251 $2.92M 0.43% -5,964 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,229 $2.91M 0.28% -552 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 8,225 $2.91M 0.19% +486 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 8,224 $2.91M 0.29% +1,082 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 8,205 $2.9M 0.38% -147 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 8,179 $2.89M 0.24% -1,171 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8,176 $2.89M 1.03% -116 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 8,156 $2.88M 0.16% +24 13F-HR/A Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 8,153 $2.88M 1.32% -2 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 8,153 $2.88M 0.5% -7 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,143 $2.88M 0.47% +463 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 8,137 $2.88M 0.61% +2,102 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 8,134 $2.87M 0.37% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 8,134 $2.87M 1.34% +35 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 8,130 $2.87M 1.95% +57 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 8,114 $2.87M 2.01% -42 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 8,109 $2.87M 0.9% +95 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 8,104 $2.86M 0.32% -50 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 8,100 $2.86M 0.7% +2,134 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 8,077 $2.85M 0.76% +85 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 8,040 $2.84M 1.59% -140 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 8,040 $2.84M 0.14% -719 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,040 $2.84M 1.43% -225 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 8,037 $2.84M 0.38% +6 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 8,035 $2.84M 0.25% +800 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 8,032 $2.84M 1.59% +108 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 8,030 $2.84M 1.06% -275 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 8,023 $2.83M 2.21% -352 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 8,023 $2.83M 0.39% +1,477 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 8,015 $2.83M 0.95% +3,661 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8,014 $2.83M 0.36% -1,245 13F-HR Timeline LB Partners LLC More: the full row for LB Partners LLC 8,000 $2.83M 1.93% 0 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 8,000 $2.83M 2.02% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 7,997 $2.83M 0.53% +810 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 7,979 $2.82M 1.32% -102 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,978 $2.82M 0.61% +108 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 7,976 $2.82M 2.19% +49 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 7,968 $2.82M 2.06% -29 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 7,951 $2.81M 0.11% -15,046 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 7,943 $2.81M 0.36% +200 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 7,942 $2.81M 1.89% -929 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 7,940 $2.81M 1.88% -29 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 7,930 $2.8M 0.14% -37 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 7,909 $2.79M 1.17% +3,326 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 7,907 $2.79M 0.77% +723 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 7,906 $2.79M 0.45% +286 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 7,904 $2.79M 1.03% -12 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 7,899 $2.79M 0.76% -437 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 7,875 $2.78M 0.67% -3,598 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 7,871 $2.78M 2.42% -1,193 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 7,860 $2.78M 1.62% -34 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,845 $2.77M 0.44% +54 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 7,773 $2.77M 1.12% +533 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 7,806 $2.76M 2.1% +60 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,805 $2.76M 0.41% -460 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 7,799 $2.76M 0.19% -598 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RVW Wealth, LLC More: the full row for RVW Wealth, LLC 7,799 $2.76M 0.18% 0 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 7,790 $2.75M 0.53% -1,500 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 7,782 $2.75M 0.65% -98 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 7,773 $2.75M 0.8% -20 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 7,760 $2.74M 0.68% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 7,760 $2.74M 0.68% +6,328 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 7,752 $2.74M 0.3% -22 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 7,748 $2.74M 0.27% -24 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,732 $2.73M 0.99% +598 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7,724 $2.73M 0.23% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 7,724 $2.73M 2.18% +36 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7,719 $2.73M 1% -129 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 7,709 $2.72M 1.72% +508 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 7,704 $2.72M 1.46% +153 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,695 $2.72M 0.29% +69 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 7,693 $2.72M 1.04% -17 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 7,692 $2.72M 0.53% +1,559 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,690 $2.72M 0.68% -5,754 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,678 $2.71M 0.59% -515 13F-HR Timeline Shaolin Capital Management LLC More: the full row for Shaolin Capital Management LLC 7,667 $2.71M 0.15% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,663 $2.71M 0.56% +3,391 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,659 $2.71M 0.38% -578 13F-HR Timeline Group SLT Holdings LLC More: the full row for SLT Holdings LLC 7,641 $2.7M 1.72% -75 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 7,627 $2.69M 0.13% -613 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,621 $2.69M 0.17% -6,122 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 7,620 $2.69M 0.89% +210 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 7,612 $2.69M 0.48% -224 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 7,596 $2.68M 1.6% +1,554 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 7,594 $2.68M 2.09% +39 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7,591 $2.68M 1.43% +965 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 7,583 $2.68M 1.14% +23 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 7,571 $2.68M 1.37% -40 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 7,563 $2.67M 1.71% -2,100 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,562 $2.67M 0.07% -69 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,561 $2.67M 0.17% +794 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 7,551 $2.67M 1.37% -758 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,546 $2.67M 0.31% -298 13F-HR Timeline MOTCO More: the full row for MOTCO 7,544 $2.67M 0.23% -987 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 7,534 $2.66M 1.6% +20 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 7,524 $2.66M 0.31% +295 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 7,511 $2.65M 1.38% +183 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 7,503 $2.65M 0.9% -2,809 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 7,500 $2.65M 0.13% +5,400 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 7,498 $2.65M 1.53% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 7,486 $2.64M 0.39% +3 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 7,480 $2.64M 1.89% -157 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 7,457 $2.63M 0.25% -520 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,452 $2.63M 0.15% +100 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 7,447 $2.63M 0.8% +705 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 7,326 $2.62M 0.53% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,416 $2.62M 0.27% -316 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 7,400 $2.61M 1.92% -294 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,391 $2.61M 1.56% -160 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,377 $2.61M 0.41% +258 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,376 $2.61M 0.38% -167 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 7,362 $2.6M 1.62% +203 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 7,356 $2.6M 0.52% +2,074 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 7,354 $2.6M 0.55% -585 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 7,346 $2.6M 0.27% -5 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 7,343 $2.59M 0.62% +2,820 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 7,340 $2.59M 1.64% -50 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,325 $2.59M 0.7% +224 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 7,325 $2.59M 0.7% -92 13F-HR Timeline American Trust More: the full row for American Trust 7,319 $2.59M 0.2% +1,002 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 7,310 $2.58M 1.62% +9 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,294 $2.58M 0.39% +582 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 7,290 $2.58M 1.5% +3,645 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 7,287 $2.57M 0.71% -279 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 7,280 $2.57M 0.37% -169 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 7,275 $2.57M 0.62% -12,984 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 7,025 $2.56M 1.47% +2,540 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 7,254 $2.56M 0.28% -145 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 7,242 $2.56M 1.12% +25 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 7,238 $2.56M 0.59% +430 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,228 $2.55M 1.04% -132 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 7,225 $2.55M 1.18% -120 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 7,222 $2.55M 0.92% -11,124 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 7,200 $2.54M 3.12% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,197 $2.54M 0.12% -402 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 7,197 $2.54M 1.53% -12 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 7,185 $2.54M 0.31% 0 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 7,182 $2.54M 1.63% -38 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 7,182 $2.54M 1.14% +74 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,179 $2.54M 0.63% -2 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 7,177 $2.54M 0.22% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 7,162 $2.53M 0.46% -573 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 7,154 $2.53M 0.42% +1,018 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,147 $2.53M 0.37% -1,713 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 7,146 $2.52M 0.81% -206 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 7,146 $2.52M 1.12% -905 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 7,144 $2.52M 1.27% +55 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 7,143 $2.52M 0.97% +2,177 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. 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