Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 10,367 $3.24M 2.14% -353 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 10,350 $3.24M 0.58% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 10,347 $3.24M 0.29% -1,174 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 10,344 $3.24M 0.34% -654 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 10,337 $3.24M 1.61% 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 10,334 $3.23M 1.44% -1,067 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 10,328 $3.23M 0.51% -238 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 10,313 $3.23M 0.84% -895 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 10,303 $3.22M 2.32% -74 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 10,283 $3.22M 1.14% +2 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 10,280 $3.22M 2.76% +875 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 10,274 $3.22M 0.98% new 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 10,250 $3.21M 2.36% -50 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 10,246 $3.21M 0.05% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 10,245 $3.21M 1.3% +7 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 10,238 $3.2M 2.62% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 10,236 $3.2M 1.17% +694 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 10,218 $3.2M 1.6% 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 10,212 $3.2M 1.15% -3,353 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 10,206 $3.19M 3.17% +360 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,195 $3.19M 1.54% -915 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 10,171 $3.18M 1.34% -937 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 10,166 $3.18M 0.5% +1,042 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 10,165 $3.18M 0.36% +254 13F-HR Timeline Saber Capital Managment, LLC More: the full row for Saber Capital Managment, LLC 10,156 $3.18M 2.71% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 10,147 $3.18M 0.3% -25 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 10,146 $3.18M 2% 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 10,141 $3.17M 0.41% -630 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,139 $3.17M 0.48% +203 13F-HR/A Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 10,132 $3.17M 2.95% 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 10,122 $3.17M 0.44% +2,384 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 10,116 $3.17M 0.63% -1,516 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 10,237 $3.16M 1.31% -255 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 10,100 $3.16M 5.7% new 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $3.16M 1.91% 13F-HR Timeline Amount filed as zero, left out of ratios. Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 10,092 $3.16M 4.58% +242 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 10,058 $3.15M 1.09% -277 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 10,050 $3.15M 0.35% +205 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 10,031 $3.14M 0.4% -871 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,029 $3.14M 0.37% -11,163 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 10,027 $3.14M 1.03% +1,489 13F-HR Timeline Voss Capital, LP More: the full row for Voss Capital, LP 10,000 $3.13M 0.17% new 13F-HR Timeline ELWOOD CAPITAL PARTNERS LP More: the full row for ELWOOD CAPITAL PARTNERS LP 10,000 $3.13M 2.68% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 9,985 $3.13M 0.68% -175 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 9,984 $3.13M 0.98% -269 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 9,974 $3.12M 1.33% +484 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 9,969 $3.12M 0.45% -239 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 9,113 $3.12M 2.23% +4 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 9,966 $3.12M 1.25% 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 9,958 $3.12M 1.92% 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 9,956 $3.12M 0.32% -2 13F-HR Timeline TLWM More: the full row for TLWM 9,939 $3.11M 0.57% -2,263 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 9,936 $3.11M 0.51% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 9,931 $3.11M 0.61% -17 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,925 $3.11M 0.23% +221 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 9,909 $3.1M 0.23% +453 13F-HR Timeline Skyview Financial Group LLC More: the full row for Skyview Financial Group LLC 9,892 $3.1M 3.19% 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 9,289 $3.09M 0.64% -750 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 9,873 $3.09M 1.6% new 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 9,853 $3.08M 0.08% -340 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 9,852 $3.08M 1.3% -100 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 9,848 $3.08M 2.11% -105 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 9,847 $3.08M 2.35% -21 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 9,838 $3.08M 1.41% 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 9,833 $3.08M 0.19% -179 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 9,830 $3.08M 1.89% -990 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 9,812 $3.07M 0.57% +969 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,800 $3.07M 0.17% -1,033 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,783 $3.07M 1.2% -399 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 9,777 $3.06M 0.27% -3,935 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 9,768 $3.06M 1.73% +304 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 9,753 $3.05M 2.11% +25 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 9,748 $3.05M 0.43% -10 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 9,738 $3.05M 0.53% +686 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 9,730 $3.05M 0.86% +5 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,065 $3.04M 0.55% -181 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 9,724 $3.04M 0.41% -1,080 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 9,719 $3.04M 2.96% 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 9,717 $3.04M 1.84% -543 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,699 $3.04M 0.26% -2,304 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 9,678 $3.03M 1.11% -432 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,676 $3.03M 0.95% -190 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 9,655 $3.02M 0.71% +69 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 9,651 $3.02M 0.9% +37 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 9,643 $3.02M 1.37% -16 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 9,643 $3.02M 1.64% -165 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 9,642 $3.02M 0.84% +85 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 9,639 $3.02M 0.69% +640 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 9,622 $3.01M 1.2% 0 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 9,434 $3.01M 2.53% -1,959 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 9,604 $3.01M 2.97% 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 9,586 $3M 0.95% -666 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 9,584 $3M 0.57% +296 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 9,583 $3M 0.39% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 9,575 $3M 1.28% -397 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,566 $2.99M 0.38% +487 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 9,554 $2.99M 0.16% +3,452 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 9,527 $2.98M 0.48% -332 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 9,524 $2.98M 0.97% -773 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 9,513 $2.98M 0.77% +2,748 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 9,512 $2.98M 2.17% +500 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 9,499 $2.97M 1.55% -4,384 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 9,498 $2.97M 1.06% +6,428 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 9,498 $2.97M 0.53% -12 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 9,494 $2.97M 1.99% 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 9,465 $2.96M 2.11% 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,458 $2.96M 0.28% -717 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 9,448 $2.96M 1.12% +77 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9,446 $2.96M 1.54% -7,885 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 9,439 $2.95M 1.74% -42 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 9,429 $2.95M 0.25% -417 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,425 $2.95M 0.8% +519 13F-HR/A Timeline New World Advisors LLC More: the full row for New World Advisors LLC 9,419 $2.95M 0.5% +656 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 9,409 $2.94M 0.95% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 9,399 $2.94M 0.13% +2,697 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 9,397 $2.94M 0.56% +99 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 9,385 $2.94M 0.88% +739 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 9,370 $2.93M 1.92% +414 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 9,327 $2.92M 0.33% +867 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 9,322 $2.92M 1.05% +148 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 9,318 $2.92M 0.49% +87 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 9,310 $2.91M 1.91% -429 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 9,305 $2.91M 0.25% -79 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,295 $2.91M 0.34% -2,721 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 9,276 $2.9M 1.76% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,835 $2.9M 1.48% +65 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 9,269 $2.9M +1,414 Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 9,266 $2.9M 2.65% -44 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 9,265 $2.9M 0.96% -1,089 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 9,262 $2.9M 1.17% +216 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 9,253 $2.9M 0.92% -29 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 9,242 $2.89M 1.36% -274 13F-HR Timeline PROSPECTOR PARTNERS LLC in group PROSPECTOR PARTNERS LLC More: the full row for PROSPECTOR PARTNERS LLC 9,240 $2.89M 6.19% -58,716 13F-HR Timeline Group Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 9,208 $2.88M 1.4% 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 9,200 $2.88M 2.16% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 9,197 $2.88M 2.28% 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 9,186 $2.88M 0.25% -144 13F-HR Timeline Group Fortune 45 LLC More: the full row for Fortune 45 LLC 9,114 $2.87M 1.37% +143 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 9,174 $2.87M 0.01% -108 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 9,162 $2.87M 2.07% +262 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,157 $2.87M 0.42% -2,152 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 9,153 $2.86M 0.81% +136 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 9,141 $2.86M 0.66% +1,887 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 9,140 $2.86M 0.5% +786 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 9,138 $2.86M 1.04% +169 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 9,128 $2.86M 1.88% 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 9,116 $2.85M 2.35% -322 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9,112 $2.85M 0.78% -401 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 9,109 $2.85M 2.45% 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 9,089 $2.84M 0.46% -50 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 9,081 $2.84M 2.09% 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 9,058 $2.84M 0.53% +642 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 9,054 $2.83M 1.14% -329 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 9,041 $2.83M 1.19% +1,820 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 9,036 $2.83M 0.76% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 9,032 $2.83M 0.94% +13 13F-HR Timeline ANB BANK More: the full row for ANB BANK 9,013 $2.82M 1.12% -68 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 9,006 $2.82M 0.3% +2,195 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 9,000 $2.82M 0.01% 0 13F-HR Timeline Group Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 8,983 $2.81M 1.18% -2,129 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 8,975 $2.81M 0.19% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 8,954 $2.8M 0.72% +628 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 8,935 $2.8M 0.44% +405 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 8,921 $2.79M 0.66% +252 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 8,914 $2.79M 0.56% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 8,892 $2.78M 0.84% +1 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 8,891 $2.78M 0.28% +1,646 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 8,884 $2.78M 0.54% +5,379 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 8,865 $2.77M -3,387 Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 8,855 $2.77M 0.87% +276 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 8,849 $2.77M 0.36% -243 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 8,833 $2.76M 1.5% -295 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 8,821 $2.76M 1.36% -120 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 8,806 $2.76M 0.93% -14 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 8,795 $2.75M 0.63% +65 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 8,794 $2.75M 0.62% -58 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 8,784 $2.75M 0.36% 0 13F-HR/A Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,507 $2.75M 0.13% -366 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 8,760 $2.74M 2.08% +50 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 8,759 $2.74M 1.16% +6,408 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 8,755 $2.74M 1.75% -104 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 9,745 $2.74M 0.29% +12 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 8,728 $2.73M 0.76% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,724 $2.73M 0.23% +555 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 8,719 $2.73M 3.03% 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 8,718 $2.73M 1.31% +197 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 8,705 $2.72M 1.6% -411 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 8,698 $2.72M 1.08% +7,358 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 8,684 $2.72M 0.88% -1,094 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,659 $2.71M 0.71% -568 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 8,630 $2.7M 0.27% +1,765 13F-HR Timeline Truepoint, Inc. 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