Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 5,594 $1.25M 0.43% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,553 $1.24M 0.03% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,551 $1.24M 0.02% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,547 $1.24M 0.07% new 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 5,537 $1.24M 0.14% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,533 $1.24M 0.08% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,520 $1.24M 0.06% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,376 $1.23M 0.16% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,509 $1.23M 0.04% new 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,473 $1.23M 0.37% new 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 5,469 $1.22M 0.29% -5,611 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 5,444 $1.22M 0.09% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,432 $1.22M 0.11% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,429 $1.22M 0.02% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,427 $1.22M 0.11% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,392 $1.21M 0.09% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,380 $1.2M 0.09% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,365 $1.2M 0.14% new 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 5,354 $1.2M 0.75% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 5,343 $1.2M 0.27% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,343 $1.2M 0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,339 $1.2M 0.01% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 5,337 $1.19M 0.23% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,335 $1.19M 0.01% new 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,321 $1.19M 0.04% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,861 $1.18M 0.22% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,268 $1.18M 0.34% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,268 $1.18M 0.23% new 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,239 $1.17M 0.13% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,223 $1.17M 0.33% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,223 $1.17M 0.14% new 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,220 $1.17M 0.2% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,217 $1.17M 0.05% new 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,247 $1.17M 0.1% new 13F-HR Timeline Group Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 5,198 $1.16M 0.47% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,197 $1.16M 0.32% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,165 $1.16M 0.12% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,179 $1.16M 0.03% new 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,175 $1.16M 0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,157 $1.15M 0.05% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,156 $1.15M 0.03% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,652 $1.15M 0.02% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,151 $1.15M 0.46% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 5,146 $1.15M 0.24% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,121 $1.15M 0.08% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 5,081 $1.14M 0.21% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 5,074 $1.14M 0.08% new 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 5,061 $1.13M 0.36% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,057 $1.13M 0.27% new 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 5,041 $1.13M 0.28% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 5,060 $1.13M 0.16% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,015 $1.12M 0.23% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,008 $1.12M 0.02% new 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 5,000 $1.12M 0.05% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 5,000 $1.12M 0.09% new 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 5,000 $1.12M 0.18% new 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 4,972 $1.11M 0.02% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,955 $1.11M 0.02% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 4,773 $1.11M 0.47% 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,935 $1.1M 0.8% new 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 4,930 $1.1M <0.01% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,987 $1.1M 0.34% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,907 $1.1M 0.03% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,888 $1.09M 0.14% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,865 $1.09M 0.17% new 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 4,878 $1.08M 0.92% 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 4,809 $1.08M 0.6% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,799 $1.07M 0.12% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,752 $1.06M 0.08% new 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 4,745 $1.06M 0.12% new 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,738 $1.06M 0.2% new 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 4,731 $1.06M 0.27% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 4,727 $1.06M 0.14% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 4,859 $1.06M 0.01% new 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,720 $1.06M 0.72% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,717 $1.06M 0.02% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,712 $1.06M 0.21% new 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,710 $1.05M 0.14% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,659 $1.04M 0.02% new 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 4,655 $1.04M 0.38% new 13F-HR Timeline COLRAIN CAPITAL LLC More: the full row for COLRAIN CAPITAL LLC 4,650 $1.04M 0.35% new 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 4,650 $1.04M 0.51% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 4,638 $1.04M 0.14% new 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 4,639 $1.04M 0.72% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,500 $1.03M 0.16% new 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,612 $1.03M 0.22% new 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 4,600 $1.03M 0.01% new 13F-HR Timeline Group Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,575 $1.02M 0.38% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,569 $1.02M 0.11% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 4,545 $1.02M 0.17% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,178 $1.01M 0.31% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,516 $1.01M 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,509 $1.01M 0.03% new 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,506 $1.01M <0.01% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,499 $1.01M 0.16% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,494 $1.01M 0.04% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,480 $1M 0.13% new 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,475 $1M 0.66% 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,450 $996K 0.08% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 4,447 $996K 0.28% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,437 $993K 0.05% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,425 $991K 0.19% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 4,420 $990K 0.3% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,414 $988K 0.06% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,400 $985K 0.24% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,390 $983K 0.02% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,379 $980K 0.04% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,977 $979K 0.02% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,374 $979K 0.15% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,357 $975K new Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,346 $973K 0.01% new 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,325 $968K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,312 $965K 0.06% new 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 4,307 $964K 0.31% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,307 $964K 0.04% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,300 $963K 0.27% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,269 $956K 0.1% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,264 $955K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,253 $952K 0.05% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,243 $950K 0.06% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,234 $948K 0.24% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 4,218 $944K 0.66% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,258 $944K 0.19% new 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 4,209 $942K 0.47% -4,222 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,202 $941K 0.02% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,192 $939K 0.06% new 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,157 $931K 0.37% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,142 $927K 0.03% new 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,134 $925K new Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,108 $920K 0.04% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,090 $916K 0.04% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,088 $915K 0.12% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,074 $912K 0.07% new 13F-HR Timeline Group Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 3,752 $911K 0.49% 13F-HR Timeline Owlhouse Capital LP More: the full row for Owlhouse Capital LP 4,050 $907K 1.39% new 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 4,043 $905K 0.28% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 4,036 $904K 0.37% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,029 $902K 0.02% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,025 $901K 0.12% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,012 $898K 0.02% new 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 4,010 $898K <0.01% new 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,007 $897K 0.13% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 3,994 $894K 0.35% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 3,974 $890K 0.24% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,971 $889K 0.09% new 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,948 $884K 0.4% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,916 $877K 0.08% new 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 3,893 $870K 0.06% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,840 $860K 0.75% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,833 $858K 0.98% new 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 3,831 $858K 0.4% new 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 3,818 $855K 0.27% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,813 $854K 0.07% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,808 $853K 0.09% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,796 $850K 0.17% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,824 $850K 0.04% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,787 $848K 0.05% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,768 $844K <0.01% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,632 $843K 0.05% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,745 $839K 0.39% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,733 $836K 0.04% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,262 $835K 0.05% new 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,720 $833K 0.41% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,675 $832K 0.02% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,713 $831K 0.07% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,706 $830K 0.04% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,705 $830K 0.11% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,674 $823K 0.33% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,659 $819K 0.08% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,653 $818K 0.05% new 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,651 $817K 0.42% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,620 $810K 0.15% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,613 $809K 0.04% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,610 $808K 0.04% new 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 3,606 $807K 0.48% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,600 $806K 0.04% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3,583 $802K 0.07% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,579 $801K 0.05% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,578 $801K 0.05% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,569 $799K 0.15% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,428 $796K 0.2% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,542 $793K 0.04% new 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 3,528 $790K 0.07% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,531 $789K 0.06% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,503 $784K 0.07% new 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 3,500 $784K 0.1% new 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,499 $783K 0.04% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,496 $783K 0.05% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,486 $781K 0.18% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,484 $780K 0.02% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,506 $780K 0.11% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,478 $779K 0.03% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,475 $778K 0.04% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,466 $776K 0.32% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,465 $775K 0.3% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,445 $771K 0.1% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,441 $771K 0.14% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,439 $770K 0.08% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,437 $770K 0.1% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $767K 0.18% new 13F-HR Timeline Amount filed as zero, left out of ratios.