GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 13,890 $2.19M 3.85% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 13,843 $2.19M 0.8% +1,358 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 13,832 $2.19M 1.94% -33,421 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 13,831 $2.19M 1.98% -99 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 13,827 $2.18M 0.55% +5,241 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 13,816 $2.18M 0.6% +1,401 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 13,804 $2.18M 0.3% +343 13F-HR/A Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 13,765 $2.17M 1.5% +1,165 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 13,750 $2.17M 0.05% -963 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 13,730 $2.17M 0.75% +1,081 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 13,722 $2.17M 1.37% -15 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 13,708 $2.17M 0.48% +2,384 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 13,703 $2.16M 0.56% -1,427 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 13,688 $2.16M 0.24% +793 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 13,670 $2.16M 0.84% +244 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 13,650 $2.16M 0.31% 0 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 13,645 $2.16M 0.51% new 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 13,639 $2.15M 0.43% +6,704 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 13,626 $2.15M 0.12% -341 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 13,600 $2.15M 1.22% new 13F-HR Timeline Spark Investment Management LLC More: the full row for Spark Investment Management LLC 13,600 $2.15M 5.89% -2,000 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 13,595 $2.15M 1.61% +189 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 13,542 $2.14M 0.66% -1,143 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 13,512 $2.13M 1.22% -80 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 19,693 $2.13M 0.73% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 13,491 $2.13M 0.9% +2,485 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 13,466 $2.13M 1.84% -52 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 13,466 $2.13M 1.59% +9,456 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 13,464 $2.13M 0.99% -399 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 13,455 $2.13M 1% +4,402 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 13,451 $2.13M 0.97% -431 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 13,451 $2.13M 0.61% +130 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 13,431 $2.12M 0.44% new 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 13,430 $2.12M 1.21% -1,837 13F-HR Timeline MASSACHUSETTS INSTITUTE OF TECHNOLOGY More: the full row for MASSACHUSETTS INSTITUTE OF TECHNOLOGY 13,372 $2.11M 0.21% new 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 13,355 $2.11M 5.43% -1,143 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 13,344 $2.11M 2.99% +121 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 13,319 $2.1M 1.57% +212 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 13,312 $2.1M 0.47% +2,967 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 13,309 $2.1M 1.9% -417 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 13,290 $2.1M 1.55% 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 12,867 $2.1M 0.91% -301 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 13,252 $2.09M 0.12% +1,555 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 13,242 $2.09M 1.17% +3,170 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 12,247 $2.09M 0.44% -25 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 13,237 $2.09M 0.41% -2,903 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 13,228 $2.09M 0.2% -549 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 10,534 $2.09M 1.56% new 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 13,195 $2.08M 0.2% -13 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 13,192 $2.08M 1.45% +10,027 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 13,190 $2.08M 1.16% +118 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 13,188 $2.08M 0.8% +1,761 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 13,184 $2.08M 1.75% +143 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 13,173 $2.08M 0.84% +2,452 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 13,169 $2.08M 0.26% -228 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 13,148 $2.08M 1.06% -1,073 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 13,139 $2.08M 0.82% -286 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 13,122 $2.07M 0.6% +122 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 13,097 $2.07M 0.82% +991 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 13,090 $2.07M 0.67% +1,001 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 13,086 $2.07M 1.01% -124 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 13,079 $2.07M 0.31% -36,232 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 13,034 $2.06M 1.79% +4,570 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 13,428 $2.06M 0.75% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 13,028 $2.06M 0.76% +1,466 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 13,005 $2.05M 1.71% -46 13F-HR/A Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 12,938 $2.04M 1.36% +729 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 12,935 $2.04M 0.57% +8,628 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 12,914 $2.04M 0.74% -490 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 12,910 $2.04M 1.29% -903 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 12,516 $2.04M 0.55% -769 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 12,891 $2.04M 1.29% -22 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 12,871 $2.03M 0.16% +1,651 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 12,866 $2.03M 1.45% +668 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 12,834 $2.03M 1.56% +1,752 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 12,802 $2.02M 0.86% -176 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 12,792 $2.02M 0.61% +175 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 12,782 $2.02M 0.3% +495 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 12,760 $2.02M 2.36% 0 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 12,759 $2.02M 0.82% -273 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 12,737 $2.01M 0.14% -232 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 12,717 $2.01M 0.66% -8,043 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 11,337 $2M 1.05% -103 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 12,676 $2M 1.4% -2,505 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 12,675 $2M 0.5% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 12,671 $2M 0.18% +1,467 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 12,642 $2M 1.23% +1,176 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 12,621 $1.99M 0.57% -1,260 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 12,611 $1.99M 2% +10,156 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 12,608 $1.99M 0.98% +1,452 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 11,665 $1.99M 1.58% -115 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 12,557 $1.98M 0.31% +38 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 12,557 $1.98M 1.37% 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 12,550 $1.98M 1.08% +7,010 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 12,527 $1.98M 0.69% +1,888 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 12,517 $1.98M 1.68% 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 12,514 $1.98M 1.52% +2,424 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 12,504 $1.98M 0.19% +1,171 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 12,496 $1.97M 0.2% +3,669 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 12,492 $1.97M 1.19% -784 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 12,489 $1.97M 1.26% +23 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 12,438 $1.97M 1.44% +153 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 12,436 $1.96M 0.83% +136 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 12,417 $1.96M 1.46% 0 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 12,411 $1.96M 1.84% 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 12,406 $1.96M 0.35% +148 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 12,365 $1.95M 0.37% +20 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 12,355 $1.95M 1.7% -501 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 12,325 $1.95M 0.74% -2,454 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 12,322 $1.95M 1.19% +24 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12,293 $1.94M 0.97% -368 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 12,283 $1.94M 1.13% -220 13F-HR/A Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 12,276 $1.94M 0.51% +3,011 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 12,271 $1.94M 0.57% +5,323 13F-HR Timeline JW Asset Management, LLC More: the full row for JW Asset Management, LLC 12,250 $1.94M 0.95% -8,000 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,229 $1.93M <0.01% +4,222 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 12,164 $1.92M 1.52% -261 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 12,149 $1.92M 0.56% +2,215 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 10,696 $1.92M 0.69% +8,034 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 12,099 $1.91M 0.97% -517 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 12,097 $1.91M 1.61% +211 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 12,092 $1.91M 1.02% +4,414 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 12,092 $1.91M 1.14% 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 12,090 $1.91M 1.22% -1,625 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 12,081 $1.91M 0.51% +4 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 12,050 $1.9M 0.41% +2,560 13F-HR Timeline TLWM More: the full row for TLWM 12,009 $1.9M 0.36% +210 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 12,002 $1.9M 0.73% +999 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 12,002 $1.9M 0.69% -586 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 12,000 $1.9M 0.71% -3,400 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 11,990 $1.89M 0.42% +687 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 11,990 $1.89M 0.1% +287 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 11,971 $1.89M 1.09% -921 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 11,963 $1.89M 0.84% -105 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 11,945 $1.89M 0.59% -2,671 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 11,914 $1.88M 0.41% -9 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 11,910 $1.88M 0.34% -233 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 11,904 $1.88M 0.51% +1,745 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 11,889 $1.88M 0.58% +1,152 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 11,833 $1.87M 1.43% -2,062 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 11,801 $1.86M 0.55% -2,235 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 11,800 $1.86M 1.3% +379 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 11,806 $1.86M 0.8% +725 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 11,787 $1.86M 0.6% +1,462 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 11,783 $1.86M 0.86% +171 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 11,779 $1.86M 1.32% +690 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 11,761 $1.86M 1.3% +7,202 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 11,754 $1.86M 0.34% -104 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 11,734 $1.85M 1.69% -1,699 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 11,733 $1.85M 0.7% +1,186 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 11,719 $1.85M 1.25% -1,079 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 11,718 $1.85M 1.98% +76 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 12,073 $1.85M 1.19% -5,922 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 11,708 $1.85M 1.21% +142 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,687 $1.85M 0.48% +441 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 11,687 $1.85M 0.66% -569 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 11,646 $1.84M 0.39% -343 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 11,641 $1.84M 1.47% +2,432 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 11,637 $1.84M 0.17% +69 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 11,288 $1.84M 0.67% +2,926 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 11,634 $1.84M 0.8% +437 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 11,614 $1.83M 0.29% +396 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 11,599 $1.83M 0.86% -103 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 11,575 $1.83M 1.04% -296 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 10,710 $1.83M 0.85% -88 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 11,562 $1.83M 0.54% +123 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 11,534 $1.82M 1.01% +60 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 11,524 $1.82M 0.96% +1,367 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 11,516 $1.82M 1.54% +2,531 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 11,508 $1.82M 2.45% +156 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 11,506 $1.82M 0.95% +607 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 11,488 $1.81M 0.23% -2,317 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 11,486 $1.81M 1.09% -350 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 11,485 $1.81M 0.47% -2,510 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 11,481 $1.81M 1.12% +6 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 11,481 $1.81M 0.97% +1 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 11,470 $1.81M 0.5% -915 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 11,444 $1.81M 1.14% +368 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 11,434 $1.81M 0.97% +2,928 13F-HR Timeline Nova R Wealth, Inc. 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More: the full row for Burford Brothers, Inc. 11,407 $1.8M 0.83% -403 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 10,926 $1.8M 0.3% -907 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 11,404 $1.8M 0.36% +208 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 11,396 $1.8M 1.78% 0 13F-HR/A Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 11,386 $1.8M 1.54% +390 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 11,377 $1.8M 0.47% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 11,372 $1.8M 1.36% -253 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 11,358 $1.79M 1.38% +23 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 11,357 $1.79M 0.1% +71 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 11,334 $1.79M 0.01% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 11,319 $1.79M 2.12% -3,902 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 11,316 $1.79M 0.48% -2,625 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 11,300 $1.79M 0.61% -65 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 11,287 $1.78M 0.4% +2,915 13F-HR Timeline Houlihan Financial Resource Group, Ltd. 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