US Asset Management LLC More: the full row for US Asset Management LLC 9,203 $2.01M 1.74% -31 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 9,169 $2M 0.76% +1,643 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 9,166 $2M 0.05% +1,054 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 9,153 $2M 0.23% +8 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 9,140 $2M 0.75% -9,115 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 9,118 $1.99M 0.42% -18 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,117 $1.99M 0.9% +53 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 9,115 $1.99M 0.42% +15 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,110 $1.99M 0.43% -268 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,109 $1.99M 0.28% +61 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 9,035 $1.98M 0.36% +1,705 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 9,032 $1.97M 1% +2,107 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,031 $1.97M 0.07% -413 13F-HR Timeline Group Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 9,007 $1.97M 1.09% +249 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 9,006 $1.97M 0.17% +75 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 8,978 $1.96M 0.51% 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,975 $1.96M 0.44% +750 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,955 $1.96M 0.68% +50 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 8,934 $1.95M 0.33% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 8,920 $1.95M 0.73% +563 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 8,909 $1.95M 1.84% -38 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 8,906 $1.95M 0.1% -590 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,887 $1.95M 0.76% +1,180 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,883 $1.94M 0.07% -9,657 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,766 $1.94M 0.15% +900 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,837 $1.93M 1% +25 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,824 $1.93M 0.02% +37 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,818 $1.93M 0.3% -211 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 8,785 $1.92M 1.76% -275 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,770 $1.92M 0.05% -41,960 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,762 $1.92M 0.15% -2,911 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 8,755 $1.91M 0.51% -16 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 8,726 $1.91M 0.34% -121 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 8,718 $1.91M 0.72% +8 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 8,715 $1.91M 0.33% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,710 $1.9M 0.17% +15 13F-HR/A Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 8,684 $1.9M 1.56% +19 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 8,595 $1.88M 0.6% +2,144 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 8,588 $1.88M 0.16% -5 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8,564 $1.87M 1% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 13,387 $1.87M 0.73% 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 8,560 $1.87M 1.89% -125 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 8,560 $1.87M 0.23% +20 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8,549 $1.87M 1% +321 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 7,680 $1.87M 0.52% -446 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,525 $1.86M 0.26% -1,741 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 8,495 $1.86M 0.08% -260 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 8,458 $1.85M 0.22% +2,754 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 8,447 $1.85M 0.29% +79 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 8,439 $1.85M 0.82% +31 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,434 $1.84M 0.13% +1,656 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 8,410 $1.84M 0.33% -39 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 8,394 $1.84M 0.16% +3,911 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 8,390 $1.83M 0.44% +885 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 8,369 $1.83M 0.06% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,345 $1.82M 0.22% +334 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 8,337 $1.82M 1.09% -82 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,331 $1.82M 0.84% +7 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 8,322 $1.82M 0.6% -265 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 8,300 $1.81M 0.88% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 8,288 $1.81M 0.49% -132 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,277 $1.81M 0.17% +243 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 7,668 $1.81M 0.8% 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 7,114 $1.81M 0.83% +10 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 8,252 $1.8M 0.57% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,240 $1.8M 0.29% -80 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,230 $1.8M 0.34% +74 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,199 $1.79M 0.02% +2,026 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,179 $1.79M 0.65% -263 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,155 $1.78M 0.25% -9 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,136 $1.78M 0.04% -278 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,113 $1.77M 0.16% +924 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 8,112 $1.77M 0.56% +265 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 8,106 $1.77M 0.14% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 8,083 $1.77M 0.48% +6 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 8,079 $1.77M 0.92% +20 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,068 $1.76M 0.09% -2,078 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 8,060 $1.76M 0.11% +385 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,060 $1.76M 0.23% -204 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 8,054 $1.76M 0.41% +26 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,044 $1.76M <0.01% -1,089 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,043 $1.76M 0.32% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 8,043 $1.76M 0.16% +408 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 8,035 $1.76M 0.06% +192 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 8,034 $1.76M 0.34% +2,093 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 8,016 $1.75M 1.33% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 8,008 $1.75M 1.4% +941 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 8,003 $1.75M 0.37% -4,918 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,956 $1.74M 0.28% +198 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 7,954 $1.74M 0.5% -12,662 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,942 $1.74M 0.23% +125 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 7,919 $1.73M 0.17% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 7,918 $1.73M 0.62% 0 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,912 $1.73M 0.17% -2,327 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 7,909 $1.73M 0.26% -194 13F-HR/A Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,906 $1.73M 0.28% +733 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 7,899 $1.73M 1.07% -361 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,856 $1.72M 0.03% 0 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 7,852 $1.72M 0.23% -920 13F-HR Timeline Group Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 7,851 $1.72M 0.81% -10 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,850 $1.72M 0.26% -329 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 7,849 $1.72M 1.09% +1,163 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 7,840 $1.71M 1.6% 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 7,825 $1.71M 0.27% -526 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,818 $1.71M 0.34% +1,191 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 7,811 $1.71M 0.42% -1,483 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 7,801 $1.71M 0.18% +77 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 7,744 $1.69M 0.13% -22 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 7,736 $1.69M 0.12% -1,478 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7,734 $1.69M 0.85% +22 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,725 $1.69M 0.63% +211 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 7,704 $1.68M 0.93% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,699 $1.68M 0.23% -1,466 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 7,682 $1.68M 0.74% -125 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 7,675 $1.68M 0.76% new 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 7,675 $1.68M 0.62% -735 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,674 $1.68M 0.03% -1,681 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 7,663 $1.68M 0.12% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,657 $1.67M 0.18% -1,146 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,640 $1.67M 1.27% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,636 $1.67M 0.33% +1,035 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 7,636 $1.67M 0.12% -595 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,626 $1.67M 0.13% -1,377 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,614 $1.66M 0.16% +1,121 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 7,613 $1.66M 0.6% -6 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,612 $1.66M 0.35% -1,863 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 7,605 $1.66M 1.02% +847 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,586 $1.66M 0.11% +1,957 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 7,581 $1.66M 0.72% +606 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 7,566 $1.65M 0.18% -509 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,562 $1.65M 0.16% -89,963 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 7,556 $1.65M 0.62% +477 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,548 $1.65M 0.35% +1,670 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 7,541 $1.65M 0.89% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 7,527 $1.65M 1.04% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 7,512 $1.64M 0.18% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 7,492 $1.64M 0.11% +52 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 7,456 $1.63M 1.16% +7 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 7,455 $1.63M 0.09% -651 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,452 $1.63M 0.12% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 7,450 $1.63M 1.42% +580 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 7,447 $1.63M 0.05% +444 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 7,457 $1.62M 0.11% +5,950 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,409 $1.62M 0.83% +385 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,406 $1.62M 0.2% -493 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 7,402 $1.62M 0.25% -46 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,390 $1.62M 0.22% +543 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 7,681 $1.61M 0.04% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 7,379 $1.61M 0.1% -38 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 7,379 $1.61M 0.69% +4,121 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,372 $1.61M 0.25% +24 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,371 $1.61M 0.15% +617 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,369 $1.61M 0.37% +217 13F-HR/A Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 7,341 $1.61M 0.26% -8,822 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 7,339 $1.6M 0.55% -4,266 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,325 $1.6M 0.09% +495 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 7,319 $1.6M 0.78% -150 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,295 $1.59M 0.06% -416 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 7,280 $1.59M 1.54% -610 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,278 $1.59M 0.76% +1,124 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 7,263 $1.59M 0.11% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,235 $1.58M 0.17% +431 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 7,230 $1.58M 1.39% -68 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 7,216 $1.58M 0.29% -3,654 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,201 $1.57M 0.38% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,167 $1.57M 0.07% -110 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 7,176 $1.57M 0.27% +29 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,173 $1.57M 0.22% -295 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,410 $1.57M 0.14% +596 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 7,170 $1.57M 0.49% +97 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7,163 $1.57M 0.54% +766 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 7,158 $1.56M 0.36% -67 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 7,148 $1.56M 0.07% -100 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 6,391 $1.56M 0.45% -115 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,145 $1.56M 0.12% +131 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 7,123 $1.56M 0.18% +105 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,103 $1.55M 1.25% +3 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 7,087 $1.55M 1.04% +2 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,082 $1.55M 0.51% +238 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 7,075 $1.55M 0.52% +100 13F-HR Timeline Graves Light Lenhart Wealth, Inc. 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