BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,084 $760K 0.34% -79 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,171 $760K 0.1% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,168 $759K 0.07% +1,045 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,162 $758K 0.01% +540 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,153 $755K 0.34% 0 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 3,145 $754K 0.22% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,139 $752K 0.41% +402 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,128 $750K 0.06% +7 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,111 $745K 0.06% -2 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,077 $737K 0.03% new 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 3,074 $737K 0.09% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,043 $729K 0.12% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 3,042 $729K 0.03% -108 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,024 $725K 0.02% +1,205 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,020 $724K 0.13% -8,719 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,003 $720K 0.06% +325 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,991 $717K 0.01% new 13F-HR Timeline Group Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,981 $714K 0.07% +196 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,976 $713K 0.05% +689 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,968 $711K 0.02% 0 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,964 $710K 0.34% -7 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,963 $710K 0.22% -202 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,962 $710K 0.13% -521 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,000 $707K 0.12% -110 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,940 $704K 0.14% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,921 $701K 0.19% +1,148 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,900 $695K 0.25% +37 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,900 $695K 0.08% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,896 $694K 0.22% +607 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,880 $690K 0.67% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,861 $685K 0.02% -1,879 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,843 $681K 0.12% +661 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,840 $681K 0.06% +1,769 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,840 $681K 0.14% +323 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,834 $679K 0.35% +104 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,809 $673K 0.22% +678 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 2,805 $672K 0.12% -15 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,792 $669K 0.13% +1,976 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,791 $669K 0.07% -2,352 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,787 $668K 0.22% +149 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,785 $667K 0.23% +345 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,784 $667K 0.07% -80 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,763 $661K 0.04% +80 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 2,753 $660K 0.53% -23 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,751 $659K 0.01% -16 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,750 $659K 0.01% +405 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,742 $657K 0.01% +1,905 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,733 $655K 0.44% -802 13F-HR/A Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,723 $652K 0.22% -5,475 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 2,686 $644K 0.36% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,670 $640K 0.09% -282 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,666 $639K 0.54% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,663 $638K 0.07% -8 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,653 $636K 0.67% 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,647 $634K 0.02% -13 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,631 $631K 0.05% +1,057 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,624 $629K 0.03% +151 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,617 $627K 0.13% -279 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,606 $624K 0.42% +800 13F-HR/A Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,580 $618K 0.03% -932 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,568 $615K 0.14% +80 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,555 $612K 0.2% +1,605 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,553 $612K 0.04% +62 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,543 $609K 0.56% 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,539 $608K 0.01% -22,147 13F-HR/A Timeline Group GERBER, LLC More: the full row for GERBER, LLC 2,500 $599K 0.44% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,474 $593K 0.08% +18 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,473 $593K 0.34% +231 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,471 $592K 0.24% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,470 $592K 0.03% -350 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,468 $592K 0.24% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,466 $591K 0.49% -412 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,450 $590K 0.05% -593,881 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,455 $588K 0.02% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,450 $587K 0.37% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,450 $587K 0.21% +1,286 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,441 $585K 0.28% -397 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,441 $585K 0.2% +122 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 2,441 $585K 0.34% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,432 $583K 0.03% +52 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,416 $579K 0.31% +158 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,404 $576K 0.09% +506 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,385 $571K 0.03% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,378 $569K 0.01% 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,376 $569K 0.25% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,371 $568K 0.05% +832 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,353 $564K 0.11% +386 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,347 $562K 0.09% -1 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,332 $559K 0.02% +653 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,329 $558K 0.01% +293 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,318 $555K 0.12% -523 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,304 $552K 0.47% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,300 $551K 0.02% +131 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,296 $550K 0.09% -1,976 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,281 $547K 0.13% -20 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,317 $546K 0.55% +22 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,275 $545K <0.01% -169 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,271 $544K 0.12% -45 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,267 $543K 0.14% new 13F-HR/A Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 3,525 $542K 0.72% -31,521 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,245 $538K 0.02% +1,370 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,244 $538K 0.08% +75 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 2,238 $536K 0.2% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,232 $535K 0.13% +79 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,230 $534K 0.08% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,219 $532K 0.17% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,215 $531K 0.14% +1,515 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,211 $530K 0.14% +25 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,206 $529K 0.04% -4,560 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,204 $528K 0.02% +28 13F-HR Timeline Group J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,200 $527K 0.14% 0 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 2,196 $526K 0.32% -10 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 2,192 $525K 0.05% -99 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,145 $514K 0.01% +144 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,141 $513K 0.05% -112 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,140 $513K 0.26% -223 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,139 $513K 2.64% +552 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 2,135 $512K 1.08% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,130 $510K 0.03% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,125 $509K 0.04% -83 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,124 $509K 0.13% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,119 $508K 0.07% +52 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,118 $507K 0.05% -191 13F-HR/A Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,115 $507K 0.09% -215 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,102 $504K 0.13% +1,570 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,099 $503K 0.02% -359 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,095 $502K 0.21% new 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 2,068 $501K 0.21% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,077 $498K 0.03% +1 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,059 $493K 0.01% -10 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,058 $493K 0.17% -435 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,055 $492K 0.09% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,053 $492K 0.05% +30 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,030 $490K 0.19% 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,034 $489K 0.11% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,041 $489K 0.19% -3 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,039 $489K 0.07% +901 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,034 $487K 0.18% +103 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,008 $481K 0.24% new 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 2,000 $479K 0.28% 0 13F-HR Timeline Castellan Group More: the full row for Castellan Group 2,000 $479K 0.21% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,000 $479K 0.09% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,998 $479K 0.47% -97 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 1,996 $478K 0.05% +887 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,992 $477K 0.12% +507 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,985 $476K 0.09% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,981 $475K 0.01% +6 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,954 $468K 0.23% +892 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 1,950 $467K 0.28% 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,941 $465K 0.33% +949 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,936 $464K 0.29% +336 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,932 $463K 0.35% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,929 $462K 0.01% -91 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 1,915 $459K 0.36% -190 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,902 $456K 0.1% -108 13F-HR Timeline BASSWOOD CAPITAL MANAGEMENT, L.L.C. More: the full row for BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1,899 $455K 0.03% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,765 $453K 0.35% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,888 $452K 0.04% -25 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,888 $452K 0.16% -6 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,864 $447K <0.01% -289 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,863 $446K 0.06% -940 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,863 $446K <0.01% +231 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 1,851 $444K 0.23% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,850 $443K 0.07% +70 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,872 $441K 0.11% +7 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,826 $438K 0.08% -103 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,818 $436K 0.11% +12 13F-HR Timeline Group Knuff & Co LLC More: the full row for Knuff & Co LLC 1,816 $435K 0.13% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,814 $435K 0.02% -39 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,810 $434K 0.28% +488 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,810 $434K 0.42% +100 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,788 $433K 0.18% -192 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,798 $431K 0.02% -88 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,796 $430K 0.06% +279 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,795 $430K 0.18% -10 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,792 $429K 0.03% -187 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,786 $428K 0.04% +374 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,783 $427K 0.03% -30 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,763 $422K 0.17% -2 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,762 $422K 0.31% -3,511 13F-HR Timeline Group RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 5,807 $422K 0.34% +5,616 13F-HR Timeline Group WMS Partners, LLC More: the full row for WMS Partners, LLC 1,761 $422K 0.02% +913 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,757 $421K 0.14% +4 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,746 $420K 0.23% +34 13F-HR/A Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 1,754 $420K 0.05% 0 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 1,746 $418K 0.01% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,740 $417K 0.18% 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,740 $417K 0.18% +1 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,728 $414K 0.13% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,574 $413K 0.1% -1 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,724 $413K 0.04% +879 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,714 $411K 0.04% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,712 $410K 0.12% +780 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,587 $409K 0.08% +53 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,705 $409K 0.04% +194 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,664 $409K 0.1% +61 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,702 $408K 0.02% +817 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,698 $407K 0.1% +4 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,695 $406K 0.08% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,692 $405K 0.01% +787 13F-HR Timeline Group