Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,164 $1.41M 0.96% -50 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,164 $1.41M 0.84% -621 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,163 $1.41M 1.18% +68 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,163 $1.41M 0.7% +333 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 3,162 $1.41M 0.54% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,160 $1.41M 0.18% +76 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,157 $1.4M 0.25% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,151 $1.4M 0.12% -524 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,149 $1.4M 0.06% -549 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,145 $1.4M 1.02% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,186 $1.4M 0.58% +5 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 3,137 $1.4M 0.25% +1,000 13F-HR/A Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,136 $1.39M 0.11% -2,230 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,132 $1.39M 0.14% +169 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,131 $1.39M 0.21% -26 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,130 $1.39M 1.11% -429 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,129 $1.39M 0.45% +55 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,126 $1.39M 0.03% -21 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,118 $1.39M 0.06% +25 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,118 $1.39M 0.09% +56 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,118 $1.39M 0.51% +132 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 3,118 $1.39M 0.23% -1,139 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 3,116 $1.39M 0.37% -500 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,111 $1.38M 0.13% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,104 $1.38M 0.27% +100 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 3,101 $1.38M 1.38% 13F-HR Timeline COURAGE CAPITAL MANAGEMENT LLC More: the full row for COURAGE CAPITAL MANAGEMENT LLC 3,100 $1.38M 1.82% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,097 $1.38M 0.87% +225 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 3,095 $1.38M 0.02% -30 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,094 $1.38M 0.14% +587 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,093 $1.38M 1.31% +222 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 3,089 $1.37M 0.06% -280 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,088 $1.37M 0.21% +241 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,078 $1.37M 0.22% -53 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,073 $1.37M 0.07% -377 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,073 $1.37M 0.33% -81 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,070 $1.37M 0.33% +42 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 3,064 $1.36M 0.08% +208 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,063 $1.36M 0.19% +196 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 3,061 $1.36M 0.24% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,290 $1.36M 0.46% +56 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,058 $1.36M 0.63% -35 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,054 $1.36M 0.15% -230 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,050 $1.36M 0.47% +59 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,050 $1.36M 0.77% -757 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,048 $1.36M 0.05% 0 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 3,048 $1.36M 0.32% +361 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,046 $1.35M 0.06% -343 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,042 $1.35M 0.51% +86 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,040 $1.35M 0.15% +119 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,036 $1.35M 0.09% -11 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,030 $1.35M 0.28% -204 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 3,027 $1.35M 0.21% +1,504 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 3,031 $1.34M 0.54% -1,042 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,012 $1.34M 0.47% +75 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,014 $1.34M 0.02% +2,771 13F-HR Timeline Group J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 3,010 $1.34M 1.36% 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,010 $1.34M 0.7% +622 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,009 $1.34M 0.9% -175 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,007 $1.34M 0.17% +52 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,004 $1.34M 0.02% +215 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,002 $1.34M 0.75% +268 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,001 $1.33M 0.3% -3,700 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,002 $1.33M 0.29% +358 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 3,000 $1.33M 0.29% new 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 3,000 $1.33M 4.75% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,991 $1.33M 0.24% -56 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 2,989 $1.33M 1.02% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 2,987 $1.33M 0.17% +625 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,983 $1.33M 0.26% +374 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 2,982 $1.33M 0.14% +903 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 2,981 $1.33M 0.55% -786 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,980 $1.33M 0.21% +386 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,975 $1.32M 0.41% +27 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,970 $1.32M 0.37% +224 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,969 $1.32M 0.48% +3 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,967 $1.32M 0.1% +256 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,966 $1.32M 0.88% +31 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,960 $1.32M 0.01% +268 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,957 $1.32M 0.39% +356 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,953 $1.31M 0.05% +89 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,948 $1.31M 1.21% -66 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,947 $1.31M 0.47% +65 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 2,947 $1.31M 0.95% +50 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,946 $1.31M 0.11% -273 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,941 $1.31M 0.39% +228 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,941 $1.31M 0.4% +88 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 2,939 $1.31M 0.79% +78 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,938 $1.31M 0.16% -546 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 2,936 $1.31M 0.43% -15,222 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,935 $1.31M 0.52% +226 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,929 $1.3M 0.79% -10 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,916 $1.3M 0.7% -13 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,913 $1.3M 0.08% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,912 $1.3M 0.23% -162 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 2,908 $1.29M 0.01% -65,417 13F-HR/A Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,898 $1.29M 0.07% -288 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,898 $1.29M 0.2% -1,177 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,821 $1.29M 0.75% +170 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,892 $1.29M 0.69% -388 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,891 $1.29M 0.81% -100 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,796 $1.28M 0.43% +378 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,180 $1.28M 0.25% +1,511 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,884 $1.28M 0.12% -39 13F-HR Timeline Group WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,882 $1.28M 0.02% -75 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,881 $1.28M 0.14% -16 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,880 $1.28M 0.52% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,878 $1.28M 0.56% +283 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 2,873 $1.28M 0.12% -3,842 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 2,871 $1.28M 0.17% -48 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,871 $1.28M 0.05% +2 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 2,868 $1.28M 0.14% -174 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,866 $1.27M 0.8% -13 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,865 $1.27M 0.1% -2 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,864 $1.27M 0.08% +2,202 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,851 $1.27M 0.51% 0 13F-HR Timeline Corvex Management LP More: the full row for Corvex Management LP 2,850 $1.27M 0.05% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,850 $1.27M 0.39% +280 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,845 $1.27M 0.33% +113 13F-HR Timeline Hel Ved Capital Management Ltd More: the full row for Hel Ved Capital Management Ltd 2,845 $1.27M 0.69% -302 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,906 $1.26M 0.95% -1,063 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,940 $1.26M 0.11% +1,132 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 2,840 $1.26M 0.14% -5,000 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,839 $1.26M 0.05% +268 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,839 $1.26M 0.22% +210 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,831 $1.26M 0.18% -5 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,830 $1.26M 0.42% +1,830 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,919 $1.25M 0.38% -167 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,817 $1.25M 1.07% -97 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,814 $1.25M 0.92% -282 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,813 $1.25M 0.92% +49 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 2,794 $1.25M 0.89% +1,012 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,809 $1.25M 1.03% -55 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,803 $1.25M 0.03% -190 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,801 $1.25M 0.37% +42 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,800 $1.25M 0.48% new 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,800 $1.25M 0.03% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,791 $1.24M 0.38% -25 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,789 $1.24M 0.71% +58 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 2,788 $1.24M 1.35% -357 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 2,787 $1.24M 0.17% +1 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 2,785 $1.24M 0.24% -105 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 2,783 $1.24M 0.57% -400 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,782 $1.24M 0.5% +6 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,634 $1.23M 0.51% +555 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,767 $1.23M 1.28% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,765 $1.23M 0.4% new 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,763 $1.23M 0.71% 0 13F-HR Timeline American Trust More: the full row for American Trust 2,759 $1.23M 0.1% +85 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,759 $1.23M 0.3% +1,063 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 2,755 $1.23M 0.98% +974 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,753 $1.22M 0.38% -119 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,748 $1.22M 0.25% 0 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 2,736 $1.22M 0.45% -797 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,735 $1.22M 0.31% +1 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,735 $1.22M 0.83% -97 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,828 $1.22M 0.95% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,729 $1.21M 0.3% new 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 2,713 $1.21M 0.98% -206 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,712 $1.21M 0.16% +10 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,709 $1.2M 0.14% -48 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 2,708 $1.2M 0.46% -842 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,706 $1.2M 0.15% -18 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 2,705 $1.2M 0.52% -300 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,703 $1.2M 0.41% +100 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,703 $1.2M 0.15% +57 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,690 $1.2M 0.12% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,688 $1.2M 0.17% +728 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,684 $1.19M 0.53% +59 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 2,684 $1.19M 0.14% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,682 $1.19M 0.53% -10 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,631 $1.19M 0.29% +152 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 2,678 $1.19M 0.8% 0 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 2,668 $1.19M 0.38% -62 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,667 $1.19M 0.74% +80 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,666 $1.19M 0.14% 0 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,664 $1.18M 0.54% +521 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,663 $1.18M 1.12% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,570 $1.18M 0.13% -230 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 2,660 $1.18M 0.1% -10 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,659 $1.18M 0.25% -50 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 2,655 $1.18M 0.46% +1,871 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,650 $1.18M 0.73% +319 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,649 $1.18M 0.25% +50 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,646 $1.18M 0.01% +77 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,645 $1.18M 0.27% -20 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 2,640 $1.17M 0.42% +159 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 2,633 $1.17M 0.43% +1,395 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,632 $1.17M 0.12% -358 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 2,631 $1.17M 0.25% +118 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,535 $1.17M 0.31% -38 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,630 $1.17M 0.06% -107 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,630 $1.17M 0.17% +61 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,626 $1.17M 0.05% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,628 $1.17M 0.36% -910 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,620 $1.17M 0.52% -119 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 2,620 $1.17M 0.23% -13 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,612 $1.16M 0.12% +392 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,612 $1.16M 0.6% -21 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,149 $1.16M 0.18% -2,616 13F-HR/A Timeline