GFS Advisors, LLC More: the full row for GFS Advisors, LLC 5,094 $1.61M 0.24% 0 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 5,090 $1.61M 0.06% +362 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,082 $1.61M 0.39% +594 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 5,100 $1.61M 1.08% 0 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 5,076 $1.6M 1.72% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,210 $1.6M 0.35% +103 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 5,068 $1.6M 0.46% +110 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,785 $1.6M 0.51% +35 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 5,064 $1.6M 0.23% -18 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 5,054 $1.6M 0.29% +116 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,051 $1.6M 0.71% +581 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,044 $1.59M 0.06% +464 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 30,465 $1.59M 0.15% -407 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 5,030 $1.59M 1.28% -196 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 5,025 $1.59M 0.57% -340 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 5,017 $1.59M 0.12% +564 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 5,015 $1.59M 1.34% 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 5,011 $1.58M 0.51% -197 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 5,004 $1.58M 1.1% +52 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 5,003 $1.58M 0.34% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,001 $1.58M 0.42% +27 13F-HR Timeline LYNWOOD PRICE CAPITAL MANAGEMENT LP More: the full row for LYNWOOD PRICE CAPITAL MANAGEMENT LP 5,000 $1.58M 1.09% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,992 $1.58M 0.09% +252 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,990 $1.58M 0.4% -217 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,978 $1.57M 0.91% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 4,969 $1.57M 0.54% -5 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,949 $1.57M 0.2% -397 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,952 $1.57M 0.71% -194 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,950 $1.56M 0.31% -2,609 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,946 $1.56M 0.6% -61 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 4,945 $1.56M 0.18% -8,692 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,942 $1.56M 0.78% 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 4,938 $1.56M 0.51% +148 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 4,928 $1.56M 0.65% -316 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,927 $1.56M 0.35% +121 13F-HR/A Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,926 $1.56M 0.39% -236 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,912 $1.55M 0.43% 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,904 $1.55M 0.23% -30 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,889 $1.55M 0.69% -171 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,896 $1.54M 0.66% -792 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,864 $1.54M 0.13% -211 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,858 $1.54M 0.4% +1,069 13F-HR/A Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,855 $1.53M 0.34% +87 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 4,800 $1.53M 0.32% -50 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,879 $1.53M 0.52% -264 13F-HR Timeline Knoll Capital Management, LLC More: the full row for Knoll Capital Management, LLC 4,850 $1.53M 0.99% 0 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,843 $1.53M 1.02% 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,982 $1.53M 0.83% +868 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,834 $1.53M 0.65% -3 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,825 $1.52M 0.4% +2,348 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 4,819 $1.52M 0.59% -50 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,814 $1.52M 0.13% -1 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,807 $1.52M 0.53% -119 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 4,800 $1.52M 0.05% -1,000 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 4,800 $1.52M 0.8% -150 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 4,800 $1.52M 0.24% +136 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,794 $1.52M 0.91% -125 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,765 $1.51M 0.61% -2 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 4,762 $1.5M 1.33% 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,761 $1.5M 0.14% +2,758 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 4,686 $1.5M 0.95% +19 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 4,757 $1.5M 0.96% -191 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 4,754 $1.5M 0.27% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,751 $1.5M 1.4% 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 4,750 $1.5M 0.49% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 4,746 $1.5M 0.61% +1 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,737 $1.5M 0.43% +5 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,731 $1.5M 0.95% +396 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 4,718 $1.49M 0.1% +1,400 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,714 $1.49M 0.05% -95 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,708 $1.49M 0.15% -29 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 4,705 $1.49M 1.42% 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,702 $1.49M 0.63% -2 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,700 $1.49M 0.57% +133 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,700 $1.49M 0.78% -5 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,698 $1.48M 0.05% -698 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 4,689 $1.48M 1.06% 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,684 $1.48M 0.45% -1,451 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,669 $1.48M 0.12% -7,796 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,668 $1.48M 0.31% -1,221 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,668 $1.48M 0.39% -1,865 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,657 $1.47M 0.2% +595 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,652 $1.47M 0.5% -4,180 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,648 $1.47M 0.27% +1,247 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 4,645 $1.47M 0.63% -136 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,634 $1.46M 0.03% +470 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,629 $1.46M 1.05% -750 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,628 $1.46M 0.33% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,608 $1.46M 0.68% +2 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,293 $1.46M 1.01% +204 13F-HR Timeline Horiko Capital Management LLC More: the full row for Horiko Capital Management LLC 4,600 $1.45M 0.42% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,584 $1.45M 0.43% -7 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 4,579 $1.45M 0.16% +126 13F-HR/A Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 4,566 $1.44M 0.73% -143 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,564 $1.44M 0.4% +127 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,554 $1.44M 0.74% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,545 $1.44M 0.12% +152 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,541 $1.44M 0.17% -26 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,539 $1.43M 0.02% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,530 $1.43M 0.93% +56 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 4,531 $1.43M 1.44% 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 4,529 $1.43M 0.38% +645 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,526 $1.43M 0.31% +858 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,523 $1.43M 0.08% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,508 $1.42M 1.37% +123 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,507 $1.42M 0.04% +191 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,504 $1.42M 0.84% -153 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,504 $1.42M 0.53% -43 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,502 $1.42M 1.51% 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 4,500 $1.42M 0.05% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,491 $1.42M 0.41% +273 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,490 $1.42M 0.12% +40 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,488 $1.42M 0.39% -117 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 4,482 $1.42M 0.1% -578 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 4,461 $1.41M 1.04% -591 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 4,457 $1.41M 0.49% new 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 4,442 $1.4M 0.91% -68 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 4,439 $1.4M 0.36% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,434 $1.4M 0.49% -75 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 4,415 $1.4M 0.17% +35 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,405 $1.39M 0.75% +180 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,403 $1.39M 0.25% +668 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4,394 $1.39M 0.15% -2,171 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 4,384 $1.39M 1.22% 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 4,384 $1.39M 1.08% 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 4,386 $1.38M 0.68% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,386 $1.38M 0.11% +2,014 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 4,379 $1.38M 0.04% -3,071 13F-HR Timeline Group 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,363 $1.38M 1.41% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,363 $1.38M 0.11% +1,035 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 4,362 $1.38M 1.03% 0 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,351 $1.38M 0.86% +128 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 4,351 $1.38M 0.69% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,345 $1.37M 0.96% -99 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,329 $1.37M 2.01% 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 4,325 $1.37M 0.13% +171 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,310 $1.36M 0.39% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 4,308 $1.36M 1.2% 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 4,299 $1.36M 0.53% -97 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,292 $1.36M 0.74% +69 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 4,291 $1.36M 0.21% -37 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,288 $1.36M 0.32% +27 13F-HR Timeline Boussard & Gavaudan Investment Manageme… More: the full row for Boussard & Gavaudan Investment Management LLP 4,298 $1.36M 0.13% -95,702 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 4,288 $1.36M 1.36% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,273 $1.35M 0.59% -172 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 4,268 $1.35M 0.58% +1 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,264 $1.35M 0.89% -7,774 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,078 $1.35M 0.36% 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 4,259 $1.35M 0.46% +20 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,255 $1.34M 0.92% -148 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 4,247 $1.34M 1.38% 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 4,246 $1.34M 1.31% 0 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 4,242 $1.34M 1.06% +62 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,237 $1.34M 0.67% +154 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,229 $1.34M 0.14% -301 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 4,225 $1.34M 0.87% 0 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 4,224 $1.33M 0.02% 0 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 4,220 $1.33M 1.49% 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,215 $1.33M 0.38% +816 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,210 $1.33M 0.31% -42 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,201 $1.33M 0.84% +212 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,198 $1.33M 0.35% +70 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,194 $1.33M 0.29% -65 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,190 $1.32M 0.74% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,179 $1.32M 0.09% +703 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,177 $1.32M 0.13% +230 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 4,174 $1.32M 1.23% 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 4,170 $1.32M 0.32% +169 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 4,151 $1.31M 0.82% -19 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,146 $1.31M 0.48% -241 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,141 $1.31M 0.51% +2 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,141 $1.31M 0.44% +112 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,137 $1.31M 0.89% +1,249 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 4,136 $1.31M 0.8% +527 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,133 $1.31M 0.7% 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 4,128 $1.3M 0.57% -87 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 4,127 $1.3M 1.21% 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,123 $1.3M 0.67% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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