Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 9,877 $1.75M 3.75% -163,500 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 9,876 $1.75M 0.27% -109 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,875 $1.75M 0.06% -127 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,838 $1.74M 0.06% +920 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,128 $1.74M 0.04% -6,861 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,831 $1.74M 0.06% +31 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 9,705 $1.72M 0.26% -155 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 9,697 $1.72M 2.23% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 9,522 $1.69M 0.14% +37 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,520 $1.69M 0.05% +2,128 13F-HR/A Timeline Group Indivisible Partners More: the full row for Indivisible Partners 9,504 $1.69M 0.18% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,393 $1.67M 0.04% +1,024 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 9,382 $1.66M 0.17% +7,447 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 9,274 $1.64M 0.42% +3 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 9,258 $1.64M 0.18% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 9,147 $1.62M 0.36% +62 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,145 $1.62M 0.1% +745 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 9,119 $1.62M 1.06% -838 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,811 $1.62M 0.27% +791 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 9,100 $1.61M 0.59% +858 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 8,999 $1.6M 0.27% +38 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 8,931 $1.58M 0.25% +598 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,904 $1.58M 0.13% +334 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 8,885 $1.58M 0.76% -60 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,850 $1.57M 0.04% +123 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,787 $1.56M 0.03% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,725 $1.55M 0.05% +20 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,699 $1.54M 0.01% +508 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 8,668 $1.54M 0.07% -97 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,355 $1.53M 0.09% -1,013 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 8,628 $1.53M 1.14% 0 13F-HR/A Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 8,585 $1.52M +340 Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 8,575 $1.52M 0.05% +3,721 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 8,542 $1.52M 0.13% -18 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,541 $1.51M 0.12% +180 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,518 $1.51M 0.06% -1,037 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 8,493 $1.51M 0.29% +99 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 8,434 $1.5M 0.03% +5,762 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 8,429 $1.5M 0.87% 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 8,429 $1.49M 0.97% +82 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 8,384 $1.49M 0.86% 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,302 $1.47M 0.27% +441 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 8,276 $1.47M 0.49% +151 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 8,262 $1.47M 0.94% -74 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,240 $1.46M 0.03% +953 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,142 $1.44M 0.01% +43 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 8,119 $1.44M 0.08% +802 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,052 $1.43M 0.17% 0 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 8,031 $1.42M 0.27% 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,016 $1.42M 0.01% +7 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 8,014 $1.42M 0.43% +235 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 7,974 $1.41M 0.31% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,931 $1.41M 0.07% +31 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 7,900 $1.4M 0.41% -449 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,889 $1.4M 0.01% -182 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,811 $1.39M 0.06% -589 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 7,726 $1.37M 0.17% -184 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 7,628 $1.35M 0.4% -128 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 7,450 $1.32M 0.44% -7 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 7,445 $1.32M 0.66% -405 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,418 $1.32M 0.1% -20 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,394 $1.31M 0.15% -98 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 7,291 $1.29M <0.01% +5,011 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 7,285 $1.29M 0.07% -3 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,272 $1.29M 0.19% -320 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,246 $1.29M 0.02% -672 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 7,221 $1.28M 0.88% -4 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 7,204 $1.28M 0.31% +3,215 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 7,123 $1.26M 0.64% -753 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,086 $1.26M 0.06% +1,007 13F-HR/A Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,068 $1.25M 0.23% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,043 $1.24M <0.01% +257 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,954 $1.23M 0.05% +742 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,878 $1.22M 0.03% +196 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,720 $1.19M 0.62% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,717 $1.19M 0.77% -57 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,714 $1.19M 0.06% +984 13F-HR Timeline Friday Financial More: the full row for Friday Financial 6,652 $1.18M 0.42% +142 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 6,646 $1.18M 0.2% +27 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,451 $1.18M 0.02% -675 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 6,588 $1.17M 0.13% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,571 $1.17M 0.04% +140 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,564 $1.16M 0.09% +137 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,549 $1.16M 0.04% +440 13F-HR Timeline Collaborative Wealth Managment Inc. 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More: the full row for DeLarme Wealth Management, Inc. 6,473 $1.15M 0.82% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6,453 $1.14M <0.01% +268 13F-HR Timeline Group American Trust More: the full row for American Trust 6,367 $1.13M 0.09% +62 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,335 $1.12M 0.04% -19 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 6,306 $1.12M 0.39% +58 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 6,276 $1.11M 0.26% +32 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,268 $1.11M 0.12% +47 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 6,239 $1.11M 0.33% +172 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,225 $1.1M 0.02% -17,187 13F-HR/A Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 6,209 $1.1M 0.29% +360 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,200 $1.1M 0.05% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 6,187 $1.1M 0.53% -180 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,169 $1.09M 0.08% +50 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,148 $1.09M 0.02% +42 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,106 $1.08M 0.02% +226 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 6,076 $1.08M 0.75% -20 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 784,889 $1.08M 0.09% -1,285 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 6,052 $1.07M 0.13% -80 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 5,752 $1.07M 0.15% 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,019 $1.07M 0.06% +3 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,956 $1.07M 0.05% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,992 $1.06M <0.01% +1,047 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 5,960 $1.06M 0.48% +380 13F-HR Timeline CIBC WORLD MARKET INC. 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More: the full row for ALLIANCEBERNSTEIN L.P. 5,498 $975K <0.01% +949 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 5,493 $975K 1.01% 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 5,470 $970K 0.59% -1,606 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,458 $968K 0.02% +233 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,454 $967K <0.01% +864 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,427 $963K 0.03% 0 13F-HR Timeline Group Financial Symmetry Inc More: the full row for Financial Symmetry Inc 5,414 $960K 0.39% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,405 $959K -370 Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 5,358 $950K 0.28% +55 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 5,279 $936K 0.2% -125 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,275 $936K 0.54% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,223 $926K 0.02% +1 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,201 $923K 0.08% +346 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 4,806 $909K 0.11% -86 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 5,110 $906K 0.19% -211 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,105 $905K <0.01% +689 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 5,058 $905K <0.01% +3,990 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,082 $901K 0.16% +953 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,020 $890K 0.02% +128 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,011 $889K 0.06% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,989 $885K 0.31% +223 13F-HR/A Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,077 $883K 0.31% +513 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,974 $882K 0.13% -120 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 4,974 $882K 0.42% -246 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,963 $880K 0.03% +332 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 4,738 $876K 0.56% -2,060 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,918 $872K 0.22% +565 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,917 $872K 0.04% +148 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,901 $869K 0.25% -196 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,878 $865K 0.05% +19 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,874 $864K 0.01% -5,217 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,864 $863K 0.04% 0 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 4,835 $858K 0.72% 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 4,823 $855K 0.27% +2 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,822 $855K 0.31% +48 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,785 $849K 0.07% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,776 $847K 0.47% +51 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,771 $846K 0.09% -9,052 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,755 $843K 0.01% -131 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,706 $835K 0.2% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,697 $833K 0.16% +21 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,680 $830K 0.18% -424 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,676 $829K 0.02% -131 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,625 $820K 0.17% -204 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,589 $814K 0.3% +1,128 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,175 $812K 0.48% -1,995 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4,517 $801K 0.03% +328 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,456 $790K <0.01% new 13F-HR Timeline Group SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 4,450 $789K 0.31% -371 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,417 $783K 0.01% +1,651 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,417 $783K 0.02% +1,077 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,402 $781K 0.45% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,319 $766K 0.02% +2,328 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,304 $763K 0.42% -57 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 4,273 $758K 0.66% 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,255 $755K 0.22% -5 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,246 $753K 0.1% -52 13F-HR Timeline Strategic Financial Partners, Ltd. 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