Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 4,523 $859K 0.22% -153 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,521 $859K 0.02% -6,181 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,514 $858K 0.22% -107 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,511 $857K 0.55% +251 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,482 $851K 0.11% -13 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,435 $843K 0.03% -272 13F-HR Timeline First City Capital Management, Inc. 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More: the full row for Bouchey Financial Group, Ltd. 3,561 $677K 0.06% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,540 $673K 0.66% 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,535 $672K 0.37% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,519 $669K 0.01% +25 13F-HR/A Timeline Group LPWM LLC More: the full row for LPWM LLC 3,493 $664K 0.21% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,483 $662K 0.11% +196 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 3,420 $650K 0.13% new 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 3,411 $648K 0.36% -978 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,394 $645K 0.28% -114 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,372 $641K 0.01% +1,654 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,366 $639K 0.33% +19 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,365 $639K 0.03% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,365 $639K 0.17% +31 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,318 $630K 0.01% +44 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 3,309 $629K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,256 $619K 0.03% +169 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,246 $617K 0.02% +3 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,246 $617K 0.07% -425 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,245 $616K 0.08% +78 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,192 $606K 0.41% -983 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,173 $603K 0.03% -300 13F-HR/A Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,138 $596K 0.09% +12 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,105 $590K 0.16% +905 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,088 $587K <0.01% +817 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,078 $585K 0.02% +1,777 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,056 $581K 0.1% -99 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,043 $578K 0.01% 0 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,000 $570K 0.1% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,887 $570K 0.27% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,998 $570K 0.02% +120 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,980 $566K 0.05% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,977 $566K 0.24% 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,975 $565K 0.05% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,973 $565K 0.11% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,962 $563K 0.02% -100 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,947 $560K 0.02% +50 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 2,932 $557K 0.48% 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,919 $555K 0.04% -140 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,908 $552K 0 Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,907 $552K 0.28% -1,260 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,865 $544K 0.04% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,854 $542K 0.08% +128 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,840 $540K 0.06% new 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 2,832 $538K <0.01% +2,366 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,820 $536K 0.03% +27 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,813 $534K 0.1% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. 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More: the full row for Strategic Wealth Partners, Ltd. 2,483 $495K 0.04% +330 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 2,588 $492K 0.19% -433 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,581 $490K 0.29% +1 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,578 $490K 0.14% +14 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,550 $484K 0.01% -126 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,547 $484K <0.01% -315 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,514 $478K 0.02% -250 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,499 $475K 0.13% -282 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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Prosperity Capital Advisors 1,854 $352K 0.03% -19 13F-HR/A Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,764 $352K 0.08% -57 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 1,842 $350K 0.12% -506 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,818 $345K 0.17% 0 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,814 $345K 0.18% -16 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,800 $342K 0.04% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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