StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 279 $369K 0.12% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 278 $367K 0.1% new 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 277 $366K 0.24% +1 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 277 $366K 0.05% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 277 $366K 0.11% -38 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 276 $365K 0.05% +13 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 276 $365K 0.09% +17 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 275 $363K 0.2% -16 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 251 $362K 0.04% -5 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 274 $362K 0.06% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 273 $361K 0.04% new 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 271 $358K 0.03% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 271 $358K 0.06% +74 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 269 $355K 0.08% -8 13F-HR Timeline Stonebrook Private Inc. 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More: the full row for Stronghold Wealth Management L.L.C. 254 $335K 0.51% +59 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 253 $334K 0.02% new 13F-HR Timeline Parsonex Advisory Services, Inc. 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More: the full row for Financial Management Professionals, Inc. 225 $297K 0.03% +9 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 225 $297K 0.02% -10 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 225 $297K 0.03% +32 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 225 $297K 0.22% -20 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 224 $296K 0.24% +20 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 224 $296K 0.05% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 224 $296K 0.12% 0 13F-HR/A Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 223 $295K 0.07% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 222 $294K 0.07% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 222 $294K 0.05% -95 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 222 $293K 0.3% +19 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 222 $293K 0.01% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 222 $293K 0.15% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 221 $292K 0.03% -3 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 221 $292K 0.05% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 220 $291K 0.03% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220 $291K 0.01% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 220 $291K 0.03% +24 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 220 $291K <0.01% +44 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 219 $289K 0.03% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 219 $289K 0.04% -122 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 219 $289K 0.12% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 212 $288K 0.01% +57 13F-HR Timeline Peregrine Asset Advisers, Inc. 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Kulyk & Associates, LLC 209 $276K 0.05% +6 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 209 $276K 0.08% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 209 $276K 0.06% -85 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 208 $275K 0.03% -13 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 208 $275K 0.17% +4 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 208 $275K 0.08% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 207 $273K <0.01% -2 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 207 $273K new Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 205 $271K 0.03% 0 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 210 $271K 0.11% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 205 $271K 0.07% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 202 $267K 0.03% +86 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 202 $267K 0.05% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 202 $267K 0.03% -5,191 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 202 $267K 0.05% 0 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 202 $267K 0.19% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 202 $267K <0.01% +12 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 201 $265K 0.01% -29 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 200 $265K 0.24% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 200 $264K 0.06% +9 13F-HR Timeline SYMMETRY PEAK MANAGEMENT LLC More: the full row for SYMMETRY PEAK MANAGEMENT LLC 200 $264K 2.73% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 200 $264K 0.15% -13 13F-HR Timeline United Capital Management of KS, Inc. 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