ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5 $27K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 5 $27K <0.01% +3 13F-HR Timeline DAGCO, INC. 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More: the full row for SYNTAX RESEARCH, INC. 2 $10.8K 0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 2 $10.8K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2 $10.8K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $10.8K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2 $10.8K <0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 2 $10.8K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2 $10.8K 0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 2 $10.8K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2 $10.7K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2 $9.61K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 2 $8.82K 0.32% +1 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1 $5.4K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1 $5.4K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $5.4K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1 $5.4K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $5.4K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1 $5.4K <0.01% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1 $5.4K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1 $5.4K <0.01% 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 1 $5.4K 0.01% -1 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1 $5.4K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1 $5.4K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1 $5.4K 0.01% new 13F-HR/A Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 1 $5.4K <0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1 $5.4K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $5.4K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $5.35K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $5.35K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1 $5K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 0 $2.62K <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 0 $2.21K <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 0 $1.03K <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. West Oak Capital, LLC More: the full row for West Oak Capital, LLC 5 $270 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 0 $229 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 0 $74 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $59 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.