Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 9,658 $483K 0.06% +374 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 9,497 $479K 0.2% -126 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,481 $478K 0.02% +623 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,462 $477K 0.26% -239 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,512 $476K 0.08% -284 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 9,401 $474K 0.03% -298 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,338 $471K 0.01% +810 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,332 $471K 0.08% +45 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 9,322 $470K 0.34% +4,761 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,316 $470K 0.02% -329 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,259 $467K 0.01% -438 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 9,250 $467K 0.02% -434 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 9,226 $466K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,222 $465K 0.02% -419 13F-HR Timeline Confluence Wealth Services, Inc. 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Empirical Wealth Management 8,934 $451K 0.01% +408 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,932 $451K 0.42% -30 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,064 $450K 0.01% +1,742 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,924 $450K 0.02% -70 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 8,920 $450K 0.14% +274 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,869 $448K 0.1% +278 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,848 $446K 0.01% -1,502 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 8,848 $443K 0.35% +2 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,777 $443K 0.02% -72 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,720 $440K 0.03% -146 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,718 $440K 0.02% +1,385 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 8,705 $439K 0.15% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 8,704 $439K 0.09% -1,281 13F-HR Timeline CacheTech Inc. 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