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More: the full row for Advance Capital Management, Inc. 1,793 $539K 0.02% +19 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,793 $539K 0.31% +29 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,783 $537K 0.14% +1 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,781 $536K 0.05% +71 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,781 $536K 0.2% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,780 $535K 0.13% 0 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,780 $535K 0.07% new 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. 1,778 $535K 0.01% 0 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,777 $535K 0.06% -20 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,776 $534K 0.05% +207 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,772 $533K 0.06% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,764 $531K 0.1% +84 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,761 $530K 0.28% +307 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,758 $529K <0.01% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,758 $529K 0.07% +604 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,753 $528K 0.04% +62 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 1,754 $528K 0.39% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,748 $526K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,747 $525K 0.18% -545 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 1,745 $525K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,742 $524K 0.1% +88 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,741 $524K 0.05% -54 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,741 $524K 0.1% -14 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,741 $524K 0.16% +108 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,740 $523K 0.26% -100 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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More: the full row for CALTON & ASSOCIATES, INC. 1,691 $509K 0.08% +677 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,686 $508K 0.18% -139 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,687 $508K 0.04% 0 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 1,687 $507K 0.12% -5 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,687 $506K 0.05% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,682 $506K 0.04% +18 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,680 $505K 0.25% +24 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,678 $505K 0.29% -3 13F-HR Timeline Frisch Financial Group, Inc. 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