Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 5,324 $597K 0.48% -194 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 5,305 $594K 0.09% -717 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,271 $591K 0.27% -1,316 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,261 $590K 0.24% -486 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,261 $589K 0.12% new 13F-HR Timeline Bridgewater Advisors Inc. 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More: the full row for Delta Financial Group, Inc. 4,047 $432K 0.1% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 3,853 $432K 0.11% -537 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,840 $430K 0.03% +30 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,813 $427K 0.16% -70 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,812 $427K 0.06% -2,236 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,800 $426K 0.07% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,796 $425K 0.18% -93 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,784 $424K 0.21% +2 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,782 $424K 0.08% 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,777 $423K 0.1% +379 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,005 $423K 0.29% -1,196 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 3,750 $420K 0.35% -1,000 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,746 $420K 0.06% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,741 $419K 0.25% -60 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,731 $418K 0.02% +1,332 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,716 $416K 0.07% -549 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,714 $416K 0.28% -460 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,703 $415K 0.01% +44 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,700 $415K 0.04% +586 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 3,695 $414K 0.08% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,692 $414K 0.22% -962 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,694 $413K 0.01% -110 13F-HR Timeline Group Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,688 $413K 0.06% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 3,684 $413K 0.07% -5,728 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,676 $412K 0.06% +249 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. 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ALLISON & CO., INC. 3,633 $407K 0.4% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,627 $406K 0.04% -123 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,625 $406K 0.06% +3 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,624 $406K 0.1% +485 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 3,602 $404K 0.17% +56 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,598 $403K 0.26% -53 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,595 $403K 0.21% -121 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,594 $402K 0.02% -410 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,580 $401K 0.19% +262 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,570 $400K 0.04% +17 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,562 $399K 0.13% +21 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,536 $396K 0.01% +721 13F-HR/A Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,533 $396K 0.09% +13 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 3,505 $393K 0.17% -471 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,503 $393K 0.15% -920 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,500 $392K 0.14% +15 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,487 $391K 0.06% +196 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,483 $390K 0.08% +31 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,480 $390K 0.17% -100 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,480 $390K 0.06% -754 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,473 $389K 0.01% +927 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,470 $389K 0.05% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,469 $389K 0.44% +299 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,436 $385K 0.03% +377 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 3,435 $385K 0.37% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,420 $383K 0.01% -292 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,404 $381K 0.2% -17 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,397 $381K 0.01% -680 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,392 $380K 0.19% +99 13F-HR Timeline Valmark Advisers, Inc. 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