Mason Investment Advisory Services, Inc. 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Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 6,295 $390K 0.06% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,279 $389K 0.01% -585 13F-HR Timeline Latko Wealth Management, Ltd. 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Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,946 $307K 0.05% +9 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 4,936 $306K 0.07% 0 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 4,925 $305K 0.06% -5 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,919 $305K 0.09% -536 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,905 $304K 0.19% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,895 $304K 0.06% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,881 $303K 0.05% -2,651 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 4,871 $302K 0.08% -1,219 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,868 $302K 0.28% +580 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,831 $300K 0.02% -32 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 4,825 $299K 0.02% 0 13F-HR Timeline Group John W. 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