GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 543 $320K 0.18% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 541 $318K 0.09% -15 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 540 $318K 0.32% 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 539 $317K 0.22% 13F-HR/A Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 538 $317K 0.14% +2 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 537 $316K 0.08% -29 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 537 $316K 0.08% -11 13F-HR Timeline Buckingham Capital Management, Inc. 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(NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 468 $276K 0.12% -55 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 468 $276K 0.09% 0 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 468 $276K 0.31% 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 465 $274K 0.12% +62 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 464 $273K 0.17% -2 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 463 $273K 0.13% -2 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 460 $271K 0.1% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 460 $271K 0.14% 13F-HR Timeline Peregrine Asset Advisers, Inc. 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