Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10,260 $740K 0.04% -2,843 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 10,313 $739K 0.04% -278 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 10,276 $739K 0.1% +3,359 13F-HR Timeline Group ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 10,310 $738K 0.02% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 10,255 $734K 0.54% +131 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 10,215 $732K 0.17% -8 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 10,208 $731K 0.32% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10,197 $730K 0.09% -504 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 10,154 $727K 0.05% +1,411 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,149 $727K 0.04% +16 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,148 $727K 0.08% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10,098 $726K 0.31% +3,391 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 10,116 $725K 0.23% -13,115 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 10,116 $725K 0.43% -491 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 10,114 $724K 0.31% +40 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 10,104 $724K 0.09% +2,520 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 10,075 $722K 0.65% -72 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 10,067 $721K 0.2% +369 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 11,551 $719K 0.22% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 10,038 $719K 0.63% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 10,014 $717K 0.2% -300 13F-HR Timeline Corundum Group, Inc. 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More: the full row for Hodges Capital Management Inc. 9,865 $707K 0.07% -2,600 13F-HR/A Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 9,853 $706K 0.71% -16 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 9,851 $706K 0.71% +111 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 9,846 $705K 0.95% +48 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 9,845 $705K 0.32% -4,407 13F-HR Timeline Nadler Financial Group, Inc. 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More: the full row for Graves Light Lenhart Wealth, Inc. 9,648 $691K 0.08% +276 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 9,639 $690K 0.16% -334 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 9,614 $689K 0.5% -100 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 9,600 $688K 0.06% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 9,589 $687K 0.04% -232 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 9,574 $686K 0.18% -534 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 9,577 $686K 0.1% -5 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 9,554 $684K 0.47% -572 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 9,546 $684K 0.26% -2,440 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 9,524 $682K 0.52% -141 13F-HR/A Timeline SEARLE & CO. More: the full row for SEARLE & CO. 9,523 $682K 0.19% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 9,517 $682K 0.41% +1,737 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,514 $681K 0.09% -272 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 9,507 $681K 0.1% +322 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 9,503 $681K 0.54% -1,502 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 9,478 $679K 0.01% +3,310 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 9,476 $679K 0.46% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 9,470 $678K 0.08% +1,101 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 9,458 $677K 0.42% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 9,376 $676K 0.17% +846 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 9,439 $676K 0.21% -29,549 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 9,438 $676K 0.1% -1,507 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 9,431 $675K 0.65% +23 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,416 $674K 0.06% +1,921 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 9,367 $671K 0.61% +288 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 9,350 $670K 0.13% -1,127 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 9,341 $669K 0.48% -13,609 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 9,274 $669K 0.47% +19 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,328 $668K 0.04% -3,826 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 9,319 $667K 0.03% +2,784 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 9,295 $666K 0.02% -848 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 9,294 $666K 0.29% +1,988 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 9,249 $662K 0.25% -1,144 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 9,248 $662K 0.15% -800 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 9,382 $662K 0.46% -205 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,207 $662K 0.26% +78 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 9,228 $661K 0.06% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 9,229 $661K 0.13% -90 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 9,210 $660K 0.11% +405 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 9,202 $659K 0.35% +500 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 9,200 $659K 0.14% +5,314 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 9,115 $653K 0.12% +216 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 9,103 $652K 0.03% +1,175 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,090 $651K 0.28% +747 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 9,076 $650K 0.31% -59 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 9,084 $650K 0.15% +2,343 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 9,046 $648K 0.34% -467 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 9,022 $646K 0.21% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 8,986 $644K 0.48% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,985 $644K 0.3% +878 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 8,953 $641K 0.39% +999 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 8,926 $639K 0.26% new 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 8,918 $639K 0.42% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,913 $639K 0.17% -978 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,908 $638K 0.12% -87 13F-HR/A Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,882 $636K 0.21% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 8,872 $635K 0.23% -59 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 8,859 $635K 0.28% -611 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,852 $634K 0.2% +864 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 8,848 $634K 0.28% -32 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 8,843 $633K 0.65% -144 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,777 $633K 0.08% -14,454 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,839 $633K 0.41% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 8,825 $632K 0.56% +3,964 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 8,754 $631K 0.09% -756 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 8,809 $631K 0.14% +101 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 8,801 $630K 0.5% -200 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,782 $629K 0.09% -13 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,770 $628K 0.02% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,706 $628K 0.16% +895 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 8,763 $628K 0.23% -1,130 13F-HR/A Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,662 $625K 0.27% +139 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 8,715 $624K 0.41% -911 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 8,707 $624K 0.47% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 8,539 $623K 0.08% new 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 8,696 $623K 0.1% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 8,696 $623K 0.56% +127 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 8,685 $622K 0.46% -145 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 8,671 $621K 0.11% +99 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 8,669 $621K 0.22% +2,771 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 8,651 $620K 0.54% -658 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 8,650 $620K 0.09% +2,567 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 8,649 $619K 0.25% -817 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,588 $619K 0.27% -331 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 8,640 $619K 0.07% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,639 $619K 0.06% -196 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 8,632 $618K 0.09% +243 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 8,629 $618K 0.17% -16,716 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,626 $618K 0.11% +943 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 8,615 $617K 0.22% 0 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 8,605 $616K 0.01% -170 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 8,591 $615K 0.05% +150 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 8,550 $612K 0.65% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 8,512 $610K 0.14% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 8,448 $605K 0.07% -955 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 8,431 $604K 0.17% +21 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 8,430 $604K 0.07% -14,942 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 8,429 $604K 0.16% -109 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 8,419 $603K 0.89% -1 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 8,418 $603K 0.13% +11 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 8,400 $602K 0.2% -1,227 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,396 $601K 0.24% +833 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 8,393 $601K 0.25% -191 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 8,377 $600K 0.26% -475 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,372 $600K 0.08% -621 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 8,352 $598K 0.39% -1,500 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 8,350 $598K 0.19% -130 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 8,349 $598K 0.27% +135 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 8,343 $597K 0.36% -265 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 8,327 $596K 0.35% -5 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 8,327 $596K 0.39% +3,003 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 8,326 $596K 0.28% -1,079 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 8,276 $596K 0.4% 0 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 8,308 $595K 0.22% -128 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 8,293 $594K 0.4% +1,868 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,286 $593K 0.08% -276 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,222 $593K 0.06% -94 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 8,267 $592K 0.53% +2 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 8,264 $592K 0.84% -2,686 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 8,255 $591K 0.1% -9,745 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 8,234 $590K 0.17% -1,223 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 8,199 $589K 0.33% +44 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,215 $588K 0.13% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,227 $588K 0.12% -182 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 8,112 $587K 0.52% -40 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 8,195 $587K 0.42% 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,171 $585K 0.02% +415 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 8,170 $585K 0.05% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 8,160 $584K 0.13% -31 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,156 $584K 0.17% +81 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,117 $583K 0.05% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 8,142 $583K 0.1% -2,615 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 8,136 $583K 0.18% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 8,061 $581K 0.07% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 8,115 $581K 0.13% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 8,010 $580K 0.08% +135 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 8,090 $579K 0.08% -169 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,081 $579K 0.01% +2,418 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 8,017 $578K 0.29% -3 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 8,060 $577K 0.28% +3,000 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 8,007 $573K 0.1% -205 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 8,001 $573K 0.31% +24 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,992 $572K 0.06% -3,069 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,989 $572K 0.1% +354 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 7,973 $571K 0.6% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 7,971 $571K 0.17% 0 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 7,960 $570K 0.35% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,953 $570K 0.01% -50,594 13F-HR Timeline Group Holistic Financial Partners More: the full row for Holistic Financial Partners 7,936 $568K 0.27% +3,783 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,931 $568K 0.47% -683 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 7,925 $568K 0.07% -150 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7,924 $568K 0.1% -225 13F-HR Timeline Ranch Capital Advisors Inc. 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