Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,684 $888K 0.3% -246 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,662 $883K 0.14% +1,110 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,305 $883K 0.11% -165 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,651 $880K 0.07% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,638 $877K 0.08% -98 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,152 $876K 0.08% -315 13F-HR Timeline Hennion & Walsh Asset Management, Inc. 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More: the full row for Value Partners Investments Inc. 3,175 $767K 0.06% -1,691 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,176 $766K 0.08% +546 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,171 $765K 0.09% -719 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,160 $762K 0.21% +25 13F-HR Timeline Borer Denton & Associates, Inc. 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More: the full row for Frec Markets, Inc. 3,107 $749K 0.22% 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 33,251 $749K 0.58% +30,269 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,103 $748K 0.33% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,100 $748K 0.49% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,092 $746K 0.03% -7 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,082 $743K 0.1% -276 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,083 $743K 0.02% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,079 $743K 0.2% -25 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,078 $742K 0.07% +169 13F-HR Timeline Ramirez Asset Management, Inc. 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