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Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,336 $408K 0.06% +493 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,335 $408K 0.03% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,334 $408K 0.04% -12 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,333 $407K 0.03% -261 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,331 $407K 0.45% -22 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,328 $406K 0.13% -1,300 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,326 $405K 0.44% 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,326 $405K 0.01% -12 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,324 $405K 0.02% -12 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,324 $405K 0.07% +1 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. 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More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,195 $365K 0.03% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 1,196 $365K 0.06% -20 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,191 $364K 0.16% 0 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 1,191 $364K 0.35% +34 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,189 $363K 0.01% -5,140 13F-HR Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,188 $363K 0.24% -126 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 1,187 $363K 0.23% -10 13F-HR Timeline Pachira Investments Inc. 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More: the full row for Stirlingshire Investments, Inc. 1,181 $361K 0.32% 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,181 $361K 0.29% 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,179 $360K 0.15% +54 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,178 $360K 0.42% 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,177 $360K 0.27% +6 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,175 $359K 0.21% +283 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,173 $359K 0.04% -846 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,172 $358K 0.08% -185 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 1,172 $358K 0.14% -905 13F-HR Timeline BIRCHBROOK, INC. 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More: the full row for Symphony Financial Services, Inc. 1,156 $353K 0.18% -225 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,155 $353K 0.34% 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 1,155 $353K 0.3% 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,154 $353K 0.02% 0 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,154 $353K 0.23% +16 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,153 $352K 0.13% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,153 $352K 0.08% +82 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 1,152 $352K 0.05% 0 13F-HR Timeline Clarus Group, Inc. 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