Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,926 $901K 0.1% +14 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,917 $900K 0.11% +13 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 5,911 $899K 0.16% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 5,910 $899K 0.58% +1,535 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,907 $898K 0.28% -1,501 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,898 $897K 0.06% -1,938 13F-HR Timeline Compound Planning, Inc. 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Prosperity Capital Advisors 5,185 $789K 0.06% +141 13F-HR/A Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 5,137 $788K 0.34% 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,181 $788K 0.48% -48 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,176 $787K 0.59% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 5,110 $784K 0.54% +1 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 5,138 $781K 0.71% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,116 $778K 0.03% +37 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,110 $777K 0.04% +277 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,058 $775K 0.22% +142 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,083 $773K 0.18% +379 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,077 $772K 0.43% -393 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,074 $772K 0.36% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 5,066 $770K 0.09% -533 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 5,065 $770K 0.26% -193 13F-HR Timeline Hopwood Financial Services, Inc. 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Paul & Associates, LLC 4,811 $732K 0.27% +418 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 4,808 $731K 0.34% +69 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 4,803 $730K 0.14% -145 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,793 $729K 0.28% -1,880 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,781 $727K 0.03% -4,603 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,776 $726K 0.47% -30 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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Root & Company, LLC 4,679 $711K 0.23% +76 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 4,181 $711K 0.09% -128 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 4,673 $711K 0.68% 13F-HR/A Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,670 $710K 0.11% +285 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,655 $708K 0.12% +240 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 4,650 $707K 0.08% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 4,646 $706K 0.57% 0 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 4,635 $705K 0.03% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,635 $705K 0.27% -1,111 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,634 $705K 0.4% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 4,631 $704K 0.08% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 4,629 $704K 0.04% +319 13F-HR Timeline SOA Wealth Advisors, LLC. 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