Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 19,327 $478K 0.06% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 19,326 $478K 0.08% +1 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 19,312 $478K 0.08% +2,155 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 19,299 $478K 0.09% -261 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 17,138 $476K 0.06% -1,521 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 19,152 $474K 0.25% -2,955 13F-HR Timeline BIRCHBROOK, INC. 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DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,838 $367K <0.01% +798 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 14,813 $367K 0.08% -584 13F-HR/A Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 14,701 $364K 0.09% +3,949 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 14,665 $363K 0.14% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 14,628 $362K <0.01% 0 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 14,595 $361K 0.05% +1,737 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 14,553 $360K 0.08% -648 13F-HR Timeline Group Disciplined Investors, L.L.C. 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