MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 5,090 $1.06M 0.75% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 5,084 $1.06M 0.1% -36 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,080 $1.05M 0.08% -3,891 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,078 $1.05M 0.49% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,041 $1.05M 0.54% +148 13F-HR Timeline Garde Capital, Inc. 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More: the full row for Palogic Value Management, L.P. 4,724 $981K 0.41% +274 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,715 $979K 0.35% 0 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,687 $973K 0.04% -337 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 5,261 $969K 1.58% new 13F-HR/A Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,645 $964K 0.15% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,628 $961K 0.06% +208 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,607 $957K 0.17% +123 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 4,543 $943K 1.36% +424 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,538 $942K 0.04% -497 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,530 $941K 0.13% -338 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 4,501 $934K 0.02% +150 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,498 $934K 0.22% -107 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,478 $930K 0.26% +1,335 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,469 $928K 0.33% +790 13F-HR Timeline Waterloo Capital, L.P. 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More: the full row for Crescent Sterling, Ltd. 3,893 $808K 0.9% -1,167 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,887 $807K <0.01% -76 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,878 $805K 0.03% -147 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,858 $801K 0.09% -2,835 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,832 $796K 0.27% +613 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,828 $795K 0.05% -95 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,826 $794K 0.22% -36 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,824 $794K 0.26% +185 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,815 $792K 0.05% +99 13F-HR Timeline SPC Financial, Inc. 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More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,776 $784K 0.09% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,772 $783K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,282 $783K 0.04% -145 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,769 $783K 0.2% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 3,768 $782K 0.55% +401 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,747 $782K 0.25% +53 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,762 $781K 0.33% -9 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,745 $778K 0.41% +10 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,737 $776K 0.05% -968 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,730 $775K 0.03% -197 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 3,728 $774K 0.1% +130 13F-HR Timeline YHB Investment Advisors, Inc. 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More: the full row for Everhart Financial Group, Inc. 3,527 $732K 0.08% -663 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,521 $731K 0.24% +131 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,502 $727K 0.07% -420 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,492 $725K 0.11% +692 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,491 $725K 0.06% +274 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 3,475 $721K 0.09% 0 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,475 $721K 0.09% -40 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 4,740 $721K 0.21% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,460 $718K 0.26% -34 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 3,449 $716K 0.49% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,447 $716K 0.13% -25 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,445 $715K 0.05% +340 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,438 $714K 0.06% -102 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,410 $708K 0.02% +468 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,409 $708K 0.53% -3,857 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,404 $707K 0.05% +69 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,382 $702K 0.06% -631 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,377 $701K 0.15% new 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,370 $700K 0.16% -8 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,357 $697K 0.13% +916 13F-HR Timeline Wealth Management Associates, Inc. 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