Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,197 $315K 0.02% +137 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 4,190 $315K 0.04% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 4,188 $315K 0.05% +1,022 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,187 $314K 0.06% -4,187 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 4,180 $314K 0.15% -990 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 4,170 $313K 0.23% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,159 $312K 0.02% -168 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,149 $312K 0.16% +1,257 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,145 $311K 0.21% new 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 4,144 $311K 0.02% -287 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,130 $310K 0.01% new 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 4,119 $309K 0.15% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,091 $307K 0.1% +5 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,079 $306K 0.01% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,039 $303K 0.01% +4 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 4,034 $303K 0.19% +6 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 4,029 $303K 0.02% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 4,021 $302K 0.16% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 4,018 $302K 0.04% -876 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,010 $301K 0.02% +683 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 4,008 $301K 0.14% -54 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 4,000 $300K 0.07% 0 13F-HR Timeline Ruggiero Investments, Inc. 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Derek Lewis & Associates Inc. 3,533 $265K 0.06% +1 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 3,534 $265K 0.01% -476 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,527 $265K 0.09% -402 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,512 $264K 0.08% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,506 $263K 0.01% 0 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,496 $263K <0.01% +7 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,485 $262K 0.02% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,307 $248K 0.14% -200 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,290 $247K 0.04% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 3,270 $245K 0.04% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 3,248 $244K 0.05% +509 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,238 $243K 0.06% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,000 $243K 0.08% +500 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,006 $243K 0.06% -35 13F-HR Timeline eCIO, Inc. 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More: the full row for VISTA CAPITAL PARTNERS, INC. 3,071 $231K 0.02% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 3,061 $230K 0.1% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,058 $230K 0.03% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,056 $230K 0.11% -1,097 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 3,055 $229K 0.12% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,050 $229K 0.03% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,045 $229K 0.02% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,025 $227K 0.02% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 3,016 $226K 0.07% +60 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 3,010 $226K 0.11% -83 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,008 $226K 0.08% +110 13F-HR Timeline Cornerstone Wealth Advisors, Inc. 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Root & Company, LLC 2,775 $208K 0.05% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,762 $207K 0.03% -21,288 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,762 $207K 0.1% +3 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 2,750 $207K 0.12% +1,850 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 2,748 $206K 0.14% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 2,746 $206K 0.07% new 13F-HR/A Timeline Santori & Peters, Inc. 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