SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,661 $2.3M 2.11% 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 3,642 $2.28M 0.73% -143 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 3,635 $2.28M 1.29% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 3,628 $2.28M 0.69% +20 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,619 $2.27M 0.64% +50 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,617 $2.27M 0.19% -40 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,610 $2.26M 0.22% +4 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,607 $2.26M 0.79% +308 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 3,599 $2.26M 0.22% +1,086 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,554 $2.26M 0.8% -76 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,597 $2.26M 1.38% +283 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 3,597 $2.26M 2.4% 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,593 $2.25M 0.7% +353 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,587 $2.25M 0.6% +1,313 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,587 $2.25M 0.49% -29 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,582 $2.25M 0.38% -37 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,573 $2.24M 0.07% +41 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,572 $2.24M 0.01% -73,926 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,572 $2.24M 1.1% +1,184 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 3,571 $2.24M 2.1% 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,568 $2.24M 1.19% +967 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,550 $2.23M 0.36% +522 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,548 $2.23M 1.55% -98 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 3,548 $2.22M 0.79% -262 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,547 $2.22M 0.34% -17 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,543 $2.22M 0.62% +148 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 3,540 $2.22M 0.88% 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,531 $2.21M 1.74% 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 3,529 $2.21M 0.65% +827 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 3,519 $2.21M 0.64% +1,050 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,519 $2.21M 0.98% +769 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 3,507 $2.2M 1.3% 13F-HR/A Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,500 $2.2M 0.64% -38 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,491 $2.19M 1.06% +214 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,491 $2.19M 0.97% +429 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,482 $2.18M 0.16% -53 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,481 $2.18M 0.08% +432 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,477 $2.18M 0.22% -12 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,473 $2.18M 2.73% 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,463 $2.17M 0.7% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,459 $2.17M 0.18% +79 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,457 $2.17M 0.78% +2,002 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,455 $2.17M 0.26% +11 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,455 $2.17M 0.97% +136 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,443 $2.16M 0.11% +262 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 3,429 $2.15M 0.6% 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,421 $2.15M 0.12% -148 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,414 $2.14M 0.36% +19 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,410 $2.14M -231 Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 3,400 $2.13M 1.94% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 3,392 $2.13M 1.09% 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,392 $2.13M 0.32% +502 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,389 $2.13M 0.5% -464 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,388 $2.12M 0.24% +283 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,388 $2.12M 0.7% +45 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,377 $2.12M 0.44% +19 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,370 $2.11M 0.31% +47 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,367 $2.11M 0.16% -16 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,361 $2.11M 0.11% +38 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 3,356 $2.1M 1.75% -25 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,354 $2.1M 0.08% -1 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,348 $2.1M 0.74% 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 3,343 $2.1M 0.61% -7 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,338 $2.09M 0.09% -42 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,334 $2.09M 0.23% +317 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,333 $2.09M 0.66% -64 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,326 $2.09M 0.38% +16 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 3,323 $2.08M 1.57% 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 3,323 $2.08M 0.24% -1,349 13F-HR/A Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,319 $2.08M 0.75% +18 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,317 $2.08M 1.11% +1 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,313 $2.08M 0.13% +1 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 3,310 $2.08M 1.68% +24 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,306 $2.07M 0.93% -131 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,298 $2.07M 0.24% -151 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,296 $2.07M 0.61% -26 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,217 $2.06M 0.42% -1,337 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,278 $2.06M 1.13% +3,264 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,275 $2.05M 0.55% +534 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,268 $2.05M 0.9% +382 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,266 $2.05M 0.73% +71 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,256 $2.04M 0.11% new 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,255 $2.04M 1.68% +4 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,252 $2.04M 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 3,243 $2.03M 1.7% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,237 $2.03M 1.45% -82 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,230 $2.03M 0.34% +195 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,229 $2.03M 0.16% -14 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,228 $2.02M 0.09% 0 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 3,225 $2.02M 1.25% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,221 $2.02M 0.37% +327 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 3,220 $2.02M 1% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,214 $2.02M 0.27% +806 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,210 $2.01M 0.29% +1,355 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,202 $2.01M 0.1% +158 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 3,201 $2.01M 1.34% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 3,198 $2.01M 1.49% 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,196 $2M 0.63% +2 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,193 $2M 0.18% -39 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,190 $2M 1.73% +49 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,188 $2M 0.29% 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,182 $2M 0.48% -142 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,129 $1.99M 0.23% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,173 $1.99M 1.12% -30 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,167 $1.99M 0.45% -2,862 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,155 $1.98M 0.65% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,155 $1.98M 0.31% +77 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 3,148 $1.97M 0.34% -54 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,147 $1.97M 1.43% +35 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 3,139 $1.97M 0.77% +2,008 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,185 $1.96M 0.02% +689 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,121 $1.96M 0.37% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 3,118 $1.96M 1.25% +54 13F-HR/A Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 3,113 $1.95M 0.18% +1,473 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,112 $1.95M 0.33% -47 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,109 $1.95M 1.24% -79 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,106 $1.95M 0.21% +109 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,102 $1.95M 0.25% +167 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 3,100 $1.94M 1.17% +307 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,074 $1.94M 0.04% +264 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 3,099 $1.94M 1.12% -209 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,092 $1.94M 0.24% +513 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,091 $1.94M 0.93% 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,088 $1.94M 0.03% -222 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,067 $1.92M 0.54% +197 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,063 $1.92M 0.41% +1,215 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,061 $1.92M 0.95% -888 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,059 $1.92M 2.84% -6,213 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,054 $1.92M 0.9% +4 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 3,052 $1.91M 3.43% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,052 $1.91M 0.24% -392 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,040 $1.91M 0.33% -190 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 3,032 $1.9M 1.18% -606 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 3,023 $1.9M 0.86% -62 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,022 $1.9M 0.2% -5,662 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,015 $1.89M 1.01% -18 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,008 $1.89M 0.17% -30 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,007 $1.89M 0.26% +62 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,078 $1.89M 0.48% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,005 $1.89M 0.33% +69 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 3,003 $1.88M 0.85% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 3,002 $1.88M 1.87% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,001 $1.88M 0.2% +156 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 3,000 $1.88M 2.31% 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,996 $1.88M 1.39% 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,987 $1.88M 0.29% 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,988 $1.87M 0.43% +350 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 2,985 $1.87M 1.17% +18 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,967 $1.86M 0.13% +498 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,951 $1.85M 0.87% +27 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,953 $1.85M 1.23% +1,534 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,953 $1.85M 0.31% 0 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,948 $1.85M 1.53% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,899 $1.85M 1.16% -719 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,944 $1.85M 0.02% +7 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 2,939 $1.84M 1.38% -84 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 2,927 $1.84M 1.24% +176 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,921 $1.83M 0.53% +6 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 2,911 $1.83M 0.59% +155 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,904 $1.82M 0.24% -246 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,904 $1.82M 1.2% -55 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 2,902 $1.82M 1% 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,898 $1.82M 1.5% +1,505 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,892 $1.81M 0.03% -32 13F-HR Timeline Group Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 2,891 $1.81M 0.76% +751 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,890 $1.81M 0.22% new 13F-HR Timeline TLWM More: the full row for TLWM 2,889 $1.81M 0.33% +235 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,889 $1.81M 0.38% -313 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,886 $1.81M 0.36% +656 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,882 $1.81M 0.11% +210 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,878 $1.81M 0.76% +500 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,878 $1.8M <0.01% -251 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,878 $1.8M 0.17% +80 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 2,870 $1.8M 1.01% +15 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 2,867 $1.8M 0.18% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2,868 $1.8M 0.26% +54 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 2,860 $1.79M 0.23% -337 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,847 $1.79M 0.18% +18 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 2,847 $1.79M 1.34% +2,185 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 2,803 $1.78M 0.6% -128 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,838 $1.78M 0.25% -680 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,834 $1.78M 1.05% +968 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,830 $1.77M 0.6% +49 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,829 $1.77M 0.23% -188 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,823 $1.77M 0.47% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,820 $1.77M 0.14% -45 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,788 $1.77M 0.61% -2 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,818 $1.77M 0.73% -36 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,816 $1.77M 0.29% +2 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,815 $1.77M 1.27% +599 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,815 $1.77M 0.45% +722 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,799 $1.76M 1.68% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,798 $1.75M 1.28% -134 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,795 $1.75M 0.27% -50 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,787 $1.75M 0.02% +671 13F-HR Timeline MOKAN Wealth Management Inc. 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