BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 15,048 $681K 0.17% -1,099 13F-HR/A Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 15,038 $681K 0.1% +1,194 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 15,005 $679K 0.5% -350 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 15,003 $679K 0.12% +2,935 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 14,983 $678K 0.56% -5,714 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 14,947 $677K 0.45% +4 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 14,935 $676K 0.38% -200 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,844 $672K 0.05% -2,160 13F-HR/A Timeline Goelzer Investment Management, Inc. 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More: the full row for Fulton Bank, N.A. 12,548 $568K 0.02% +416 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,492 $565K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 12,488 $565K 0.53% 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,432 $563K 0.2% -16 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 12,421 $562K 0.48% +526 13F-HR Timeline Total Clarity Wealth Management, Inc. 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Coons Advisors, LLC 10,538 $477K 0.13% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 10,532 $477K 0.15% -1,319 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 10,513 $476K 0.05% -430 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 10,501 $476K 0.03% -240 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 10,512 $476K 0.15% +693 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 10,480 $474K 0.29% +5 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 10,475 $474K 0.21% -1,143 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 10,472 $474K 0.27% +1 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 10,461 $473K 0.05% -202 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 10,357 $469K 0.08% +250 13F-HR Timeline Bridgewater Advisors Inc. 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Dubis Financial Planning, LLC 10,131 $459K 0.45% +17 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 10,115 $458K 0.02% 0 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 10,100 $457K 0.16% -11,000 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 10,095 $457K <0.01% +4 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 10,083 $456K 0.16% -233 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 10,080 $456K 0.44% -575 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,053 $455K 0.04% +606 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 10,034 $454K 0.28% -484 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 10,023 $454K 0.27% -10,406 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 10,022 $454K 0.05% -315 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,006 $453K 0.06% +728 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 9,989 $452K 0.27% +638 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 9,969 $451K <0.01% +174 13F-HR Timeline Group Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 9,966 $451K 0.85% +898 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 9,947 $450K 0.15% +298 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 9,905 $448K 0.2% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 9,908 $448K 0.11% +285 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 9,834 $445K 0.05% -266 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 9,821 $444K 0.32% 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 9,807 $444K 0.14% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 9,783 $443K 0.06% 0 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 9,764 $442K 0.18% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 9,752 $441K 0.18% -96 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 9,715 $440K <0.01% new 13F-HR Timeline Group