SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,312 $270K 0.01% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,096 $270K 0.05% -28 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 1,092 $269K 0.16% -51 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,090 $268K 0.02% +1 13F-HR Timeline Taylor Securities Services, Inc. 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More: the full row for SBI Securities Co., Ltd. 808 $199K <0.01% +31 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 775 $191K 0.09% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 774 $191K 0.02% -80 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 768 $189K 0.05% +7 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 732 $180K 0.04% -1,742 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 675 $166K 0.02% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 674 $166K 0.14% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for Evolution Advisers, Inc. 498 $122K 0.04% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 494 $122K -3,459 Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 478 $117K 0.01% -180 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 464 $114K 0.02% +90 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 454 $112K 0.09% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. 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More: the full row for Institute for Wealth Management, LLC. 287 $70.7K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 280 $69K 0.01% -36 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 278 $68.5K 0.02% +51 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 276 $68K 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 276 $68K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 270 $66.5K 0.01% -2 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 269 $66.1K 0.03% +1 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 270 $66K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 265 $65.2K 0.04% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 264 $65K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 263 $64.8K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 251 $61.8K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 250 $61.6K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 245 $60.3K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 281 $57.8K 0.04% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 224 $55.1K 0.03% +1 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 222 $54.7K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 222 $54.7K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 216 $53.2K 0.02% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 215 $52.9K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 214 $52.7K 0.01% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 200 $49.2K 0.02% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 200 $49.2K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 199 $49K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 193 $47.5K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 193 $47.5K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 190 $46.8K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 188 $46.2K 0.01% +1 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 187 $46K <0.01% new 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 182 $44.8K 0.01% -12 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 175 $43K 0.02% -29 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 173 $42.6K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 170 $41.9K 0.02% -3 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 150 $36.9K <0.01% 0 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 150 $36.9K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 148 $36.4K <0.01% -18 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 147 $36.2K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 146 $35.9K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 146 $35.9K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 143 $35.1K 0.01% +1 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 142 $35K <0.01% 0 13F-HR Timeline Group Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 141 $34.8K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 139 $34.2K 0.01% +25 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 139 $34.2K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 138 $34K 0.02% 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 137 $33.7K 0.03% 0 13F-HR Timeline FAS Wealth Partners, Inc. 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More: the full row for Center for Financial Planning, Inc. 122 $30K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 117 $28.8K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 116 $28.5K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 114 $28.1K <0.01% -2 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 113 $27.8K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 111 $27.3K 0.02% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 107 $26.3K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 106 $26.2K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 110 $26.1K 0.01% +5 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 105 $25.9K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 103 $25.4K <0.01% -50 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 100 $24.6K <0.01% new 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 100 $24.6K 0.02% 0 13F-HR Timeline