BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 8,400 $756K 0.37% -3,747 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,286 $746K 0.26% 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 8,225 $740K 0.24% +2,222 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,210 $739K 0.16% 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 8,199 $738K 0.17% +6 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,159 $734K 0.01% +82 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,122 $731K 0.06% +4,254 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,020 $722K 0.05% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,016 $721K 0.11% -39 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,994 $719K <0.01% +1,100 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,979 $718K 0.1% +4,228 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,929 $714K 0.02% new 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 7,860 $707K 0.14% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,823 $704K 0.05% -6 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 7,812 $703K 0.43% +32 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,798 $702K 0.01% +1,483 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 7,791 $701K 0.3% -45 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,757 $698K 0.03% +157 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 7,743 $697K 0.14% -273 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 7,703 $693K <0.01% +553 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,700 $693K 0.04% +2,955 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 7,657 $689K 0.03% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,608 $685K 0.01% +4,864 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,516 $676K 0.01% +20 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,494 $675K 0.04% +7,296 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,463 $672K 0.02% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,330 $660K 0.04% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,325 $659K 0.01% +42 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,275 $655K 0.12% +554 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,248 $652K 0.43% +126 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,247 $652K 0.13% -246 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 7,148 $643K 0.14% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 7,107 $640K 0.12% +3,711 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 7,080 $637K 0.38% +57 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 7,048 $634K 0.17% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 6,988 $629K 0.01% new 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 6,945 $625K 0.35% +1,223 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 6,923 $623K 0.34% -234 13F-HR Timeline Financial Insights, Inc. 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More: the full row for Nikulski Financial, Inc. 6,713 $604K 0.14% +2,707 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 6,630 $597K 0.54% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,628 $597K 0.06% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,597 $594K 0.21% -1,411 13F-HR/A Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,545 $589K 0.04% +60 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 6,397 $576K 0.25% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,357 $572K 0.02% +268 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 6,299 $569K 0.55% new 13F-HR Timeline Savvy Advisors, Inc. 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More: the full row for StoneX Group Inc. 5,900 $532K 0.02% +598 13F-HR Timeline Group INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 5,876 $529K 1.14% +499 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 5,832 $525K 0.15% +1,359 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,825 $524K 0.12% +3 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,822 $524K 0.02% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,792 $521K 0.18% -486 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 5,735 $516K 0.48% 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,610 $505K 0.23% -275 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,600 $504K 0.14% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,591 $503K 0.01% +33 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 5,589 $503K 0.15% 0 13F-HR/A Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,575 $502K 0.01% +2,503 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 5,542 $499K 0.19% -103 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,497 $495K 0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5,446 $490K 0.04% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,393 $485K 0.11% -13 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,380 $484K 0.04% +618 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,378 $484K <0.01% +1,378 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,351 $482K 0.01% +2,408 13F-HR/A Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 5,353 $482K 0.08% +265 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,351 $482K 0.07% +506 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,345 $481K 0.02% +227 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,312 $478K 0.05% +1,895 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,278 $475K 0.21% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 5,233 $471K 0.33% -898 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,168 $465K -424 Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,158 $464K 0.03% -1,065 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,137 $462K 0.03% +273 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,100 $459K 0.13% +400 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,089 $458K 0.08% +3 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 5,044 $454K 0.11% +700 13F-HR Timeline Patten Group, Inc. 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More: the full row for Aldebaran Financial Inc. 4,600 $416K 0.38% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,617 $416K 0.05% +28 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 4,603 $414K 0.3% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,551 $410K 0.04% -846 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,542 $409K 0.11% -19 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,483 $403K 0.1% 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 4,416 $397K 0.41% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,333 $390K 0.1% +249 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 4,320 $389K 0.37% 13F-HR/A Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,245 $382K 0.28% 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 4,209 $379K <0.01% new 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,204 $378K 0.18% +19 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,172 $376K 0.06% +41 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,153 $374K 0.01% -343 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,114 $370K 0.08% -62 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 4,074 $367K 0.08% -60 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 4,009 $361K 0.17% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,972 $360K 0.04% -171 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,976 $358K <0.01% new 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,970 $357K 0.02% +1,750 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,961 $356K 0.07% +1,116 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,950 $356K 0.05% 0 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,947 $355K 0.14% +259 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,921 $353K 0.12% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 3,915 $352K 0.07% +696 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,898 $351K <0.01% -553 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,859 $347K 0.01% -113 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,828 $345K 0.02% new 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 3,815 $343K 0.02% 0 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,814 $343K 0.05% -56 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,775 $340K 0.02% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,768 $339K 0.05% +7 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,702 $333K 0.12% +105 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,671 $330K 0.02% +16 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,659 $329K 0.1% +38 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,658 $329K 0.01% -16 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3,600 $324K 0.13% +800 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,555 $320K 0.11% +115 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,551 $320K <0.01% -834 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,525 $317K 0.12% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,514 $316K 0.02% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,500 $315K 0.06% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,491 $314K 0.01% +2,023 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 3,480 $313K 0.24% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,468 $312K 0.14% +22 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,454 $311K <0.01% -20 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,433 $309K 0.13% +32 13F-HR Timeline SWS Partners More: the full row for SWS Partners 3,426 $308K 0.07% -619 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,423 $308K 0.02% +616 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,403 $306K 0.02% +620 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 3,400 $306K 0.23% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,396 $306K 0.04% +720 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,373 $304K 0.02% -68 13F-HR Timeline City State Bank More: the full row for City State Bank 3,360 $302K 0.08% +2,690 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 3,346 $301K 0.28% 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,325 $299K 0.12% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,322 $299K 0.02% new 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 3,290 $296K 0.26% 0 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 3,251 $293K 0.16% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,207 $289K 0.01% +149 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,200 $288K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,195 $288K 0.01% -38 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,171 $285K 0.09% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,886 $281K 0.16% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,104 $279K 0.01% +60 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,099 $279K 0.05% +522 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,095 $279K <0.01% +104 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 3,085 $278K <0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,085 $278K 0.01% +281 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,083 $277K 0.02% +194 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,081 $277K 0.01% 0 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 3,080 $277K 0.24% +32 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,078 $277K 0.02% -204 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,058 $275K 0.04% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,056 $275K 0.04% +32 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 3,056 $275K 0.29% 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,055 $275K <0.01% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,030 $273K 0.03% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,000 $270K 0.01% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,979 $268K 0.02% +292 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,963 $267K 0.02% -1,830 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,953 $266K 0.02% new 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 2,951 $266K 0.05% +79 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,914 $262K 0.05% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 2,910 $262K 0.12% -433 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,894 $260K 0.07% -139 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,883 $259K 0.01% new 13F-HR Timeline Abacus Planning Group, Inc. 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