Red Tortoise LLC More: the full row for Red Tortoise LLC 4,609 $877K 0.46% +3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4,606 $876K 0.57% -54 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,600 $875K 0.18% +469 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,599 $875K 0.11% -298 13F-HR/A Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 4,597 $875K 0.69% +142 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,585 $872K 0.07% 0 13F-HR Timeline Eaton-Cambridge Inc. 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Hagan, LLC More: the full row for Donald L. Hagan, LLC 3,776 $718K 0.38% +117 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,775 $718K 0.47% 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,775 $718K 0.48% +403 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,770 $717K 0.33% +24 13F-HR Timeline Momentous Wealth Management, Inc. 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