ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 498 $353K 0.11% +7 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 497 $352K 0.56% -53 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 497 $352K 0.17% +4 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 496 $351K 0.19% +7 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 496 $351K 0.17% 0 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 495 $351K 0.34% +77 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 495 $351K 0.1% -22 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 494 $350K 0.27% +1 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 494 $350K 0.22% new 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 494 $350K 0.04% -27 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 493 $349K 0.12% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 492 $348K 0.11% -31 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 439 $348K 0.26% +5 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 490 $347K 0.29% +20 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 490 $347K 0.14% -2 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 488 $346K 0.02% -55 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 487 $345K 0.25% -524 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 486 $344K 0.08% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 486 $344K 0.08% +10 13F-HR Timeline American Trust More: the full row for American Trust 486 $344K 0.03% +33 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 485 $343K 0.13% +1 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 483 $342K 0.05% -143 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 483 $342K 0.21% +117 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 483 $342K 0.2% +91 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 482 $342K 0.11% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 482 $341K 0.18% -35 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 481 $340K 0.1% +1 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 497 $340K 0.19% -24 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 479 $339K 0.02% -3,067 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 478 $339K 0.17% -49 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 477 $338K 0.1% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 476 $337K 0.08% -211 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 475 $337K <0.01% -146 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 475 $337K 0.29% +1 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 474 $336K 0.13% +117 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 474 $336K 0.08% +7 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 474 $336K 0.03% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 473 $336K 0.14% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 473 $335K 0.07% -100 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 473 $335K 0.39% +432 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 473 $335K 0.06% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 472 $334K 0.96% -3,851 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 472 $334K 0.17% +1 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 471 $334K 0.13% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 471 $334K 0.04% -31 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 471 $334K 0.18% 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 418 $334K 0.13% 0 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 500 $334K 0.29% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 471 $334K 0.02% +1 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 471 $334K 0.1% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 471 $334K 0.01% -918 13F-HR Timeline Group Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 470 $333K 0.16% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 468 $332K 0.03% -19 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 468 $332K 0.32% +1 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 468 $332K 0.09% +26 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 468 $332K 0.16% -2,358 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 466 $330K 0.06% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 466 $330K 0.18% +10 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 465 $330K 0.03% +8 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 465 $329K 0.03% -386 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 465 $329K 0.29% -130 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 464 $329K 0.17% -109 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 464 $329K 0.29% +33 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 463 $328K 0.08% +36 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 461 $327K 0.07% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 459 $325K 0.06% +248 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 459 $325K 0.14% -12 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 459 $325K 0.23% +2 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 457 $324K 0.27% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 457 $324K 0.18% +34 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 457 $324K 0.06% +72 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 456 $323K 0.02% -521 13F-HR Timeline Financial Concepts Unlimited, Inc. More: the full row for Financial Concepts Unlimited, Inc. 456 $323K 0.29% 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 455 $323K 0.18% 0 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 455 $322K 0.26% +99 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 455 $322K 0.1% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 454 $322K 0.14% -70 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 454 $322K 0.16% -533 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 453 $321K 0.05% new 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 453 $321K 0.21% +65 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 451 $320K 0.1% -5 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 450 $319K 0.23% +1 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 450 $319K <0.01% -100 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 450 $319K 0.13% -250 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 450 $319K 0.19% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 449 $318K 0.01% -239 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 448 $318K 0.03% -1 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 448 $317K 0.02% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 448 $317K 0.04% +10 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 448 $317K 0.08% +33 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 447 $317K 0.24% +1 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 400 $316K 0.12% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 446 $316K 0.22% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 445 $315K 0.11% +26 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 549 $315K 0.03% 0 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 444 $315K 0.15% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 443 $314K 0.02% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 443 $314K 0.31% 0 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $314K 0.18% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 443 $314K 0.3% +3 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 442 $313K 0.04% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 442 $313K 0.24% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 441 $313K 0.12% -12 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 441 $313K 0.1% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 441 $312K 0.28% -237 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 440 $312K 0.05% -310 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 440 $312K 0.06% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 440 $312K 0.17% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 439 $311K 0.07% -54 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 438 $310K 0.02% +69 13F-HR/A Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 437 $310K 0.19% +136 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 343 $310K 0.04% +58 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 437 $310K 0.06% -310 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 437 $310K 0.31% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 436 $309K 0.08% -51 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 436 $309K 0.09% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 435 $308K <0.01% new 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 434 $307K 0.07% -54 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 434 $307K 0.08% +32 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 434 $307K 0.19% +38 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 433 $307K 0.07% +69 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 433 $306K 0.14% +1 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 432 $306K 0.1% new 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 430 $305K 0.17% +4 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 430 $305K 0.03% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 429 $304K 0.07% -706 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 428 $303K 0.18% -22 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 428 $303K 0.2% +5 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 428 $303K 0.15% -122 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 427 $303K 0.11% +30 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 427 $303K 0.07% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 427 $302K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 427 $302K 0.06% +8 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 426 $302K 0.26% +1 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 425 $301K 0.13% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 425 $301K 0.05% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 425 $301K 0.05% +9 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 424 $300K 0.04% +8 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 424 $300K <0.01% -3 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 423 $300K 0.15% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 423 $299K 0.03% new 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 421 $299K 0.04% +18 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 421 $298K 0.08% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 421 $298K 0.07% +60 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 420 $298K 0.2% +1 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 420 $297K 0.08% new 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 444 $296K 0.11% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 416 $295K 0.04% -57 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 416 $295K 0.12% new 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 415 $294K 0.23% 0 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 415 $294K 0.09% -18 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 414 $293K 0.13% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 413 $292K 0.16% -42 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 412 $292K 0.07% -100 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 412 $292K 0.06% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 411 $291K 0.05% +1 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 410 $290K 0.14% -46 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 409 $290K 0.08% -31 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 409 $290K 0.09% -136 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 409 $290K 0.3% +150 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 409 $290K 0.22% 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 408 $289K 0.18% -1 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 408 $289K 0.01% -40 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 374 $288K 0.09% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 407 $288K 0.05% 0 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 406 $288K 0.14% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 406 $288K 0.1% -99 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 405 $287K 0.05% -4 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 405 $287K 0.01% -102 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 405 $287K 0.15% +52 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 404 $286K 0.05% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 403 $286K 0.03% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 403 $286K 0.12% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 403 $286K 0.35% +403 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 402 $285K 0.12% -10 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 402 $285K 0.21% -122 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 401 $284K 0.26% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 400 $283K 0.02% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 400 $283K 0.03% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 400 $283K 0.04% 0 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 400 $283K 0.2% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 400 $283K 0.06% -6 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 400 $283K 0.14% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 400 $283K 0.47% +390 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 400 $283K 0.24% -25 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 400 $283K 0.16% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 400 $283K 0.05% 0 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 400 $283K 0.22% 0 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 400 $283K 0.14% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 400 $283K 0.2% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 400 $283K 0.14% 0 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 400 $283K 0.28% -50 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 399 $283K 0.26% -20 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 399 $283K 0.14% +19 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 399 $283K 0.13% new 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 398 $282K 0.05% +31 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 398 $282K 0.08% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 398 $282K 0.14% -2 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 398 $282K 0.03% -8 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 397 $281K 0.03% -22 13F-HR Timeline