New Capital Management LP More: the full row for New Capital Management LP 884 $818K 0.21% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 882 $816K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Tamar Securities, LLC More: the full row for Tamar Securities, LLC 881 $815K 0.09% +24 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 880 $815K 0.08% -25 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 879 $814K 0.57% -46 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 877 $812K 0.12% -298 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 877 $812K 0.55% +30 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 876 $811K 0.09% -11 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 875 $810K 0.15% -82 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 875 $810K 0.23% -95 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 874 $809K 0.47% -9 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 874 $809K 0.26% -464 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 873 $808K 0.18% +58 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 870 $806K 0.05% -233 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 39,649 $804K 0.22% +38,823 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 869 $804K 0.93% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 868 $804K 0.12% -12 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 867 $803K 0.34% -138 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 865 $801K 0.31% -26 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 865 $801K 0.3% +328 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 865 $801K 0.6% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 432 $799K 0.36% -72 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 862 $798K 0.49% +65 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 859 $795K 0.37% -100 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 859 $795K 0.59% +16 13F-HR Timeline Touchstone Capital, Inc. More: the full row for Touchstone Capital, Inc. 857 $794K 0.41% 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 855 $791K 0.45% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 855 $791K 0.43% +316 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 853 $790K 0.19% -1 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 852 $789K 0.17% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 850 $787K 0.13% 0 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 845 $782K 0.52% -9 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 843 $780K 0.08% -13 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 842 $779K 0.15% +70 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 842 $779K 0.03% +31 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 842 $779K 0.19% -2 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 841 $779K 0.2% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 839 $777K 0.5% +6 13F-HR Timeline Group VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 838 $776K 0.64% 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 837 $775K 0.59% +2 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 833 $771K 0.54% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 840 $770K 0.28% -21 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 832 $770K 0.11% -140 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 830 $768K 0.17% -320 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 830 $768K 0.1% +137 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 829 $767K 0.05% -9 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 826 $765K 0.6% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 823 $762K 0.3% -422 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 821 $760K 0.03% 0 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 821 $760K 0.36% +24 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 821 $760K 0.1% -3 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 820 $759K 0.21% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 820 $759K 0.04% new 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 820 $759K 0.21% +94 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 820 $759K 0.53% -4 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 818 $757K 0.16% +5 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 818 $757K 0.24% -16 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 844 $757K 0.22% +567 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 817 $756K 0.2% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 815 $754K 0.11% -3 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 813 $753K 0.3% -80 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 813 $753K 0.47% +483 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 813 $753K 0.65% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 812 $752K 0.06% +27 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 819 $751K 0.12% +259 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 847 $751K 0.11% -71 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 784 $749K 0.37% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 808 $748K 0.06% +50 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 807 $747K 0.19% -2 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 805 $745K 0.07% -431 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 810 $741K 0.24% +168 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 798 $739K 0.89% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 798 $739K 0.28% -621 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 796 $737K 0.09% +93 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 795 $736K 0.27% 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 793 $734K 0.3% +124 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 793 $734K 0.44% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 792 $733K 0.23% +111 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 791 $732K 1.39% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 790 $732K 0.25% +14 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 790 $731K 0.41% -292 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 790 $731K 0.54% +59 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 789 $730K 0.39% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 789 $730K 0.43% -155 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 789 $730K 0.66% -71 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 787 $728K 0.48% -14 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 787 $728K 0.6% -11 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 786 $727K 0.08% +242 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 784 $726K 0.26% +1 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 784 $726K 0.27% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 784 $726K 0.19% -27 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 784 $726K 0.06% +19 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 783 $725K 0.11% -21 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 783 $724K 0.17% -30 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 782 $724K 0.26% -12 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 781 $723K 0.11% +87 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 780 $722K 0.44% +86 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 779 $721K 0.3% -40 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 776 $719K 0.02% +287 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 776 $718K 0.13% 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 775 $717K 0.06% +2 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 775 $717K 0.03% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 773 $715K 0.11% +226 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 773 $715K 0.06% -4 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 772 $715K 0.23% -5 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 772 $715K 0.08% +28 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 772 $714K 0.23% +31 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 772 $714K 1.15% +9 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 771 $714K 0.51% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 770 $713K 0.06% +70 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 770 $713K 0.16% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 770 $712K 0.1% -22 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 769 $712K 0.44% -16 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 768 $711K 0.08% 0 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 766 $709K 0.24% -17 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 765 $708K 0.46% -33 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 765 $708K 0.18% -12 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 763 $706K 0.03% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 763 $706K 0.32% -11 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 761 $704K 0.24% -260 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 761 $704K 0.02% -115 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 758 $701K 0.41% +4 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 757 $701K 0.34% -3 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 757 $701K 0.12% -29 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 754 $698K 0.54% +235 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 752 $696K 0.4% -76 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 751 $695K 0.24% -297 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 751 $695K 0.22% -686 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 750 $694K 0.14% +13 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 750 $694K 0.39% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 746 $690K 0.15% +5 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 518 $690K 0.12% +14 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 745 $689K 0.03% -79 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 744 $689K 0.22% +14 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 742 $687K 0.12% -107 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 751 $684K 0.3% -1,071 13F-HR/A Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 739 $684K 0.05% +39 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 739 $684K 0.24% -77 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 738 $683K 0.17% -12 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 736 $682K 0.12% +3 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 735 $680K 0.49% -10 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 742 $680K 0.1% -1 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 734 $679K 0.32% -105 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 733 $679K 0.04% +82 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 732 $678K 0.33% +6 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 730 $676K 0.41% +195 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 728 $674K 0.16% -18 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 725 $671K 0.21% +15 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 723 $669K 0.14% +19 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 723 $669K 0.14% +20 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 723 $669K 0.16% -13 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 721 $668K 0.41% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 721 $668K 0.16% -286 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 721 $667K 0.57% +351 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 720 $667K 0.19% +61 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 720 $666K 0.09% -188 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 718 $665K 0.02% -5,223 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 718 $664K 0.27% +2 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 717 $664K 0.16% -68 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 716 $663K 0.42% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 716 $663K 0.19% +4 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 716 $663K 0.36% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 715 $662K 0.21% +189 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 715 $662K 0.5% +22 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 714 $660K 0.47% +2 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 719 $660K 0.12% +58 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 712 $659K 0.03% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 712 $659K 0.19% +41 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 711 $658K 0.47% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 710 $657K 0.1% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 663 $657K 0.08% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 709 $656K 0.51% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 709 $656K 0.05% +5 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 705 $653K 0.18% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 705 $653K 0.19% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 702 $653K 0.19% -1,471 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 704 $652K 0.22% 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 703 $650K 0.22% -111 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 700 $648K 0.15% +150 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 699 $647K 0.41% +1 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 698 $646K 0.1% +41 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 698 $646K 0.38% -15 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 697 $645K 0.08% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 696 $644K 0.14% -16 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 695 $644K 0.34% -5 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 695 $644K 0.01% new 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 694 $643K 0.08% -4 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 694 $643K 0.08% -109 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 694 $642K 0.14% +8 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 693 $641K 0.2% +19 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 692 $641K 0.06% +2 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 688 $637K 0.09% -277 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 688 $636K 0.6% 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 687 $636K 0.39% +14 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 687 $636K 0.05% +21 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 686 $635K 0.06% -150 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 686 $635K 0.19% +13 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 685 $634K 0.12% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 685 $634K 0.13% -1 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 685 $633K 0.11% +28 13F-HR Timeline