49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,227 $613K 0.05% +430 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,226 $613K 0.1% +247 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,225 $612K 0.12% +142 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,223 $611K 0.05% +5 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,219 $609K 0.53% -8 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,217 $608K 0.54% -4,019 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,216 $608K 0.24% -264 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,215 $607K 0.22% +1 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,214 $606K 0.01% -3,878 13F-HR Timeline Group JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 1,208 $603K 0.38% -491 13F-HR Timeline Strathmore Capital Advisors, Inc. 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More: the full row for Heritage Investment Group, Inc. 1,105 $552K 0.08% -2 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,104 $552K 0.28% -14 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,103 $551K 0.06% -15 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,102 $551K 0.13% -29 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,101 $550K 0.29% +254 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 1,100 $550K 0.01% 0 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 1,100 $550K 0.19% -165 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,098 $548K 0.12% +17 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,094 $547K 0.12% +1 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,092 $546K 0.1% -142 13F-HR/A Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,090 $545K 0.24% -27 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. 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More: the full row for Paulson Wealth Management Inc. 1,023 $511K 0.12% +14 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,023 $511K 0.12% +6 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,022 $511K 0.08% +549 13F-HR Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,022 $511K 0.07% -86 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 1,021 $510K 0.4% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,019 $509K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,036 $509K 0.18% -114 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,019 $509K 0.2% new 13F-HR Timeline Group Warm Springs Advisors Inc. 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