Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 1,775 $919K 0.41% -9 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 1,761 $912K 0.43% +562 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 1,758 $911K 0.7% -23 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,758 $910K 0.68% +1 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 1,757 $910K 0.23% 0 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 1,755 $909K 0.36% -112 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 1,750 $906K 0.1% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,749 $906K 0.75% +47 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 1,748 $905K 0.52% +248 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,731 $897K 0.11% +59 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,726 $894K 0.63% +16 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,720 $891K 0.42% +118 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 1,711 $886K 0.01% +77 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,695 $886K 0.12% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 1,708 $885K 0.65% +50 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,704 $882K 0.46% +3 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 1,703 $882K 0.03% -600 13F-HR/A Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 1,702 $882K 0.67% -131 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,700 $881K 0.03% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,700 $881K 0.59% +246 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 1,699 $880K 0.28% +25 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 1,695 $878K 0.32% -200 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 1,699 $878K 0.46% -104 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 1,686 $873K 0.54% -116 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,685 $873K 0.24% +46 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,754 $872K 0.3% 0 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 1,682 $870K 0.23% -124 13F-HR/A Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 1,678 $869K 0.45% -83 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 1,675 $867K 0.53% +79 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 1,668 $864K 0.81% +871 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 1,665 $862K 0.68% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,672 $859K 0.34% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 1,655 $857K 0.38% +90 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,652 $856K 0.23% -132 13F-HR Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 1,651 $855K 0.7% 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,648 $854K 0.74% 0 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 1,647 $853K 0.36% +1 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 1,646 $852K 0.41% +12 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 1,655 $852K 0.32% +603 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 1,644 $852K 0.13% -54 13F-HR/A Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,642 $850K 0.51% +27 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,641 $850K 0.61% -47 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,632 $850K 0.36% +2 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 1,640 $849K 0.61% -69 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 1,637 $848K 0.35% -209 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 1,637 $848K 0.64% -124 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 1,635 $847K 0.39% -10 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,630 $844K 0.68% -143 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 1,597 $844K 0.5% -198 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,649 $843K 0.5% 0 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 1,624 $841K 0.45% -120 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,618 $838K 0.17% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,601 $829K 0.11% -140 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 1,600 $829K 0.04% -88 13F-HR Timeline Group Knott David M Jr More: the full row for Knott David M Jr 1,600 $829K 0.35% 0 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 1,599 $828K 0.93% 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 1,597 $827K 0.48% -14 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 1,597 $827K 0.78% 0 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 1,595 $826K 0.44% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 1,595 $826K 0.58% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,594 $825K 0.48% +245 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,589 $823K 0.56% new 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 1,582 $819K 0.27% -49 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 1,578 $817K 0.06% +219 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 1,571 $814K 0.8% +375 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 1,571 $814K 0.25% -24 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 1,561 $808K 0.32% +2 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,556 $806K 0.1% -138 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 1,554 $805K 0.05% -69,603 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 1,549 $802K 0.26% +105 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,547 $801K 0.34% -724 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,653 $799K 0.49% -54 13F-HR Timeline TOBAM More: the full row for TOBAM 1,542 $799K 0.29% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,540 $798K 0.29% +56 13F-HR/A Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 1,470 $797K 0.16% +3 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,538 $797K 0.53% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,537 $796K 0.54% 0 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 1,536 $796K 0.71% 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 1,532 $793K 0.08% +453 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 1,532 $793K 2.35% -42 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 1,532 $793K 0.4% -8 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 1,531 $793K 0.13% -4 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 1,529 $792K 0.26% +2 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,526 $790K 0.29% +83 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,531 $789K 0.51% -3,083 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,521 $788K 0.35% +1 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 1,516 $785K 0.34% +73 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 1,506 $780K 0.07% 0 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 1,505 $780K 0.74% 0 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 1,503 $778K 0.79% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,501 $777K 0.24% +392 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,500 $777K 0.33% -10 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 1,495 $774K 0.33% -10 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 1,490 $772K 0.09% +301 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,489 $771K 0.36% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 1,487 $770K 0.16% new 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,487 $770K 0.65% +16 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,486 $770K 0.3% new 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 1,485 $769K 0.22% -15 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,476 $764K 0.09% +375 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 1,474 $764K 0.62% -196 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,473 $763K 0.21% +3 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,472 $762K 2.89% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 1,470 $762K 0.17% +9 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,466 $760K 0.22% -79 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,466 $759K 0.33% -326 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 1,460 $756K 0.2% +335 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 1,460 $756K 0.65% +52 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,451 $751K 0.08% +9 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 1,449 $751K 0.25% -359 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,443 $747K 0.27% +195 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 1,441 $746K 0.37% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,440 $746K 0.69% -10 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,439 $745K 0.29% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,435 $743K 0.17% +619 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 1,433 $742K 0.53% +60 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 1,431 $741K 0.26% +101 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 1,430 $741K 0.2% 0 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,425 $738K 0.33% -5 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 1,425 $738K 0.35% +932 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 1,424 $738K 0.46% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,422 $737K 0.13% +92 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 1,420 $735K 0.42% -18,610 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 1,420 $735K 0.42% +57 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 1,402 $726K 0.58% +1 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,400 $725K 0.44% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,399 $724K 0.24% -62 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,398 $724K 0.26% -60 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 2,565 $723K 0.45% +776 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 1,405 $721K 0.53% -100 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 1,393 $721K 0.5% +72 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,391 $721K 0.22% +28 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 1,384 $719K 0.45% +847 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 1,387 $718K 0.51% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,384 $717K 0.22% +246 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,383 $716K 0.6% +152 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 1,382 $716K 0.23% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,374 $712K 0.33% -450 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 1,373 $711K 0.14% +289 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,371 $710K 0.19% 0 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 1,369 $709K 0.23% -50 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 1,365 $707K 0.38% +52 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 1,359 $704K 0.29% 0 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 1,359 $704K 0.01% 0 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 1,630 $701K 3.96% +2 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 1,351 $700K 0.26% -75 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 1,349 $699K 17.24% -891 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,349 $699K 0.41% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 1,349 $699K 0.2% -199 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 1,342 $695K 0.5% -16 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 1,338 $693K 0.42% 0 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 1,336 $692K 0.38% +1 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 1,336 $692K 0.5% +57 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,333 $691K 0.13% 0 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 1,330 $689K 0.39% +23 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 1,327 $687K 0.3% -31 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 1,322 $685K 1.16% 0 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 1,322 $685K 0.61% -138 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 1,319 $683K 0.24% +37 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,318 $683K 0.53% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 1,315 $681K 0.37% -277 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,315 $681K 0.24% -42 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,310 $678K 0.18% +16 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 1,309 $678K 2.5% -327 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 1,304 $675K 0.24% 0 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 1,304 $675K 0.54% +30 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,303 $675K 0.23% +105 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 1,303 $675K 0.59% 0 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 1,297 $674K 0.53% -80 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 1,300 $673K 0.38% -200 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 1,266 $669K 0.49% +114 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,291 $669K 0.69% -6 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 1,287 $667K 0.33% -21 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 1,276 $661K 0.26% -35,042 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,276 $661K 0.26% 0 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 1,275 $660K 0.24% 0 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 1,278 $657K 0.2% -4 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,261 $653K 0.3% +172 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,257 $651K 0.46% +38 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 1,257 $648K 0.66% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 1,249 $647K 0.22% -893 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 1,247 $646K 0.37% +1 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 1,246 $645K 0.38% +1 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,243 $644K 0.36% +96 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,238 $641K 0.2% +238 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 1,303 $641K 0.24% 0 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,234 $639K 0.31% -99 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 1,226 $635K 0.37% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,226 $635K 0.17% +69 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 1,223 $633K 0.38% +12 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 1,222 $633K 0.31% -26 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,216 $630K 0.17% +12 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,213 $628K 0.15% -840 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 1,213 $628K 0.4% -20 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,212 $628K 0.4% 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,209 $626K 0.17% -22,601 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 1,209 $626K 0.61% -94 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,206 $625K 0.18% -89 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 1,199 $621K 0.18% +166 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 1,195 $619K 0.39% -664 13F-HR Timeline