My Personal CFO, LLC More: the full row for My Personal CFO, LLC 671 $225K 0.11% +1 13F-HR Timeline First Heartland Consultants, Inc. 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Empirical Wealth Management 653 $218K 0.01% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 650 $217K 0.11% -3 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 640 $214K 0.02% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 639 $214K 0.02% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 636 $213K <0.01% new 13F-HR/A Timeline GRIFFIN ASSET MANAGEMENT, INC. 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CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,012 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.