AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 9,758 $857K 2.05% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,747 $856K 0.07% -192 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 9,730 $854K 0.84% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 9,727 $854K 0.12% +878 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,714 $853K 0.06% +579 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 9,708 $852K 0.43% -100 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 9,698 $851K 0.13% -600 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 9,693 $851K 0.07% -412 13F-HR/A Timeline ARKANSAS FINANCIAL GROUP, INC. 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More: the full row for New England Research & Management, Inc. 8,624 $757K 0.38% -400 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 8,615 $756K 0.35% +2,262 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 8,611 $756K 0.73% +311 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 8,610 $756K 0.07% +554 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,609 $756K 0.19% +37 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 8,608 $756K 0.16% +781 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,608 $756K 0.09% -200 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 8,576 $753K 0.42% +230 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 8,574 $753K 0.15% -470 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 8,554 $751K 0.21% +197 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 8,633 $750K 0.24% +878 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 8,530 $749K 0.28% +211 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 8,503 $746K 0.06% -6 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 8,492 $746K <0.01% +30 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 8,464 $745K 0.63% -15 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 8,463 $743K 0.42% -867 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 8,456 $742K 0.32% +65 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 8,444 $741K 0.2% -838 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 8,432 $740K 0.13% +2,683 13F-HR Timeline Hillsdale Investment Management Inc. 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More: the full row for Braun-Bostich & Associates Inc. 8,389 $736K 0.54% -320 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 8,388 $736K 0.56% +506 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 8,358 $734K 0.28% -5 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 8,350 $733K 0.27% +79 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 8,349 $733K 0.29% +23 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 8,316 $732K 0.38% +465 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 8,338 $732K 0.76% -65 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 8,328 $731K 0.28% -110 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 8,322 $731K 0.56% -70 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,300 $729K 0.67% -441 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,295 $728K 0.05% -152 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 8,279 $727K 0.13% +110 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 8,273 $726K 0.36% -988 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 8,269 $726K 0.3% +102 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 8,256 $725K 0.01% +787 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,254 $725K 0.05% +78 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,249 $724K 0.1% -4,550 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,246 $724K 0.05% -5,319 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,246 $724K 0.32% -146 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,224 $722K 0.1% -232 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 8,216 $721K 0.93% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 8,208 $721K 0.33% +927 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 8,206 $720K 0.04% -1,539 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 8,200 $720K 0.1% -2,704 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 8,199 $720K 0.01% +5,143 13F-HR Timeline Group Seed Wealth Management, Inc. 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More: the full row for Facet Wealth, Inc. 7,199 $715K 0.02% -17 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 8,110 $712K 0.06% +367 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 8,104 $711K <0.01% -297,881 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 8,082 $711K 0.25% -1,680 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 8,083 $710K 0.36% +16 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 8,078 $709K 0.24% -1,195 13F-HR/A Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 8,076 $709K 0.31% -50 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 8,075 $709K 0.43% +3 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 8,074 $709K 0.34% -54 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 8,061 $708K 0.15% +115 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 7,360 $707K 0.35% +1,282 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 8,274 $705K 0.74% -440 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,996 $702K 0.33% +3,059 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 7,978 $700K 0.2% +72 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 7,978 $700K 0.54% -1,987 13F-HR Timeline Walker Financial Services, Inc. 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