Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,408 $606K 0.29% -95 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 2,407 $606K 0.18% -994 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,402 $604K 0.24% +683 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 2,400 $604K 0.19% 0 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 2,393 $602K 0.13% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,391 $602K 0.45% +399 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,390 $602K 0.28% +6 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,390 $601K 0.35% -50 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,390 $601K 0.44% -28 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,388 $601K 0.15% +79 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,384 $600K 0.21% -897 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,376 $598K 0.15% +114 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 2,376 $598K 0.6% -279 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,375 $598K 0.23% +41 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2,371 $597K 0.21% +104 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 2,367 $596K 0.33% -173 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,358 $593K 0.04% +522 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,358 $593K 0.07% +437 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,355 $593K 0.03% -564 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,349 $591K 0.4% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,346 $590K 0.48% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,346 $590K 0.32% -133 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,344 $590K 0.14% -7 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,338 $588K 0.25% -228 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 2,333 $587K 0.23% +12 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,331 $587K 0.13% +77 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,332 $587K 0.07% -41 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 2,323 $585K 0.1% -150 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 2,319 $584K 0.13% -281 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 2,308 $581K 0.58% +78 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,303 $580K 0.07% +7 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,295 $578K 0.1% -20 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 2,294 $577K 0.61% -28 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2,292 $577K 0.07% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 2,291 $577K 0.48% 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,291 $577K 0.13% +82 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,289 $576K 0.3% -17 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,284 $575K 0.16% +2 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 2,282 $574K 0.37% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,278 $573K 0.2% +160 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,276 $573K 0.43% +189 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,273 $572K 0.23% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,272 $572K 0.12% -175 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 2,272 $572K 0.46% +42 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 2,271 $572K 0.18% +1 13F-HR/A Timeline Thompson David Blair More: the full row for Thompson David Blair 2,271 $571K 0.29% +53 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 2,272 $571K 0.4% +19 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,266 $570K 0.09% +1,120 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,265 $570K 0.01% +1,062 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,265 $570K 0.09% -52 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2,264 $570K 0.11% -93 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,253 $567K 0.09% -155 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 2,253 $567K 0.44% +446 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,252 $567K 0.08% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,252 $567K 0.06% +212 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,244 $565K 0.08% -27 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 2,244 $565K 0.51% 0 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 2,243 $564K 0.33% -83 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,239 $563K 0.19% +1,239 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 2,237 $563K 0.19% -94 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,232 $562K 0.08% -423 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,228 $561K 0.14% +573 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,224 $560K 0.16% +290 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,222 $559K 0.13% -21 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,222 $559K 0.02% +27 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,217 $558K 0.1% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,212 $557K 0.23% +38 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 2,211 $556K 0.51% -600 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 2,210 $556K 0.45% -42 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,210 $556K 0.17% +161 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,210 $556K 0.29% -5 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 2,210 $556K 0.23% +1 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,201 $554K 0.31% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 2,197 $553K 0.12% +36 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,193 $552K 0.08% -266 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,166 $552K 0.17% -545 13F-HR Timeline United Bank More: the full row for United Bank 2,192 $552K 0.17% 0 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 2,191 $551K 0.24% -33 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,188 $551K 0.23% -14 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,187 $550K 0.16% +32 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,183 $549K 0.2% -33 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,182 $549K 0.24% +1,435 13F-HR/A Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 2,182 $549K 0.28% 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,181 $549K 0.08% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 2,181 $549K 0.3% +50 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 2,176 $548K 0.23% new 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,171 $546K 0.33% -55 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,167 $545K 0.41% +42 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 2,165 $545K 0.06% +489 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,152 $542K 0.28% -870 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 2,152 $542K 0.45% -117 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 2,151 $541K 0.12% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 2,151 $541K 0.09% -6 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,146 $540K 0.09% +752 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,142 $539K 0.17% -15 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 2,147 $539K 0.34% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 2,140 $539K 0.05% -1,250 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,140 $538K 0.13% +1 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,138 $538K 0.06% -5 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,135 $537K 0.06% +181 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 2,134 $537K 0.09% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 2,133 $537K 0.11% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,132 $537K 0.14% -126 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 2,129 $536K 0.36% +221 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,065 $536K 0.1% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 2,123 $534K 0.3% +460 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,071 $534K 0.36% -34 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,120 $534K 0.09% +121 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,119 $533K 0.14% +66 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,116 $532K 0.41% +1,186 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 2,105 $530K 0.35% +2 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,104 $529K 0.04% +73 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 2,103 $529K 0.05% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,103 $529K 0.05% +1 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,100 $528K 0.04% +104 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,094 $527K 0.22% +322 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 2,094 $527K 0.12% 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,092 $526K 0.13% -146 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 2,091 $526K 0.02% +1 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,085 $525K 0.22% -63 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,083 $524K 0.14% +45 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 2,078 $523K 0.4% -68 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 2,075 $522K 0.21% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,070 $521K 0.18% -3 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,990 $519K 0.16% 0 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 2,019 $519K 0.39% 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 2,059 $518K 0.22% -229 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,057 $518K 0.18% +6 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,055 $517K 0.11% +940 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 2,050 $516K 0.28% -4 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,049 $516K 0.05% +8 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,046 $515K 0.43% -10 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,045 $515K 0.14% +271 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,044 $514K 0.28% 0 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 2,038 $513K 0.07% -451 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,033 $512K 0.21% +487 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,028 $510K 0.24% +20 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,022 $509K 2.69% +508 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 2,021 $509K 0.39% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,020 $508K 0.12% +8 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,019 $508K 0.08% +123 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,019 $508K 0.05% -11 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,018 $508K 0.19% -45 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,018 $508K 0.09% +22 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,017 $508K 0.48% +150 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 2,016 $507K 0.2% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,013 $507K 0.04% +5 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,012 $506K 0.03% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,010 $506K 0.2% -10 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,009 $505K 0.05% +37 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,008 $505K 0.26% +222 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 2,005 $505K 0.3% -28 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 2,003 $504K 0.18% +20 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,000 $503K 0.35% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,997 $503K 0.1% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,996 $502K <0.01% +196 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,993 $502K 0.42% +2 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 1,993 $502K 0.37% +80 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 1,990 $501K 0.07% -58 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,989 $501K 0.28% +14 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,988 $500K 0.27% +19 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 1,974 $500K 0.26% +49 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,988 $500K 0.15% -10 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,986 $500K 0.06% -16 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 2,006 $499K 0.1% +71 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,979 $498K 0.12% -43 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,978 $498K 0.26% +203 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,978 $498K 0.14% +58 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,974 $497K 0.35% +51 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,972 $496K 0.09% +12 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,972 $496K 0.26% +92 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,967 $495K 0.14% +160 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,965 $494K 0.06% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,961 $494K 0.06% +7 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,955 $492K 0.05% 0 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 1,953 $491K 0.27% -91 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,953 $491K 0.04% +136 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 1,950 $491K 0.23% +250 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,948 $490K 0.38% -257 13F-HR Timeline IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 1,948 $490K 0.29% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,946 $490K 0.18% +3 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,946 $490K 0.21% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,944 $489K 0.16% -419 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,943 $489K 0.05% +153 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,942 $489K 0.28% +54 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,941 $488K 0.33% -367 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 1,917 $488K 0.2% new 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 1,936 $487K 0.25% -43 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 1,935 $487K 0.08% -124 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,934 $487K 0.04% -1,152 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 1,910 $486K 0.23% 0 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,930 $486K 0.23% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,930 $486K 0.18% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,930 $486K 0.09% +4 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,927 $485K 0.04% -3 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,924 $484K 0.13% +195 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 1,923 $484K 0.01% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,922 $484K 0.21% +212 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,921 $483K 0.08% +127 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1,921 $483K 0.21% 13F-HR Timeline