Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,095 $399K 0.29% -100 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,095 $399K 0.06% -30 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 2,095 $399K 0.3% -40 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,091 $398K 0.22% -61 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,090 $398K 0.28% 0 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 2,085 $397K 0.17% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,068 $395K 0.16% -110 13F-HR Timeline Taylor Financial Group, Inc. 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Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,911 $364K 0.12% -10 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 1,911 $364K 0.12% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 1,908 $363K 0.25% +1 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 1,901 $362K 0.39% 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 1,900 $362K 0.2% -1 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 1,900 $362K 0.2% +100 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,897 $361K 0.11% 0 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,895 $361K 0.04% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,890 $360K 0.21% 0 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 1,884 $359K 0.06% 0 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,882 $358K 0.24% +48 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,881 $358K 0.14% +2 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,880 $358K 0.18% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. 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Beadell Investment Counsel, Inc. 1,750 $333K 0.27% 0 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 1,741 $332K 0.11% -36 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,740 $331K 0.19% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,740 $331K 0.26% 0 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 1,738 $331K 0.15% -119 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,738 $331K 0.05% +158 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,736 $331K 0.26% -75 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,730 $329K 0.09% -245 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. 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