SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 4,995 $556K 0.09% +195 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,991 $556K 0.02% -5,336 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 4,965 $553K 0.48% 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,964 $553K 0.07% +1 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 4,961 $553K 0.4% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,958 $552K 0.17% -1,029 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 4,955 $552K 0.4% +89 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,950 $551K 0.26% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 4,950 $551K 0.07% -2,217 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 4,947 $551K 0.11% -163 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 4,197 $551K 0.89% +2,214 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 4,940 $550K 0.36% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,932 $549K 0.1% +1,433 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,918 $548K 0.05% -100 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 4,915 $548K 0.05% +178 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 4,912 $547K 0.38% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,910 $547K 0.24% -2,736 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,913 $547K 0.14% -659 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 4,906 $547K 0.44% 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 4,898 $546K 0.31% -163 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 4,897 $546K 0.4% -441 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 4,892 $545K 0.33% 0 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 4,890 $545K 0.07% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 4,890 $545K 0.17% -215 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 4,221 $544K 0.48% 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,874 $543K 0.39% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,864 $542K 0.35% -360 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 4,845 $541K 0.26% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,842 $539K 0.04% +300 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 4,836 $539K 0.22% 0 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 4,811 $537K 0.51% 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 4,812 $536K 0.01% +2,800 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 4,810 $536K 0.14% +514 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,793 $535K 0.09% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,803 $535K 0.09% 0 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,800 $535K 0.24% -138 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,801 $535K 0.01% +1,508 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 4,800 $535K 0.28% -216 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 4,797 $534K 0.11% +36 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 4,791 $534K 0.31% +24 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,787 $533K 0.18% -790 13F-HR/A Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 4,783 $533K 0.48% 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,770 $531K 0.06% -70 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,768 $531K 0.17% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,765 $531K 0.36% -5 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 4,764 $531K 0.52% 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,757 $530K 0.11% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 4,756 $530K 0.14% -791 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 4,755 $530K 0.4% 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,755 $530K 0.07% +69 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 4,027 $530K 0.32% +2,656 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,753 $530K 0.14% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,752 $529K 0.11% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,749 $529K 0.09% +643 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,745 $529K 0.05% +146 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4,744 $528K 0.02% +1,193 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,735 $528K 0.12% +131 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 4,252 $528K 0.36% 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 4,733 $527K 0.16% +162 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 4,725 $526K 0.49% 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 4,713 $525K 0.06% -33 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 4,707 $524K 0.16% -5,114 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 4,704 $524K 0.1% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,692 $524K 0.23% +1,006 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,689 $522K 0.16% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,682 $522K 0.26% -437 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 4,678 $521K -68,970 Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4,652 $520K 0.16% +54 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 4,668 $520K 0.11% -4,208 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 4,664 $520K 0.28% -292 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,653 $518K 0.24% +253 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,647 $518K 0.12% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,643 $517K 0.15% +391 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,641 $517K 0.11% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,640 $517K 0.09% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,636 $517K 0.2% -114 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,639 $517K 0.05% new 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 4,639 $517K 0.32% +112 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,631 $516K 0.11% +381 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 4,625 $515K 0.03% -56 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,618 $515K 0.19% -43 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 4,618 $514K 0.33% +132 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 4,616 $514K 0.33% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 4,599 $512K 0.25% +11 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 4,590 $511K 0.5% 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 4,581 $510K 0.31% -770 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 4,578 $510K 0.13% +118 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,576 $510K 0.03% -3,270 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,571 $509K 0.31% -20 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,569 $509K 0.37% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 4,565 $509K 0.12% +147 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,545 $507K 0.13% +83 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 4,546 $506K 0.27% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 4,541 $506K 0.18% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,537 $505K 0.03% +230 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,525 $504K 0.07% -2,316 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 4,531 $504K 0.22% +26 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,517 $503K 0.28% +138 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,515 $503K 0.22% -2,664 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,511 $503K 0.25% +283 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,506 $502K 0.15% -150 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 4,501 $501K 0.16% +380 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 4,500 $501K 0.07% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 4,500 $501K 0.42% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 4,500 $501K 0.16% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,500 $501K 0.03% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 4,496 $501K 0.26% 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 4,491 $500K 0.07% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,489 $500K 0.4% -5 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,485 $500K 0.31% -38 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 4,481 $499K 0.16% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,479 $499K 0.5% -785 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,477 $499K 0.07% -170 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,460 $497K 0.29% 0 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,453 $496K 0.21% -237 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 4,450 $496K 0.41% +151 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 4,449 $496K 0.41% +24 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 4,438 $494K 0.14% 0 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,437 $494K 0.2% +535 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 4,435 $494K 0.26% -423 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 4,435 $494K 0.69% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4,428 $493K 0.27% 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,417 $492K 0.27% -2,389 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 4,417 $492K 0.18% 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 4,412 $492K 0.1% -49 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,408 $491K 0.13% -3,641 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 4,400 $490K 0.09% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 4,397 $490K 0.17% -155 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,395 $490K 0.08% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,124 $490K 0.33% -26 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 4,394 $490K 0.09% +60 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,378 $489K 0.32% +530 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 4,386 $489K 0.45% 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 4,384 $488K 0.93% -356 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 4,379 $488K 0.19% 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,365 $486K 0.17% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 4,361 $486K 0.17% -10 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,356 $485K <0.01% -8,642 13F-HR Timeline Group Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 4,350 $485K 0.25% 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 4,349 $485K 0.1% +412 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,348 $484K 0.15% +1,931 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,344 $484K 0.04% 0 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 4,342 $484K 0.29% -623 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 4,338 $483K 0.19% 13F-HR/A Timeline Burton Enright Welch More: the full row for Burton Enright Welch 4,335 $483K 0.07% +594 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 4,330 $482K 0.25% -1,316 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 4,328 $482K 0.35% 0 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 4,217 $482K 0.09% -5 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,326 $482K 0.99% -210 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 4,321 $481K 0.16% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 4,309 $481K 0.06% -84 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 4,320 $481K 0.04% -252 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 4,312 $480K 0.31% 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 4,308 $480K 0.04% +1,563 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 4,305 $480K 0.1% -4 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,303 $479K 0.17% +15 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 4,303 $479K 0.43% 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,290 $478K 0.19% +505 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 4,289 $478K 0.26% +924 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,226 $478K 0.07% +275 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 4,285 $477K 0.2% +107 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 4,279 $477K 0.16% +142 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 4,279 $477K 0.11% -376 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 4,275 $476K 0.25% -114 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 4,272 $476K 0.07% +290 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 4,260 $476K 0.3% -240 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 4,268 $475K 0.3% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,261 $475K 0.17% +396 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 4,260 $475K 0.33% +2,020 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,260 $475K 0.2% -105 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 4,260 $475K 0.47% 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 4,259 $475K 0.47% 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,259 $474K 0.21% -19 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 4,257 $474K 0.45% 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 4,247 $473K 0.47% 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 4,246 $473K 0.1% +99 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 4,245 $473K 0.32% -1,105 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 4,233 $472K 0.29% +1,609 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,229 $471K 0.09% -223 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 4,220 $470K 0.03% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 4,216 $470K 0.13% 0 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 4,211 $469K 0.28% 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 4,209 $469K 0.3% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,211 $469K 0.05% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 4,196 $467K 0.17% +809 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 4,185 $467K 0.33% 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 4,191 $467K 0.24% -1,431 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,173 $466K 0.13% +23 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,179 $466K 0.23% +273 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 3,896 $465K 0.06% +48 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,173 $465K 0.17% +130 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,168 $464K 0.13% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,474 $464K 0.19% +166 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,167 $464K 0.05% +1,971 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 4,167 $464K 0.17% 0 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 4,161 $464K 0.36% 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 4,159 $463K 0.17% +28 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 4,156 $463K 0.07% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 4,141 $461K 0.17% +122 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,138 $461K 0.1% -285 13F-HR Timeline