STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 27,753 $2.29M 1.54% -5,803 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 27,606 $2.27M 0.23% +1,495 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 27,497 $2.26M 0.06% +14,069 13F-HR Timeline XY Planning Network, Inc. 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More: the full row for Verus Financial Partners, Inc. 14,173 $1.17M 0.1% +42 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 14,138 $1.16M 0.12% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 13,605 $1.12M 0.25% +23 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 13,535 $1.11M 0.16% +7,517 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 13,391 $1.1M <0.01% +4,448 13F-HR Timeline Group Wingate Wealth Advisors, Inc. 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More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,663 $878K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 10,425 $858K 0.01% 0 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 10,400 $856K 0.04% 0 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 10,358 $853K 0.47% +335 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,278 $846K 0.03% -3,962 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10,251 $844K 0.11% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 10,058 $828K 0.05% +29 13F-HR Timeline Selective Wealth Management, Inc. 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ALLISON & CO., INC. 9,095 $749K 0.43% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 9,037 $744K 0.21% -650 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 8,977 $739K 0.78% +2,102 13F-HR Timeline PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 8,891 $732K 0.16% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 8,856 $729K 0.13% -77 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 8,831 $727K 0.08% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. 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Mason LLC 7,588 $625K 0.19% +43 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,506 $618K 0.03% +1,273 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,454 $614K 0.17% -1,424 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,418 $611K 0.04% +3,851 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 7,319 $603K 0.2% +10 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,082 $583K <0.01% -964 13F-HR Timeline Group Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 7,023 $578K 0.07% +79 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,014 $578K <0.01% -1,228 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,947 $572K 0.11% 0 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 6,862 $565K 0.11% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 6,825 $562K 0.2% +594 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6,824 $562K 0.26% +6 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,812 $561K 0.01% -15 13F-HR Timeline Group Stegent Equity Advisors, Inc. 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