Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 613,588 $17M 5.33% +14,968 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 612,176 $17M 0.08% -98,300 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 608,563 $16.9M 3.06% -135,757 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 604,990 $16.8M 0.16% +27,813 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 594,373 $16.5M 12.3% -4,987 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 593,428 $16.4M +38,296 Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 592,672 $16.4M 1.31% -11,608 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 592,590 $16.4M 0.51% +4,667 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 592,237 $16.4M 0.08% +4,636 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 589,261 $16.3M <0.01% +63,669 13F-HR Timeline Group MYECFO, LLC More: the full row for MYECFO, LLC 584,925 $16.2M 6.11% -2,932 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 581,868 $16.1M 5.54% +11,268 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 587,036 $15.9M 0.32% +51,156 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 572,438 $15.9M 0.46% -10,128 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 567,857 $15.7M 8.63% +15,708 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 559,279 $15.5M 3.42% -14,808 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 559,144 $15.5M 2.27% +868 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 554,766 $15.4M 5.62% -5,550 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 548,347 $15.2M 9.6% -14,686 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 544,301 $15.1M 0.32% -2,783 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 540,844 $15M +57,660 Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 535,959 $14.8M 0.46% +43,487 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 520,247 $14.8M 4.85% +9,240 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 532,437 $14.7M 3.87% +10,763 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 528,203 $14.6M 5.3% +4,444 13F-HR Timeline White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 513,065 $14.2M 8.8% +2,397 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 511,799 $14.2M 6.24% -6,838 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 508,759 $14.1M 0.88% +56,546 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 508,004 $14.1M 2.08% -2,698 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 501,624 $14M 2.27% +473,548 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 500,289 $13.9M 0.12% -2,669 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 499,990 $13.8M 6.47% -9,441 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 492,450 $13.6M 3.54% -80,376 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 488,574 $13.5M 0.78% -2,233 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 488,237 $13.5M 3.07% +9,680 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 481,397 $13.3M 5.3% -6,190 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 475,697 $13.2M 1.61% +6,417 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 473,896 $13.1M 6.84% +3,306 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 471,708 $13.1M 3.11% +7,512 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 471,249 $13.1M 7.53% -10,332 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 457,796 $12.7M 0.21% +10,422 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 456,965 $12.7M 1.91% -33 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 455,446 $12.6M 0.02% +6,291 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 456,464 $12.6M 0.33% -2,047 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 452,428 $12.5M 0.14% +24,689 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 451,796 $12.5M 1.37% +227,978 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 450,411 $12.5M 0.67% -196,351 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 451,926 $12.5M 0.74% +93,063 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 449,591 $12.5M 0.04% +375,889 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 447,644 $12.4M 3.63% +3,729 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 442,962 $12.3M 9.15% +13,016 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 440,361 $12.2M 9.84% -5,851 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 439,581 $12.2M 8.33% +3,762 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 439,328 $12.2M 8.65% -11,304 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 437,763 $12.1M 1.06% -66,069 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 431,445 $12M -1,960 Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 429,656 $11.9M 1.47% +768 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 424,587 $11.8M 2.72% -10,561 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 424,434 $11.8M 1.34% -9,425 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 422,073 $11.7M 0.37% +2,525 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 419,909 $11.6M 2.48% -11,056 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 413,584 $11.6M 4.01% +22,979 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 417,415 $11.6M 0.33% +8,130 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 426,142 $11.6M +213,564 Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 408,074 $11.3M 3.17% +5,175 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 406,127 $11.2M 1.38% +7,567 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 405,911 $11.2M 0.17% -60,342 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 405,350 $11.2M 0.54% +21,463 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 404,364 $11.2M 0.13% +118,648 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 399,736 $11.1M 1.2% -707 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 390,816 $10.8M 0.01% +3,536 13F-HR Timeline Group Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 388,571 $10.8M 2.96% -571 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 384,011 $10.6M 1.37% +17,180 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 382,129 $10.6M 0.17% -9,344 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 382,030 $10.6M 0.05% -3,649 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 381,900 $10.6M 1.15% +614 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 380,088 $10.5M 2.12% +110,158 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 374,153 $10.4M 0.16% +8,621 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 374,000 $10.4M 0.88% +22,231 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 372,825 $10.3M 0.35% +2,915 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 368,873 $10.2M 1.34% -6,804 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 364,051 $10.1M 0.21% -4,320 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 359,623 $9.96M 1.85% +11,585 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 355,213 $9.84M 0.85% -10,859 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 355,117 $9.84M 9.07% -31,757 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 354,727 $9.83M 0.55% -757 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 351,589 $9.74M 5.76% +13,948 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 351,009 $9.72M 1.12% -1,436 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 350,640 $9.71M 1.01% -319,030 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 350,492 $9.71M 1.86% +7,022 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 350,303 $9.7M 0.2% -63,379 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 349,524 $9.68M 1.94% +311 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 347,499 $9.63M 3.9% +7,026 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 343,996 $9.53M 1.25% +1,276 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 342,871 $9.5M 2.44% +2,770 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 342,413 $9.48M 5.8% -215,679 13F-HR Timeline Friday Financial More: the full row for Friday Financial 342,615 $9.42M 2.52% +143,386 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 338,286 $9.37M 0.04% -7,840 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 337,876 $9.36M 1.39% +3,743 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 335,757 $9.3M 0.46% -8,245 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 335,652 $9.3M 2.46% -26,528 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 332,157 $9.2M 0.02% -770,914 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 332,125 $9.2M 0.73% -2,038 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 332,069 $9.2M 2.37% +12,931 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 331,932 $9.2M 2.22% -31,261 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 330,602 $9.16M 0.49% -5,815 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 330,468 $9.15M 1.43% -1,596 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 329,496 $9.13M 0.47% -369 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 327,614 $9.07M +3,767 Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 369,134 $9.05M 8.5% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 325,395 $9.01M 0.1% -11,512 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 323,420 $8.96M 0.11% +819 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 322,547 $8.93M 4.37% +104,434 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 322,218 $8.93M 0.55% +10,966 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 321,941 $8.92M 0.13% +1,301 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 321,590 $8.91M 1.69% +97,221 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 317,960 $8.81M 1.66% +119,290 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 314,392 $8.71M 6.11% -63,187 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 312,672 $8.66M 0.22% +24,722 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 310,280 $8.59M 5.24% +46 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 346,944 $8.59M <0.01% +19,379 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 309,654 $8.58M 4.99% +4,105 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 316,823 $8.58M 0.21% +291,196 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 309,521 $8.57M 0.84% +41,473 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 308,046 $8.53M 2.4% +15,247 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 307,881 $8.53M 0.06% +25,749 13F-HR/A Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 307,641 $8.52M 6.98% -3,412 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 307,609 $8.52M 3.35% +13,667 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 307,493 $8.52M 0.08% -5,702 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 306,501 $8.49M 5.72% +15,286 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 308,272 $8.46M 2.71% +7,927 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 304,582 $8.44M 1.64% +2,287 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 303,719 $8.41M 7.91% +20,889 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 297,134 $8.23M 3.97% -8,533 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 293,456 $8.13M 3.65% +13,325 13F-HR/A Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 292,965 $8.12M 0.91% +20,323 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 291,526 $8.08M 4.79% -83,083 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 289,877 $8.03M 1.32% +53,801 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 287,964 $7.98M 0.65% +39,811 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 284,993 $7.89M 0.17% -385 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 283,187 $7.84M 0.61% -7,221 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 280,761 $7.78M <0.01% +4,578 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 278,676 $7.72M 0.08% -2,860 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 311,143 $7.7M 0.31% +297,059 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 276,924 $7.67M 0.12% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 275,738 $7.64M 3.96% +7,806 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 275,327 $7.63M 4.61% +46,207 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 272,856 $7.56M 1.3% 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 270,873 $7.5M 0.9% -12,775 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 266,485 $7.38M 0.39% +26,910 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 266,455 $7.38M 0.38% -6,882 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 263,304 $7.29M 2.14% +4,977 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 263,014 $7.29M 1.44% -4,345 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 262,788 $7.28M 1.57% +6,677 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 262,265 $7.26M 2.19% -8,591 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 259,239 $7.18M 0.16% +9,555 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 262,734 $7.17M 4.72% -113,322 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 258,406 $7.16M 1.07% -348 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 254,831 $7.06M 1.74% -4,556 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 221,635 $7.03M 5.23% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 251,098 $6.96M 2.39% +61,991 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 248,778 $6.89M 0.56% -14,604 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 247,653 $6.86M 1.22% +23,056 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 247,633 $6.86M 2.34% +35,200 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 245,930 $6.81M 1.89% +76,387 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 243,114 $6.73M 1.02% -1,074 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 241,321 $6.68M 1.33% -6,372 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 240,489 $6.66M 0.34% -20,173 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 239,147 $6.62M 0.79% +25,634 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 236,889 $6.56M 0.95% -34,933 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 235,647 $6.53M 2.51% +10,282 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 234,758 $6.5M 0.15% -4,627 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 233,987 $6.48M 0.07% +6,756 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 231,974 $6.43M 0.1% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 230,737 $6.39M 0.4% -29,330 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 230,631 $6.39M 4.03% -7,118 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 230,172 $6.38M 0.25% -1,467 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 228,382 $6.33M 0.25% +166,178 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 226,059 $6.26M 0.3% -4,315 13F-HR Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 225,742 $6.25M 2.01% -2,525 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 225,409 $6.24M 3.46% +13,338 13F-HR Timeline MONEYWISE, INC. 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