Envision Financial LLC More: the full row for Envision Financial LLC 583,877 $13.6M 7.79% +39,274 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 580,392 $13.5M 0.28% +25,741 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 567,860 $13.2M 4.32% +20,602 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 567,579 $13.2M 6.23% +5,462 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 565,337 $13.2M 1.1% -36,930 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 563,591 $13.1M 4.78% +11,971 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 562,331 $13.1M 0.13% +154,384 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 562,327 $13.1M 0.5% +3,995 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 550,593 $12.8M 5.1% +43,527 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 546,621 $12.7M 2.08% -9 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 542,065 $12.6M 8.67% +5,362 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 541,666 $12.6M 5.69% -1,185 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 537,185 $12.5M 3.56% +13,328 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 536,403 $12.5M 5.5% +10,876 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 532,626 $12.4M 5.08% -278 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 528,708 $12.3M 8.1% +33,748 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 527,374 $12.3M 0.03% +347,373 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 526,651 $12.3M 0.3% +39 13F-HR Timeline White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 523,264 $12.2M 9.17% -9,460 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 522,823 $12.2M 8.21% +11,600 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 521,445 $12.1M 0.07% +5,638 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 520,905 $12.1M 2.71% -10,798 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 518,544 $12.1M 5.8% -251 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 514,035 $12M 5.39% +114,906 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 512,513 $11.9M 0.48% +2,370 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 512,308 $11.9M 0.78% -11,230 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 502,945 $11.7M 1.07% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 499,977 $11.6M 0.13% +5,930 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 499,614 $11.6M 1.58% -10,484 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 497,336 $11.6M 6.43% +663 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 496,185 $11.6M 4.96% -5,256 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 487,123 $11.3M 1.6% +11,107 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 484,205 $11.2M 0.35% -57,419 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 472,023 $11M 2.11% -8,795 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 470,927 $11M 3.72% +58,902 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 453,290 $10.9M 0.28% +53,357 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 461,341 $10.7M 0.22% -103 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 460,097 $10.7M 2.67% -170 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 456,304 $10.6M 0.38% +33,734 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 454,810 $10.6M 6.41% new 13F-HR/A Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 454,186 $10.6M 2.83% -12,266 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 454,006 $10.6M 1.06% +11,311 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 450,592 $10.5M 1.29% -12,005 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 439,729 $10.2M 0.24% +21,733 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 438,691 $10.2M 8.05% +7,812 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 430,595 $10M 0.02% +165,350 13F-HR Timeline Group First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 427,323 $9.95M 2.2% -17,235 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 423,913 $9.87M 0.01% +259,153 13F-HR Timeline Group CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 423,291 $9.85M 9.33% +573 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 422,900 $9.85M 1.21% 0 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 421,842 $9.82M 0.01% +116,683 13F-HR Timeline Group VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 420,511 $9.79M 2.1% +251,885 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 419,115 $9.76M 3.15% +47,099 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 417,424 $9.72M 0.98% -202 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 415,301 $9.67M <0.01% +46,762 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 409,977 $9.54M 0.12% +154,411 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 403,251 $9.39M 2.5% +7,370 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 401,806 $9.35M +131,625 Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 397,780 $9.26M 1.36% +12,007 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 396,655 $9.23M 2.59% +811 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 396,606 $9.23M 1.37% -3,847 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 396,331 $9.23M 3.59% -2,663 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 396,142 $9.22M 2.81% +14,630 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 392,298 $9.13M +13,138 Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 390,652 $9.09M 0.01% +158,892 13F-HR Timeline Group Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 390,391 $9.09M 2.9% -1,320 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 389,717 $9.07M 0.37% +62,947 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 387,401 $9.02M 1.34% +153 13F-HR Timeline CX Institutional More: the full row for CX Institutional 384,284 $8.95M 0.27% +84 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 379,750 $8.84M 0.92% -17,309 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 379,089 $8.83M 0.18% +275,562 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. 375,459 $8.74M 0.18% -13,689 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 373,859 $8.7M 4.53% -1,130 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 372,554 $8.67M 0.25% +7,672 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 369,151 $8.59M 0.19% -2,065 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 368,844 $8.59M 1.58% +67,373 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 366,671 $8.54M 1.28% +52,385 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 365,159 $8.5M 2.45% +14,339 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 363,483 $8.46M 3.69% +5,851 13F-HR Timeline Barden Capital Management, Inc. 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More: the full row for Legacy Private Trust Co. 352,686 $8.21M 0.49% -4,254 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 348,208 $8.11M 0.04% -136 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 346,249 $8.06M 1.95% +2,813 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 345,509 $8.04M 0.26% -3,834 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 345,131 $8.03M 0.47% -2,492 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 344,439 $8.02M 1.73% +25,098 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 344,193 $8.01M 0.42% -5,590 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 342,775 $7.98M 1.34% +14,897 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 342,528 $7.97M 0.82% -23,217 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 338,326 $7.88M 0.74% -1,036 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 337,124 $7.85M 0.1% +2,365 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 334,385 $7.78M 1.06% +41,814 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 330,076 $7.68M 0.48% -12 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 329,215 $7.66M <0.01% +21,053 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 328,868 $7.66M 1.65% -572 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 326,840 $7.61M 0.12% +237,382 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 324,772 $7.56M 2.74% +2,022 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 323,978 $7.54M 4.83% -8,056 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 323,558 $7.53M 4.06% +8,706 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 319,322 $7.43M 2.17% +23,826 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 313,721 $7.3M 0.04% +47,275 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 312,953 $7.29M 1.1% +8,322 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 310,951 $7.24M 5.02% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 310,352 $7.23M 0.18% -10,723 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 309,248 $7.2M 0.24% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 307,574 $7.16M 0.08% -62,515 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 305,915 $7.12M 2.18% +23,311 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 302,808 $7.05M 4.47% +6,448 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 302,534 $7.04M 1.23% +4,559 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 301,205 $7.01M 0.24% -2,085 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 301,098 $7.01M 0.17% -11,341 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 296,690 $6.91M 1.79% -7,798 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 293,770 $6.84M 0.17% +7,284 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 293,079 $6.82M 0.67% +2,744 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 292,716 $6.81M +11,624 Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 288,523 $6.72M 1.32% +2,793 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 283,565 $6.6M 2.08% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 282,753 $6.58M 0.35% -22,806 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 280,659 $6.53M 0.45% +94,556 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 277,226 $6.45M 0.07% +6,727 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 276,720 $6.44M <0.01% -10,048 13F-HR Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 276,145 $6.43M 3.42% +1,880 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 275,535 $6.41M 4% -12,879 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 275,481 $6.41M 3.46% +430 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 274,750 $6.4M 0.1% -5,554 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 274,365 $6.39M 2.37% +9,425 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 267,958 $6.24M 0.53% -4,807 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 266,410 $6.2M 1.97% -425,417 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 265,318 $6.18M 0.06% -13,485 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 264,971 $6.17M 0.09% +24,680 13F-HR Timeline Friday Financial More: the full row for Friday Financial 262,700 $6.12M 2.56% +114,515 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 262,459 $6.11M 2.57% +12,996 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 261,895 $6.1M 0.79% +64,367 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 260,448 $6.06M 1.03% -321 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 258,777 $6.02M 0.51% +9,897 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 257,225 $5.99M 1.8% +7,395 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 255,899 $5.96M 2.04% +110 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 254,866 $5.93M 0.36% +19,860 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 252,943 $5.89M 1.4% -419 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 251,686 $5.86M 0.03% +60,596 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 245,608 $5.72M 1.48% -3,179 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 245,514 $5.72M 0.08% +13,412 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 244,547 $5.69M 0.7% -4,227 13F-HR/A Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 244,294 $5.69M 0.19% +220,870 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 240,972 $5.61M 0.93% +9,759 13F-HR/A Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 238,286 $5.55M 1.86% -1,292 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 236,990 $5.52M 0.17% +29,637 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 236,259 $5.5M 2.05% +8,192 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 233,172 $5.43M 0.15% -3,758 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 233,154 $5.43M 0.07% +8,544 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 232,769 $5.42M 2.8% -2,676 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 231,974 $5.4M 0.09% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 230,121 $5.36M 1.33% +72,310 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 226,350 $5.27M 0.42% -1,686 13F-HR Timeline Group Seek First Inc. More: the full row for Seek First Inc. 226,267 $5.27M 3.79% +3,420 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 225,313 $5.25M 4.24% -1,800 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 223,656 $5.21M 3.41% -3,970 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 223,426 $5.2M 0.73% +14,121 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 234,436 $5.18M 0.26% +25,140 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 221,556 $5.16M 3.95% +8,265 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 220,521 $5.13M 0.71% +12,137 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 218,375 $5.08M 0.49% +27,009 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 216,590 $5.04M 1.45% +206,900 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 216,237 $5.03M 2.84% +10,350 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 214,082 $4.98M 1.84% -13,831 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 211,808 $4.93M 1.7% +43,857 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 210,325 $4.9M 1.8% -119 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 214,334 $4.87M 0.12% 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 208,443 $4.85M 0.1% +15,826 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 208,103 $4.84M 3.04% -1,194 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 207,585 $4.83M 2.51% -5,781 13F-HR Timeline SWS Partners More: the full row for SWS Partners 207,448 $4.83M 1.18% -2,803 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 207,208 $4.82M 0.91% +18,048 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 207,096 $4.82M 0.32% +6,200 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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(NB/CA) 198,372 $4.62M 1.62% +2,486 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 198,274 $4.62M 0.11% -5,182 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 198,270 $4.62M 0.38% -1,316 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 192,965 $4.59M 0.1% +989 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 196,602 $4.58M 1.61% -3,246 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 195,003 $4.54M 2.63% -2,135 13F-HR Timeline LifePlan Investment Advisors, Inc. 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