Envision Financial LLC More: the full row for Envision Financial LLC 630,636 $15.2M 8.01% +46,759 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 624,458 $15M 4.57% +56,598 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 623,303 $15M 1.8% -4,585 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 613,494 $14.7M 1.52% -41,596 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 609,909 $14.7M 11.92% -4,573 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 590,526 $14.5M 8.49% 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 598,757 $14.4M 6.11% -11,550 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 583,881 $14M 3% +62,976 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 576,948 $13.9M 0.49% +14,621 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 572,593 $13.8M 5.18% +22,000 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 572,435 $13.8M 0.15% +72,458 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 571,232 $13.7M 2.17% +24,611 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 566,917 $13.6M 19.85% -375,198 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 562,453 $13.5M 2.83% +141,942 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 562,138 $13.5M 5.76% +20,472 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 561,512 $13.5M -48,328 Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 560,586 $13.5M 5.78% -6,993 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 559,379 $13.4M 4.73% -4,212 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 558,370 $13.4M 3.75% -29,540 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 553,411 $13.3M 4.82% +20,785 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 548,010 $13.2M 5.57% +11,607 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 546,957 $13.1M 8.18% +18,249 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 546,043 $13.1M 8.87% +3,978 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 536,550 $12.9M 0.02% +114,708 13F-HR Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 534,407 $12.8M 3.61% -2,778 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 533,566 $12.8M 0.07% +12,121 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 533,172 $12.8M 0.3% +6,521 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 525,450 $12.6M 5.87% +6,906 13F-HR Timeline White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 523,022 $12.6M 9.4% -242 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 518,515 $12.5M 0.46% +6,002 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 507,808 $12.2M 0.77% -4,500 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 507,185 $12.2M 0.12% -55,146 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 481,092 $12.2M 0.3% +27,802 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 503,580 $12.1M 1.19% +49,574 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 503,189 $12.1M +101,383 Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 503,059 $12.1M 1.64% +15,936 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 497,224 $12M 6.39% -112 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 487,735 $11.7M 5% -8,450 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 487,148 $11.7M 7.21% 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 482,197 $11.6M 3.79% +11,270 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 477,959 $11.5M 0.4% +21,655 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 476,214 $11.4M 1.5% -23,400 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 475,062 $11.4M 6.7% +20,252 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 464,507 $11.2M 0.34% -19,698 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 462,101 $11.1M 8.01% -60,722 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 459,898 $11.1M 8.35% +21,207 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 459,327 $11M 0.23% +19,598 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 452,539 $10.9M 0.27% +142,187 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 451,785 $10.9M 1.91% -20,238 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 448,349 $10.8M 2.78% -5,837 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 446,269 $10.7M 2.57% -13,828 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 444,053 $10.7M 2.79% +40,802 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 443,838 $10.7M <0.01% +28,537 13F-HR Timeline Group CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 440,221 $10.6M 9.1% +16,930 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 439,109 $10.6M 1.27% -11,483 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 435,130 $10.5M 1.41% +68,459 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 432,759 $10.4M 0.02% +2,164 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 425,704 $10.2M 2.24% -1,619 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 425,003 $10.2M 3.13% +5,888 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 422,900 $10.2M 0.88% 0 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 420,687 $10.1M 0.97% +3,263 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 418,372 $10.1M 0.12% +8,395 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 415,357 $9.99M 1.39% +17,577 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 407,877 $9.81M 2.65% +11,222 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 405,792 $9.76M 0.46% new 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 402,677 $9.68M +10,379 Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 399,606 $9.61M 2.86% +3,464 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 398,594 $9.58M 1.37% +1,988 13F-HR Timeline CX Institutional More: the full row for CX Institutional 395,264 $9.5M 0.28% +10,980 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 393,633 $9.46M 9.76% 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 393,248 $9.45M 1.3% +5,847 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 389,442 $9.36M 2.86% -949 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. 387,890 $9.32M 0.18% +12,431 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 384,809 $9.25M 0.37% -4,908 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 384,221 $9.24M 0.05% +70,500 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 379,456 $9.12M 7.49% +21,108 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 378,508 $9.1M 0.19% -82,833 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 378,426 $9.1M 0.01% -12,226 13F-HR Timeline Group PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 374,946 $9.01M +148,596 Timeline Athena Investment Management More: the full row for Athena Investment Management 374,454 $9M 4.61% +595 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 371,298 $8.93M 2.5% +6,139 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 370,829 $8.91M 0.29% -1,725 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 370,085 $8.9M 0.89% -9,665 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 370,036 $8.9M 6.41% 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 369,696 $8.89M 8.11% 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 367,702 $8.84M 0.2% -1,449 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 364,637 $8.77M 1.29% +51,684 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 358,677 $8.62M 0.13% +83,927 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 357,855 $8.6M 0.1% +50,281 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 357,653 $8.6M 0.51% +4,967 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 354,168 $8.51M 2.58% +48,253 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 354,164 $8.51M 1.98% +7,915 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 349,901 $8.41M 0.75% +7,373 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 349,370 $8.4M 1.4% +6,595 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 348,768 $8.38M 0.94% +164,238 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 346,722 $8.34M 1.77% +2,283 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 346,629 $8.33M 0.03% -1,579 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 346,297 $8.32M 0.47% +1,166 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 343,411 $8.26M <0.01% +14,196 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 343,201 $8.25M 0.56% -10,555 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 342,933 $8.24M 0.26% -2,576 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 342,102 $8.22M 0.15% -13,777 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 338,257 $8.13M 1.06% +3,872 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 337,928 $8.12M 1.69% +9,060 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 335,089 $8.06M 0.73% -3,237 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 332,252 $7.99M 1.52% -36,592 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 330,110 $7.94M 0.1% -7,014 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 330,094 $7.94M 0.49% +18 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 326,461 $7.85M 2.28% +7,139 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 310,210 $7.76M 6.77% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 320,833 $7.71M 5.31% +9,882 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 318,997 $7.67M 5.03% -4,981 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 318,498 $7.66M 2.23% +34,933 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 316,423 $7.61M 1.23% +13,889 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 313,005 $7.52M 2.71% -11,767 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 311,778 $7.5M 4.05% -11,780 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 309,248 $7.43M 0.26% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 303,429 $7.29M 0.49% +22,770 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 300,613 $7.23M 4.62% -2,195 13F-HR/A Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 297,405 $7.15M 1.71% +715 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 297,338 $7.15M 0.17% -3,760 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 295,291 $7.1M 0.14% +1,521 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 294,393 $7.08M 0.4% -49,800 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 294,231 $7.07M 0.23% -6,974 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 292,678 $7.04M 0.08% +15,452 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 292,089 $7.02M 2.18% +29,630 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 289,852 $6.97M 0.06% +84,681 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 288,771 $6.94M 3.08% -74,712 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 287,228 $6.9M 5.77% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 285,716 $6.87M 0.13% +140,182 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 284,865 $6.85M 1.27% -3,658 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 283,866 $6.82M 0.4% +1,113 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 283,324 $6.81M 0.57% +24,547 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 280,357 $6.81M 0.04% +259,695 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 280,541 $6.74M 0.16% +155,968 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 279,345 $6.72M 3.44% +3,200 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 260,273 $6.68M 0.12% +51,830 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 277,545 $6.67M <0.01% +825 13F-HR Timeline Group Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 275,605 $6.63M 7.35% 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 273,754 $6.58M -18,962 Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 258,078 $6.57M 4.19% -17,457 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 272,770 $6.56M 3.29% -2,711 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 268,993 $6.47M 1.55% +23,385 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 268,092 $6.44M 0.61% +6,197 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 266,657 $6.41M 0.86% +108,619 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 266,025 $6.4M 0.59% -27,054 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 264,454 $6.36M 0.09% +18,940 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 262,374 $6.31M 1.78% +5,149 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 260,661 $6.27M 0.08% -4,310 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 260,252 $6.26M 1.05% -196 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 255,774 $6.15M 0.36% +908 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 255,113 $6.13M 2.03% -786 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 251,841 $6.05M 1.47% -1,102 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 251,663 $6.05M 2.1% +15,404 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 250,251 $6.02M 2.21% -16,159 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 249,788 $6M 0.03% -1,898 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 249,752 $6M 0.55% +5,205 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 248,765 $5.98M 0.16% +15,593 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 246,697 $5.93M 0.79% +23,271 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 242,404 $5.83M 0.18% +5,414 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 241,390 $5.8M 0.96% +418 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 237,163 $5.7M 1.38% +7,042 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 236,690 $5.69M 1.88% -1,596 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 235,240 $5.66M 3.17% +19,003 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 235,071 $5.65M 0.52% +16,696 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 234,637 $5.64M 3.93% +13,081 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 232,695 $5.59M 3.86% +6,428 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 232,636 $5.59M 0.25% -1,800 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 232,596 $5.59M 0.07% -558 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 231,974 $5.58M 0.1% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 231,238 $5.56M 2.67% 13F-HR/A Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 231,186 $5.56M 0.2% +90,075 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 230,986 $5.55M 1.85% +32,614 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 230,864 $5.55M 2.81% -1,905 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 226,896 $5.45M 4.09% +1,583 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 224,678 $5.4M 0.44% -43,280 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 221,193 $5.32M 3.39% -2,463 13F-HR/A Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 218,914 $5.26M 0.98% +11,706 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 218,410 $5.25M 1.51% +1,820 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 216,224 $5.2M 1.88% +2,142 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 216,133 $5.2M 0.74% -4,388 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 214,971 $5.17M 3.15% +6,868 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 212,967 $5.12M 0.17% +28,029 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 212,343 $5.1M 0.4% +14,073 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 212,113 $5.1M 1.99% +305 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 209,389 $5.03M 1.78% -936 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 209,167 $5.03M 0.32% +2,071 13F-HR Timeline SWS Partners More: the full row for SWS Partners 208,613 $5.02M 1.21% +1,165 13F-HR Timeline Grant Street Asset Management, Inc. 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