Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 86,781 $2.97M 1.28% -40,836 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 85,705 $2.94M 0.79% +749 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 84,524 $2.9M 0.06% +9,798 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 82,750 $2.84M 0.24% 0 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 81,715 $2.82M 1.32% -38,739 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 80,916 $2.77M 1.6% +71,393 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 77,342 $2.65M 0.28% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 76,702 $2.63M 0.36% -3,179 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 76,456 $2.62M 2.26% +9,601 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 76,062 $2.61M <0.01% +5,331 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 72,246 $2.48M 0.2% +50,117 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 71,789 $2.46M 0.04% +12,966 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 70,745 $2.42M 0.17% +9,560 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 70,516 $2.42M 0.41% -5,913 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 68,699 $2.35M 0.21% +2,796 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 68,461 $2.35M 0.18% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 68,255 $2.34M 0.08% -1,329 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 66,849 $2.29M 0.01% +23,936 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 65,739 $2.25M 0.03% -1,562 13F-HR Timeline Group SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 65,574 $2.25M 1.25% -4,462 13F-HR Timeline Skyview Financial Group LLC More: the full row for Skyview Financial Group LLC 64,434 $2.21M 2.28% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 64,009 $2.19M 0.04% +424 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 63,096 $2.18M 0.07% +12,859 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 63,289 $2.17M 0.01% -541 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 61,863 $2.12M 1.07% +9,870 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 61,266 $2.1M 1.92% +30,995 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 62,005 $2.08M 0.23% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 58,356 $2M 0.56% +4,217 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 57,761 $1.98M 0.05% +42,969 13F-HR/A Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 57,706 $1.98M 0.45% -26,257 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 57,467 $1.97M 0.1% +4,365 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 56,435 $1.93M 0.07% +19,260 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 55,975 $1.92M 1.17% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 55,718 $1.91M 1.36% +48,971 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 55,207 $1.89M 0.55% +14,803 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 55,067 $1.89M 0.45% -16,217 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 54,585 $1.87M 0.39% -380 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 53,786 $1.84M 0.34% +3,307 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 53,706 $1.84M 0.61% +49,651 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 52,817 $1.82M 0.08% +19,173 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 52,118 $1.79M 0.32% 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 51,851 $1.78M 2.03% +31,009 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 51,287 $1.76M 0.55% -1,503 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 50,427 $1.73M 0.07% +6,472 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 49,838 $1.71M 0.2% -153 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 49,359 $1.7M 0.14% +3,646 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 49,433 $1.69M 0.36% -1,791 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 48,188 $1.65M 0.43% +7,500 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 48,038 $1.65M <0.01% +3,800 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 47,624 $1.63M 0.54% -1,532 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 47,531 $1.63M 0.1% +5,773 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 47,383 $1.62M 0.09% +5,850 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 47,115 $1.62M 0.11% +39,729 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 46,335 $1.59M 0.48% -17,350 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 46,159 $1.58M 0.03% -11,282 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 45,113 $1.55M 0.2% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 44,724 $1.53M <0.01% -3,506 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 44,329 $1.52M 0.07% -5,249 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 43,643 $1.5M 0.44% +635 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 42,918 $1.47M 0.24% +1,109 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 42,896 $1.47M 0.22% -508 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 42,857 $1.47M 0.16% -2,362 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 42,564 $1.46M 0.57% -1,362 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 42,539 $1.46M 0.8% +1,962 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 42,259 $1.45M 1.08% -770 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 41,763 $1.43M 0.05% +1,243 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 41,750 $1.43M 0.12% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 40,925 $1.4M 0.95% 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 40,440 $1.39M 0.59% +15,016 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 40,091 $1.37M 0.07% -40,928 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 40,021 $1.37M 0.09% -2,020 13F-HR/A Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 39,433 $1.35M 0.53% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 38,836 $1.33M 0.61% +26,678 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 38,063 $1.3M 0.28% +519 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 37,980 $1.3M 0.36% +680 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 37,705 $1.29M 0.81% -1,839 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 37,413 $1.28M 0.21% -282 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 35,830 $1.23M 0.07% -50 13F-HR Timeline Group Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 35,676 $1.22M 0.84% +6,347 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 35,415 $1.21M 1.16% 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 34,865 $1.19M 0.64% +14,652 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 34,824 $1.19M 0.64% +8,244 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 34,630 $1.19M 0.01% -116 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 34,230 $1.17M 0.24% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 33,910 $1.16M 0.86% -263 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 33,659 $1.15M 0.74% +1,375 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 33,109 $1.13M 0.09% +3,575 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 32,591 $1.12M 0.46% +38 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 32,402 $1.11M 1.34% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 31,970 $1.1M 1.22% 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 31,833 $1.09M 0.77% -1,815 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 31,829 $1.09M 0.08% +203 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 31,460 $1.08M 0.45% -83 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 31,396 $1.07M 0.34% +2,957 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 31,066 $1.06M 0.08% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 30,972 $1.06M 0.1% +1,698 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 30,580 $1.06M 0.06% +3,534 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 30,673 $1.05M 0.02% +3,729 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 30,336 $1.04M 0.02% +11,084 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 30,017 $1.03M 0.53% +8,025 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 29,777 $1.02M <0.01% -1,318 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 29,529 $1.01M 0.02% +7,874 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 29,060 $996K 0.01% +5,468 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 29,054 $995K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 28,809 $987K 0.07% +22,015 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 28,072 $962K 0.11% +749 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 27,989 $959K 0.13% +1,963 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 26,916 $956K 0.07% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 27,000 $925K 0.02% 0 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 26,998 $925K 0.17% +9,573 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 26,491 $908K 0.53% -2,034 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 25,770 $883K 0.57% -340 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 25,604 $877K 0.42% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 25,582 $876K 0.37% -193 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 25,497 $874K 0.16% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 24,705 $846K 0.26% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 35,461 $841K 0.59% +1,236 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 24,468 $838K 0.17% -1,898 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 24,438 $837K 0.19% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,859 $817K 0.01% +4,080 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 23,723 $813K 0.03% -116 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 23,411 $802K 0.28% -1,107 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 22,944 $786K <0.01% new 13F-HR Timeline Group Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 21,900 $750K 0.55% +4,623 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 21,251 $728K 0.16% -125 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 21,168 $725K 0.2% -4,404 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 21,153 $725K 0.23% -385 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,125 $724K <0.01% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 20,510 $703K 0.19% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 20,502 $702K 0.39% +449 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 20,469 $701K 0.47% +5,184 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 20,430 $700K 0.12% +6,510 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 20,154 $690K 0.02% -9,896 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 20,131 $690K <0.01% -475 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 19,933 $683K 0.11% -26,080 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 19,802 $678K 0.14% +2,209 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,548 $670K 0.02% -359 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 19,411 $665K 0.12% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 19,113 $655K 0.02% +11,049 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 19,088 $654K <0.01% +461 13F-HR Timeline Group Everest Financial Group LLC More: the full row for Everest Financial Group LLC 19,011 $651K 0.15% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,773 $643K 0.01% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 18,750 $642K 0.13% 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 18,674 $640K -2,265 Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 18,534 $635K 0.02% +2,991 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 18,418 $631K 0.41% +1,740 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,373 $629K <0.01% +9,013 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 18,216 $624K 0.07% +1,120 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 18,190 $623K 0.04% +7,247 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 18,116 $621K 0.17% +356 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 17,759 $608K 0.04% new 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 17,716 $607K 0.52% -66,933 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 17,625 $604K 0.07% +244 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 17,362 $595K 0.29% -945 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,054 $584K <0.01% +974 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 17,000 $582K 0.05% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 17,000 $582K 0.04% new 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 16,942 $580K 0.34% +4,597 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,884 $578K 0.02% -2,300 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 16,107 $552K 0.05% new 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 16,069 $551K 0.37% -400 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 16,048 $550K 0.02% +2,985 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 15,998 $548K 0.06% +9,353 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 15,759 $540K 0.18% -12,027 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 15,633 $536K 0.01% +9,633 13F-HR/A Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 15,505 $531K 0.19% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 15,121 $518K 0.03% +294 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 15,033 $515K 0.54% 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 14,792 $507K 0.15% new 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 14,623 $501K 0.42% -44 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 14,605 $500K <0.01% -35 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,271 $489K 0.02% new 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 14,163 $485K 0.06% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 13,843 $474K 0.08% -16,740 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,690 $469K 0.03% -290 13F-HR/A Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 13,126 $450K 0.25% 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 13,123 $449K 0.03% +1,667 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 13,028 $446K 0.1% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 12,898 $442K 0.11% 0 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 12,841 $440K 0.3% -1,177 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 12,532 $429K 0.11% 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 12,489 $428K 0.2% +2,205 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 12,341 $423K 0.18% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 12,182 $417K 0.37% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 11,747 $402K 0.04% +4,280 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 11,550 $396K 0.29% +900 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 11,479 $393K 0.09% -4,534 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 11,365 $389K 0.02% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 11,198 $384K 0.05% +395 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,883 $373K 0.03% -3,539 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10,820 $371K 0.16% -513 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 10,570 $362K 0.17% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 14,471 $354K 0.08% -44 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 10,205 $350K 0.07% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 10,061 $345K 0.01% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 10,033 $344K 0.01% +2,325 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 10,000 $343K 0.11% +3,000 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,939 $341K 0.01% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 9,834 $337K 0.04% -3,557 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 9,833 $337K 0.08% -23,615 13F-HR Timeline