Drake & Associates, LLC More: the full row for Drake & Associates, LLC 6,491 $500K 0.1% -1,078 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 6,489 $500K 0.04% +786 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 6,500 $499K 0.05% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 6,448 $497K 0.07% -135 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 6,446 $497K 0.48% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,566 $496K 0.04% +1,183 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 6,424 $495K 0.05% +3,445 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 6,393 $492K 0.11% +4 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 6,391 $492K 0.29% +34 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 5,803 $492K 0.36% 0 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 6,380 $491K 0.4% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,374 $491K 0.04% -855 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 6,370 $491K 0.15% +41 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,368 $491K 0.07% +2 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,365 $490K 0.4% -9,321 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,364 $490K 0.11% -621 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 6,345 $489K 0.2% -153 13F-HR Timeline Pathfinder Wealth Consulting, Inc. 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Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,445 $419K 0.13% -257 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 5,436 $419K 0.11% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 5,436 $419K 0.04% -56 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 5,434 $419K 0.18% +98 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,434 $419K 0.19% +240 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 5,430 $418K 0.03% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,429 $418K 0.07% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,429 $418K 0.07% +59 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 5,413 $417K 0.05% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,412 $417K 0.08% -147 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,408 $417K 0.04% -600 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,407 $417K 0.03% +132 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 5,405 $416K 0.11% +13 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 5,687 $416K 0.04% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 5,392 $415K 0.03% -243 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 5,358 $413K 0.07% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,357 $413K 0.07% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 5,563 $411K 0.06% +167 13F-HR Timeline Blume Capital Management, Inc. 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