Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 33,776 $2.71M 1.36% +1,264 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 33,592 $2.69M 1.4% -133 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 33,349 $2.67M 1.71% +3,816 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 33,345 $2.67M 1.83% -2,366 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 32,895 $2.64M <0.01% +371 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 32,554 $2.61M 0.04% +191 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 32,478 $2.6M 0.01% -3,543 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 32,403 $2.6M 0.71% -5,895 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 32,205 $2.58M 0.12% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 31,632 $2.54M <0.01% +6,399 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 31,398 $2.52M 1.12% +138 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 31,208 $2.5M 1.43% -365 13F-HR Timeline LifePlan Investment Advisors, Inc. 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COLE ADVISORS, INC. 28,709 $2.3M 0.04% +5,781 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 28,594 $2.29M 0.29% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 28,330 $2.27M 0.12% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 27,616 $2.21M 0.01% +5,076 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 27,105 $2.2M 4.28% +1,538 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 26,928 $2.16M 0.1% -1,678 13F-HR Timeline Endowment Wealth Management, Inc. 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More: the full row for Kera Capital Partners, Inc. 21,862 $1.75M 0.26% +496 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 21,687 $1.74M 0.1% -961 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 21,532 $1.73M 0.31% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,108 $1.69M 0.01% +14,966 13F-HR/A Timeline Group Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 20,882 $1.67M 1.36% 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 20,574 $1.65M 0.21% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 20,601 $1.64M 1.32% +4,310 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 20,484 $1.64M 0.01% +127 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 20,215 $1.62M 0.08% +7,791 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 19,736 $1.58M 0.16% -550 13F-HR Timeline Strategic Financial Planning, Inc. 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Prosperity Capital Advisors 18,285 $1.47M 0.08% +1,498 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 17,736 $1.42M 0.03% +880 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,685 $1.42M <0.01% +10,466 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 17,190 $1.38M 0.18% +9,840 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 17,110 $1.37M 0.31% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 16,983 $1.36M 0.14% -29 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 16,658 $1.34M 0.06% -234,262 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 16,421 $1.32M 0.08% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,394 $1.31M 0.05% +5,760 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 16,233 $1.3M 0.18% +939 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 16,215 $1.3M 0.28% -275 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,758 $1.26M 0.04% +7,212 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 15,753 $1.26M 0.29% +3,865 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,611 $1.25M 0.03% +678 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 15,462 $1.24M <0.01% -238 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,275 $1.22M <0.01% +3,027 13F-HR Timeline Group VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 15,119 $1.21M 1.13% -150 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 15,063 $1.21M 0.04% +6,547 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 14,996 $1.2M 0.07% +1,013 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,885 $1.19M 0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 14,714 $1.18M 0.38% +5,324 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 14,625 $1.17M 0.55% -639 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,316 $1.17M 0.03% -171 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 14,584 $1.17M 0.28% -153 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 14,540 $1.17M 0.56% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,410 $1.16M 0.01% +111 13F-HR Timeline Group G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 14,362 $1.15M 0.29% 0 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 13,882 $1.12M 0.52% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 13,989 $1.12M 0.78% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 13,905 $1.11M 0.66% +21 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,879 $1.11M 0.01% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 13,805 $1.11M 0.25% +175 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 13,780 $1.1M 0.02% -469 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,752 $1.1M <0.01% +1,947 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 13,469 $1.09M 0.11% +2,238 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 13,503 $1.08M 0.26% -3,735 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 13,413 $1.08M 0.14% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 12,993 $1.04M 0.11% -2,465 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 12,543 $1.01M 0.15% +197 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 12,484 $1M 0.31% -1,284 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 12,399 $994K 0.23% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,383 $993K 0.44% -29 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 12,361 $991K 0.53% +525 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 12,187 $977K 0.33% -331 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,169 $976K 0.01% +2,460 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 11,615 $931K 0.37% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,535 $925K 0.04% +5,497 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,528 $921K 0.01% 0 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 11,447 $918K 0.39% -783 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,302 $906K 0.03% -400 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 11,271 $904K 0.1% +107 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 11,229 $900K 0.59% +468 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 11,170 $895K 0.03% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,112 $891K 0.03% +405 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,048 $886K 0.02% +35 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 10,917 $875K 0.61% -232 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 10,845 $869K 0.37% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,741 $861K 0.04% +4,445 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 10,511 $843K <0.01% +1,702 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 10,455 $838K 0.35% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,369 $831K 0.02% -177 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,035 $814K 0.02% -394 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 10,136 $813K 0.23% +140 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,960 $798K <0.01% +67 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 9,956 $798K 0.23% -13,088 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,790 $785K 0.01% +879 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 9,788 $785K 0.6% -537 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,763 $783K <0.01% -368 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9,634 $772K 0.04% 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,632 $772K 0.35% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,611 $771K 0.25% +271 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 9,447 $757K 0.47% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,350 $750K 0.04% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,296 $745K 0.02% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 9,248 $741K 0.2% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 9,031 $724K 0.67% -52 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,964 $719K 0.01% -110 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 8,487 $680K 0.23% +5,189 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,431 $676K 0.03% -2,570 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 8,380 $672K 0.09% 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 7,945 $637K 0.35% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 7,703 $618K 0.05% +14 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 7,600 $609K 0.18% -266 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,560 $606K 0.09% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7,467 $599K 0.04% +2,092 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 7,445 $597K 0.01% +74 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 7,444 $597K 0.08% +469 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 7,276 $586K 0.44% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,262 $582K <0.01% +4,613 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,247 $581K <0.01% -82 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,136 $579K 0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,128 $571K <0.01% new 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 7,125 $571K 0.27% new 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 7,124 $571K 0.42% -105 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 7,120 $571K 0.46% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 7,110 $570K <0.01% +4,068 13F-HR Timeline Group SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 7,079 $568K 0.43% +135 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,044 $565K <0.01% +2,570 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,962 $559K 0.01% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,784 $544K 0.07% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,749 $541K 0.03% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 6,739 $540K 0.23% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,634 $532K 0.01% +1,502 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,626 $531K 0.02% +1,760 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,571 $530K 0.09% -6,862 13F-HR Timeline Everhart Financial Group, Inc. 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