Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 55,426 $4.63M 0.48% -686 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 55,425 $4.63M 0.6% -970 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 55,066 $4.6M 4.01% -1,524 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 54,858 $4.58M 0.02% +171 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 52,672 $4.4M 1.92% +10,395 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 49,324 $4.31M 1.75% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 49,405 $4.26M -7,737 Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 49,765 $4.16M 2.43% +9,898 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 49,207 $4.11M 0.06% -3,944 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 48,819 $4.08M 0.65% -596 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 47,673 $3.98M 0.85% +1,601 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 46,907 $3.92M 2.85% +5,408 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 46,231 $3.86M 1.64% +487 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 45,656 $3.82M 1.44% -3,785 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 44,270 $3.7M 0.01% new 13F-HR Timeline Group Strid Group, LLC More: the full row for Strid Group, LLC 43,812 $3.66M 0.45% -3,848 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 43,711 $3.65M 0.16% +3,347 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 43,629 $3.65M 0.1% +17,001 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 43,153 $3.61M 0.07% -970 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 41,915 $3.5M 1.05% +830 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 41,251 $3.45M 0.01% +2,697 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 41,242 $3.45M 1.4% -122 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 41,205 $3.44M 0.11% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 40,947 $3.42M 0.01% +37,213 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 40,941 $3.42M 0.21% -577 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 40,039 $3.35M 0.01% +1,505 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 39,324 $3.29M 1.92% -495 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 39,041 $3.26M 0.02% +8,641 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 39,039 $3.25M 0.02% -768 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 36,317 $3.19M 0.29% +19,778 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 38,181 $3.16M <0.01% +24,836 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 37,819 $3.16M 0.04% -403 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 37,417 $3.13M 1.78% -14,005 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 37,370 $3.12M 1.34% +3,937 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 36,834 $3.08M 1.46% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 36,574 $3.06M 0.16% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 36,339 $3.04M 0.16% +3,391 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 36,166 $3.02M 0.05% +18,598 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 36,062 $3.01M 1.25% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 35,984 $3.01M 0.34% -179 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 35,276 $2.95M 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 35,199 $2.94M 0.06% -3,302 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 35,136 $2.94M 0.02% -261 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 34,614 $2.89M 0.03% +10,987 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 34,412 $2.88M 0.1% +545 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 34,279 $2.86M 0.01% +16,013 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 34,228 $2.86M 2.61% +2,453 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 32,958 $2.75M 0.07% +1,008 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 32,506 $2.72M 0.38% 0 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 32,319 $2.7M 1.62% -1,060 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 31,594 $2.68M 0.56% +26,591 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 32,034 $2.68M 0.12% +513 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 31,932 $2.67M 0.01% +10,633 13F-HR Timeline Group Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 31,214 $2.61M 1.27% -261 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 31,107 $2.6M 1.95% +28 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 31,056 $2.6M 0.65% -1,147 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 30,765 $2.57M 0.32% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 30,389 $2.54M 0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 30,199 $2.52M 0.03% +4,105 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 30,111 $2.52M 1.35% -801 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 30,058 $2.51M 1.1% new 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 28,287 $2.5M 1.29% -3,456 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 29,795 $2.49M 0.03% +7,870 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 29,378 $2.46M 0.14% +1,048 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 29,120 $2.43M 0.78% +9,269 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 28,342 $2.37M 0.06% +5,962 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 28,149 $2.35M <0.01% +26,730 13F-HR Timeline Group DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 28,072 $2.35M 0.94% +2,628 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 28,071 $2.35M 1.49% -3,360 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 28,012 $2.34M 0.13% -475 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 27,736 $2.32M 0.08% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 27,694 $2.31M 0.29% +4,820 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 27,622 $2.31M 0.67% -2,394 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 26,822 $2.24M 2.27% -474 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,403 $2.24M 0.02% +13,934 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 26,109 $2.18M <0.01% +2,602 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 26,069 $2.18M 1.25% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 25,675 $2.15M 0.07% -661 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 25,077 $2.1M 0.99% +920 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 24,745 $2.07M 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 24,179 $2.02M 0.15% -262 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 23,536 $1.97M 0.05% +3,881 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 23,355 $1.95M 0.05% +4,131 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 23,318 $1.95M 0.24% +538 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 23,099 $1.93M 0.05% -5,887 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 23,076 $1.93M 1.14% -829 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 21,722 $1.91M 1.39% +331 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 22,497 $1.88M 0.15% +90 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 22,129 $1.85M 0.19% +3,184 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,646 $1.81M 0.06% +10,531 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 21,359 $1.78M 0.09% -1,772 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 21,091 $1.76M <0.01% +12,444 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 20,977 $1.75M 0.39% +532 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 20,907 $1.75M 1.13% -346 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 20,806 $1.74M 0.21% +232 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 20,686 $1.73M 0.12% 0 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 20,668 $1.73M 1.08% 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 20,418 $1.71M 1.31% +6 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 18,705 $1.68M 0.02% -286 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 19,737 $1.65M 0.4% +330 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 19,721 $1.65M <0.01% -9,398 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 19,695 $1.65M 0.05% +3,008 13F-HR Timeline Group STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 19,039 $1.59M 0.38% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 19,025 $1.59M 0.15% -905 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 18,875 $1.58M 0.09% -2,934 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 18,589 $1.55M 0.96% 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 18,494 $1.55M 0.61% -1,821 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 17,969 $1.52M <0.01% +2,295 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 18,225 $1.52M 0.13% +728 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 17,920 $1.5M 0.32% +810 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,685 $1.48M <0.01% -4 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 17,623 $1.47M 0.05% -142,504 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17,348 $1.45M 0.02% +17,012 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 17,161 $1.43M 0.33% +2,882 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 17,053 $1.43M 0.59% -3,679 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 16,994 $1.42M 0.51% +7,975 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 16,698 $1.4M 0.4% +2,689 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 16,698 $1.4M 0.4% -1,842 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 16,395 $1.37M <0.01% -1,697 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 16,286 $1.36M 0.01% +11,308 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 16,273 $1.36M 0.08% -6,856 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,287 $1.35M 0.03% +1,597 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 15,872 $1.33M 0.25% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 15,538 $1.3M 0.13% -1,078 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,329 $1.28M 0.04% -710 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,185 $1.27M 0.02% +3,617 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 15,000 $1.25M 0.07% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,885 $1.24M <0.01% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 14,868 $1.24M <0.01% +1,461 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 14,843 $1.24M 1.17% +5,545 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 14,680 $1.23M 0.57% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 14,362 $1.2M 0.29% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 14,187 $1.19M 0.02% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 14,021 $1.18M 0.49% +139 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 13,989 $1.17M 0.84% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,983 $1.17M 0.06% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,961 $1.17M 0.01% +1,460 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,933 $1.16M <0.01% -467 13F-HR Timeline Group Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 13,182 $1.16M 3.86% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,731 $1.15M 0.01% +42 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 13,630 $1.14M 0.22% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 13,628 $1.14M 0.13% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 12,886 $1.13M 0.14% -4,358 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,355 $1.12M <0.01% -4,175 13F-HR Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 13,320 $1.11M 0.57% -80 13F-HR/A Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 13,186 $1.1M 0.42% +1,106 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 13,005 $1.09M 0.31% +8,520 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 12,989 $1.09M 0.16% +185 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,868 $1.08M 0.02% +1,929 13F-HR/A Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 12,159 $1.07M 0.3% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 12,512 $1.05M 0.31% +1,314 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,300 $1.03M 0.05% +665 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,238 $1.02M 0.39% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 11,615 $1.02M 0.32% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,053 $1.01M 0.01% +478 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 11,880 $993K 0.22% -643 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,829 $989K <0.01% +358 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 11,786 $985K 0.01% new 13F-HR Timeline Group Gainplan LLC More: the full row for Gainplan LLC 11,722 $980K 0.74% +740 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 11,672 $975K 0.13% +372 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 11,594 $969K 0.27% -258 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 11,585 $968K 0.1% +271 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,531 $964K 0.01% +123 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 11,352 $949K 0.68% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,273 $942K <0.01% +2,413 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 11,177 $934K 0.93% -156 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 11,126 $930K 0.2% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 11,122 $929K 0.5% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11,084 $926K 0.07% +11,013 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 11,059 $924K 0.18% 0 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 11,037 $922K 0.6% -607 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 10,945 $915K 0.37% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,924 $913K 0.01% +965 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,186 $904K <0.01% +7,871 13F-HR Timeline Group Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 10,479 $876K 0.22% -3,451 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 10,455 $874K 0.57% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,402 $869K 0.02% 0 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 9,685 $849K 0.42% +2,108 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,083 $843K 0.05% -35,085 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 10,061 $841K 0.04% -3,498 13F-HR/A Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 10,035 $839K 0.06% -19,002 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,018 $837K 0.07% -900 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,011 $837K 0.01% +2,465 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 10,004 $836K 0.03% +117 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,307 $835K 0.05% new 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 9,928 $830K 0.67% -3,882 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,883 $826K 0.04% +1,361 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,804 $819K 0.01% -1,430 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,686 $809K 0.02% +4,534 13F-HR/A Timeline Matisse Capital More: the full row for Matisse Capital 9,632 $805K 0.34% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 9,620 $804K 0.04% new 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 9,447 $789K 0.49% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,350 $781K 0.04% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 9,346 $781K 0.1% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 9,088 $759K 0.1% 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 9,088 $759K 0.22% -519 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 8,477 $754K 0.27% -500 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 9,022 $754K 0.08% -1,346 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 8,967 $749K 0.08% -166 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 8,938 $747K +1,653 Timeline