Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 5,424 $540K 0.4% +23 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 5,348 $532K 0.23% -328 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 5,340 $531K 0.27% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,314 $529K -1,554 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,281 $525K 0.02% -14 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 5,266 $524K 0.06% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,242 $522K 0.19% -5,325 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,236 $521K 0.01% -1,560 13F-HR Timeline Group BARRETT & COMPANY, INC. 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More: the full row for CONNING INC. 5,041 $502K 0.02% 0 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,037 $501K 0.03% -307 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,031 $501K 0.01% +251 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 5,014 $499K 0.26% -100 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,911 $489K 0.1% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,898 $487K 0.22% new 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,896 $487K 0.02% -3,692 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,872 $485K 0.06% new 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 4,862 $484K 0.16% +1 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,628 $482K 0.01% -1,388 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4,830 $481K <0.01% -556 13F-HR Timeline Group Woodward Financial Advisors, Inc. 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DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,163 $414K <0.01% -473 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,156 $413K 0.02% +16 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 4,134 $411K 0.13% -1,590 13F-HR Timeline FIDUCIARY ADVISORS, INC. 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More: the full row for Atria Wealth Solutions, Inc. 3,565 $355K 0.01% -61,725 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,538 $352K 0.06% -2,045 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,530 $351K 0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 3,528 $351K 0.18% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,510 $349K 0.18% -120 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,509 $349K 0.06% +1,115 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,506 $349K 0.01% -100 13F-HR Timeline Almanack Investment Partners, LLC. 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