LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,864 $1.9M 0.14% +1,506 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,852 $1.89M 0.28% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 2,843 $1.89M 1.3% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,843 $1.89M 0.01% +1,639 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,816 $1.87M 0.24% +175 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,812 $1.86M 0.17% -194 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,785 $1.85M 0.05% +2,324 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,674 $1.85M 0.33% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,784 $1.85M 1.2% +2,665 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,783 $1.85M 0.11% -20 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,783 $1.85M 0.7% -1,106 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,778 $1.84M 0.05% +3 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 2,777 $1.84M <0.01% +1,274 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,758 $1.83M 0.63% -222 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2,755 $1.83M 0.68% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,743 $1.82M 0.25% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,741 $1.82M 0.03% -86 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,738 $1.82M 0.28% 0 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 2,723 $1.81M 1.45% +141 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 2,716 $1.8M 0.59% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,712 $1.8M 0.16% +718 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,711 $1.8M 0.07% -395 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,704 $1.79M 0.02% +1,217 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,697 $1.79M 0.31% -400 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 2,687 $1.78M 0.21% +1,498 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,675 $1.77M 0.23% -40 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,674 $1.77M 1.23% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,657 $1.76M 0.24% +185 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,648 $1.76M 0.44% +11 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,646 $1.76M 0.03% -281 13F-HR/A Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,644 $1.75M 0.36% +4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,639 $1.75M 0.02% +899 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,632 $1.75M 1.18% -221 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,630 $1.74M 0.3% +665 13F-HR Timeline American Trust More: the full row for American Trust 2,624 $1.74M 0.16% new 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 2,617 $1.74M 0.19% new 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 2,597 $1.72M 1.54% 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,595 $1.72M 0.06% -2 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,587 $1.72M 0.22% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,565 $1.7M <0.01% 0 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,548 $1.69M 0.21% +277 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,542 $1.69M 0.79% +22 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,540 $1.68M 0.88% -155 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,522 $1.67M 0.14% -256 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,512 $1.67M 0.12% +1 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,503 $1.66M 0.06% +785 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,500 $1.66M 0.1% -8,180 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,497 $1.66M 0.05% -62 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2,495 $1.65M 0.48% 0 13F-HR Timeline Zullo Investment Group, Inc. 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More: the full row for Sovereign Financial Group, Inc. 2,415 $1.6M 0.33% +400 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,408 $1.6M 0.41% +34 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,395 $1.59M 0.8% +1,554 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,364 $1.57M 0.03% +58 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,358 $1.56M 0.69% +465 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,355 $1.56M 0.18% -929 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,350 $1.56M 0.3% -44 13F-HR Timeline Group FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 2,350 $1.56M 1.05% +447 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,342 $1.55M 0.03% 0 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 2,341 $1.55M 0.5% +516 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,339 $1.55M 0.21% -109 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,336 $1.55M 0.03% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,335 $1.55M 0.4% +4 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,328 $1.54M 0.23% -5 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 2,322 $1.54M 0.69% +233 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,315 $1.54M 0.14% -246 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 2,313 $1.53M 0.89% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,276 $1.53M 0.54% +86 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,297 $1.52M 0.51% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,290 $1.52M 0.16% +355 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,285 $1.52M 0.03% +163 13F-HR Timeline TRUST POINT INC. 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Prosperity Capital Advisors 2,232 $1.48M 0.1% +41 13F-HR/A Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,230 $1.48M 1.08% -22 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,218 $1.47M 0.03% +769 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,209 $1.47M 0.11% +273 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,179 $1.45M 1.02% -8 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,136 $1.44M 0.52% -14 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,170 $1.44M 0.01% +1,332 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 2,163 $1.43M 0.43% -59 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,147 $1.42M 0.14% +60 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 2,144 $1.42M 0.74% -243 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,138 $1.42M 0.04% +156 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,135 $1.42M 0.06% +1,226 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,131 $1.41M 0.01% -228 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,118 $1.4M 0.23% +492 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,109 $1.4M 0.26% +516 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,106 $1.4M 0.17% +399 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 2,105 $1.4M 0.55% +163 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,099 $1.39M 0.09% -10 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,095 $1.39M 0.1% -300 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,085 $1.38M 0.58% -9 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,083 $1.38M 0.1% +140 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,079 $1.38M 0.03% -13 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,078 $1.38M 0.44% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,272 $1.38M 0.07% +68 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 2,074 $1.38M 0.26% -480 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,072 $1.37M 0.05% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,070 $1.37M 1.04% +118 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,068 $1.37M 0.27% -45 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,052 $1.36M 0.03% +30 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,050 $1.36M <0.01% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,047 $1.36M 0.37% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,046 $1.36M 0.6% +6 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 2,028 $1.35M 0.49% -9 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,028 $1.34M 0.13% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,025 $1.34M 0.03% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,016 $1.34M 0.34% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,015 $1.34M 0.14% -189 13F-HR/A Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 1,987 $1.33M 0.71% -51 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,001 $1.33M 0.12% -260 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,999 $1.33M 0.26% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,998 $1.33M 0.06% -405 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 1,997 $1.32M 1.54% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,997 $1.32M 0.1% -46 13F-HR Timeline Group Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,990 $1.32M 0.95% +522 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,983 $1.32M 0.04% +1,051 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 1,983 $1.32M 1.18% 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,971 $1.31M 0.2% +122 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,966 $1.3M 0.23% -221 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,960 $1.3M 0.08% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,951 $1.29M 0.14% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,942 $1.29M 0.08% -21 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,931 $1.28M 0.3% +1 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,925 $1.28M 0.06% +1 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,916 $1.27M 0.6% +868 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,907 $1.26M 0.25% +93 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,884 $1.25M 0.27% -1 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,873 $1.24M 0.15% +522 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,873 $1.24M 0.06% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,869 $1.24M 0.09% +363 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,772 $1.24M 0.51% new 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,854 $1.23M 0.8% +21 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,842 $1.22M 0.03% -381 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,842 $1.22M 0.39% +25 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,837 $1.22M 0.24% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,837 $1.22M 0.06% +21 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,828 $1.21M 0.06% -5 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,819 $1.21M 0.38% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,818 $1.21M 0.14% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,817 $1.21M 0.06% -208 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,805 $1.2M 0.09% +1,128 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,803 $1.2M 0.01% -70 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,802 $1.2M 0.1% -61 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,800 $1.19M 0.88% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,790 $1.19M 0.39% +39 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,775 $1.18M 0.01% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,770 $1.17M 0.55% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,769 $1.17M 0.02% +1,033 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,763 $1.17M 0.38% +78 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,751 $1.16M 0.09% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,731 $1.16M 0.05% -7 13F-HR Timeline Conservest Capital Advisors, Inc. 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