Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 103,617 $49.7M 16.62% -379 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 103,454 $49.6M 0.12% +6,039 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 129,192 $49.6M 6.94% -903 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 103,107 $49.5M 0.01% -1,573 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 103,033 $49.4M 0.91% -3,282 13F-HR/A Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 101,535 $48.7M 16.5% -840 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 101,399 $48.6M 13.68% +1,230 13F-HR Timeline American Trust More: the full row for American Trust 99,751 $47.8M 4.04% +96,967 13F-HR Timeline Cornerstone Wealth Advisors, Inc. 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Riley Wealth Advisors, Inc. 88,044 $42.2M 2.03% -10,707 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 87,571 $42M 1.97% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 86,361 $41.4M 0.96% +941 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 81,284 $41M 17.69% +20,863 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 84,018 $40.9M 9.26% -3,513 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 84,842 $40.7M 5.78% -7,311 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 83,799 $40.2M 1.4% +370 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 83,625 $40.1M 4.91% +1,201 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 83,358 $40M 25.76% +1,135 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 82,900 $39.8M 0.17% +12,111 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 82,787 $39.7M 11.37% +2,917 13F-HR Timeline Wealth Management Strategies, Inc. 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W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 66,827 $32M 16.43% +54 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 66,541 $31.9M 1.06% -505 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 66,510 $31.9M 0.72% -6,022 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 66,340 $31.8M 15.41% +3,546 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 66,010 $31.7M 4.48% +169 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 65,206 $31.3M 12.83% -889 13F-HR Timeline Cannon Financial Strategists, Inc. 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More: the full row for VeraBank, N.A. 57,667 $27.7M 5.17% +3,708 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 57,358 $27.5M 5.98% +1,111 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 57,320 $27.5M 7.48% +2,781 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 56,933 $27.3M 0.15% -84 13F-HR Timeline Group STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 56,762 $27.2M 21.74% -1,269 13F-HR Timeline Francis Financial, Inc. 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More: the full row for Guardian Partners Inc. 47,082 $22.7M 1.92% -46,880 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 47,249 $22.7M 0.69% -4,643 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 46,777 $22.4M 10.03% +152 13F-HR Timeline 25 LLC More: the full row for 25 LLC 46,685 $22.4M 7.62% +1,242 13F-HR Timeline Prosperity Planning, Inc. 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