Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 557 $510K 0.16% -6 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 553 $510K 0.41% -311 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 555 $509K 0.44% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 555 $509K 0.26% +16 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 555 $508K 0.21% -47 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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More: the full row for Whitaker-Myers Wealth Managers, LTD. 529 $485K 0.14% +120 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 529 $485K 0.12% +518 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 529 $485K 0.37% 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 528 $484K 0.09% +1 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 528 $484K 0.25% -32 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 527 $483K 0.3% -10 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 527 $483K 0.02% -2 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 527 $483K 2.48% +136 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 527 $483K 0.15% +76 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 526 $482K 0.06% -164 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 526 $482K 0.1% -52 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 525 $481K 0.37% +6 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 525 $481K 0.11% +10 13F-HR Timeline Gray Wealth Management Inc. 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More: the full row for Northwest Bancshares, Inc. 503 $461K 0.09% -28 13F-HR Timeline Trust Co More: the full row for Trust Co 503 $461K 0.05% +7 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 503 $461K 0.44% 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 501 $459K 0.01% -23 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 501 $459K 0.13% +10 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 500 $458K 0.05% 0 13F-HR Timeline Poplar Forest Capital LLC More: the full row for Poplar Forest Capital LLC 500 $458K 0.08% 0 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 500 $458K 0.33% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. 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More: the full row for Vermillion Wealth Management, Inc. 497 $456K 0.23% 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 497 $456K 0.15% +14 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 496 $454K 0.29% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 495 $453K 0.2% 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 494 $453K 0.17% -29 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 493 $452K 0.15% 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 493 $452K 0.45% 0 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 493 $451K 0.38% 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 492 $451K 0.15% +23 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 491 $450K 0.06% +1 13F-HR Timeline Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 490 $449K 0.03% -107 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 488 $448K 0.21% +11 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 488 $447K 0.24% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 487 $446K 0.07% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 455 $446K 0.38% 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 486 $445K 0.18% +23 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 486 $445K 0.27% -57 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 486 $445K 0.15% +50 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 471 $445K 0.03% -62 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 473 $445K 0.12% +88 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 485 $444K 0.44% -14 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 428 $443K 0.27% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 482 $442K 0.09% +65 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 481 $441K 0.18% -1 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 481 $441K 0.05% -45 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 481 $441K 0.11% -22 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 479 $439K 0.11% +1 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 479 $439K 0.33% -40 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 463 $439K 0.04% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 477 $437K 0.24% +38 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 477 $437K 0.28% +21 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 476 $436K 0.06% +141 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 475 $435K 0.08% +9 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 478 $435K 0.23% -67 13F-HR/A Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 472 $433K 0.43% -161 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 471 $432K 0.06% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 471 $432K 0.31% +84 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 471 $432K 0.14% -74 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 469 $430K 0.03% +53 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 467 $428K 0.06% +16 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 467 $428K 0.28% -26 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 466 $427K 0.22% +1 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 466 $427K 0.01% -92 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 466 $427K 0.27% 0 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 466 $427K 0.23% +56 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 466 $427K 0.28% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 466 $427K 0.07% -100 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 463 $424K 0.12% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 462 $423K 0.18% +22 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 462 $423K 0.04% -9 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 461 $422K 0.03% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 460 $421K 0.37% 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 458 $420K 0.38% +50 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 458 $420K 0.17% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 458 $420K 0.39% 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 417 $419K 0.2% +9 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 456 $418K 0.25% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 455 $417K 0.28% 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 454 $416K 0.17% +25 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 454 $416K 0.17% 0 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 454 $416K 0.33% +22 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 453 $415K 0.16% +47 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 452 $414K 0.05% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 451 $413K 0.24% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 451 $413K 0.05% +165 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 450 $412K 0.04% +65 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 450 $412K 0.15% +10 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 449 $412K 0.13% +8 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 449 $412K 0.18% -4 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 449 $411K 0.19% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 448 $410K 0.06% -25 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 447 $410K 0.02% +14 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 446 $409K 0.32% 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 445 $408K 0.07% +23 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 445 $408K 0.23% -2 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 445 $408K 0.29% 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 444 $407K 0.13% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 443 $406K 0.34% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 443 $406K 0.14% +18 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 442 $405K 0.31% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 441 $404K 0.12% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 439 $402K 0.14% 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 439 $402K 0.06% new 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 438 $401K 0.15% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 438 $401K 0.21% +133 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 438 $401K 0.08% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 438 $401K 0.11% +38 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 383 $400K 0.26% +3 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 383 $400K 0.26% +3 13F-HR Timeline Group TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 435 $399K 0.17% +137 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 435 $399K <0.01% -49,237 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 435 $399K 0.09% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 435 $399K 0.38% -41 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 434 $398K 0.03% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 434 $398K 0.13% +34 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 433 $397K 0.24% +5 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 433 $397K 0.16% -110 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 430 $396K 0.15% +6 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 432 $396K 0.2% +174 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 432 $396K 0.04% -10 13F-HR Timeline