Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,402 $385K 0.03% -265 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 8,369 $383K 0.21% +24 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 8,239 $377K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,026 $367K 0.02% -2,746 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 8,009 $366K 0.32% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,979 $365K <0.01% -224 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 7,945 $364K 0.21% -349 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,711 $353K <0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,626 $349K 0.04% -2,047 13F-HR/A Timeline Group Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 7,584 $347K 0.22% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,452 $341K 0.01% +19 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 7,350 $336K 0.17% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,569 $330K 0.08% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 7,196 $329K 0.08% -707 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,193 $329K 0.09% -3,453 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 7,157 $327K 0.02% +19 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,000 $321K 0.05% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 6,998 $320K 0.17% +3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,878 $314K 0.02% -221 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 6,771 $310K 0.07% -145,173 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,762 $309K 0.01% +18 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 6,744 $309K 0.06% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,659 $306K 0.01% 0 13F-HR Timeline Facet Wealth, Inc. 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More: the full row for Wealthstream Advisors, Inc. 6,561 $300K 0.05% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,545 $299K 0.1% 0 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 6,225 $285K 0.17% -3,220 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,218 $285K 0.12% -191 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 6,206 $284K 0.11% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 6,119 $280K 0.03% -79 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,081 $278K 0.08% +516 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 6,048 $277K 0.09% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 5,960 $273K 0.03% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,954 $272K 0.02% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 5,935 $272K 0.03% -636 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,873 $269K 0.01% -252 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,716 $262K 0.09% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,722 $262K 0.01% -171 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,640 $258K <0.01% -2,194 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 5,554 $254K 0.17% -255 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 5,553 $254K 0.11% 0 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 5,415 $248K 0.11% +3 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,223 $239K 0.01% 0 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,207 $238K 0.11% +13 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,180 $237K <0.01% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,168 $236K 0.07% 0 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 5,144 $235K 0.16% -286 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 5,124 $234K 0.15% -128 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,956 $227K <0.01% -425 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,910 $225K <0.01% new 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,812 $220K 0.02% -359 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,752 $217K 0.15% +13 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,747 $217K 0.01% -1,084 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,743 $217K 0.02% -696 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 4,615 $211K 0.13% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,610 $211K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,600 $210K 0.06% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 4,592 $210K 0.05% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,568 $209K 0.05% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,567 $209K 0.12% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,450 $204K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,219 $193K <0.01% -4,612 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,215 $193K <0.01% +4,141 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,145 $190K <0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 3,596 $165K 0.1% -1 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,392 $155K <0.01% +1,635 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,076 $141K 0.01% -11,834 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,015 $139K 0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,421 $111K <0.01% +213 13F-HR Timeline Group Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 2,411 $110K 0.06% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,352 $108K 0.04% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,874 $85.7K <0.01% -9,574 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,699 $77K 0.03% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,660 $76K 0.01% +2 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,629 $74.5K <0.01% -9 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,401 $64.1K <0.01% -546 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,376 $63K 0.01% 0 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,199 $54.8K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,197 $54.8K 0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,069 $48.9K 0.01% -6 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 1,050 $48K 0.02% +19 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 770 $35.2K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 684 $31.3K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 509 $23.3K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 431 $19.7K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 415 $19K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 389 $17.8K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 370 $16.9K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 365 $16.7K 0.01% +283 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 230 $10.5K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 220 $10.1K <0.01% +18 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 162 $7.41K 0.11% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 150 $6.85K <0.01% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 137 $6.28K <0.01% new 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 11,932 $5.46K 0.1% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 114 $5.22K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 106 $4.85K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 101 $4.65K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 99 $4.53K <0.01% -9,235 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 92 $4.21K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 67 $3.07K <0.01% -3 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.