Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 11,209 $525K 0.2% 0 13F-HR/A Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 11,189 $524K 0.51% 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 11,068 $518K 0.03% -650 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 10,769 $504K 0.21% -48 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 10,659 $499K 0.18% -1,289 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 10,632 $498K 0.13% +27 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,613 $497K <0.01% +1,420 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 10,587 $495K 0.2% -500 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,548 $494K 0.01% +6 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 10,524 $493K 0.2% +10 13F-HR Timeline KILNER CAPITAL ADVISORS, LLC More: the full row for KILNER CAPITAL ADVISORS, LLC 10,502 $491K 0.47% 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 10,436 $488K 0.11% +33 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 10,434 $488K 0.46% 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 10,419 $488K 0.26% 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 10,379 $486K 0.22% +383 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,363 $485K <0.01% new 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 10,038 $470K 0.47% 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 10,004 $468K 0.12% +26 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,968 $467K <0.01% 0 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 9,893 $463K 0.17% -1,625 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 9,860 $461K 0.06% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 9,790 $458K 0.1% -88 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 9,762 $455K 0.05% -86 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 9,503 $445K 0.29% +4 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 9,496 $444K 0.33% 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 9,057 $424K 0.07% +329 13F-HR Timeline Group Montis Financial, LLC More: the full row for Montis Financial, LLC 9,057 $424K 0.08% +1,861 13F-HR Timeline City State Bank More: the full row for City State Bank 8,897 $416K 0.11% -101 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,848 $414K 0.1% +1,655 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 8,760 $410K 0.4% 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,739 $409K 0.06% +8 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,673 $406K 0.01% -245 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 8,650 $405K 0.11% -558 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,254 $396K 0.01% +1,596 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 8,394 $396K 0.04% -432 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 8,390 $393K 0.2% +21 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 8,329 $390K 0.17% -1,342 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 8,277 $387K 0.1% 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 8,248 $386K 0.21% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 8,239 $386K 0.02% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,226 $385K <0.01% -9,535 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,058 $382K 0.02% -344 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,025 $376K 0.02% -1 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 8,009 $375K 0.32% 0 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 7,973 $373K 0.2% +28 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,964 $373K 0.03% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 7,828 $366K 0.02% -1,938 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 7,803 $365K 0.3% 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,770 $364K <0.01% -209 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,711 $361K <0.01% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 7,555 $354K 0.2% -5,250 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 7,479 $350K 0.34% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,414 $347K 0.01% -38 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 7,339 $343K 0.1% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,183 $336K 0.03% -443 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,050 $330K 0.03% -1,411 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,000 $328K 0.05% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 6,979 $327K 0.16% -19 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 6,909 $323K 0.02% -248 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,787 $318K 0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,772 $317K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,659 $316K 0.01% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 6,744 $316K 0.06% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,720 $314K 0.02% new 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 6,711 $314K 0.21% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,709 $314K 0.03% -4,974 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,650 $311K 0.15% -700 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,644 $311K 0.13% 0 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,621 $310K 0.02% +899 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,614 $310K 0.02% +1,391 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,545 $306K 0.09% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,516 $305K <0.01% -5,030 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,352 $297K <0.01% +712 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 6,225 $291K 0.17% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 6,206 $290K 0.1% 0 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 6,094 $285K 0.27% 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 6,048 $283K 0.09% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 8,549 $282K 0.22% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,007 $281K 0.11% -211 13F-HR Timeline Friday Financial More: the full row for Friday Financial 5,994 $281K 0.1% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 5,960 $279K 0.03% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,954 $279K 0.02% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 5,935 $278K 0.03% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,873 $275K 0.01% 0 13F-HR Timeline Group John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 8,398 $274K 0.15% 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,842 $273K 0.03% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,716 $268K 0.08% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,706 $267K <0.01% +4,077 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,575 $261K 0.01% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 5,554 $260K 0.17% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 5,553 $260K 0.11% 0 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 5,382 $254K 0.1% -33 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,333 $250K 0.08% +765 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,205 $244K <0.01% +755 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,180 $242K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,170 $242K 0.1% -37 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,168 $242K 0.06% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 5,158 $241K 0.19% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,075 $238K <0.01% +165 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,029 $235K 0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,956 $232K <0.01% 0 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 4,837 $226K 0.16% -307 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,787 $224K 0.21% 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 4,765 $223K 0.04% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,764 $223K 0.16% +12 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,746 $222K 0.02% -66 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,745 $222K 0.02% +2 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 4,698 $220K 0.12% -426 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,621 $216K 0.06% new 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,610 $216K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,600 $215K 0.06% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,567 $214K 0.11% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 4,427 $207K 0.06% -1,654 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 4,354 $204K 0.2% 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 4,336 $203K 0.21% 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 4,287 $201K 0.04% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,219 $197K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,145 $194K <0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 3,890 $182K 0.1% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,351 $157K <0.01% -41 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,015 $143K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,890 $135K 0.01% -186 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 2,865 $134K 0.08% -731 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,352 $110K 0.04% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,208 $103K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,874 $87.7K <0.01% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 1,824 $85.4K 0.05% -587 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,699 $79K 0.03% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,661 $77.8K 0.01% +1 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1,593 $74.6K 0.08% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,500 $70.2K 0.06% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,376 $64.4K 0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,222 $57.2K 0.01% +25 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,181 $55.3K 0.02% -18 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,069 $50K 0.01% 0 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 1,050 $49.1K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 920 $43.1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 900 $42.1K <0.01% -501 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 801 $37.5K 0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 770 $36K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 431 $20.2K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 415 $19.4K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 389 $18.2K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 363 $17K 0.01% -2 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 308 $14.4K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 242 $11.3K <0.01% -2,179 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 230 $10.8K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 220 $10.3K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 162 $7.58K 0.12% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 161 $7.55K <0.01% +24 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 114 $5.35K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 106 $4.97K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 101 $4.82K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 92 $4.31K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 67 $3.14K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 60 $2.81K <0.01% -39 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1 $31 <0.01% -149 13F-HR Timeline