Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,114 $19.6K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,303 $19.3K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,188 $18.4K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,078 $17.4K <0.01% +1,934 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,019 $16.9K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,698 $14.2K <0.01% +1,136 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,465 $12.3K <0.01% +322 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,452 $12.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,368 $11.5K <0.01% +3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,361 $11.4K <0.01% +266 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,343 $11.3K <0.01% +186 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,312 $11K <0.01% -372 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,205 $11K <0.01% +1,181 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,078 $9.03K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,066 $8.95K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 897 $7.53K <0.01% +83 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 859 $7.21K <0.01% -6,583 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 820 $6.88K <0.01% +152 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 800 $6.71K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 796 $6.68K <0.01% +657 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 677 $5.68K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 616 $5.17K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 578 $5K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 570 $4.78K <0.01% 13F-HR/A Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 562 $4.71K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 521 $4.37K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 434 $3.64K <0.01% +308 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 407 $3.42K <0.01% -266 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 399 $3.35K <0.01% +245 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 392 $3.29K <0.01% +59 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 363 $3.05K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 325 $2.73K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 319 $2.68K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 282 $2.37K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 250 $2.1K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 245 $2.06K <0.01% -21 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 245 $2.06K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 238 $2K <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 226 $1.9K <0.01% -69 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 210 $1.76K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 177 $1.49K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 157 $1.31K <0.01% -297 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 146 $1.23K <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 135 $1.13K <0.01% +40 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 120 $1.01K <0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 76 $638 <0.01% new 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 69 $579 <0.01% -6 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 60 $500 <0.01% +11 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 51 $427 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 50 $420 <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 43 $361 <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 33 $277 <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 33 $277 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 30 $252 <0.01% 13F-HR Timeline