MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 200 $2.57K <0.01% -87 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 182 $2.34K <0.01% -292 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 165 $2.12K <0.01% -696 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 130 $1.67K <0.01% +21 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 118 $1.52K <0.01% +86 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 115 $1.48K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 103 $1.32K <0.01% -52 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 101 $1.3K <0.01% +1 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 92 $1.18K <0.01% -60 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 87 $1.12K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 82 $1.05K <0.01% -104 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 76 $978 <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 72 $926 <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 54 $695 <0.01% +38 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 52 $669 <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 50 $643 <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 50 $643 <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 47 $604 <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 45 $579 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 41 $527 <0.01% +33 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 40 $515 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 40 $514 <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 40 $513 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 34 $437 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 33 $424 <0.01% +25 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 31 $399 <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 30 $380 <0.01% -40 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 29 $373 <0.01% -27 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 28 $360 <0.01% -69,640 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 28 $360 <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 27 $348 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 25 $322 <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 22 $283 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 21 $270 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 19 $245 <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19 $244 <0.01% -17 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 23 $238 <0.01% 0 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 18 $231 <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 16 $183 <0.01% +8 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14 $181 <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 14 $180 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 13 $167 <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 11 $146 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 11 $142 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 11 $141 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 10 $129 <0.01% -12 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 9 $116 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 9 $116 <0.01% +5 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8 $103 <0.01% 0 13F-HR/A Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $103 <0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 8 $101 <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6 $77 <0.01% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4 $53 <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4 $51 <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4 $51 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $51 <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4 $51 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $39 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3 $39 <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2 $38 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $26 <0.01% -1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1 $13 <0.01% -178 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1 $13 <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $13 <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 25 $0 0% -108 13F-HR Timeline Value filed as zero, left out of ratios. Smithfield Trust Co More: the full row for Smithfield Trust Co 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -209 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.