UMB Bank, n.a. More: the full row for UMB Bank, n.a. 186 $17.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 167 $16K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 150 $14.4K <0.01% 0 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 146 $14K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 143 $13.7K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 129 $12.3K <0.01% -64 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 121 $11.6K <0.01% -35 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 118 $11.3K <0.01% +10 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 115 $11K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 111 $10.7K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 97 $9.29K <0.01% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 84 $8.05K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 71 $6.8K <0.01% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 70 $6.71K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 68 $6.51K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 65 $6.23K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 58 $6K <0.01% +25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 62 $5.94K <0.01% -37 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 54 $5.21K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 54 $5.17K <0.01% +40 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 51 $4.89K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 48 $4.6K <0.01% -47 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33 $3.16K <0.01% -5 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 33 $3.16K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 25 $2.4K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21 $2.07K <0.01% -1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 20 $1.92K <0.01% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 19 $1.82K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 19 $1.82K <0.01% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 17 $1.63K <0.01% -84 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12 $1.16K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 20 $1K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 15 $1K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 9 $863 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $575 <0.01% -7 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $575 <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $479 <0.01% -1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 5 $479 <0.01% -10 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5 $479 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4 $384 <0.01% new 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4 $383 <0.01% +3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $374 <0.01% -5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2 $193 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6 $0 0% -5 13F-HR Timeline Value filed as zero, left out of ratios.