UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,319 $78K <0.01% -28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,315 $77.7K 0.06% +215 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,225 $72.4K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,140 $67.4K 0.01% +84 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,124 $66.4K 0.02% -263 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,102 $65.1K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,054 $62.3K <0.01% +513 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,024 $60.6K 0.01% +896 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,017 $60.1K <0.01% +238 13F-HR Timeline OSSIAM More: the full row for OSSIAM 915 $54.1K <0.01% +181 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 842 $49.8K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 737 $44.5K 0.03% -164 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 731 $43K 0.03% +441 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 674 $39.9K <0.01% +66 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 665 $39.3K <0.01% +38 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 616 $36.4K 0.02% +258 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 600 $35.5K <0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 594 $35.1K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 551 $32.6K 0.03% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 546 $32.3K <0.01% +136 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 536 $31.7K <0.01% -62 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 519 $31.3K 0.01% +159 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 500 $29.6K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 484 $28.6K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 477 $28.2K 0.01% +274 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 469 $27.7K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 460 $27.2K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 448 $26.9K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 440 $26K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 425 $25.1K <0.01% -50 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 415 $24.5K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 403 $23.8K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 401 $23.7K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 395 $23.3K <0.01% +359 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 391 $23.1K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 379 $22.4K <0.01% -665 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 369 $22.1K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 375 $22K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 374 $22K <0.01% -56 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 345 $20.4K <0.01% +15 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 335 $19.8K <0.01% +325 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 325 $19.2K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 322 $19K <0.01% +190 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 315 $18.6K <0.01% -108 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 311 $18.4K <0.01% -739 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 297 $17.6K 0.01% new 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 290 $17.1K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 259 $15.3K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 268 $15.3K <0.01% +249 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 224 $13.2K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 222 $13.1K <0.01% -186 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 212 $13K 0.01% -15 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 216 $12.8K <0.01% -2,660 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 210 $12.4K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 203 $12K <0.01% -2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 203 $12K <0.01% -3,238 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $11.8K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 200 $11.8K <0.01% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 196 $11.6K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 189 $11.2K <0.01% +19 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 185 $10.9K <0.01% +105 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 174 $10.3K <0.01% +14 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 172 $10.2K <0.01% +54 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 159 $9.4K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 155 $9.16K <0.01% +32 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 154 $9.1K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 153 $9.04K <0.01% +5 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 150 $8.89K <0.01% +11 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 148 $8.75K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 147 $8.69K <0.01% 0 13F-HR/A Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 147 $8.69K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 142 $8.39K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 138 $8.16K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 136 $8.04K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 141 $8K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 140 $8K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 117 $6.92K <0.01% +1 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 107 $6.33K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 113 $6K <0.01% 0 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 100 $5.91K <0.01% -1,000 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $5.91K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 100 $5.91K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 96 $5.67K <0.01% +79 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 96 $5.67K <0.01% new 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 95 $5.6K <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 90 $5.32K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 87 $5.14K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 86 $5.08K <0.01% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 82 $4.85K <0.01% -53 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 78 $4.61K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 74 $4.38K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 70 $4K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 67 $3.96K <0.01% +58 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 55 $3.52K <0.01% -37 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 52 $3.07K <0.01% +24 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 50 $2.96K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 49 $2.9K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 47 $2.78K <0.01% +5 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 47 $2.78K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 44 $2.6K <0.01% -353 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 44 $2.6K <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 44 $2.6K <0.01% +12 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 43 $2.54K <0.01% -5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 42 $2.48K <0.01% +7 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 41 $2.42K <0.01% +10 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 40 $2.37K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 40 $2.36K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 40 $2.36K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 38 $2.25K <0.01% +22 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 35 $2.07K <0.01% +5 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 40 $2K <0.01% new 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 30 $1.81K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 30 $1.77K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 30 $1.77K <0.01% new 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 29 $1.71K <0.01% +13 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 28 $1.7K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 26 $1.54K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25 $1.48K <0.01% -41 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 24 $1.42K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 22 $1.3K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 22 $1.29K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 21 $1.24K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 19 $1.13K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16 $958 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 16 $946 <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 15 $887 <0.01% -3 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $887 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 15 $887 <0.01% +2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 14 $828 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $828 <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $709 <0.01% +1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 12 $699 <0.01% +7 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 11 $650 <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10 $601 <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 10 $592 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10 $591 <0.01% +1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 9 $532 <0.01% new 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $473 <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 8 $473 <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 8 $473 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 8 $473 <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6 $355 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 6 $355 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 6 $355 <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 6 $355 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $296 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $296 <0.01% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 5 $296 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4 $278 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4 $237 <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4 $236 <0.01% new 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4 $236 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3 $183 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $178 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 3 $178 <0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2 $118 <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2 $118 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $59 <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 0 $2 <0.01% -4 13F-HR Timeline Amount filed as zero, left out of ratios. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 15 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 19,475 (0.32%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 19,475 (0.32%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR