Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 244 $7.21K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 218 $6.44K <0.01% +128 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 202 $5.96K <0.01% +16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $5.91K <0.01% 0 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 163 $5K <0.01% +162 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 140 $4K <0.01% -80 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 131 $3.87K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 104 $3.07K <0.01% +49 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 133 $3K <0.01% +12 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 94 $2.78K <0.01% -19 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 82 $2.42K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 81 $2.39K <0.01% -1,457 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 73 $2.16K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 62 $1.83K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 61 $1.8K <0.01% -89 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 60 $1.77K <0.01% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 60 $1.77K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 59 $1.74K <0.01% +29 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 53 $1.56K <0.01% +23 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 48 $1.44K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 31 $1K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 30 $886 <0.01% -12 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $886 <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 29 $856 <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 27 $797 <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 20 $591 <0.01% +14 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 20 $591 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 18 $532 <0.01% +6 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 13 $378 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $265 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8 $236 <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5 $148 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $119 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $119 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $118 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3 $89 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $89 <0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $88 <0.01% +1 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 10 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 2 $0 0% -10 13F-HR Timeline Value filed as zero, left out of ratios.