UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,284 $76.4K <0.01% +322 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,156 $73.4K 0.03% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,071 $71.5K 0.03% -3,263 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,852 $66.4K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,841 $66K 0.01% +7 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,679 $63K <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,479 $57.7K <0.01% +437 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,415 $56K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,300 $53.5K <0.01% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,297 $53K <0.01% +499 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,252 $52.4K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,250 $52.4K 0.01% +3 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,100 $48.9K <0.01% -391,846 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 2,020 $47K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,000 $46.5K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,859 $43.3K <0.01% -2,757 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,760 $41K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,751 $40.7K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,444 $35.3K <0.01% -54 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,500 $34.9K 0.02% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,417 $33K 0.01% -63 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,409 $32.8K <0.01% -172 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,386 $32.3K 0.01% +79 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,200 $27.9K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,153 $26.8K 0.02% -12 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,039 $24.2K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,037 $24.1K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,034 $24.1K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,000 $23.3K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,000 $23.3K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 967 $23K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 964 $22.4K <0.01% -1,094 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 950 $22.1K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 939 $21.9K <0.01% +54 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 923 $21.5K 0.01% +4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 917 $21.3K <0.01% +564 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 894 $20.8K 0.01% +155 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 849 $19.8K <0.01% -292 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 820 $19.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 800 $18.6K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 727 $17.7K <0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 750 $17.5K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 729 $17K <0.01% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 720 $16.8K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 703 $16K <0.01% +82 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 685 $16K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 624 $15.3K <0.01% -378 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 600 $14K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 591 $13.8K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 550 $12.8K <0.01% +198 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 503 $12K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 512 $11.9K <0.01% -32 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 401 $9.33K <0.01% -34 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 380 $8.84K <0.01% +95 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 358 $8.33K <0.01% +94 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 329 $7.64K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 324 $7.54K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 313 $7.28K <0.01% +38 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 286 $6.66K <0.01% +77 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 283 $6.58K <0.01% -5 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 255 $5.93K <0.01% -39 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 253 $5.89K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 250 $5.82K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 240 $5.58K <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 197 $4.58K <0.01% -1,870 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 191 $4.45K <0.01% +36 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 190 $4.42K <0.01% -5 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 184 $4.28K <0.01% -11,732 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 160 $3.72K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 150 $3.49K <0.01% +91 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 150 $3.49K <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 141 $3.28K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 128 $2.98K <0.01% +37 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 125 $2.91K <0.01% -52 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 124 $2.88K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 122 $2.84K <0.01% -25 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 119 $2.77K <0.01% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 118 $2.75K <0.01% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 118 $2.75K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 109 $2.54K <0.01% -66 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 104 $2.41K <0.01% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 100 $2.33K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 99 $2.3K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 92 $2.14K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 91 $2.12K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 90 $2K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 83 $1.93K <0.01% -526 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 81 $1.89K <0.01% -8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 63 $1.47K <0.01% -13 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 60 $1.4K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 54 $1.26K <0.01% -304 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 50 $1.16K <0.01% -50 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 48 $1.12K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 47 $1.09K <0.01% -30 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 46 $1.07K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 46 $1.07K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 45 $1.05K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 51 $1K <0.01% -60 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 40 $931 <0.01% new 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 39 $908 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 38 $884 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 29 $675 <0.01% -1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 25 $582 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 22 $512 <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 21 $489 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 17 $396 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $396 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 15 $350 <0.01% +3 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15 $349 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 13 $303 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 13 $302 <0.01% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10 $233 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10 $233 <0.01% -10 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 8 $186 <0.01% new 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7 $163 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $131 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $47 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $20 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 0 $7 <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios.