UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,116 $34.1K <0.01% -272 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,021 $31.2K <0.01% new 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 952 $29.1K <0.01% -27,716 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 909 $27.8K <0.01% +822 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 898 $27.5K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 890 $26.7K <0.01% -150 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 794 $24.3K 0.01% +636 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 773 $23.6K <0.01% -10 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 621 $19K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 581 $17.8K <0.01% -365 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 518 $15.8K <0.01% +49 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 500 $15.3K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 505 $15K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 449 $13.7K <0.01% +362 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 439 $13.4K <0.01% +20 13F-HR Timeline CX Institutional More: the full row for CX Institutional 398 $12K <0.01% -661 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 374 $11.4K <0.01% -931 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 342 $10.5K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 300 $9.17K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 300 $9.17K <0.01% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 298 $8.91K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 272 $8.31K <0.01% -1,229 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 258 $7.88K <0.01% -119 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 256 $7.82K <0.01% -37 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 251 $7.67K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 247 $7.55K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 247 $7.55K <0.01% -339 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 225 $6.88K <0.01% -421 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 185 $5.65K <0.01% +171 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 166 $5.07K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 158 $4.83K <0.01% +39 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 154 $4.71K <0.01% +107 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 148 $4.52K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 142 $4.34K <0.01% -87 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 137 $4.19K <0.01% -117 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 136 $4.16K <0.01% -155 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 121 $3.7K <0.01% -16 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 116 $3.48K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 109 $3.33K <0.01% +106 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 107 $3.27K <0.01% +80 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 95 $2.91K <0.01% -583 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 91 $2.78K <0.01% +80 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 82 $2.51K <0.01% -767 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 75 $2.29K -10,655 Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 73 $2.23K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 72 $2.2K <0.01% +71 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 64 $1.96K <0.01% +13 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 59 $1.8K <0.01% -9 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 51 $1.56K <0.01% -34 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 49 $1.5K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 47 $1.44K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 31 $947 <0.01% -9,583 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 27 $825 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 16 $489 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 15 $459 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 14 $428 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 13 $398 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 13 $397 <0.01% +9 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $306 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $153 <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $153 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5 $153 <0.01% -25 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $153 <0.01% -1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $122 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $61 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $49 <0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $31 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $31 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $31 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $30 <0.01% -4 13F-HR Timeline