UMB Bank, n.a. More: the full row for UMB Bank, n.a. 914 $55.7K <0.01% -37 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 912 $55.6K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 830 $50.6K <0.01% -160 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 744 $45.4K <0.01% -234 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 653 $39.8K <0.01% +327 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 634 $38.7K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 617 $37.6K 0.02% -4,609 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 592 $36.1K <0.01% +81 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 500 $30.5K <0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 488 $29.8K <0.01% -28,590 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 479 $29.2K <0.01% new 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 427 $26K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 431 $26K <0.01% -215 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 397 $24.2K <0.01% new 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 375 $22.9K <0.01% new 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 356 $21.7K <0.01% +110 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 347 $21.2K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 345 $21K <0.01% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 340 $20.7K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 329 $20.1K <0.01% +36 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 317 $19.3K <0.01% +187 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 315 $19.2K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 300 $18.3K 0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 300 $18.3K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 299 $18.2K <0.01% +40 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 281 $17.1K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 274 $16.7K <0.01% +19 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 254 $15.5K <0.01% +107 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 250 $15.2K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 252 $15K <0.01% -7 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 227 $13.8K <0.01% +25 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 220 $13.7K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 212 $12.9K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 201 $12.3K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 201 $12.3K <0.01% +15 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $12.2K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 200 $12.2K <0.01% -6 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 198 $12.1K <0.01% -54 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 190 $11.3K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 172 $10.5K <0.01% +5 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 171 $10.4K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 163 $9.94K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 161 $9.82K <0.01% +36 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 151 $9.41K <0.01% +140 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 150 $9.15K <0.01% -35 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 149 $9.09K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 140 $8.54K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 137 $8.35K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 134 $8.17K <0.01% -754 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 132 $8.05K <0.01% +122 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 131 $8K <0.01% -98 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 130 $7.93K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 121 $7.38K <0.01% -21 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 120 $7.29K <0.01% +3 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 115 $7.01K <0.01% +100 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 109 $7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 108 $6.58K <0.01% +64 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $6.1K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 87 $5.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 85 $5.18K <0.01% +15 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 84 $5.12K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 80 $4.88K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 75 $4.57K <0.01% -4,797 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 74 $4.51K <0.01% +5 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 74 $4.51K <0.01% +23 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 73 $4.45K <0.01% -78 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 71 $4.33K <0.01% +9 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 65 $3.96K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 61 $3.73K <0.01% +54 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 52 $3.17K <0.01% +8 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 57 $3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 49 $2.99K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 48 $2.93K <0.01% -125 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 45 $2.74K <0.01% 0 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 43 $2.62K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 40 $2.44K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 40 $2.42K <0.01% +4 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 39 $2.38K <0.01% -76 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 33 $2.01K <0.01% +13 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 31 $1.89K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 30 $1.81K <0.01% +1 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 29 $1.77K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 29 $1.77K <0.01% -2 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 26 $1.58K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 24 $1.46K <0.01% +11 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 23 $1.4K <0.01% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 23 $1.38K <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $1.28K <0.01% -35 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 20 $1.23K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 19 $1.16K <0.01% -1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 17 $1.04K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 27 $1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 21 $1K <0.01% -9 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $732 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 12 $710 <0.01% +1 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 10 $629 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10 $610 <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6 $366 <0.01% -3 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 5 $305 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $302 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $183 <0.01% -1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3 $183 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3 $183 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $122 <0.01% 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $122 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $61 <0.01% -8 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $61 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $61 <0.01% -1 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 10 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.