Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 345 $8.44K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 338 $8K <0.01% -4,834 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 303 $7.41K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 285 $7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 257 $6.29K <0.01% +208 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 224 $5.48K <0.01% +177 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avion Wealth More: the full row for Avion Wealth 228 $5K <0.01% +146 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 216 $5K <0.01% +36 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 191 $4.67K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 157 $3.84K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 135 $3.3K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 123 $3.01K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 116 $2.84K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 114 $2.79K <0.01% +40 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 113 $2.77K <0.01% new 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 108 $2.64K <0.01% +58 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 104 $2.55K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 100 $2.47K <0.01% +22 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 100 $2.45K <0.01% +21 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 90 $2.2K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 82 $2.01K <0.01% +5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 67 $1.64K <0.01% -12 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 64 $1.57K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 53 $1.3K <0.01% -8,176 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 52 $1.27K <0.01% -91 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 51 $1.25K <0.01% -3 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 38 $930 <0.01% -239 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 34 $790 <0.01% +9 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 30 $734 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 23 $563 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $514 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 20 $490 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 20 $490 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $368 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $343 <0.01% +5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $269 <0.01% -4 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 8 $196 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $195 <0.01% -8 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 7 $171 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7 $171 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $123 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $122 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $98 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $24 <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $24 <0.01% -3,342 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 25 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.