UMB Bank, n.a. More: the full row for UMB Bank, n.a. 43 $8.05K <0.01% +18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 43 $8.05K <0.01% +29 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 41 $7.69K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 41 $7.68K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 41 $7.68K <0.01% +13 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 39 $7.3K <0.01% +15 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 37 $6.93K <0.01% +25 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 37 $6.93K <0.01% +6 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 37 $6.93K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 35 $6.55K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 35 $6.55K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 34 $6.37K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 34 $6.37K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 32 $5.99K <0.01% +17 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 32 $5.99K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 31 $5.81K <0.01% +14 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 27 $5.06K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 26 $5.01K <0.01% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 24 $4.5K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 20 $3.75K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 20 $3.75K <0.01% -248 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 19 $3.56K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 17 $3.18K <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 15 $3.08K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $3K <0.01% +9 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 15 $2.81K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13 $2.44K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13 $2.44K <0.01% 0 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 13 $2.44K <0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 12 $2.25K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 11 $2.06K <0.01% +10 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 11 $2.06K <0.01% +9 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10 $1.87K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 10 $1.87K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 10 $1.87K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $1.69K <0.01% +6 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $1.5K <0.01% -1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $1.5K <0.01% -7 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8 $1.5K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $1.31K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $1.31K <0.01% -23 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7 $1.31K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $1.12K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5 $937 <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5 $936 <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5 $936 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $936 <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4 $750 <0.01% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4 $749 <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4 $749 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $749 <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4 $749 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 4 $749 <0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3 $594 <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3 $562 <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3 $562 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $562 <0.01% -3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $405 <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2 $375 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $375 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $375 <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2 $375 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2 $375 <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 2 $375 <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $374 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $188 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $188 <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1 $188 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $188 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1 $187 <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1 $187 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1 $187 <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.