UMB Bank, n.a. More: the full row for UMB Bank, n.a. 689 $46.3K <0.01% +239 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 651 $44K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 646 $43.7K <0.01% -104 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 610 $41K <0.01% +223 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 536 $36K <0.01% +11 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 500 $33.6K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 480 $32.3K <0.01% +94 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 476 $32K 0.03% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 440 $29.6K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 425 $28.6K <0.01% +358 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 415 $28K <0.01% +148 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 413 $27.8K <0.01% +190 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 401 $27K <0.01% +68 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 366 $24.6K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 348 $23.4K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 340 $22.9K <0.01% +229 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 335 $22.7K <0.01% -1,885 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 335 $22.5K <0.01% -599 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 332 $22.3K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 318 $21.4K <0.01% -2,245 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 316 $21.2K <0.01% +205 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 314 $21K 0.01% +42 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 300 $20.2K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 300 $20.2K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 289 $19.6K <0.01% +83 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 290 $19.5K 0.02% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 275 $19.3K <0.01% -31 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 279 $18.8K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 278 $18.7K 0.01% +250 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 270 $18.2K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 268 $18K <0.01% -5 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 255 $17.1K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 251 $16.9K <0.01% +130 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 247 $16.6K <0.01% +72 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 218 $14.7K <0.01% -222 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 208 $14K <0.01% +112 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 206 $13.9K <0.01% -14 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 200 $13.4K <0.01% new 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $13.4K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 200 $13.4K 0.03% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 198 $13.3K <0.01% +4 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 175 $11.8K <0.01% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 171 $11.6K <0.01% -145 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 168 $11.4K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 162 $10.9K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 162 $10.9K <0.01% 0 13F-HR/A Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 155 $10.4K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 145 $9.75K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 140 $9.41K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 113 $7.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 112 $7.53K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 102 $7.49K <0.01% +7 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 105 $7.06K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 115 $7K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $6.72K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 100 $6.72K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 98 $6.59K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 96 $6.46K <0.01% -23 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 95 $6.39K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 95 $6.39K <0.01% 0 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 93 $6.25K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 80 $5.38K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 72 $4.84K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 61 $4.1K <0.01% +36 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 53 $3.56K <0.01% -2 13F-HR Timeline Group Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 50 $3.36K <0.01% +25 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 44 $3.28K <0.01% -3,059 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 45 $3.03K <0.01% -5 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 44 $2.96K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 44 $2.96K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 43 $2.89K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 36 $2.42K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 30 $2.02K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $1.88K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 28 $1.88K <0.01% +2 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 25 $1.68K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 24 $1.66K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 23 $1.55K <0.01% -1 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 20 $1.34K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 19 $1.28K <0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 17 $1.14K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 15 $1.01K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 14 $942 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 11 $740 <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9 $605 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8 $538 <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6 $403 <0.01% -52 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6 $403 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $375 <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5 $336 <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $269 <0.01% -11 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $269 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $269 <0.01% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 3 $202 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $67 <0.01% new 13F-HR Timeline