UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,087 $82.8K <0.01% +159 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,074 $82K <0.01% -26 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 936 $71.3K <0.01% +36 13F-HR/A Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 873 $66.5K <0.01% -1,595 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 854 $64.9K <0.01% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 815 $62K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 738 $56.2K 0.01% -13 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 700 $53.3K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 665 $50.8K <0.01% +170 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 645 $49.1K 0.01% +644 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 633 $48.2K <0.01% -28 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 610 $46.5K <0.01% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 600 $45.7K <0.01% 0 13F-HR/A Timeline Davis Capital Management More: the full row for Davis Capital Management 552 $42K 0.03% 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 545 $41.5K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 545 $41K <0.01% +6 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 510 $39K <0.01% -913 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 510 $38.9K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 496 $37.8K <0.01% -3,152 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 490 $37.3K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 489 $37.3K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 464 $35.4K <0.01% +41 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 406 $30.9K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 374 $28.5K 0.02% +111 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 330 $25.1K <0.01% +51 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 340 $25K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 301 $22.9K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 296 $22.6K <0.01% 0 13F-HR Timeline Group Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 256 $19.5K <0.01% -238 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 254 $19.4K <0.01% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 244 $18.6K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 240 $18.3K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 240 $18.3K 0.01% +73 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 235 $17.9K <0.01% +19 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 224 $17.1K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 205 $15.6K 0.01% +1 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 200 $15.2K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $15.2K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 200 $15.2K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 180 $14K <0.01% 0 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 176 $13.4K 0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 182 $13K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 170 $13K <0.01% +42 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 169 $12K <0.01% +9 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 150 $11.4K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 142 $10.6K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 135 $10.3K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 132 $10K <0.01% +1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 126 $9.6K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 120 $9.14K 0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 118 $8.99K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 118 $8.99K <0.01% -51 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 114 $8.69K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 100 $8K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 104 $7.9K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 100 $7.62K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 117 $7.21K <0.01% +114 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 93 $7.09K <0.01% +56 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 90 $6.92K <0.01% -765 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 85 $6.48K <0.01% +2 13F-HR Timeline Group City State Bank More: the full row for City State Bank 83 $6.33K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 76 $5.79K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 71 $5.41K <0.01% -55 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 69 $5.26K <0.01% new 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 66 $5K <0.01% -14 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 60 $4.57K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 57 $4.34K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 54 $4.12K <0.01% +19 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 52 $3.96K <0.01% -7 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 50 $3.81K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 42 $3.2K <0.01% -9 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 41 $3.12K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 36 $2.74K <0.01% +29 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 35 $2.69K <0.01% -13 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 35 $2.67K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 33 $2.52K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 33 $2.52K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 33 $2.52K <0.01% +1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 28 $2.13K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 27 $2.06K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 26 $1.98K <0.01% -10 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25 $1.91K <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 23 $1.75K <0.01% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 19 $1.45K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 18 $1.37K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $1.22K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $1.14K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 15 $1.14K <0.01% -96 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 19 $1K <0.01% new 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 9 $1K <0.01% -2,273 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $973 <0.01% -3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 11 $838 <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10 $764 <0.01% -42 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 9 $686 <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 8 $610 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $458 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $457 <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $381 <0.01% -2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $381 <0.01% +2 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4 $305 <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3 $229 <0.01% -20 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $229 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $163 <0.01% new 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2 $152 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $57 <0.01% -24 13F-HR Timeline