CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,524 $100K <0.01% +24 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,875 $75K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,513 $69.4K <0.01% +111 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,363 $67.1K <0.01% +443 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,807 $58.6K 0.01% -7,998 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,201 $49.2K <0.01% +640 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 3,026 $46.5K <0.01% -343 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,780 $42.8K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,654 $40.8K <0.01% +558 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,577 $39.6K <0.01% +376 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,449 $37.7K <0.01% +1,194 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,306 $35.5K <0.01% -217 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,202 $33.9K <0.01% -1,265 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,200 $33.8K <0.01% new 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,752 $27K <0.01% +325 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,750 $26.9K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,347 $20.7K <0.01% +75 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,260 $19.4K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,058 $16.3K <0.01% +894 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,017 $15.7K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 927 $14.3K <0.01% -2,965 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 750 $11.5K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 700 $11K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 686 $10.6K <0.01% +436 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 677 $10.4K <0.01% +259 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 602 $9K <0.01% -95 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 561 $9K <0.01% -67 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 504 $7.75K <0.01% +56 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 501 $7.71K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 487 $7.49K <0.01% -312 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 476 $7.44K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 429 $6.6K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 400 $6.15K <0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 409 $6K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 379 $5.83K <0.01% -169 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 359 $5.52K <0.01% -53 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 316 $4.86K <0.01% +96 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 285 $4.38K <0.01% -4 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 289 $4K <0.01% -5 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 218 $3.35K <0.01% +136 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 164 $2.52K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 100 $2K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 107 $1.65K <0.01% +57 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $1.54K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 100 $1.54K <0.01% -3,000 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 90 $1.38K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 79 $1.22K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 76 $1.17K <0.01% +21 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 55 $846 <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 53 $815 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 51 $784 <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 20 $308 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 12 $185 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 11 $170 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 11 $169 <0.01% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 6 $93 <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6 $92 <0.01% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 3 $39 <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1 $15 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 8 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.