NWAM LLC More: the full row for NWAM LLC 10,000 $13.7K <0.01% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,100 $13.3K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 10,000 $13.3K <0.01% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,000 $13.2K <0.01% 0 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 10,000 $13.2K <0.01% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 10,000 $13.2K <0.01% +9,048 13F-HR/A Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,000 $13.2K <0.01% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 10,000 $13.2K <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 9,838 $13K <0.01% +3,256 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 9,169 $12K <0.01% +2,789 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,950 $10.5K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 7,525 $9.93K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 7,500 $9.9K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,212 $9.52K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,100 $5.41K <0.01% -95 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,000 $5.28K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,000 $5.28K <0.01% -400 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,839 $5.07K <0.01% -1,252 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,670 $4.84K <0.01% +2,347 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,586 $4.73K <0.01% -1,464 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,500 $4.62K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,403 $3.17K <0.01% +821 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 2,247 $3K <0.01% 0 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,000 $2.8K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,045 $2.7K <0.01% -169 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,000 $2.64K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,736 $2.29K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,000 $2K <0.01% -361 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,500 $1.98K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,500 $1.98K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 1,441 $1.9K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,240 $1.64K <0.01% -4,045 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,120 $1.48K <0.01% +120 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,000 $1.32K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,000 $1.32K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,000 $1.32K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,000 $1.32K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,127 $1K <0.01% +1,050 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 616 $814 <0.01% -40 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 470 $621 <0.01% +70 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 449 $593 <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 403 $532 <0.01% +367 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 350 $462 <0.01% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 340 $449 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 335 $442 <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 154 $204 <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 120 $158 <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 115 $152 <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 40 $53 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 27 $36 <0.01% -71 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 20 $27 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20 $26 <0.01% -76 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3 $4 <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 342 $0 0% -2,707 13F-HR Timeline Group Value filed as zero, left out of ratios. Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 300 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 100 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.