Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 4,690 $9.14K 0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,320 $9.03K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,042 $6.36K <0.01% -444 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,850 $5.96K <0.01% -300 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,776 $5.82K <0.01% +583 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,612 $5.46K <0.01% +254 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,541 $5.31K <0.01% +2,119 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,315 $4.84K <0.01% -971 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,293 $4.79K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,115 $4.42K <0.01% +886 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,000 $4.24K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,936 $4.05K <0.01% -1,683 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,500 $3.18K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,500 $3.18K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,438 $3K <0.01% -299 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,400 $2.93K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,298 $2.71K <0.01% +1,207 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 1,000 $2.09K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 800 $1.67K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 594 $1.24K <0.01% +551 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 568 $1.19K <0.01% -21 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 511 $1.07K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 373 $780 <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 347 $726 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 323 $675 <0.01% +273 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 317 $663 <0.01% -373 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 308 $644 <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 300 $627 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 237 $495 <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 200 $418 <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 200 $418 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 146 $306 <0.01% -11 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 113 $236 <0.01% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 100 $209 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 100 $209 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 95 $199 <0.01% -2,000 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 95 $198 <0.01% 0 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 77 $161 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 72 $151 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 69 $144 <0.01% -1,035 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 62 $130 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 38 $80 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 36 $76 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 35 $74 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 26 $54 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $10 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 199 $0 0% +113 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 80 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.