Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,126 $5.72K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,070 $5.62K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,000 $5.49K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,626 $5K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,336 $4.28K <0.01% +916 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,200 $4.07K <0.01% +700 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,747 $3.2K <0.01% +704 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,500 $2.75K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,400 $2.56K <0.01% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,277 $2.34K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,200 $2.2K <0.01% -800 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,048 $1.92K <0.01% new 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 1,000 $1.83K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 887 $1.62K <0.01% +261 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 857 $1.57K <0.01% -59,136 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 800 $1.46K <0.01% 0 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/ 721 $1.32K <0.01% +49 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 602 $1.1K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 593 $1.08K <0.01% +247 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 313 $1K <0.01% -70 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 545 $997 <0.01% -961 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 520 $952 <0.01% -213 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 449 $822 <0.01% -275 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 305 $559 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 281 $514 <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 275 $504 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 261 $478 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 254 $465 <0.01% +77 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 237 $434 <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 200 $366 <0.01% -1,022 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 200 $366 <0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 200 $366 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 163 $298 <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 151 $277 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 112 $205 <0.01% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 100 $183 <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 63 $115 <0.01% -252 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 56 $102 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 38 $70 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 35 $65 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7 $13 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3 $5 <0.01% -845 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $2 <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 40 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.