PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,675,244 $49.2M 2.96% -216,703 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 363,985 $10.7M 0.01% -107,621 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 284,625 $8.35M 0.85% -13,884 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 255,259 $7.49M 1.97% +11,457 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 230,014 $6.75M +38,570 Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 186,471 $5.47M 4.02% +3,543 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 174,672 $5.12M 0.99% -357,388 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 155,389 $4.56M <0.01% -3,847 13F-HR/A Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 147,106 $4.32M 1.52% new 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 145,895 $4.28M 1.56% -80,369 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 138,712 $4.07M 0.11% +6,695 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 118,361 $3.47M 1% +528 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 101,616 $2.98M <0.01% -146,559 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 96,629 $2.84M <0.01% +13,062 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 93,694 $2.75M <0.01% -1,177 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 87,175 $2.56M 0.84% -162 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 85,979 $2.53M 0.03% +2,663 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 84,422 $2.48M 0.95% +14 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 80,092 $2.35M <0.01% -48,567 13F-HR/A Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 73,742 $2.16M 0.17% +794 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 73,483 $2.16M 0.64% -24,391 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 68,189 $2M 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 65,505 $1.92M 0.02% +5,042 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 63,421 $1.86M 0.01% +25,462 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 58,059 $1.7M <0.01% +30,578 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 56,443 $1.66M 1.36% -2,414 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 53,911 $1.58M 0.02% +29,602 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 44,294 $1.3M 0.04% +23,784 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 42,935 $1.26M 0.05% -37,358 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 38,224 $1.12M 0.06% +2,662 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 35,379 $1.04M 0.09% new 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 32,793 $962K <0.01% +9,611 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 32,561 $955K 0.91% +1,607 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 29,908 $878K 0.01% -5,527 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 25,552 $750K 0.1% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 24,377 $715K <0.01% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 24,008 $673K 0.29% -71,281 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 22,000 $651K 0.06% -4,951 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 21,650 $635K 0.08% -2,000 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,597 $634K <0.01% +962 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 20,681 $607K <0.01% +575 13F-HR Timeline Group Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 20,652 $606K 0.54% +2,642 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16,977 $498K 0.04% +8,033 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 13,739 $403K 0.02% +6,404 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 13,606 $399K 0.22% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,472 $395K <0.01% -3,780 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 12,050 $354K 0.09% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 10,622 $312K 0.13% +216 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,404 $276K 0.05% -2,444 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,070 $237K <0.01% -20,984 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,754 $228K <0.01% -1,478 13F-HR Timeline Group LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 7,222 $212K 0.1% -47,270 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/ 7,200 $211K <0.01% 0 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,577 $75.6K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,946 $57.1K <0.01% -55,431 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,700 $49.9K <0.01% -843 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,450 $42.5K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,400 $41.1K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,263 $37.1K 0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 719 $21.1K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 695 $20.4K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 300 $8.8K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 252 $7.39K <0.01% -6,518 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 234 $7K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 181 $5.31K <0.01% +1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 81 $2.38K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 66 $1.94K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 28 $822 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11 $323 <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $14 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios. Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $8 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.