Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 603,060 $17.8M 1.64% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 414,894 $13.9M 0.01% +18,586 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 358,447 $12M <0.01% +299,992 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 357,317 $12M 1.66% +52,895 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 175,294 $5.88M -267,386 Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 130,999 $4.4M 1.17% +1,960 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 127,787 $4.29M <0.01% -6,978 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 118,860 $3.99M 1.05% -2,241 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 115,648 $3.88M 1.06% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 92,972 $3.12M 0.16% +10,506 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 84,316 $2.83M 0.01% +2,366 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 74,725 $2.51M <0.01% +64,980 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 68,883 $2.31M <0.01% +3,424 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 62,016 $2.08M <0.01% -9,305 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 60,862 $2.04M 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 51,074 $1.71M <0.01% -32,477 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 48,357 $1.62M 0.03% +1,365 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 40,888 $1.37M 0.36% +5,111 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 40,534 $1.36M 0.46% +634 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 40,268 $1.35M 0.72% -1,132 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 37,219 $1.25M 0.08% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 37,000 $1.24M 0.09% +15,000 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 29,149 $972K <0.01% -1,614 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 26,820 $900K <0.01% -206 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,897 $836K 0.02% -151,151 13F-HR Timeline Group Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 24,373 $818K 0.51% +947 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 24,289 $815K 0.03% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 23,501 $789K 0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,822 $733K <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 20,246 $680K <0.01% new 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 20,066 $674K 0.05% +282 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 19,336 $649K <0.01% +759 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 18,525 $622K 0.21% +83 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 17,233 $579K 0.08% +1,212 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 16,803 $564K 0.35% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 15,996 $537K 0.07% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,726 $528K 0.03% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 13,392 $450K 0.14% -363 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 11,867 $398K 0.08% +39 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,861 $365K <0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,238 $310K <0.01% new 13F-HR Timeline Group Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 9,243 $310K 0.3% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,708 $291K <0.01% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 8,646 $290K 0.13% -4,274 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,410 $280K <0.01% +2,900 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,310 $279K <0.01% -5,926 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,260 $277K 0.03% -500 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,796 $262K <0.01% +4,433 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,053 $237K <0.01% -18,758 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 6,712 $225K 0.12% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,075 $204K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,297 $178K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,166 $106K <0.01% -358 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,834 $95.1K <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 2,499 $83.9K 0.06% -8,753 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,269 $76.2K <0.01% +1,377 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,794 $51.5K 0.02% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,400 $47K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,237 $41.5K <0.01% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 1,183 $39K 0.03% new 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 1,056 $35.4K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 700 $23.5K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 572 $19.2K <0.01% +3 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 456 $15.3K <0.01% +236 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 431 $14.5K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 400 $13.4K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 66 $2.22K <0.01% 0 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 37 $1.26K <0.01% +35 13F-HR/A Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 28 $940 <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13 $436 <0.01% 0 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 0 $29 <0.01% -877 13F-HR Timeline Amount filed as zero, left out of ratios.