Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 588 $160K 0.05% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 534 $145K 0.02% new 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,000 $107K 0.03% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 381 $104K <0.01% -383 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 318 $86.5K 0.06% +314 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 314 $85.5K <0.01% -87 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 247 $67.2K 0.01% +209 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 241 $65.6K <0.01% +32 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 227 $61.8K <0.01% +18 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 216 $58.8K 0.01% -3 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 183 $49.8K <0.01% -13,457 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 179 $48.8K 0.01% -512 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 176 $47.9K <0.01% +35 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 155 $42.2K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 148 $40.3K <0.01% +20 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 139 $38K <0.01% -7 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 108 $29.4K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 100 $27.2K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 101 $27K <0.01% -14 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 96 $26K <0.01% +12 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 72 $19.5K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 99 $18.3K <0.01% 0 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 63 $17.1K <0.01% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 58 $15.8K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 48 $13.1K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 47 $12.8K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 45 $12.2K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 45 $12.2K <0.01% -22 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 50 $12.2K 0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 41 $11.2K <0.01% 0 13F-HR/A Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 36 $9.8K <0.01% -23 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 33 $8.94K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31 $8.44K <0.01% -16 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 30 $8K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 23 $6.26K <0.01% +2 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 22 $5.99K <0.01% +9 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 21 $5.71K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 19 $5.17K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 14 $3.81K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13 $3.54K <0.01% +9 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 12 $3.27K <0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 10 $2.72K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10 $2.72K <0.01% +2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10 $2.72K <0.01% -5 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10 $2.67K <0.01% 0 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9 $2.45K <0.01% -1 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 9 $2.45K <0.01% new 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7 $1.91K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6 $1.63K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6 $1.63K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 6 $1.63K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5 $1.36K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5 $1.28K <0.01% +4 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4 $1.07K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3 $817 <0.01% +2 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2 $545 <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2 $544 <0.01% -1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2 $544 <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2 $544 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $273 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $272 <0.01% -4 13F-HR Timeline Group 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.