UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 656,635 $59.9M 0.01% -15,336 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 338,877 $30.9M 3.03% +123,633 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 243,260 $22.2M 2.03% -7,146 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 159,216 $14.5M <0.01% +7,991 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 66,022 $6.02M 0.13% new 13F-HR Timeline Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 49,756 $4.54M 0.08% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 48,108 $4.39M 0.03% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 39,441 $3.6M <0.01% +4,252 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 35,608 $3.25M 1.22% +7,388 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 28,728 $2.62M 0.48% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,006 $2.55M <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24,358 $2.22M 0.03% +23,301 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 22,221 $2.03M 0.01% +151 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 19,820 $1.81M 0.04% +383 13F-HR Timeline Group RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 19,010 $1.73M 1.28% +340 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 18,312 $1.67M 0.1% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,721 $1.53M 0.02% -314 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,531 $1.23M <0.01% -573 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 13,427 $1.22M 0.49% +1,395 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 13,123 $1.2M 0.04% -6 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,335 $1.1M <0.01% -487 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 11,325 $1.03M <0.01% -6,656 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,473 $955K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,227 $933K 0.01% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 10,227 $933K 0.32% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,049 $917K <0.01% +3,462 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,690 $884K <0.01% -372 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 9,313 $849K 0.47% +9,301 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,141 $834K <0.01% +858 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,792 $711K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,196 $656K <0.01% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 7,067 $645K <0.01% -929 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,360 $580K <0.01% -1,000 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 6,025 $550K 0.14% +174 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,979 $545K <0.01% -1 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,705 $520K <0.01% new 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 5,366 $489K 0.1% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,339 $487K 0.01% -101 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,159 $471K <0.01% +339 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,909 $448K 0.09% +186 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,544 $414K <0.01% -14,598 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 4,125 $376K 0.19% 0 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,900 $356K 0.14% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,735 $341K 0.03% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,477 $317K <0.01% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,474 $317K 0.24% -91 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 3,115 $284K 0.14% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,000 $274K <0.01% -1,000 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,960 $270K <0.01% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,960 $270K 0.08% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,942 $268K <0.01% new 13F-HR Timeline Group Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 2,772 $253K 0.14% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,751 $251K <0.01% new 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,715 $248K 0.02% new 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,684 $245K 0.06% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,644 $241K <0.01% new 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,622 $239K 0.02% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,581 $235K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,582 $235K <0.01% +175 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,502 $228K <0.01% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,464 $225K 0.13% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,429 $222K 0.02% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,395 $218K 0.01% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,393 $218K 0.03% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,354 $215K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,255 $206K <0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,205 $201K <0.01% +1 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,557 $142K <0.01% +1,365 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,213 $111K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,101 $100K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 900 $82.1K <0.01% 0 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 850 $77.5K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 750 $68.4K <0.01% -95 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 741 $67.6K <0.01% -3 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 700 $63.8K 0.01% -500 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 662 $60.4K 0.01% -84 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 600 $54.7K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 576 $52.5K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 511 $46.6K <0.01% +372 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 459 $41.9K 0.16% +10 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 370 $33.7K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 300 $27.4K <0.01% -1,159 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 284 $25.9K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 201 $18.3K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 166 $15.1K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 128 $11.7K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 112 $10.2K <0.01% new 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 100 $9.12K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 100 $9.12K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 100 $9.11K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 85 $7.68K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 57 $5.2K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 40 $3.65K <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 40 $3.65K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 36 $3.18K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 31 $3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 24 $2.19K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 15 $1.37K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 14 $1.3K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7 $638 <0.01% -7 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 4 $365 <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2 $182 <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 0 $19 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.