UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 671,971 $39.7M +76,181 Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 250,406 $14.8M 1.51% +9,348 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 215,244 $12.7M 1.57% -3,811 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 151,225 $8.92M <0.01% +1,215 13F-HR Timeline Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 49,756 $2.94M 0.09% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 35,189 $2.08M <0.01% +6,762 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 28,220 $1.67M 0.69% -5,928 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 22,070 $1.3M 0.01% +3,375 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 19,437 $1.15M 0.03% +8,300 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,142 $1.13M 0.01% -6,700 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 18,670 $1.1M 0.95% +275 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,981 $1.06M <0.01% +365 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 17,035 $1.01M 0.01% -1,725 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,104 $832K <0.01% -10,396 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 13,129 $775K 0.03% -595 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,822 $773K <0.01% +6,451 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 12,032 $710K 0.3% +2,946 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 10,227 $604K 0.22% -31 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,062 $594K <0.01% -5,824 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 8,283 $489K <0.01% +2,758 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 7,996 $472K <0.01% +335 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,360 $434K <0.01% +2,935 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,196 $425K <0.01% -44 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,587 $389K <0.01% +214 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,980 $353K <0.01% +893 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 5,851 $345K 0.1% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,440 $321K 0.01% -70 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,933 $291K <0.01% new 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,820 $284K <0.01% +723 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,723 $279K 0.06% +1,572 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,373 $258K 0.01% -4,858 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 4,125 $243K 0.14% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,000 $236K <0.01% new 13F-HR Timeline Group Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,900 $230K 0.11% -93 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,735 $220K 0.02% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,565 $210K 0.21% +3,540 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,477 $205K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,407 $142K <0.01% -250 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,204 $130K <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 1,459 $86.1K <0.01% +171 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,268 $74.9K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,213 $71K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,200 $70.8K 0.01% +300 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,101 $64.9K <0.01% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,057 $62.4K <0.01% -788 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 900 $53.1K <0.01% +200 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 845 $49.9K <0.01% -350 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 746 $44K 0.01% +115 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 744 $43.9K <0.01% new 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 600 $35.4K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 576 $34K <0.01% 0 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 449 $26.5K 0.12% -30,865 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 347 $20.7K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 300 $17.7K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 284 $16.8K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 192 $11.3K <0.01% -84 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 166 $9.8K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 139 $8.21K <0.01% +23 13F-HR Timeline Group Trust Co More: the full row for Trust Co 128 $7.55K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 100 $5.9K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 100 $5.9K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 100 $5.37K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 82 $4.84K <0.01% new 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 61 $3.35K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 31 $2K <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 $1.42K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 15 $886 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 14 $826 <0.01% +7 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 12 $708 <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1 $59 <0.01% 0 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 0 $12 <0.01% -100 13F-HR Timeline Amount filed as zero, left out of ratios.