Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 663,610 $69.2M 0.34% +64,000 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 458,314 $47.8M 25.91% +11,035 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,704,468 $9.11M 0.01% -3,657,448 13F-HR Timeline Group Dedeker Financial LLC More: the full row for Dedeker Financial LLC 85,705 $8.94M 5.08% -4,520 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 81,681 $8.52M 0.01% new 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 58,182 $6.07M 0.02% -225 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 25,253 $2.63M 0.05% +33 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 24,864 $2.59M 0.76% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 24,707 $2.58M 0.93% -24,203 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 20,821 $2.17M 0.07% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 19,480 $2.03M 0.83% -1,500 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 16,953 $1.77M <0.01% -4,662 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,236 $1.59M <0.01% -4,552 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 14,370 $1.5M 0.99% +410 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,540 $1.41M <0.01% +433 13F-HR/A Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 13,397 $1.4M 0.23% -4,350 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 10,756 $1.12M 0.47% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,426 $1.09M 0.01% +150 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 10,411 $1.09M <0.01% +972 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,948 $1.03M 0.01% +2,634 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,773 $1.02M <0.01% -3,852 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,421 $982K <0.01% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,200 $959K 0.02% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,347 $809K <0.01% -467 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,994 $729K <0.01% -4,765 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,342 $720K <0.01% -122 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,872 $716K 0.01% 0 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 5,641 $588K 0.04% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,496 $573K 0.01% +3,497 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 5,324 $555K 0.31% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,280 $550K <0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,063 $528K <0.01% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,861 $507K 0.02% +7 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,794 $500K 0.01% -21 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,142 $493K -116 Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,500 $469K 0.04% -100 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 4,277 $446K 0.19% -463 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,211 $439K 0.04% -4,780 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,080 $425K 0.1% -860 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,209 $335K <0.01% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,174 $331K 0.01% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,066 $320K <0.01% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,693 $281K 0.04% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,686 $280K 0.01% -1,709 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,483 $259K <0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,240 $234K 0.03% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,136 $223K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,936 $202K <0.01% -220 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,000 $104K <0.01% +290 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 962 $100K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 921 $96.1K <0.01% +475 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 869 $90.6K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 960 $86.7K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 720 $75.1K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 624 $65.1K <0.01% +15 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 519 $54.1K <0.01% -87,192 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 400 $42K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 204 $21.3K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 164 $17.1K <0.01% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 102 $10.6K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 71 $7.4K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 60 $6.26K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 57 $5.94K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 50 $5.21K <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. 20 $2.08K <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 7 $730 <0.01% new 13F-HR Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 5 $521 <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2 $209 <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $123 <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 0 $13 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.