Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 599,610 $28.8M 0.23% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 447,279 $21.4M 16.25% +8,716 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,361,916 $12.7M 0.01% -2,470,827 13F-HR Timeline Group Dedeker Financial LLC More: the full row for Dedeker Financial LLC 90,225 $4.33M 3.77% +24,572 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) 87,711 $4.21M 0.11% +50,351 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 58,407 $2.8M 0.01% -1,875 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 48,910 $2.35M 0.95% -1,555 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 25,220 $1.21M 0.03% +31 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 24,864 $1.19M 0.42% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 21,615 $1.04M <0.01% +17,411 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 20,980 $1.01M 0.45% 0 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 998,614 $999K 0.05% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 20,585 $987K 0.03% +26 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 19,788 $949K <0.01% new 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 17,747 $851K 0.18% +60 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 14,626 $701K 0.61% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 13,960 $669K 0.58% -4,240 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,625 $653K <0.01% -7,872 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,107 $628K <0.01% -45,106 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,759 $563K <0.01% +4,687 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,258 $494K new Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,276 $493K 0.01% -200 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,439 $453K <0.01% new 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,429 $452K 0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,814 $444K <0.01% +3,000 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,200 $441K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,991 $431K 0.05% +3,637 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,314 $365K <0.01% +990 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,872 $330K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,464 $322K <0.01% +160 13F-HR/A Timeline Group J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 5,324 $255K 0.17% -3,100 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,940 $237K 0.07% +37 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,866 $233K 0.11% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,854 $233K 0.01% +7 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,815 $231K 0.01% +7 13F-HR/A Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 4,740 $227K 0.11% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,600 $221K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,395 $211K 0.01% -52 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,240 $107K 0.02% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,156 $103K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,999 $95.9K <0.01% +1,954 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 960 $49K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 962 $46.1K <0.01% 0 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 853 $40.9K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 720 $34.5K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 710 $34K <0.01% +708 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 609 $29.2K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 446 $21.4K <0.01% +23 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 400 $19K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 176 $8.78K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 71 $3.54K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 60 $2.88K <0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 6 $288 <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2 $96 <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 $58 <0.01% +1 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 0 $6 <0.01% -312 13F-HR Timeline Amount filed as zero, left out of ratios.