JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 136,418,534 $9.05B 0.58% +2,023,649 13F-HR/A Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,887,913 $125M 7.07% +1,176,209 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,321,111 $87.6M 0.01% +337,673 13F-HR/A Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,100,593 $73M 1.27% -1,127,470 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,031,257 $68.4M 0.05% +1,019,843 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 835,645 $55.4M 0.98% +26,295 13F-HR Timeline Group Korea Investment CORP More: the full row for Korea Investment CORP 814,200 $54M 0.11% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 767,749 $50.9M 0.06% +18,357 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 713,645 $47.3M 3.57% +45,375 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 653,830 $43.4M 0.14% +37,031 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 420,556 $27.9M <0.01% +258,241 13F-HR/A Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 384,185 $25.7M 3.03% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 300,800 $19.9M 2.03% -10,700 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 253,225 $16.8M <0.01% +8,799 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 229,681 $15.2M 0.48% +27,430 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 205,642 $13.6M 0.51% +1,136 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 195,252 $12.9M 0.18% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 194,700 $12.9M 0.02% +4,100 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 183,832 $12.2M 0.74% +450 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 174,420 $11.6M 2.63% -38,838 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 166,325 $11M 0.03% +112,475 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 152,025 $10.1M <0.01% +10,037 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 145,171 $9.63M 0.41% -2,370 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 139,975 $9.28M <0.01% -74,700 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 128,702 $8.54M 0.13% +4,351 13F-HR Timeline Group New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 122,763 $8.14M 3.75% +11,899 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 116,548 $7.73M 0.01% -75 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 113,270 $7.51M 0.46% +17,708 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 113,007 $7.49M 0.02% -6,049 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 107,371 $7.12M <0.01% +7,287 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 100,090 $6.64M 1.63% -11,500 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 99,246 $6.58M 0.85% -720 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 93,845 $6.22M 0.24% -182,312 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 86,799 $5.76M 1.35% +61,764 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 79,826 $5.29M 0.01% +30,759 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 77,968 $5.17M <0.01% -2,804 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 76,543 $5.08M 0.18% -149,544 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 75,795 $5.03M <0.01% -683,730 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 71,255 $4.73M 0.33% +3,892 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 60,172 $3.99M 0.14% +6,270 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 59,227 $3.93M 0.01% +2,520 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 57,225 $3.79M 0.01% +33,912 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 56,874 $3.77M 1.7% -286 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 56,000 $3.71M 0.01% +6,646 13F-HR Timeline Group Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 55,000 $3.65M 0.89% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 54,332 $3.6M 1.13% +362 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 52,813 $3.5M 0.01% +4,400 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 52,261 $3.47M 0.48% +35,841 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 52,105 $3.46M 0.06% +137 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 51,245 $3.4M 0.04% -490 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 50,393 $3.34M 0.11% +2,821 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 49,379 $3.27M 0.04% new 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 47,354 $3.14M 2.13% +33,403 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 43,533 $2.89M 0.21% +172 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 40,596 $2.69M <0.01% -61,126 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 40,269 $2.67M <0.01% -3,830 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 37,715 $2.5M <0.01% -2,148 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 34,753 $2.3M 0.01% -423 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 33,864 $2.25M 0.14% +24,468 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 33,839 $2.24M 0.44% -303 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 33,257 $2.21M 0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 32,737 $2.17M 0.12% +12,417 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 29,293 $1.93M <0.01% -1,396 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 26,729 $1.77M 0.04% +1,089 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 25,920 $1.72M <0.01% +9,359 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 24,277 $1.57M 0.04% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 22,005 $1.46M 0.01% -1,527 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 21,122 $1.4M <0.01% +167 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 19,031 $1.26M 0.03% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,555 $1.16M <0.01% +3,405 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 17,519 $1.16M 0.04% +337 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,051 $1.13M <0.01% +365 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 16,973 $1.13M <0.01% +376 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 16,310 $1.08M <0.01% +1,250 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 16,020 $1.06M 0.03% +3,343 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 16,008 $1.06M 0.06% +2,019 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,712 $1.04M <0.01% +21 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,360 $1.04M <0.01% +7,006 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 14,960 $992K 0.01% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,433 $957K <0.01% +1,270 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 14,219 $943K <0.01% -188 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,861 $919K 0.05% +7,841 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 13,723 $910K 0.48% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,613 $836K <0.01% +681 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 12,493 $829K 0.08% +8,542 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 11,934 $791K 0.38% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,740 $779K 0.02% +308 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 11,615 $770K 0.01% -22,092 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,506 $763K 0.03% +385 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,460 $760K <0.01% +6,201 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,391 $755K <0.01% +360 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,380 $755K 0.05% +71 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,946 $660K <0.01% +1,139 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,760 $581K 0.01% +89 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 8,522 $565K 0.62% +5,642 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,452 $561K <0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,113 $538K 0.08% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,952 $527K <0.01% +661 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 7,872 $522K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,817 $518K <0.01% -681 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,760 $515K <0.01% +1,793 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,723 $512K <0.01% -861 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 7,676 $509K 0.08% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,672 $509K 0.07% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,633 $506K <0.01% -1,239 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,340 $487K 0.05% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,262 $482K <0.01% -2,651 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 7,197 $477K new Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,915 $477K -4,440 Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 7,670 $474K 0.38% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,114 $472K <0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,073 $469K 0.01% -273 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,921 $459K 0.18% -1,931 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 6,890 $457K 0.31% -3,115 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,716 $445K 0.02% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,683 $445K 0.01% 0 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 6,614 $439K 0.2% new 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,522 $433K 0.5% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,415 $425K 0.01% +700 13F-HR/A Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,303 $418K 0.06% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,260 $415K 0.01% +956 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,114 $405K 0.03% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,083 $403K <0.01% +2,571 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,009 $399K 0.04% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,987 $397K <0.01% -10 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,982 $397K 0.02% +257 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,898 $391K <0.01% new 13F-HR/A Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 5,854 $388K 0.06% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,763 $382K 0.09% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,423 $360K 0.47% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,286 $351K 0.01% -156 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 5,244 $348K 0.05% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,012 $332K 0.03% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 4,834 $321K 0.1% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,723 $313K <0.01% -118 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,535 $301K <0.01% -17,823 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,505 $299K 0.08% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,427 $294K 0.01% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,201 $290K 0.05% -2,154 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,236 $281K 0.03% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,201 $278K 0.08% -895 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,122 $273K 0.04% -3,984 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,771 $250K <0.01% -19 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,733 $248K 0.08% -862 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,725 $247K <0.01% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,594 $238K <0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,476 $231K <0.01% -9 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,439 $228K <0.01% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,402 $226K <0.01% -157 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,403 $226K <0.01% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,402 $226K 0.06% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,377 $224K <0.01% -326 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,376 $224K <0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,268 $217K 0.01% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,080 $204K 0.05% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,075 $204K 0.08% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 2,939 $202K 0.1% -645 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,034 $201K <0.01% new 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,286 $152K <0.01% +22 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,884 $125K <0.01% -4 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,716 $114K <0.01% -865 13F-HR Timeline Group Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 1,650 $109K 0.29% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,473 $97.7K <0.01% -10,538 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,454 $96.4K <0.01% +568 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,433 $95K <0.01% +31 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,324 $87.8K 0.05% +7 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,236 $82K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,199 $79.5K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,154 $76.5K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,104 $73.2K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,062 $70.4K 0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,042 $69.1K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,016 $67.4K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 980 $65K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 925 $61.3K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 805 $53.4K <0.01% +100 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 771 $51.1K 0.02% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 753 $49.9K <0.01% +133 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 726 $48.1K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 683 $45.3K <0.01% +18 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 616 $40.9K <0.01% -14 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 528 $35K <0.01% +95 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 528 $35K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 452 $30.1K <0.01% +418 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 454 $30K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caldwell Trust Co More: the full row for Caldwell Trust Co 434 $28.8K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 415 $27.5K <0.01% +66 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 366 $24.3K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 365 $24.2K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 300 $19K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 278 $18.4K <0.01% new 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 256 $17.6K <0.01% -37 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 265 $17.6K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 260 $17.2K <0.01% -175 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 248 $16.4K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 232 $15.4K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 219 $14.5K <0.01% -6 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 217 $14.4K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 211 $14K <0.01% +24 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 205 $13.8K <0.01% 0 13F-HR Timeline