BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,327,075 $131M 0.01% +2,703,042 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,539,758 $108M 0.01% +1,787,271 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,893,116 $49.3M 0.13% +1,505,989 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,848,569 $48.7M 0.01% -242,307 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,861,929 $36.2M 0.01% +328,343 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,200,000 $27.9M 0.5% 0 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,907,532 $24.1M 0.35% -517,096 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,425,744 $18M 0.22% new 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,245,846 $15.8M 1.07% +70,046 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 1,204,459 $15.2M 6.7% -45,611 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,033,780 $13.1M 0.96% +18,593 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 738,897 $9.35M 0.85% +471,637 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 643,796 $8.15M 0.61% -106,297 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 544,936 $6.9M <0.01% +41,906 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 543,391 $6.88M 0.01% +154,014 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 491,164 $6.22M 0.04% +486,727 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 476,152 $6.03M <0.01% +99,221 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 463,773 $5.87M <0.01% +87,778 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 458,287 $5.8M 0.03% +67,068 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 457,091 $5.79M 0.1% +22,572 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 441,761 $5.59M <0.01% -1,375,485 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 441,601 $5.59M 1.15% +22,398 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 430,954 $5.46M 0.03% +18,217 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 426,511 $5.4M <0.01% +86,376 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 421,475 $5.34M 0.89% -70,100 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 386,935 $4.9M 0.72% +194,170 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for OSAIC HOLDINGS, INC. 237,446 $3.01M <0.01% +73,556 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 234,146 $2.96M <0.01% -12,188 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 231,406 $2.93M 0.13% +6,134 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 230,555 $2.92M <0.01% 0 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 229,246 $2.9M 0.01% -333,114 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 221,304 $2.8M 0.04% -2,623 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 216,774 $2.74M 0.88% +22,751 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 214,125 $2.71M 0.23% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 205,600 $2.6M 0.12% +49,405 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 184,522 $2.35M 0.34% +13,796 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 183,546 $2.32M 2.07% +2,941 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 174,920 $2.21M <0.01% -1,843 13F-HR/A Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 174,697 $2.21M 0.32% -3,410 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 174,640 $2.21M 0.65% new 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 168,231 $2.13M 1.32% -2,164 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 167,250 $2.12M 0.04% -1,152,219 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 156,483 $1.98M <0.01% +52,887 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 153,888 $1.95M <0.01% -34,788 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 152,219 $1.92M 0.11% +567 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 149,758 $1.9M 0.02% -25,467 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 148,232 $1.88M <0.01% +57,535 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 136,141 $1.72M <0.01% +35,246 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 135,672 $1.72M 0.03% -13,551 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 133,891 $1.7M 0.04% -5,046 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 133,377 $1.69M <0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 133,174 $1.69M 0.14% +6,957 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 132,951 $1.68M <0.01% -6,805 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 132,163 $1.67M <0.01% new 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 130,672 $1.65M 1.24% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 128,705 $1.63M <0.01% +95,833 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 126,844 $1.61M 0.01% -23,274 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 123,645 $1.57M 0.02% -12,160 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 121,241 $1.53M 0.01% +59,381 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 116,375 $1.47M 0.83% +73,150 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 111,877 $1.42M 0.06% +2,676 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 111,632 $1.41M 0.01% +5,012 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 110,807 $1.4M 0.03% -10,459 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 109,209 $1.34M 0.84% -14,016 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 103,460 $1.31M 0.02% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 97,318 $1.23M <0.01% -9,195 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 96,593 $1.22M 0.02% +22,178 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 96,570 $1.22M 0.45% -18,279 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 95,101 $1.2M 0.67% +1,754 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 94,625 $1.2M 0.01% +79,172 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 93,313 $1.18M 0.01% -29,850 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 93,269 $1.18M 0.08% +7,820 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 93,268 $1.18M <0.01% +27,022 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 89,888 $1.14M <0.01% -145,410 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 89,003 $1.13M 0.01% +18,605 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 86,579 $1.1M 0.02% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 85,685 $1.08M <0.01% +61,486 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 83,530 $1.06M <0.01% +25,985 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 80,000 $1.04M <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 82,000 $1.04M 0.38% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 78,300 $991K 0.01% new 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 76,820 $973K 0.03% -23,180 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 76,064 $963K 0.2% +2,821 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 75,031 $960K 0.04% -38,274 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 75,705 $958K <0.01% -21,573 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 75,481 $956K 0.06% +7,710 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 72,020 $912K 0.78% -4,250 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 68,800 $871K 0.07% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 66,229 $838K 0.11% +4,724 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 65,210 $826K 0.26% +1,423 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 64,987 $822K <0.01% new 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 64,619 $810K 0.93% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 63,629 $806K 0.02% +3,543 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 62,809 $795K 0.05% +12,790 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 62,579 $792K 0.09% -11,500 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 61,445 $778K 0.72% new 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 58,418 $740K 0.03% +20,318 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 55,810 $707K 0.32% +3,011 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 54,895 $695K 0.02% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 52,824 $669K <0.01% +5,413 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 52,394 $663K <0.01% +21,294 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 52,358 $663K 0.02% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 51,638 $654K 0.07% +1,503 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 51,507 $652K 0.01% -1,513 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 47,647 $603K 0.01% -2,776 13F-HR Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 47,600 $603K 0.33% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 47,472 $601K <0.01% -803 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 47,025 $595K 0.08% -4,078 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 45,184 $578K 0.01% +812 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 45,016 $570K 0.01% +13,832 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 43,021 $545K -4,143 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 43,091 $541K <0.01% -1,087 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 41,500 $525K 0.1% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 40,763 $516K 0.05% +11,734 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 40,561 $514K <0.01% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 39,893 $505K 0.21% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 39,540 $501K <0.01% -56,594 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 39,283 $497K 0.05% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 38,924 $493K 0.01% new 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 38,177 $483K <0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 36,416 $461K <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 34,544 $437K 0.01% +6,080 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 34,440 $436K 0.01% -3,523 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 34,380 $435K <0.01% +4,902 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 33,943 $430K <0.01% -60,255 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 33,814 $428K 0.17% -2,411 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 33,583 $425K 0.04% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 32,600 $413K <0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 32,500 $411K 0.01% 0 13F-HR Timeline Group Regatta Research & Money Management More: the full row for Regatta Research & Money Management 31,707 $401K 0.38% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 31,498 $399K 0.01% -2,073 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 30,959 $392K 0.02% +12,762 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 29,794 $377K <0.01% -12,656 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 28,859 $365K 0.01% +3,979 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 28,099 $356K 0.23% -700 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 27,711 $351K 0.04% +293 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 27,023 $342K 0.06% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 26,958 $341K 0.01% -17,050 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 26,699 $338K 0.01% new 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 26,559 $336K 0.14% +500 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 26,503 $336K 0.25% +11,156 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 25,630 $324K 0.01% -480 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 25,000 $316K 0.02% -200 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 23,847 $302K 0.06% -364 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 22,718 $288K <0.01% +3,534 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 22,562 $286K 0.06% +7,905 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 22,056 $279K 0.07% +2,546 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 21,277 $269K 0.05% new 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 21,248 $269K 0.06% -3,274 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 20,646 $261K <0.01% +2,316 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 20,054 $257K <0.01% 0 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 20,266 $257K 0.03% -3,444 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 19,421 $246K 0.07% +721 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 19,301 $244K 0.02% +500 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,948 $240K <0.01% +407 13F-HR/A Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 18,566 $235K 0.17% +696 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 17,884 $226K 0.02% -3,698 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 17,794 $225K <0.01% 0 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 17,710 $224K 0.01% new 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 17,292 $219K <0.01% -2,065 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 16,875 $214K <0.01% 0 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 16,750 $212K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,695 $211K <0.01% +620 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 16,008 $203K 0.12% new 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 15,900 $201K 0.13% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 15,812 $200K 0.08% +4,998 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 15,424 $195K 0.02% +104 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 15,078 $191K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,026 $190K 0.01% +356 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 14,895 $189K 0.05% +120 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 14,847 $188K 0.03% -8,155 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,584 $185K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,177 $179K <0.01% +1,177 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 13,541 $171K 0.03% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 13,396 $170K 0.02% +3 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 13,338 $169K <0.01% +11,934 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 13,098 $166K <0.01% -4,526 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 12,497 $158K <0.01% +2,365 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 12,186 $154K 0.01% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 12,160 $154K 0.02% +1,910 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,710 $154K 0.01% -1,012 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,055 $153K <0.01% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 11,976 $152K <0.01% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,553 $146K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,500 $146K <0.01% -1,800 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,456 $145K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 11,230 $142K 0.02% 0 13F-HR Timeline