BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,624,033 $97.6M 0.01% +1,794,136 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,752,487 $86.4M 0.01% +398,822 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,090,876 $52.4M 0.01% -322,229 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,533,586 $32.4M 0.01% -30,105 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,387,127 $30.6M 0.09% +715,930 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,200,000 $28.2M 0.59% 0 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 2,121,900 $27.2M 0.02% -130,300 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,424,628 $24.1M 0.39% +676,672 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,817,246 $23.3M 0.01% +414,452 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,319,469 $16.9M 0.38% -43,696 13F-HR/A Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 1,250,070 $16M 8.19% +37,818 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,175,800 $15.1M 1.21% +87,791 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,015,187 $13M 1.08% +910,861 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 750,093 $9.6M 0.8% -62,392 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 562,360 $7.2M 0.03% -12,343 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 503,030 $6.44M <0.01% +9,763 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 491,575 $6.29M 1.14% +154,150 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 434,519 $5.56M 0.11% +78,916 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 391,219 $5.54M 0.04% +101,227 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 419,203 $5.37M 1.24% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 412,737 $5.28M 0.03% -14,678 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 389,377 $4.98M 0.01% +121,161 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 376,931 $4.82M <0.01% -322,129 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 375,995 $4.81M <0.01% -21,539 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 365,388 $4.68M 0.12% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 340,135 $4.35M <0.01% +47,692 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 322,299 $4.13M 1.8% -149,421 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 304,436 $3.9M 0.01% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 285,325 $3.65M 0.72% +140,414 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 281,557 $3.6M -79,125 Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 274,617 $3.52M <0.01% -81,444 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 274,058 $3.51M <0.01% +208,633 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 267,260 $3.42M 0.43% -282,253 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 254,330 $3.24M <0.01% -54,755 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 246,334 $3.15M <0.01% +6,475 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 235,568 $3.02M 0.01% +77,674 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 235,298 $3.01M <0.01% +106,855 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 230,555 $2.95M <0.01% 0 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 225,272 $2.88M 0.16% +9,159 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 223,927 $2.87M 0.05% -16,020 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 194,023 $2.48M 0.88% +63,653 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 192,765 $2.47M 0.42% +120,920 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 188,676 $2.42M <0.01% -92,879 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 180,605 $2.31M 2.55% +23,020 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 178,107 $2.28M 0.4% +7,600 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 176,763 $2.26M 0.01% +8,832 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 175,225 $2.24M 0.03% +67,861 13F-HR Timeline Group Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 170,395 $2.18M 1.55% -5,666 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 170,726 $2.1M 0.32% +4,364 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 163,890 $2.1M <0.01% -19,005 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 156,524 $2M 0.79% +108,024 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 150,118 $1.92M 0.01% -38,884 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 149,223 $1.91M 0.06% -9,105 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 156,195 $1.89M 0.09% +21,215 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 151,652 $1.89M 0.13% -8,075 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 139,756 $1.79M <0.01% +72,156 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 138,937 $1.78M 0.05% -1,369 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 135,805 $1.74M 0.02% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 133,606 $1.71M 0.23% +65,100 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 131,000 $1.68M 0.21% -4,100 13F-HR/A Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 123,225 $1.62M 1.05% +12,951 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 126,217 $1.62M 0.16% +24,443 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 113,305 $1.61M 0.08% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 123,163 $1.58M 0.01% +5,935 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 121,266 $1.55M 0.04% +6,126 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 114,849 $1.47M 0.62% +2,818 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 109,201 $1.4M 0.07% -40,550 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 106,620 $1.36M 0.01% +7,214 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 106,513 $1.36M <0.01% +14,606 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 103,596 $1.33M <0.01% +52,729 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 100,000 $1.28M 0.04% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 100,895 $1.26M <0.01% +97,489 13F-HR/A Timeline Group Indivisible Partners More: the full row for Indivisible Partners 97,694 $1.25M 0.11% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 97,278 $1.25M <0.01% +28,011 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 96,134 $1.23M 0.02% +32,921 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 93,347 $1.19M 0.74% -1,026 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. 90,697 $1.16M <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 94,198 $1.14M 0.01% -1,967 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 88,380 $1.13M 0.22% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 85,449 $1.09M 0.09% +2,784 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 80,000 $1M <0.01% +30,000 13F-HR Timeline Group Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 76,270 $976K 1% -1,255 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 74,415 $953K 0.01% +23,065 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 74,079 $948K 0.11% -2,092 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 73,243 $938K 0.26% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 70,398 $901K 0.01% +3,644 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 67,771 $867K 0.06% +5,482 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 66,246 $848K <0.01% -5,887 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 63,787 $816K 0.3% +990 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 61,860 $792K 0.01% +22,923 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 61,505 $787K 0.11% +11,339 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 60,086 $769K 0.03% +2,200 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 57,545 $737K <0.01% +28,458 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 54,400 $696K <0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 53,020 $679K 0.01% -6,233 13F-HR Timeline Group Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 52,799 $676K 0.32% -3,824 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 51,103 $654K 0.1% +18,555 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 50,423 $645K 0.01% -8,004 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 50,135 $642K 0.08% +35,911 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 50,100 $641K 0.57% +157 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 50,019 $640K 0.05% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,275 $618K <0.01% -8,277 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 47,411 $607K <0.01% +16,188 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 47,164 $604K -828 Timeline World Investment Advisors More: the full row for World Investment Advisors 44,372 $568K 0.01% +1,151 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 44,008 $563K 0.02% +12,049 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 43,225 $553K 0.36% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 44,178 $546K <0.01% -23,603 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 42,450 $543K <0.01% -53,266 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 40,561 $519K <0.01% -11,759 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 38,100 $488K 0.02% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 37,963 $486K 0.01% -1,100 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 36,225 $464K 0.21% +1,955 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 33,571 $430K 0.01% -1,989 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,872 $421K <0.01% -170,001 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 32,600 $417K 0.01% +22,525 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 $416K 0.02% -10,000 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 31,184 $399K <0.01% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 31,100 $389K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 29,478 $377K <0.01% +10,786 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 29,443 $377K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 29,443 $377K 0.05% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 29,029 $372K 0.04% -14,189 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 28,799 $369K 0.25% -475 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 28,464 $364K 0.01% -1,596 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 27,418 $347K 0.05% +771 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 26,110 $334K 0.01% -50 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 26,059 $334K 0.16% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 25,200 $323K 0.03% -7,600 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 24,880 $318K 0.01% +3,539 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 24,725 $316K 0.13% -70,425 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 24,522 $314K 0.08% -724,922 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 24,505 $314K <0.01% -386 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 24,211 $310K 0.07% -862 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24,199 $310K <0.01% +23,815 13F-HR Timeline 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 23,710 $303K 0.04% -24,465 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 23,002 $295K 0.07% -8,826 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 22,664 $290K 0.03% -12,102 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 21,582 $276K 0.03% new 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% new 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 19,510 $250K 0.06% +1,317 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 19,357 $248K <0.01% +2,821 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 19,184 $246K <0.01% new 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 19,092 $244K 0.22% +12,123 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 18,801 $241K 0.02% +1,225 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 18,700 $239K 0.07% -10,000 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 18,563 $238K 0.1% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 18,330 $235K <0.01% -2,350 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 18,197 $233K 0.02% -378 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 17,870 $229K 0.22% -31,403 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 17,794 $228K <0.01% 0 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 17,624 $226K <0.01% 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,541 $219K <0.01% +7,575 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 16,875 $216K <0.01% -5,133 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,075 $206K <0.01% +3,221 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 15,900 $204K 0.15% -6,500 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,453 $198K <0.01% -226,987 13F-HR Timeline Group Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 15,347 $196K 0.18% +2,371 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 15,320 $196K 0.02% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,176 $194K <0.01% -1,408 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 14,775 $189K 0.05% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,670 $188K 0.01% +1,216 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14,657 $188K 0.03% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 13,541 $173K 0.04% +10,000 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 13,393 $171K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 13,300 $170K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,000 $166K <0.01% -67 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. 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