MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 530,401 $24.5M 0.03% +31,565 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 512,883 $23.7M 8.31% +34,341 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 490,207 $22.7M 0.06% +27,841 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 265,777 $12.3M 0.01% -1,172 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 249,548 $11.5M 0.01% +14,262 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 224,768 $10.4M <0.01% +7,151 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 217,280 $10M 0.03% -5,186 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 204,671 $9.46M 3.13% -56,404 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 130,171 $6.02M <0.01% +4,534 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 123,531 $5.71M 0.74% -82,151 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 108,403 $5.01M 0.18% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 106,470 $4.92M 0.02% +2,105 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 94,972 $4.39M +2,304 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 72,087 $3.33M <0.01% +6,464 13F-HR/A Timeline Group NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 70,963 $3.28M 1.57% +2,653 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 67,487 $3.12M 2.24% +3,855 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 59,805 $2.76M 0.78% +37,131 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 55,369 $2.56M 0.67% +9,745 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 88,267 $2.48M 1.18% +1,770 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 46,426 $2.15M <0.01% +248 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 43,464 $2.01M <0.01% +3,332 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 43,187 $2M 0.08% -10,460 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 39,300 $1.82M 0.07% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 34,075 $1.57M 0.02% -1,500 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 31,566 $1.46M <0.01% -1,687 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 29,044 $1.34M 0.12% -1,292 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 26,620 $1.23M 0.82% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 25,550 $1.18M <0.01% +5,932 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. 23,771 $1.1M <0.01% +6,300 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 22,676 $1.05M 0.01% -5,921 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,530 $1.04M <0.01% +2,266 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 17,867 $826K <0.01% -77 13F-HR/A Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 16,807 $777K 0.49% +426 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 16,468 $761K 0.01% +7,533 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 15,848 $733K 0.23% -1,014 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 15,669 $724K 0.11% +751 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 15,527 $718K <0.01% +312 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 15,250 $705K 0.35% +354 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,343 $570K 0.01% +16 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,224 $565K <0.01% +1,037 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 12,116 $560K 0.11% +14 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 11,590 $536K 0.01% +1,375 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,577 $534K <0.01% +4,193 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,578 $489K <0.01% -152 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 9,610 $444K <0.01% 0 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,353 $432K 0.01% +41 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,288 $429K <0.01% +2,219 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,000 $416K <0.01% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 7,950 $367K 0.26% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,652 $354K <0.01% -2,169 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 6,757 $312K <0.01% -316 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,760 $312K <0.01% +240 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 6,650 $307K <0.01% +4,750 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 6,551 $303K 0.11% -1,834 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,985 $277K 0.01% +1,000 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 5,812 $269K 0.1% +53 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,671 $262K 0.03% +105 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,448 $252K <0.01% +345 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,025 $140K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,778 $128K 0.01% +1,486 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,083 $96.3K <0.01% +1,075 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,778 $82.2K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,615 $74.6K <0.01% +6 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,150 $53.2K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,004 $46.4K <0.01% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 991 $43.7K 0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 838 $38.7K <0.01% +337 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 781 $36K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 617 $28.5K <0.01% -34 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 351 $16.2K <0.01% -2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 314 $14.5K <0.01% +3 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 225 $10.4K <0.01% +3 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 111 $5.13K <0.01% -2 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 102 $4.76K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 99 $4.58K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 88 $4.07K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 88 $4.07K <0.01% -1 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 24 $1.11K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15 $693 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9 $424 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $17 <0.01% -51 13F-HR Timeline Group Amount filed as zero, left out of ratios.