MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 716,144 $32.8M 0.04% +185,743 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 543,741 $24.9M 8.16% +30,858 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 463,664 $21.3M 0.06% -26,543 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 280,952 $12.9M 0.02% +31,404 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 242,050 $11.1M 0.01% -23,727 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 230,077 $10.6M <0.01% +5,309 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 219,562 $10.1M 0.73% +96,031 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 159,117 $7.3M <0.01% +28,946 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 153,003 $7.02M 2.24% -51,668 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 121,609 $5.58M 0.01% -95,671 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 79,035 $3.63M <0.01% +6,948 13F-HR/A Timeline Group NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 75,495 $3.46M 1.56% +4,532 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 70,272 $3.22M 2.26% +2,785 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 59,642 $2.74M 1.27% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 58,774 $2.7M 0.79% -1,031 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 55,789 $2.56M 0.64% +420 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 55,707 $2.55M <0.01% +30,157 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 88,972 $2.5M 1.17% +705 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 47,903 $2.2M <0.01% +1,477 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 47,655 $2.19M <0.01% +4,191 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 44,171 $2.03M 0.07% +984 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 39,300 $1.8M 0.08% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 37,044 $1.7M -57,928 Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 31,171 $1.43M 0.12% +2,127 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,184 $1.16M <0.01% +2,654 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 24,400 $1.12M 0.01% -9,675 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 22,120 $1.01M 0.01% +5,652 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 20,480 $939K <0.01% -85,990 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/ 20,050 $920K <0.01% +2,183 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 17,258 $792K 0.01% +7,648 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,385 $752K <0.01% +7,097 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 15,964 $732K 0.43% -843 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 15,895 $729K 0.22% +47 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 15,398 $706K 0.35% +148 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 14,743 $676K 0.01% +3,153 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,487 $619K <0.01% -2,040 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,124 $602K 0.01% +781 13F-HR Timeline Group Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 12,835 $589K 0.87% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,269 $563K <0.01% +45 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,982 $550K <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 11,701 $537K 0.1% -415 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 11,991 $529K 0.06% +11,000 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,913 $455K <0.01% -665 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,409 $432K 0.01% +56 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 7,950 $365K 0.25% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,284 $334K <0.01% -4,293 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 7,182 $329K <0.01% -15,494 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,091 $325K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,026 $322K <0.01% -626 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 7,026 $322K 0.28% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 6,650 $305K <0.01% 0 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 6,226 $286K 0.1% -325 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 6,090 $281K 0.25% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,823 $267K 0.01% -162 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,799 $266K 0.03% +128 13F-HR Timeline 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 5,782 $265K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,251 $241K <0.01% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 4,841 $222K 0.08% -971 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,424 $203K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,649 $167K <0.01% new 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,056 $140K 0.01% +278 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,899 $133K 0.02% -126 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,322 $107K <0.01% +239 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,865 $85.5K <0.01% +87 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,745 $80K <0.01% +907 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,615 $74.1K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,307 $60K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,150 $52.8K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 791 $36.3K <0.01% -30,775 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 652 $29.9K <0.01% +35 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 637 $29.2K 0.01% -144 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 354 $16.2K <0.01% +3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 320 $14.7K <0.01% +6 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 229 $10.5K <0.01% +4 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 204 $9.37K <0.01% +102 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 110 $5.05K <0.01% -1 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15 $688 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9 $421 <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4 $183 <0.01% -1,000 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $26 <0.01% +1 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 0 $9 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.