MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 589,044 $26.7M 0.03% -127,100 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 570,801 $25.8M 8.68% +27,060 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 473,695 $21.4M 0.06% +10,031 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 339,200 $15.4M 1.12% +119,638 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 296,170 $13.4M 0.02% +15,218 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 259,935 $11.8M <0.01% +29,858 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 167,197 $7.57M <0.01% +8,080 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 138,648 $6.28M <0.01% -103,402 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 107,049 $4.85M 0.34% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 92,681 $4.2M <0.01% +13,646 13F-HR Timeline Group New Capital Management LP More: the full row for New Capital Management LP 83,987 $3.8M 0.94% +28,198 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 80,764 $3.66M 1.77% +5,269 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. 80,000 $3.62M 0.01% new 13F-HR/A Timeline Group SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 77,056 $3.49M 1.62% +17,414 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 71,864 $3.25M 2.26% +1,592 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 65,794 $2.98M <0.01% +10,087 13F-HR/A Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 88,542 $2.45M 1.07% -430 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 50,878 $2.3M <0.01% +2,975 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 49,824 $2.26M <0.01% +2,169 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 49,133 $2.22M <0.01% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,579 $2.06M <0.01% new 13F-HR Timeline Group Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 49,254 $1.77M 0.96% 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 36,990 $1.67M -54 Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 30,820 $1.4M 0.01% +8,700 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 30,093 $1.38M 0.11% -1,078 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 30,130 $1.36M 0.38% -28,644 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 23,900 $1.08M 0.01% -500 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 23,710 $1.07M 0.03% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 23,422 $1.06M <0.01% +2,942 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,546 $976K <0.01% +9,564 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/ 21,305 $965K <0.01% +1,255 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 19,307 $874K 0.01% +2,049 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,131 $776K <0.01% +746 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 16,940 $767K 0.23% +1,045 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 16,636 $753K 0.01% +1,893 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,581 $751K <0.01% +3,094 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 15,674 $710K 0.01% +9,024 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 15,462 $700K 0.34% +64 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 15,134 $685K 0.41% -830 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 13,192 $597K <0.01% +7,410 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 13,071 $592K 0.18% -139,932 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 12,863 $582K 0.88% +28 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 12,575 $569K <0.01% -109,034 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,369 $560K <0.01% +100 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 $543K 0.05% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 11,712 $530K 0.09% +11 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,537 $522K 0.01% -1,587 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,927 $450K <0.01% +14 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,437 $427K 0.01% +28 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 7,950 $360K 0.24% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,589 $344K <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,470 $338K <0.01% +379 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 7,182 $325K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,065 $320K <0.01% +39 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 6,778 $307K 0.05% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,565 $297K <0.01% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 6,367 $288K 0.1% +1,526 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 6,373 $287K 0.26% +283 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,940 $269K 0.03% +141 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 5,921 $268K 0.1% -305 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,823 $264K 0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,501 $249K <0.01% +250 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,209 $236K 0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,704 $213K <0.01% new 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 4,679 $212K 0.01% +255 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,421 $155K <0.01% -3,863 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,146 $142K 0.01% +90 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,125 $142K <0.01% +803 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,819 $128K 0.02% -80 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,860 $84.2K <0.01% -5 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,266 $57.3K <0.01% new 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,150 $52.1K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,092 $49.2K <0.01% +1,088 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 713 $32.3K <0.01% -78 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 658 $29.8K <0.01% +6 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 215 $25.8K 0.05% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 501 $22.7K <0.01% -1,244 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 500 $22.5K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 323 $14.6K <0.01% +3 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 284 $12.9K <0.01% -70 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 231 $10.5K <0.01% +2 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 175 $7.92K <0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 140 $6.34K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 105 $4.78K <0.01% -99 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 44 $1.99K <0.01% +43 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 38 $1.71K <0.01% -72 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9 $416 <0.01% 0 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 0 $13 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.