OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 622,931 $27.9M 1.42% -4,609 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 189,059 $8.46M 1.76% -1,185 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 126,534 $5.66M 0.32% +27,079 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 89,192 $3.99M <0.01% +23,191 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 87,236 $3.89M 0.01% +2,932 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 83,335 $3.73M <0.01% +2,098 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 52,249 $2.31M 0.02% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 44,937 $2.01M 0.01% -2,662 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 43,919 $1.97M 0.02% -3,236 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 41,571 $1.86M 0.81% -73 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 38,387 $1.72M 0.32% +152 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 37,395 $1.67M <0.01% -60,523 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 36,656 $1.64M 0.35% +19,532 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/ 36,276 $1.62M <0.01% +2,242 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 26,700 $1.2M <0.01% +675 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,347 $1.18M <0.01% -36,248 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 19,587 $877K 0.02% +483 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 18,342 $821K <0.01% +819 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 15,000 $671K 0.02% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 13,148 $588K 0.23% -13 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 10,104 $452K 0.05% +67 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. 9,712 $435K <0.01% +1,023 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,534 $427K <0.01% +3,885 13F-HR Timeline Group Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 8,399 $376K 0.29% +724 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 6,981 $312K 0.26% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 6,151 $275K <0.01% -526 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,755 $258K 0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,679 $254K <0.01% +1,129 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,397 $242K <0.01% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,323 $238K 0.01% -100,805 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,303 $237K <0.01% -8 13F-HR Timeline Group LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 5,293 $237K 0.04% -2,523 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 4,824 $216K <0.01% -27,789 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 4,514 $202K <0.01% +5 13F-HR/A Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,495 $201K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,251 $145K <0.01% +108 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,129 $95.3K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,952 $87.4K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,705 $76.3K <0.01% +1,483 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,202 $53.8K <0.01% +403 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,150 $51.5K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,001 $44.8K <0.01% 0 13F-HR/A Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 940 $42K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 798 $35.7K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 550 $24.6K <0.01% +250 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 346 $15.5K <0.01% +221 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 300 $13.4K <0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 260 $11.6K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 200 $8.95K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 144 $6.44K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 100 $4.56K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 100 $4.47K <0.01% new 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 70 $3.13K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 22 $982 <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21 $940 <0.01% +11 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3 $135 <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 $16 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.