OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 609,314 $27.8M 1.43% -13,617 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 193,156 $8.81M 1.68% +4,097 13F-HR/A Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 143,564 $6.56M 0.31% +17,030 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 92,059 $4.2M <0.01% +8,724 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 89,991 $4.11M 0.01% +84,312 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 86,573 $3.95M 0.13% +81,250 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 77,804 $3.55M 0.01% -9,432 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 59,781 $2.73M <0.01% -29,411 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 52,249 $2.36M 0.02% 0 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/ 44,106 $2.01M <0.01% +7,830 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 39,962 $1.82M 0.73% -1,609 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 38,387 $1.75M 0.33% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 31,341 $1.43M 0.01% new 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 29,352 $1.34M 0.25% -7,304 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 26,025 $1.19M <0.01% -675 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 22,283 $1.02M 0.02% +2,696 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 20,232 $923K 0.06% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 17,749 $810K <0.01% -593 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 13,903 $634K 0.24% +755 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,159 $463K <0.01% new 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 10,082 $460K 0.04% -22 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 $443K <0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,134 $417K <0.01% -400 13F-HR Timeline Group Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 8,092 $369K 0.28% -307 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 6,950 $317K 0.08% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,940 $317K 0.01% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 6,164 $281K <0.01% +1,340 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,634 $257K <0.01% -517 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,553 $253K 0.01% -202 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 5,293 $241K 0.04% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,068 $231K <0.01% -235 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,833 $220K <0.01% -21,514 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 4,514 $206K <0.01% 0 13F-HR/A Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,495 $205K 0.01% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,410 $201K <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 $89.1K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,705 $77.8K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,478 $67.4K 0.02% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,305 $59.5K <0.01% +103 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,150 $52.5K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,001 $45.7K <0.01% 0 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 975 $44.5K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 950 $43.3K <0.01% +400 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 798 $36.4K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 453 $20.7K 0.01% +193 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 346 $15.8K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 300 $13.7K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 235 $10.7K <0.01% +214 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 100 $4.63K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 70 $3.19K <0.01% 0 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 50 $2.28K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 28 $1.29K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 22 $1K <0.01% 0 13F-HR Timeline Group 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.