MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,070,153 $28.2M <0.01% +159,045 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 950,132 $25M 0.01% +72,089 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 947,846 $25M 0.25% +4,327 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/ 705,338 $18.6M <0.01% -44,075 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 573,084 $15.1M <0.01% +47,769 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 512,228 $13.5M 0.03% -7,680 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 469,734 $12.4M 0.02% +30,018 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 435,230 $11.5M +14,806 Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 322,901 $8.51M 0.59% new 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 227,036 $5.98M 3.58% -14,474 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 221,303 $5.83M 0.88% -31,300 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 218,399 $5.75M <0.01% +2,009 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 217,733 $5.73M 0.01% +81,010 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 188,699 $4.97M <0.01% +80,775 13F-HR Timeline Group Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 185,287 $4.88M 2.05% -949 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 166,200 $4.38M 0.17% +20,000 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 143,700 $3.79M 0.02% +6,800 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 137,350 $3.62M 0.01% +114,965 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 128,906 $3.4M <0.01% +1,051 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 125,305 $3.3M 0.06% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 122,389 $3.22M 0.06% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 114,813 $3.02M <0.01% +163 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 109,525 $2.88M 0.01% -8,408 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 88,895 $2.34M <0.01% +16,013 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 87,423 $2.3M <0.01% +895 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 85,787 $2.26M 0.01% +75,605 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 81,674 $2.15M 0.08% +2,710 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 80,684 $2.13M <0.01% -21,674 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 80,000 $2.11M <0.01% +40,000 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 71,948 $1.9M 0.08% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 67,941 $1.79M 0.15% +67,872 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 58,901 $1.55M <0.01% -1,525 13F-HR Timeline Group Savior LLC More: the full row for Savior LLC 58,886 $1.55M 9.32% -5,995 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 58,724 $1.55M <0.01% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 58,624 $1.54M 0.01% +8,992 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 58,442 $1.54M <0.01% +50,858 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 55,116 $1.45M 0.1% +627 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 52,243 $1.38M 0.03% -52,243 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 51,555 $1.36M 1.29% +2,788 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,734 $1.34M <0.01% -28,093 13F-HR Timeline Group Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 47,606 $1.25M 0.39% +2,362 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 46,228 $1.22M 0.04% -300 13F-HR Timeline Group ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 44,276 $1.18M 0.11% -60 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 42,179 $1.11M 0.01% +1,027 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 40,427 $1.06M 0.03% +7,088 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 39,276 $1.04M 0.1% new 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 39,136 $1.03M <0.01% +20,080 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 38,559 $1.02M <0.01% +1,981 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 33,652 $886K 0.02% -2,988 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 33,345 $878K 0.22% -1,000 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,676 $861K <0.01% new 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 31,145 $820K 0.1% +2,455 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/ 31,155 $820K <0.01% +1,240 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 30,542 $804K <0.01% +5,553 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 29,011 $764K 0.04% +923 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. 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DAVIDSON & CO. 21,439 $565K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 20,523 $541K 0.31% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 20,299 $535K 0.01% -4,120 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 20,155 $533K 0.01% +375 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,599 $490K 0.01% +2,813 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 18,356 $483K 0.25% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,183 $479K <0.01% +271 13F-HR Timeline Group Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 18,000 $474K 0.36% -2,000 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 17,700 $466K <0.01% -47 13F-HR/A Timeline Group Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 17,678 $466K 0.09% +2,069 13F-HR Timeline Group American State Bank (Iowa) More: the full row for American State Bank (Iowa) 17,420 $459K 0.28% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,545 $436K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,661 $413K 0.01% +1,479 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 15,443 $407K <0.01% -710 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 15,430 $406K 0.16% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,637 $386K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,483 $381K 0.02% -2,000 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 13,934 $367K 0.1% -102,473 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 13,840 $365K 0.1% +6,075 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,583 $331K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,958 $315K 0.01% -8,479 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,553 $304K 0.07% -250 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 11,400 $300K 0.15% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10,957 $289K <0.01% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 10,840 $286K 0.03% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 10,800 $284K <0.01% 0 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 10,640 $280K 0.08% -2,500 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 10,315 $272K 0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,042 $265K <0.01% 0 13F-HR/A Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,968 $263K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,343 $246K 0.04% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,330 $246K 0.01% +547 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,204 $242K <0.01% 0 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 9,103 $240K 0.01% -600 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,025 $238K <0.01% -43 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 8,900 $234K <0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,838 $233K <0.01% -750 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,489 $224K 0.08% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,424 $222K 0.02% -675 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,100 $213K 0.01% -2,042 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 7,795 $205K 0.09% -1,277 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,671 $202K <0.01% -90 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,547 $146K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,104 $134K 0.03% -4,095 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,800 $126K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,477 $113K <0.01% 0 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 4,139 $109K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,729 $98.2K <0.01% -10,731 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,206 $84.4K <0.01% +3,080 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,033 $79.9K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,000 $79K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,260 $61.6K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,258 $59.5K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,061 $54.3K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,860 $49K 0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,660 $44K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,486 $39.1K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,350 $35.9K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,113 $29.3K <0.01% +687 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,100 $29K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,072 $28.2K 0.01% +25 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 546 $14.7K <0.01% -20,485 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 500 $13.2K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 471 $12.4K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 400 $10.5K <0.01% -2 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 375 $9.88K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 275 $7.24K <0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 195 $5.14K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 140 $3.7K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 115 $3.03K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 100 $2.63K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 100 $2.63K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 90 $2.37K <0.01% +50 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 89 $2.34K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 40 $1.06K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26 $700 <0.01% -496 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 18 $474 <0.01% new 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 5 $132 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1 $16 <0.01% -273 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.