BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,055,975 $88.5M 0.01% -100,386 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,841,579 $83.8M 0.02% -201,848 13F-HR Timeline Group HighVista Strategies LLC More: the full row for HighVista Strategies LLC 1,436,136 $31.3M 11.51% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,330,129 $29M <0.01% -262,123 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,214,600 $26.5M 0.01% +249,820 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 796,744 $17.4M 0.3% +612,267 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 663,300 $14.5M 0.53% -170,000 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 617,042 $13.5M <0.01% -18,270 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 470,474 $10.3M 3.18% -13,217 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 439,100 $9.58M 0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 433,443 $9.45M 4.56% +15,454 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 421,754 $9.2M <0.01% -127,878 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 341,625 $7.45M 4.25% +87,581 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 328,514 $7.16M 0.01% +4,395 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 259,535 $5.66M <0.01% +16,180 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 250,691 $5.47M 0.21% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 234,330 $5.11M <0.01% -201,738 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 216,310 $4.72M <0.01% -328,985 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 208,268 $4.54M <0.01% +128,680 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 198,598 $4.33M 3.35% 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 186,597 $4.07M 0.01% -1,582 13F-HR Timeline OLYMPUS WEALTH MANAGEMENT, LLC More: the full row for OLYMPUS WEALTH MANAGEMENT, LLC 151,160 $3.3M 1.11% -15,017 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 138,509 $3.02M 0.01% -3,765 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 136,335 $2.97M 0.26% -1,684 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 135,004 $2.94M <0.01% -5,721 13F-HR/A Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 132,642 $2.89M 0.18% +8,030 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 124,334 $2.7M <0.01% -808,066 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 110,244 $2.4M <0.01% +3,703 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 105,533 $2.3M <0.01% -503,912 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 103,088 $2.25M 0.3% -93,648 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 98,859 $2.16M <0.01% -12,584 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 92,856 $2.03M 0.01% +9,756 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 86,231 $1.88M 0.12% -15,992 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 77,410 $1.69M <0.01% -15,650 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 76,398 $1.67M 0.01% -13,282 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 70,900 $1.55M 0.1% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 67,522 $1.47M 0.02% +10,293 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 67,382 $1.47M 0.01% +4,772 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 67,379 $1.47M 0.01% +13,050 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 66,999 $1.46M <0.01% +292 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 65,276 $1.42M <0.01% -1,963 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 64,668 $1.41M 0.55% -802 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 64,124 $1.4M <0.01% +15,936 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 58,700 $1.28M 0.43% 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 54,853 $1.2M 0.03% -1,659 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 54,245 $1.18M <0.01% +3,127 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 52,818 $1.15M <0.01% +9,742 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,061 $1.14M <0.01% -28,974 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 45,085 $983K 0.02% -28,124 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 44,200 $964K <0.01% -1,796 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 41,864 $913K 0.01% -5,644 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 41,391 $903K 0.03% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 41,274 $900K 0.07% -16,833 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 41,102 $896K 0.03% +6,809 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 40,844 $891K 0.01% +7,470 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 39,975 $877K 0.16% -2,243 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 38,356 $837K <0.01% +3,689 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 37,790 $825K 0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 37,167 $811K <0.01% +371 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 36,709 $801K <0.01% -3,438 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 35,710 $779K 0.02% +7,698 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34,791 $759K 0.01% +2,435 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 33,621 $733K <0.01% -612 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 33,221 $725K <0.01% -9,248 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 30,765 $671K 0.13% -90 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 30,270 $660K 0.06% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 29,635 $646K <0.01% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 28,912 $631K 0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 27,497 $600K <0.01% +258 13F-HR/A Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 26,369 $575K 0.01% -1,747 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 25,078 $547K <0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,101 $526K 0.01% +2,677 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 23,794 $519K <0.01% -75,724 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 23,495 $512K <0.01% +3,004 13F-HR/A Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 22,965 $501K <0.01% -181 13F-HR/A Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 22,469 $490K <0.01% -494 13F-HR/A Timeline Group American State Bank (Iowa) More: the full row for American State Bank (Iowa) 22,130 $483K 0.27% -200 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,932 $478K <0.01% -3,186 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 21,911 $478K 0.09% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 21,276 $464K 0.1% -44 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,247 $463K 0.01% -131 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 20,714 $452K 0.06% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 20,706 $452K <0.01% +418 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 20,450 $446K 0.1% -3,000 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 19,456 $424K 0.52% -1,507 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,752 $409K <0.01% +2,188 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,600 $406K <0.01% -600 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 18,493 $403K 0.05% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 18,425 $402K 0.04% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 18,408 $401K <0.01% -4,231 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,255 $398K 0.02% -2,932 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 18,000 $393K 0.01% 0 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 17,974 $392K 0.01% +115 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,520 $382K 0.01% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 16,996 $371K 0.1% -1,240 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 16,618 $362K 0.01% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,502 $360K 0.02% +6,945 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 16,320 $356K <0.01% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,609 $340K <0.01% -50 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,444 $337K <0.01% +12 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,271 $333K <0.01% -1,977 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,591 $325K <0.01% +568 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 14,690 $320K 0.06% +381 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 14,519 $317K <0.01% -154 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,469 $316K <0.01% +3,745 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 14,384 $314K 0.02% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 14,234 $310K 0.09% new 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 13,951 $304K <0.01% -734,412 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,321 $291K <0.01% -653 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 12,775 $279K 0.28% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,600 $275K <0.01% -1,311 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 12,500 $273K <0.01% -7,500 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 12,372 $270K 0.04% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 12,154 $265K 0.02% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 12,141 $265K 0.16% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 11,818 $258K 0.12% -1,058 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 11,787 $257K 0.12% +8,847 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,732 $256K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,711 $255K 0.01% -216 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 11,418 $254K 0.04% -286 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,378 $248K <0.01% -581 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,244 $245K 0.01% +567 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 11,241 $245K 0.04% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,185 $244K 0.05% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,025 $240K <0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,938 $239K <0.01% 0 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 10,822 $236K 0.14% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 10,500 $229K 0.07% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,293 $224K 0.01% 0 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,182 $222K <0.01% new 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,150 $221K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,031 $219K 0.01% +868 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,747 $213K <0.01% -8,711 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,249 $202K 0.01% +1,564 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 8,118 $177K <0.01% +1,060 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,721 $168K <0.01% +1,614 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,698 $124K 0.02% +3,231 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,208 $114K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,001 $109K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,910 $107K <0.01% +4,850 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 4,358 $95K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,040 $88.1K 0.05% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,690 $80.5K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,405 $74.3K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,053 $66.6K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,584 $56.4K <0.01% -7,284 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,470 $53.9K 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 2,405 $52.4K <0.01% +573 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,234 $48.7K <0.01% +55 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,132 $46.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,966 $42.9K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,928 $42.2K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,580 $34.5K <0.01% new 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 1,556 $34K 0.02% +383 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,500 $32.7K 0.02% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 1,334 $29.1K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,109 $24.2K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,051 $22.9K <0.01% +355 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 794 $17.3K <0.01% -1 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 751 $16.4K <0.01% -164 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 729 $15.9K <0.01% +183 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 619 $13.5K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 600 $13.1K <0.01% +465 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 565 $12.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 561 $12.2K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 553 $12.1K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 493 $10.8K <0.01% +40 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 463 $10.1K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 442 $9.64K <0.01% new 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 427 $9K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 412 $8.99K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 411 $8.96K <0.01% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 329 $7.17K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 300 $6.54K <0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 300 $6.54K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 284 $6.2K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 241 $5.26K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 248 $5K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 200 $4.36K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Cape Investment Advisory, Inc. 10 $218 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3 $65 <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $16 <0.01% -382 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.