BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,903,829 $113M 0.01% -218,243 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,416,374 $98.9M 0.02% -91,107 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,582,180 $45.8M <0.01% +298,465 13F-HR Timeline Group HighVista Strategies LLC More: the full row for HighVista Strategies LLC 1,057,238 $30.6M 8.45% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 803,698 $23.3M 0.01% -194,619 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 632,728 $18.3M <0.01% +52,851 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 552,936 $16M 0.03% +114,667 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 541,104 $15.7M <0.01% +77,622 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 538,889 $15.6M 0.02% +207,145 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 534,718 $15.5M <0.01% +500,122 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 485,513 $14.1M 3.43% -53 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 445,222 $12.9M 5.09% +34,829 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 442,943 $12.8M 5.2% -44 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 439,100 $12.7M 0.01% 0 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 330,000 $9.55M 0.35% -100,000 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 285,241 $8.26M <0.01% +190,204 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 250,997 $7.27M 0.01% +3,223 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 244,242 $7.07M 0.01% +189,766 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 236,182 $6.84M 0.01% +1,698 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 233,688 $6.77M <0.01% +9,423 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 185,314 $5.36M 0.16% 0 13F-HR Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 175,000 $5.07M 0.19% new 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 165,763 $4.8M 3.34% -35,692 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 155,962 $4.56M 0.83% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 146,926 $4.25M <0.01% +63,778 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 143,440 $4.15M <0.01% +4,991 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 140,062 $4.05M <0.01% -10,284 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 137,753 $3.99M 0.02% -165,717 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 135,833 $3.97M <0.01% -681,420 13F-HR/A Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 129,122 $3.74M 0.08% 0 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 122,209 $3.54M <0.01% 0 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 108,223 $3.13M 0.01% -23,222 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 106,533 $3.08M 0.1% +47,653 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 106,422 $3.08M 0.17% -34,000 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 97,941 $2.84M <0.01% +26,646 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 97,927 $2.83M 0.2% -39,498 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 93,676 $2.71M <0.01% -25,589 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 92,547 $2.68M 0.3% +4,685 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 85,468 $2.47M 0.27% +66,370 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 80,801 $2.34M <0.01% +7,481 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 75,075 $2.17M <0.01% +12,917 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 74,471 $2.16M 0.2% -137 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 69,715 $2.02M 0.74% -1,035 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 68,340 $1.98M <0.01% +3,791 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 67,185 $1.94M 0.01% +18,322 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 65,863 $1.91M 0.02% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 65,304 $1.89M 0.02% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 59,780 $1.73M <0.01% -15,350 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 59,314 $1.72M <0.01% -1,199 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 58,894 $1.7M 0.02% +17,200 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 58,782 $1.7M 0.04% +10,109 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 58,700 $1.7M 0.49% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 57,204 $1.66M 0.03% +1,159 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 54,825 $1.59M <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 53,537 $1.55M <0.01% -4,558 13F-HR Timeline Group Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 52,738 $1.53M 0.34% 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 52,322 $1.51M <0.01% +40,537 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 50,269 $1.46M +13,820 Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 47,087 $1.36M 1.45% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 44,366 $1.28M 0.07% +2,205 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 43,670 $1.26M 0.01% +24,828 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 41,977 $1.22M 0.16% -26 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,825 $1.21M <0.01% -1,330 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 41,335 $1.2M 0.03% -73 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 41,045 $1.19M 0.2% +8,644 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 40,720 $1.18M 0.22% -1,528 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 40,079 $1.16M <0.01% -21,546 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 39,388 $1.14M 0.13% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 39,214 $1.14M 0.02% +22,049 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 38,293 $1.11M <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 38,174 $1.11M <0.01% -3,100 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 37,790 $1.09M 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 36,852 $1.07M <0.01% +3,918 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 35,840 $1.04M 0.06% +51 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 35,678 $1.03M 0.01% +754 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 34,111 $988K <0.01% -80,905 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 34,065 $986K 0.07% -135 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 33,848 $980K <0.01% -13,960 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 33,553 $971K 0.02% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,433 $968K 0.01% +9,391 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 33,379 $966K 0.01% -1,360 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,797 $949K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 32,362 $937K 0.03% -609 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 32,072 $928K 0.02% -341 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 31,873 $923K 0.19% -2,923 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 31,231 $904K 0.05% -7,926 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 31,206 $903K <0.01% -2,000 13F-HR/A Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 30,610 $886K <0.01% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 28,912 $837K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 28,053 $812K 0.01% -695 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,088 $726K <0.01% +3,739 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 24,928 $722K 0.03% +16,810 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 24,878 $720K 0.31% -1,428 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 24,194 $700K 0.39% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 22,965 $665K <0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,594 $625K <0.01% -4,739 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,480 $622K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 20,962 $607K <0.01% +125 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 20,450 $592K 0.04% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 20,313 $588K 0.72% -673 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 20,163 $584K <0.01% +79 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 20,023 $580K 0.1% -1,446 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,971 $578K <0.01% -2,478 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 19,030 $551K 0.06% +126 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,600 $538K <0.01% 0 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 18,000 $521K 0.01% 0 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 17,917 $519K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 17,554 $508K 0.01% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 17,096 $495K 0.47% +5,067 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,435 $476K 0.02% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 16,151 $468K 0.11% -538 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 16,020 $464K <0.01% -300 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,580 $451K <0.01% -585 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 15,330 $444K 0.18% +891 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 15,280 $442K 0.21% -6,850 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 15,051 $436K 0.19% new 13F-HR/A Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 14,917 $432K 0.41% -787 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,818 $429K 0.02% -1,406 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 14,450 $418K 0.09% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 14,439 $418K <0.01% -4,048 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 14,290 $410K 0.02% -80 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,141 $409K <0.01% -50 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,879 $407K <0.01% -811 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 13,575 $393K 0.07% -2,327 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,376 $387K <0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,820 $371K 0.01% -272 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 12,820 $371K 0.08% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,600 $365K <0.01% 0 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,592 $365K 0.02% +324 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,584 $364K 0.05% +84 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 12,520 $362K 0.31% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,834 $359K <0.01% +2,545 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,347 $357K <0.01% -2,620 13F-HR Timeline Group Index Technologies Group LLC More: the full row for Index Technologies Group LLC 12,281 $356K 0.39% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 12,116 $351K 0.17% -25 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,732 $340K 0.02% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 11,319 $328K 0.06% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 11,241 $325K 0.05% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 10,822 $313K 0.16% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 13,562 $303K 0.02% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,254 $297K <0.01% -62,948 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,150 $294K 0.04% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 10,122 $293K 0.11% -2,029 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,043 $291K <0.01% -711 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 9,741 $282K 0.06% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,535 $276K 0.01% 0 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,475 $274K <0.01% new 13F-HR Timeline Group Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 9,400 $272K 0.18% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 9,204 $266K 0.03% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,985 $260K <0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,813 $256K 0.01% new 13F-HR Timeline Group Avondale Wealth Management More: the full row for Avondale Wealth Management 8,830 $256K 0.13% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,435 $244K <0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,339 $241K 0.01% -4,813 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,067 $234K 0.02% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,941 $230K <0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 7,928 $230K <0.01% +6,992 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 7,500 $217K 0.06% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,474 $216K <0.01% -37,143 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,378 $214K <0.01% -1,170 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,193 $208K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,124 $206K <0.01% 0 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,277 $180K 0.01% +750 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,910 $142K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,832 $140K <0.01% -3,150 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,536 $131K 0.09% +1,905 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,410 $126K <0.01% +3,101 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 4,304 $125K <0.01% +3,165 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,040 $117K 0.05% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,844 $111K <0.01% +982 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,690 $107K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,550 $103K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,467 $100K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,395 $97.4K 0.01% +1,270 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,053 $88.4K 0.05% 0 13F-HR/A Timeline Summer Road LLC More: the full row for Summer Road LLC 2,720 $78.7K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitlin John, LLC More: the full row for Caitlin John, LLC 2,599 $75.2K 0.05% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,584 $74.8K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,470 $71.5K 0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 2,269 $65.7K <0.01% -443 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,981 $57.4K <0.01% -538 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,523 $44.1K 0.03% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,315 $38.1K 0.02% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 1,292 $37.4K 0.03% -86 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,175 $34.2K <0.01% 0 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,180 $34.2K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 960 $27.8K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 935 $27.1K 0.01% +150 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 751 $21.7K <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 744 $21.5K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 750 $21.5K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 740 $21.4K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 568 $16.4K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 565 $16.4K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 564 $16.3K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 553 $16K 0.02% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 475 $13.8K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 412 $11.9K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 329 $9.53K <0.01% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 325 $9.41K <0.01% new 13F-HR Timeline