Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 745,691 $30.1M 12.58% -68,791 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 602,733 $24.3M <0.01% -62,928 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 274,073 $11.1M <0.01% -8,787 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 236,479 $9.54M <0.01% +4,735 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 223,093 $9M 0.03% +18,553 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 156,143 $6.3M <0.01% -1,458 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 140,441 $5.67M <0.01% +4,171 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 130,236 $5.26M 0.01% -2,824 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 104,911 $4.23M <0.01% +24,100 13F-HR/A Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 83,157 $3.36M 0.76% +1,543 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 78,524 $3.17M 0.12% +67,577 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 66,898 $2.7M 0.59% +2,006 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 61,563 $2.48M 0.06% -122 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 57,181 $2.31M <0.01% -1,051 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 55,328 $2.23M <0.01% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 54,013 $2.18M 0.01% +1,905 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 54,198 $1.95M 1.56% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 47,632 $1.92M <0.01% -757 13F-HR Timeline Group Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 43,305 $1.75M 1.68% 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 41,799 $1.72M 0.39% +77 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 37,548 $1.51M <0.01% -594 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,333 $1.35M <0.01% -4,772 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 31,362 $1.27M 0.5% -3,250 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 27,512 $1.11M 0.81% +1,256 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 27,508 $1.11M 0.02% +8,745 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 27,152 $1.1M 0.03% +9,793 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 26,751 $1.08M <0.01% +245 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 26,433 $1.07M 0.08% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,508 $908K <0.01% -1,580 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,782 $839K <0.01% -18,958 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 19,834 $800K <0.01% +2,062 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 18,202 $735K 0.07% -1 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,746 $636K <0.01% -3,840 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,581 $629K <0.01% +1,810 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,015 $606K <0.01% -80 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 14,679 $592K 0.43% -2,237 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,735 $554K 0.01% new 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 12,857 $519K 0.04% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 12,255 $495K 0.28% -825 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 11,036 $445K 0.06% +290 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,034 $445K 0.02% +485 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,591 $427K 0.01% -36,425 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,540 $425K <0.01% +154 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,484 $383K 0.02% -918 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 9,250 $373K 0.04% -76 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,242 $373K 0.02% -316 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 9,211 $372K 0.04% +716 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,090 $367K 0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,207 $331K 0.04% +246 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,857 $317K <0.01% new 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 7,064 $285K 0.15% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,001 $283K 0.03% -1,590 13F-HR/A Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 7,000 $283K 0.42% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,539 $264K 0.01% +4 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,381 $258K <0.01% -286 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 6,377 $257K 0.78% 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. 6,050 $244K <0.01% 0 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,552 $224K 0.02% -330 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,073 $205K <0.01% 0 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 4,500 $182K 0.14% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,895 $157K <0.01% -180 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,665 $148K <0.01% 0 13F-HR/A Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,500 $141K <0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,295 $133K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,552 $103K <0.01% +5 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,452 $99K <0.01% +1,123 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,336 $93.8K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,116 $85K <0.01% +474 13F-HR/A Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,813 $73.2K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,362 $55K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,000 $40.4K <0.01% new 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 936 $37.8K <0.01% +25 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 723 $29.2K <0.01% +24 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 685 $27.6K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 656 $26.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 480 $20.2K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 427 $17.2K <0.01% +59 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 340 $13.7K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 291 $11.7K <0.01% +2 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 283 $11.4K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 266 $10.7K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 245 $9.89K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 166 $6.69K <0.01% +5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 144 $5.81K <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. 100 $4.04K <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/ 95 $3.83K <0.01% new 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/ 67 $2.7K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 65 $2.63K <0.01% -177 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 51 $2.06K <0.01% +22 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 43 $1.74K <0.01% -101 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 42 $1.7K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 20 $807 <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 18 $727 <0.01% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 17 $686 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15 $605 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $565 <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 10 $414 <0.01% -50 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3 $121 <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $40 <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.