Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 37,017,326 $1.37B 0.47% +1,084,716 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,269,370 $270M 0.02% +492,826 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,452,627 $202M 0.01% +46,774 13F-HR/A Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 4,422,995 $164M 2.84% -1,033,880 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 3,805,027 $141M 9.62% +921,396 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,358,580 $50.4M 0.03% +189,914 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,313,360 $48.7M 0.01% -678,284 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,250,666 $46.4M 0.13% +657,466 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 1,243,902 $46.1M 0.04% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,198,311 $44.4M 0.73% -1,226,604 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 921,565 $34.2M 4.59% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 874,160 $32.4M 0.05% -455,323 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 687,403 $25.5M <0.01% -105,659 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 624,594 $23.2M 0.01% -108,801 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 591,875 $22M 0.79% +4,170 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 529,793 $19.7M <0.01% +265,075 13F-HR Timeline Group Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 477,000 $17.7M 0.13% +105,000 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 447,545 $16.6M 0.01% -359,145 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 432,649 $16M <0.01% -12,878 13F-HR/A Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 373,833 $13.9M 0.1% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 261,640 $9.7M 1.96% -1,290 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 258,304 $9.58M 0.02% -88,497 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 222,155 $8.24M 0.01% +113,168 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 196,727 $7.3M 0.28% +132,738 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 190,382 $7.06M -6,496 Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 180,748 $6.7M 0.01% +159,974 13F-HR Timeline Group Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 156,137 $5.79M 2.76% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 154,646 $5.74M 0.01% +45,012 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 145,946 $5.41M 0.03% -65,169 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 145,118 $5.38M 0.93% +2,021 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 135,228 $5.02M 0.31% -61,659 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 128,921 $4.78M 0.04% 13F-HR/A Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 127,054 $4.71M 2.04% +13 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 126,135 $4.68M 0.29% -1,300 13F-HR Timeline Group Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 125,717 $4.66M 2.87% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 111,631 $4.24M 0.81% -40,860 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 114,231 $4.24M 0.04% new 13F-HR Timeline Group Spruce Point Capital Management, LLC More: the full row for Spruce Point Capital Management, LLC 107,400 $3.98M 9.63% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 106,564 $3.95M <0.01% +61,614 13F-HR Timeline Group Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 104,523 $3.88M 2.62% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 102,864 $3.82M <0.01% -868,792 13F-HR Timeline Group Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 99,595 $3.69M 0.47% -825 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 95,480 $3.54M 1.4% +6,323 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 94,500 $3.51M 0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 93,724 $3.48M <0.01% +62,741 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 86,381 $3.2M <0.01% +5,634 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 83,099 $3.08M <0.01% -4,152 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 82,220 $3.05M 0.07% +74,413 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 76,936 $2.85M <0.01% -1,997 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 75,044 $2.78M 0.24% +166 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 74,647 $2.77M <0.01% +11,501 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 72,271 $2.68M <0.01% +3,420 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 71,778 $2.66M 0.81% +9,720 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 71,066 $2.64M <0.01% -27,179 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 70,414 $2.61M 0.04% -28,190 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 68,742 $2.55M <0.01% +15,052 13F-HR Timeline Group Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 64,683 $2.4M 1.57% -590 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 64,103 $2.38M 0.01% +1,755 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 57,010 $2.11M 0.01% +20,174 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 51,000 $1.89M 0.12% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 48,360 $1.79M <0.01% -10,963 13F-HR Timeline Group Fluent Financial, LLC More: the full row for Fluent Financial, LLC 47,779 $1.77M 0.68% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 45,997 $1.71M <0.01% -843 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 44,454 $1.65M <0.01% -13,568 13F-HR Timeline Group FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 43,366 $1.61M 1.02% -2,830 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 39,859 $1.48M <0.01% -2,139 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 37,962 $1.41M 0.01% +8 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 37,332 $1.38M 0.12% +910 13F-HR Timeline Group Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 37,241 $1.38M 0.34% 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 34,981 $1.3M 0.04% -166,258 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 34,876 $1.29M 0.04% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34,157 $1.27M 0.01% +6,662 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 33,587 $1.25M 0.02% +4,811 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 32,889 $1.22M <0.01% -2,324,054 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 32,071 $1.19M <0.01% -5,528 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 30,561 $1.13M 0.01% -55 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 30,132 $1.12M 0.01% +14,501 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,955 $1.07M <0.01% -1,433 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 26,129 $969K 0.01% +16,277 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 25,740 $955K 0.86% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,412 $943K <0.01% +16,497 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 23,750 $881K 0.02% -300 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,037 $864K <0.01% +2,682 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 21,956 $814K 0.01% +19,277 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 21,560 $800K <0.01% new 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 21,069 $781K <0.01% +160 13F-HR Timeline Group Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 21,000 $779K 0.55% 0 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. 20,692 $767K <0.01% -190,746 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 19,979 $741K 0.05% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,628 $728K <0.01% +728 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 18,294 $679K <0.01% +579 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 19,800 $654K 0.16% +8,350 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 17,340 $643K <0.01% +880 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 17,256 $640K 0.24% +1,038 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 16,003 $594K 0.09% -13 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 15,530 $576K 0.19% -10,449 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,010 $520K 0.01% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 13,579 $504K <0.01% +1,110 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,333 $495K <0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,284 $493K <0.01% -2,387 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,880 $478K <0.01% +305 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 12,650 $469K 0.03% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 12,310 $457K 0.24% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,309 $457K <0.01% +1,881 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,014 $446K <0.01% +941 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 11,832 $439K 0.1% +86 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 11,816 $438K 0.03% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,646 $432K 0.01% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 10,937 $406K 0.16% +278 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,753 $399K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,603 $393K <0.01% +1,154 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 10,600 $393K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,567 $392K 0.01% -10,900 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,337 $383K <0.01% +2,926 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,115 $375K <0.01% +4,202 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,216 $342K 0.01% -1,300 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,216 $342K 0.05% -1,300 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,005 $334K 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,823 $327K <0.01% +589 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 8,471 $314K 0.11% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,454 $314K 0.04% -2,230 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,393 $311K <0.01% +406 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,358 $310K <0.01% +52 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,060 $299K 0.01% -1,611 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 7,977 $296K 0.07% +352 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,895 $293K 0.02% -1,299 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,683 $285K <0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,508 $278K <0.01% +538 13F-HR Timeline Group GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 7,352 $273K 0.16% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,320 $272K 0.01% -3,111 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,265 $269K 0.01% +1,134 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,100 $263K 0.01% +537 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,079 $263K <0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,135 $252K <0.01% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,685 $248K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,707 $247K 0.01% +93 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,611 $245K 0.01% +98 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,573 $244K <0.01% +2,067 13F-HR/A Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 6,550 $243K <0.01% -1,850 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,466 $240K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,299 $234K <0.01% +1,002 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,295 $233K 0.02% -340 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,148 $228K <0.01% -10,009 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,107 $227K 0.01% +188 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 6,092 $226K 0.11% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,954 $221K 0.01% +97 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 5,882 $218K 0.04% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,588 $207K 0.14% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,432 $201K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,924 $183K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,680 $174K 0.01% +2,251 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,108 $152K <0.01% +3,030 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,855 $143K <0.01% +764 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,300 $122K <0.01% 0 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,542 $94.3K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,224 $82.5K <0.01% +32 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,155 $79.9K 0.02% -259 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,868 $69.3K <0.01% -208 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,854 $68.8K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,792 $66.5K <0.01% +7 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,770 $65.6K <0.01% +445 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,748 $64.8K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,745 $64.7K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,708 $63.4K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,695 $62.9K <0.01% -130 13F-HR Timeline Group Planning Project LLC More: the full row for Planning Project LLC 1,548 $57.4K 0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,445 $53.6K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,439 $53.4K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,434 $53.2K <0.01% +7 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,431 $53.1K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,400 $51.9K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,290 $47.8K 0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,221 $45.3K <0.01% -546 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,182 $44K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,169 $43.4K <0.01% 0 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,077 $39.9K <0.01% new 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 1,075 $39.9K 0.04% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 977 $36.2K <0.01% -76 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 869 $32.2K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 855 $31.7K <0.01% +394 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 839 $31.1K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 826 $30.6K <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 737 $27.3K <0.01% +26 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 621 $23K 0.02% 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 600 $22.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 550 $20.6K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 555 $20.6K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 546 $20.5K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 500 $18K <0.01% -500 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 473 $17.5K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 445 $16.5K <0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 399 $15.1K <0.01% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 373 $13.8K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 373 $13.8K 0.01% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 347 $12.9K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 340 $12.6K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 307 $11.4K <0.01% +225 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 302 $11.2K 0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 283 $10.5K 0.01% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 220 $8.16K <0.01% 0 13F-HR Timeline