BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,075,657 $114M 0.01% -66,573 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,590,319 $87.2M <0.01% -670,003 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,278,219 $70.1M 0.03% +1,265,270 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,138,695 $62.4M 0.1% -27,000 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 826,986 $45.3M <0.01% +85,393 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 705,831 $38.7M 0.13% +54,364 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 690,889 $37.9M 3.07% -56,425 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 471,240 $25.8M 0.62% +24,423 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 471,240 $25.8M 0.52% +24,423 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 358,211 $19.6M 0.01% -3,243 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 356,852 $19.6M <0.01% +109,251 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 323,185 $17.7M 0.87% +52,548 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 299,606 $16.4M <0.01% -251,254 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 278,761 $15.3M 0.72% +253,980 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 234,500 $12.9M 5.54% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 211,278 $11.6M 0.03% +33,220 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 206,216 $11.3M 0.12% +5,649 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 158,767 $8.7M <0.01% +25,407 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 148,302 $8.13M <0.01% -37,537 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 126,110 $6.91M 0.01% +6,172 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 122,263 $6.81M 3.28% -24,595 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 107,271 $5.88M <0.01% -194,148 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 106,366 $5.83M 1.01% +9,754 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 80,228 $4.4M <0.01% +34,676 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 77,515 $4.25M 0.09% +3,700 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 63,180 $3.46M 0.03% +947 13F-HR Timeline Group Climber Capital SA More: the full row for Climber Capital SA 61,151 $3.34M 2.14% +405 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 53,422 $2.93M 0.02% +132 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 47,894 $2.63M 0.03% +950 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 45,624 $2.5M <0.01% +2,953 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 43,957 $2.41M 0.01% new 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 43,916 $2.41M <0.01% new 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 43,884 $2.41M 0.02% +19,019 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 41,986 $2.3M 0.23% -10,811 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 37,494 $2.06M <0.01% -3,283 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 36,324 $1.99M 0.01% -717 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 34,311 $1.88M 0.01% -1,900 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 30,069 $1.65M 0.15% -1,111 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 29,964 $1.64M 0.08% new 13F-HR/A Timeline Idaho Trust Co More: the full row for Idaho Trust Co 28,329 $1.55M 0.55% -1,219 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 27,700 $1.52M 0.01% -13,400 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 27,599 $1.51M 0.04% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 27,317 $1.5M <0.01% +1,637 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 26,962 $1.48M 0.88% +7,716 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 25,298 $1.39M 0.5% +1,875 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 24,087 $1.32M 0.01% +1,148 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 23,943 $1.31M <0.01% +1,692 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 22,972 $1.26M 0.01% -21,418 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,390 $1.12M <0.01% -91 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 20,117 $1.1M 0.92% +1,919 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 19,959 $1.09M 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 19,864 $1.09M 0.03% +1,695 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 19,738 $1.08M <0.01% +1,255 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 19,065 $1.04M 0.07% -1,090 13F-HR Timeline Daiichi Life Group, Inc. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Group, Inc. 18,900 $1.03M 1.21% +800 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. 17,208 $943K <0.01% +182 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 16,643 $909K <0.01% -2,337 13F-HR/A Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 16,302 $894K <0.01% -29,722 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,034 $824K <0.01% -679 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 14,560 $798K 0.03% new 13F-HR Timeline Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 14,500 $795K 0.03% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 14,199 $778K 0.37% -926 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 14,330 $776K 0.06% 0 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 14,130 $774K 0.5% new 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/ 13,425 $735K <0.01% +600 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,241 $726K <0.01% +407 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,860 $705K <0.01% -828 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 12,735 $698K <0.01% +161 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,405 $680K <0.01% 0 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 12,055 $661K 0.01% -23,861 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 11,656 $639K 0.13% -1,254 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 11,579 $635K 0.07% new 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11,550 $633K 0.04% -5,626 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,336 $621K <0.01% -11,286 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 11,197 $614K <0.01% +439 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 10,646 $584K 0.04% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 10,458 $573K 0.7% -77 13F-HR Timeline CX Institutional More: the full row for CX Institutional 8,980 $492K 0.02% -374 13F-HR/A Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,807 $483K <0.01% +2,001 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 8,765 $480K 0.15% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,695 $477K <0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,108 $444K 0.01% +19 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 8,000 $438K 0.06% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 7,928 $435K <0.01% -127 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,896 $433K 0.03% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 7,840 $430K 0.02% -332 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,760 $425K <0.01% -16,474 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,695 $422K <0.01% +341 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,691 $422K <0.01% -33,365 13F-HR Timeline Group Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 7,178 $393K 0.14% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 7,101 $389K 0.13% -525 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,612 $362K <0.01% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,488 $356K <0.01% -27,501 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,105 $335K <0.01% -1,507 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,986 $328K <0.01% new 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,973 $327K <0.01% +369 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 5,952 $326K <0.01% -2,509 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 5,875 $322K 0.09% +350 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,495 $301K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,455 $298K <0.01% +327 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,304 $291K 0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,941 $271K <0.01% -401 13F-HR/A Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,892 $268K 0.01% +560 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 4,790 $263K 0.14% new 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 4,739 $260K 0.14% -17,545 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,728 $259K 0.01% 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,560 $251K 0.07% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,472 $244K <0.01% 0 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,318 $237K 0.17% 0 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 4,310 $236K 0.22% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,153 $228K <0.01% +78 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,005 $220K <0.01% new 13F-HR Timeline Group Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 4,004 $219K 0.08% -35 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,975 $218K 0.09% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,953 $217K 0.01% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,861 $212K <0.01% new 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 3,855 $211K 0.04% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,846 $211K 0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,824 $210K <0.01% -9,700 13F-HR/A Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,809 $209K 0.02% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,782 $207K <0.01% -871 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,750 $206K 0.04% new 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 3,787 $203K 0.09% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,400 $186K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,271 $179K <0.01% -134 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,821 $99.8K <0.01% -1,242 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,795 $98.4K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,733 $95K <0.01% +64 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,684 $92K <0.01% -147 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,624 $89K <0.01% -64 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,327 $72.7K <0.01% -145 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,017 $55.7K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 814 $44.6K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 756 $41.4K <0.01% 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 755 $41.4K <0.01% 0 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. 700 $38.4K <0.01% new 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 630 $34.5K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 577 $31.6K <0.01% 0 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 546 $29.9K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 543 $29.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 500 $27.4K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 401 $22K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 386 $21.1K 0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 383 $21K 0.01% +7 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 375 $20.6K <0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 285 $16K <0.01% 0 13F-HR/A Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 272 $14.9K <0.01% +172 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 225 $12.3K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 200 $11K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 179 $9.81K <0.01% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 176 $9.65K <0.01% 0 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 166 $9.1K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 162 $8.88K <0.01% +68 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 140 $7.67K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 137 $7.53K <0.01% +45 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 133 $7.29K <0.01% -6 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 132 $7.22K <0.01% +2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 117 $6.41K <0.01% -1,579 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 100 $5.48K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 98 $5.36K <0.01% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 46 $3K <0.01% +11 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 54 $2.96K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 37 $2.05K <0.01% new 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 31 $1.71K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 24 $1.31K <0.01% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 12 $658 <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6 $329 <0.01% -3 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5 $274 <0.01% 0 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2 $110 <0.01% new 13F-HR Timeline Group 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. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.