Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 425,000 $11.1M 0.64% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 402,065 $10.4M 0.01% +379,440 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 283,933 $7.39M 0.96% -27,577 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 197,641 $5.14M 0.02% -25,844 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 156,079 $4.06M <0.01% +10,365 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 154,153 $4.01M 0.14% +58,273 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 151,197 $3.93M 0.04% +66,389 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 125,710 $3.27M 1.09% -19,241 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 122,989 $3.2M 1.6% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 108,928 $2.83M <0.01% +61,439 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 88,062 $2.29M <0.01% -12,376 13F-HR/A Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 58,806 $1.53M 0.02% +28 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 51,760 $1.35M 0.01% -1,522 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 50,378 $1.31M 0.11% +1,326 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 42,550 $1.11M 0.29% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 35,003 $910K 0.01% +1,344 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 31,789 $827K <0.01% +15,061 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 29,854 $777K 0.12% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 29,285 $762K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 24,483 $637K <0.01% -412,366 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,051 $574K <0.01% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,818 $541K 0.01% -5,072 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 20,800 $541K <0.01% +3,203 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,596 $510K <0.01% -5,554 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,921 $388K <0.01% +165 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 13,000 $338K <0.01% -5,000 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,667 $277K <0.01% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 10,320 $268K <0.01% +4 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,895 $205K <0.01% +212 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,709 $148K <0.01% +93 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,945 $129K 0.01% -2,182 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,030 $26.7K <0.01% +200 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,000 $26K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 965 $25.1K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 773 $20.1K <0.01% +91 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 560 $14.6K 0.01% +138 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 290 $7.54K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 220 $5.72K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 146 $3.8K <0.01% -392 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 145 $3.77K <0.01% -49 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 135 $3.52K <0.01% +45 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2 $63 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $21 <0.01% -1 13F-HR Timeline Group