BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 987,996 $44M <0.01% +49,412 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 596,452 $26.6M 0.01% +162,050 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 217,581 $9.7M 3.27% +42,310 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 214,389 $9.55M 0.25% +4,188 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 136,392 $6.08M 0.01% +130,842 13F-HR/A Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 75,259 $3.36M 0.06% -6,215 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 71,647 $3.19M 0.4% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 63,075 $2.81M <0.01% +10,656 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 59,798 $2.67M 0.01% +4,459 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 56,260 $2.51M <0.01% +774 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 43,093 $1.92M 0.02% +2,300 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 40,695 $1.81M 0.85% -633 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 37,830 $1.69M <0.01% new 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 36,170 $1.61M 0.01% -1,640 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 30,510 $1.36M 0.15% -325 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 28,078 $1.25M 0.13% +1,209 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 21,234 $947K <0.01% +3,964 13F-HR/A Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 20,688 $922K 0.59% +2,077 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 20,274 $903K <0.01% +3,448 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 18,450 $822K <0.01% -3,088 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 17,259 $769K 0.01% +1,532 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,758 $658K <0.01% -991 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 12,580 $561K 0.08% +236 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,500 $512K <0.01% +2,279 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 8,923 $398K <0.01% -1,698 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 8,595 $383K 0.07% 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,942 $354K <0.01% +755 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 7,920 $353K <0.01% +790 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,285 $325K <0.01% +376 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,505 $290K <0.01% -1,207 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,355 $239K 0.16% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,856 $216K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,394 $196K <0.01% -192 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 4,355 $194K 0.21% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,847 $171K 0.12% +1,543 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,289 $147K <0.01% +3,162 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,899 $84.6K <0.01% -72 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,071 $47.7K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 415 $18.4K <0.01% -12 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 329 $14.7K <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 257 $11.5K <0.01% +257 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $11.1K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 200 $8.91K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 118 $5.19K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 74 $3.28K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 50 $2.23K <0.01% 0 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13 $579 <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 10 $452 <0.01% 0 13F-HR Timeline 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.