BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,150,095 $53.5M <0.01% +231,333 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 556,153 $25.9M 0.01% +56,213 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 214,572 $9.99M 0.21% +2,709 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 183,354 $8.53M 2.55% +4,946 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 148,188 $6.88M 0.1% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 73,523 $3.42M <0.01% +8,121 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 57,829 $2.69M <0.01% +7,316 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 54,512 $2.54M 0.66% +9,971 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 50,326 $2.34M 0.03% -1,870 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 43,871 $2.04M <0.01% -14,573 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 41,136 $1.91M 0.86% +1,448 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 34,991 $1.63M 0.18% -1,822 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 29,393 $1.37M 0.12% -1,497 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 27,934 $1.3M 0.11% +1,636 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 24,302 $1.13M <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 22,393 $1.04M <0.01% +469 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 20,697 $963K 0.44% +464 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 20,605 $959K <0.01% +758 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 15,438 $718K 0.01% -2,702 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,276 $618K <0.01% +1,146 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,561 $585K <0.01% -11,613 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,892 $553K <0.01% +2,588 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 11,159 $519K <0.01% +7,870 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,833 $504K <0.01% -70,767 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,590 $493K <0.01% +3,277 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 10,261 $478K 0.22% +44 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 8,402 $391K <0.01% +1,240 13F-HR Timeline Group 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 7,906 $368K <0.01% -8 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,904 $368K <0.01% -32 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,106 $238K <0.01% -9,564 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,856 $226K <0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,677 $218K <0.01% -3,907 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,665 $217K <0.01% 0 13F-HR Timeline Group Luminist Capital LLC More: the full row for Luminist Capital LLC 4,355 $202K 0.17% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,313 $201K <0.01% new 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,847 $178K 0.09% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 394 $18.3K <0.01% -21 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $11.6K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 200 $9.3K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 50 $2.32K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 25 $1.16K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10 $466 <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 0 $17 <0.01% -92 13F-HR Timeline Group Amount filed as zero, left out of ratios.