BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 898,208 $40.5M <0.01% -144,919 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 609,597 $27.5M 0.01% +75,189 13F-HR/A Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 320,549 $14.3M 0.2% -82,637 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 243,778 $11M 0.12% +2,043 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 203,018 $9.16M 2.35% +6,925 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 83,968 $3.79M 0.93% +28,778 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 82,617 $3.73M 0.05% +17,483 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 79,727 $3.6M <0.01% +4,396 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 64,259 $2.9M <0.01% +7,343 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 58,157 $2.62M <0.01% +2,303 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 55,440 $2.5M <0.01% new 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 49,303 $2.22M <0.01% +42,737 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 48,500 $2.19M 1.21% +2,500 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 48,274 $2.18M <0.01% +231 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 47,633 $2.15M 0.79% +4,395 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 38,810 $1.75M <0.01% new 13F-HR Timeline Group Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 35,488 $1.6M 0.69% +23,455 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 31,837 $1.46M 0.11% +211 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 31,857 $1.44M 0.11% +2,801 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 25,786 $1.16M <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 21,927 $990K <0.01% -731 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,902 $988K <0.01% new 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 21,290 $960K 0.42% -997 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 16,462 $743K <0.01% +2,461 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 15,098 $681K <0.01% +7,920 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,290 $600K <0.01% -30 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,888 $581K <0.01% +981 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,922 $493K <0.01% +3,948 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,657 $436K <0.01% +19 13F-HR Timeline Group Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 8,812 $398K 0.36% +1,085 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,116 $321K <0.01% new 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 6,979 $315K 0.31% +860 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,937 $313K 0.01% -4,272 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,982 $225K <0.01% 0 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,958 $224K 0.02% -3,104 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,665 $210K <0.01% 0 13F-HR Timeline Group Luminist Capital LLC More: the full row for Luminist Capital LLC 4,355 $196K 0.26% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,373 $151K 0.08% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,300 $58.6K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,278 $57.7K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,086 $49K <0.01% -2,569 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 381 $17.2K <0.01% -13 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $11.3K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 200 $9.02K <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 177 $7.88K <0.01% +55 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 10 $452 <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 $32 <0.01% 0 13F-HR/A Timeline Group