Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,727,635 $53.8M 0.51% +441,816 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 709,148 $22M 1.51% +3,725 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 622,167 $19.3M 1.91% +59,534 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 462,961 $14.4M 1.04% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 367,731 $11.4M <0.01% +115,833 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 361,621 $11.2M <0.01% +155,301 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 354,253 $11M <0.01% +54,776 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 315,854 $9.82M 0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 276,742 $8.6M -3,127 Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 254,065 $7.9M 0.84% -1,228 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 215,900 $6.71M 3.69% -110,456 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 215,196 $6.69M <0.01% +11,548 13F-HR Timeline Group Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 182,943 $5.69M 12.47% +68,585 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 181,543 $5.64M <0.01% +62,399 13F-HR Timeline Group Obsido Oy More: the full row for Obsido Oy 159,672 $4.96M 3% +12,704 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 152,971 $4.75M <0.01% +10,273 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 143,689 $4.47M <0.01% +50,768 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 139,337 $4.33M 0.85% -1,316 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 136,901 $4.25M 0.32% +1,700 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 125,704 $3.89M 1.98% +282 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 122,142 $3.8M 0.02% +2,349 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 121,274 $3.77M <0.01% +29,400 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 116,318 $3.62M 0.01% +53,683 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 116,282 $3.59M 3.25% +4,592 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 113,863 $3.54M 0.01% new 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 103,191 $3.21M 1.52% +30,718 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 101,134 $3.14M 0.04% +92,495 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 93,836 $2.92M 0.02% new 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 87,617 $2.72M +29,501 Timeline Idaho Trust Co More: the full row for Idaho Trust Co 83,941 $2.61M 0.85% +10,727 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 79,454 $2.47M 0.01% +10,069 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 78,778 $2.45M 0.04% +52,690 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 72,671 $2.26M 0.13% new 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 66,234 $2.06M 0.84% +2,776 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 66,112 $2.05M 0.07% +7,130 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 63,583 $1.98M <0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 61,713 $1.92M 0.02% -5,233 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 57,440 $1.77M <0.01% +28,600 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 46,335 $1.44M 0.67% -1,735 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 46,186 $1.44M <0.01% +13,248 13F-HR Timeline Group Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 40,366 $1.25M 0.11% 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 38,210 $1.19M 0.23% +1,207 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 37,107 $1.15M 0.5% -284 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 35,377 $1.1M 0.02% -21,221 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 34,707 $1.08M <0.01% -1,700 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 34,240 $1.06M 0.24% +107 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 32,940 $1.02M 0.06% +27,845 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 32,357 $1.01M 0.19% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 31,975 $994K 0.01% +8,559 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 28,886 $898K <0.01% new 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 25,397 $789K 0.35% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 23,906 $743K 0.22% +22,412 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 23,834 $741K <0.01% +346 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 22,723 $706K <0.01% -1,522 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 22,406 $696K <0.01% -3,889 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 22,351 $695K <0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 20,737 $645K <0.01% +19,473 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 20,692 $643K <0.01% -243 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 19,887 $610K <0.01% +2,198 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 19,525 $607K <0.01% -51,652 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 18,645 $579K 0.12% new 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 18,736 $575K 0.65% -1,262 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,716 $551K 0.01% +11,213 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 17,491 $544K <0.01% +772 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,153 $533K 0.01% +8,290 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 17,033 $529K 0.14% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,740 $505K <0.01% -1,601 13F-HR Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 15,947 $496K 0.16% -132 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 15,680 $487K <0.01% +3,960 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 15,356 $477K 0.42% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 14,300 $444K 0.01% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 14,260 $443K 0.08% +906 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,825 $430K <0.01% +13,066 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 13,558 $421K 0.02% new 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,226 $349K <0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,010 $342K <0.01% 0 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,881 $338K 0.01% +28 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 10,572 $329K 0.11% -473,800 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 10,400 $323K 0.06% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 9,919 $308K 0.01% +1,388 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,721 $308K 0.08% new 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 9,569 $297K 0.27% 0 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 9,062 $282K 0.06% -164 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 8,911 $277K 0.09% +331 13F-HR Timeline Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 8,658 $269K 0.23% -164 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,479 $264K <0.01% -1,667 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 8,355 $260K 0.23% -21,596 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 7,860 $244K 0.03% +1,627 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7,179 $223K 0.05% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,524 $203K <0.01% +32 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5,874 $183K 0.03% -16,836 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,920 $122K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,714 $115K 0.01% +2,503 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,024 $94K <0.01% -1,769 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,664 $82.8K <0.01% -472 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,602 $80.9K <0.01% -448 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,796 $55.8K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,500 $46.6K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,465 $45.5K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,241 $38.6K <0.01% -437 13F-HR Timeline Group Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 909 $28.3K 0.01% +4 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 850 $26.4K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 693 $21.5K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 631 $20K <0.01% -340 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 600 $18.6K 0.01% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 504 $15.7K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 494 $15.4K <0.01% 0 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/ 460 $14.3K <0.01% 0 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 455 $14.1K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 400 $12.4K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 369 $11.5K <0.01% -23,573 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 248 $7.71K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 235 $7.32K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 220 $6.84K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 219 $6.81K <0.01% -35 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 204 $6.35K <0.01% +1 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 184 $5.72K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 177 $5.51K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 163 $5.07K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 105 $3.26K <0.01% new 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 68 $2.11K <0.01% new 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 73 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NFSG Corp More: the full row for NFSG Corp 62 $1.93K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 15 $466 <0.01% -12,005 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $311 <0.01% 0 13F-HR Timeline