Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 6,395,351 $302M 0.12% 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 716,664 $33.9M 0.01% +79,673 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 652,875 $30.9M 0.09% +2,727 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 570,886 $27M +508,308 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 490,125 $23.2M <0.01% +64,201 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 387,824 $18.4M <0.01% +363,036 13F-HR Timeline Group TT Capital Management LLC More: the full row for TT Capital Management LLC 289,726 $13.7M 10.69% +7,565 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 287,639 $13.6M 3% 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 276,200 $13.1M 0.63% 0 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 275,000 $13M 0.19% +10,000 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 264,830 $12.5M 1.67% +48,936 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 255,448 $12.1M 0.06% -16,443 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 251,777 $11.9M 5.06% -4,258 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 233,474 $11.1M 0.05% -1,288 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 167,958 $7.99M 0.09% -9,458 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 151,814 $7.19M 0.33% +23,308 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 148,459 $7.04M 0.8% +143,333 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 147,420 $6.98M 1.13% -3,316 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 143,364 $6.78M 0.96% -95,227 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 140,482 $6.65M 0.46% -5,500 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 138,199 $6.54M 1.25% -6,218 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 137,186 $6.5M 0.78% +5,012 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 136,090 $6.44M <0.01% +135,709 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 135,640 $6.42M 1.78% +14,231 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 133,209 $6.31M 0.37% new 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 112,170 $5.31M 1.01% +1,235 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 111,213 $5.27M <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 104,410 $4.94M 0.01% -3,125 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 97,107 $4.6M 0.05% -10,395 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 95,036 $4.5M 0.55% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 92,242 $4.37M 0.07% -6,679 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 91,654 $4.34M 0.14% +1,263 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 91,449 $4.33M 2.78% -1,495 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 90,229 $4.27M 1.51% -11,792 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 88,610 $4.2M 2.65% +1,655 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 84,611 $4.01M 1.15% +19,981 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 82,834 $3.92M <0.01% +119 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 78,454 $3.72M 0.01% +28,691 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 69,937 $3.31M 0.7% -9,260 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 69,032 $3.27M 1.05% +6,785 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 65,177 $3.09M <0.01% -92,178 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 64,190 $3.04M 0.3% +14,835 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 62,127 $2.94M <0.01% +39,923 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 59,186 $2.8M 0.02% +2,570 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 57,969 $2.75M 0.01% -3,120 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 57,410 $2.72M 0.28% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 54,123 $2.56M 0.14% +12,748 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 49,324 $2.34M 0.12% +5,877 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 48,157 $2.28M 0.05% -38,405 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 47,575 $2.25M 1.32% -11,252 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 47,354 $2.24M 0.73% +9,359 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 45,143 $2.14M 0.02% -3,735 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 45,116 $2.14M 0.09% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 44,604 $2.11M 0.01% +1,100 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 44,309 $2.1M 0.05% +9,616 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 43,515 $2.06M 0.02% -1,908 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 42,205 $2M 0.22% -3,445 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 39,752 $1.88M 1.86% +13,773 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 39,747 $1.88M <0.01% +1,350 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 39,657 $1.88M 0.03% +397 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 39,076 $1.85M +13,126 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 38,188 $1.81M <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 37,806 $1.79M <0.01% -21,605 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 37,382 $1.77M <0.01% +4,537 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 36,620 $1.73M 0.03% -246,641 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 36,130 $1.71M 0.49% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 35,256 $1.67M 0.08% +562 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 35,000 $1.66M 0.02% 0 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 34,367 $1.63M 0.02% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 33,580 $1.59M <0.01% +33,567 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 31,103 $1.47M <0.01% +2,994 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 29,442 $1.39M 0.1% +3,897 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 29,320 $1.39M 0.09% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 28,225 $1.34M 0.11% -6,254 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 27,740 $1.31M 0.14% +1,137 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 25,810 $1.23M 0.94% +1,723 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 25,844 $1.23M <0.01% +5,421 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 25,311 $1.2M 0.23% -13,168 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 24,948 $1.18M 0.45% +3,131 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 24,943 $1.18M <0.01% +2,012 13F-HR Timeline Group Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 24,816 $1.18M 0.17% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 24,491 $1.16M 0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 24,467 $1.16M <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,587 $1.12M 0.02% +15,806 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 22,867 $1.08M 0.64% +18 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22,832 $1.08M <0.01% new 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 22,808 $1.08M 0.13% +1,646 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 21,761 $1.03M 0.57% -3,962 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 21,045 $996K <0.01% +10,440 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 20,745 $982K 0.02% -22,548 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 20,288 $961K 0.2% -6,248 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,190 $956K <0.01% -32,600 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 20,000 $947K <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 19,440 $920K <0.01% -750 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 17,989 $920K 0.29% -9,758 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 19,016 $903K 0.06% -2,918 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 16,805 $796K 0.05% -710 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 16,410 $777K 0.02% -622 13F-HR Timeline Group Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 16,221 $768K 0.14% +776 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 15,116 $716K 0.51% +420 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,039 $712K <0.01% +3,192 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 14,216 $673K <0.01% +7,256 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 14,034 $665K 0.05% +584 13F-HR Timeline Virtus Fixed Income Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Fixed Income Advisers, LLC 13,535 $641K 0.4% new 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 13,360 $633K 0.04% -8,885 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 13,346 $632K 0.08% +6,912 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 13,304 $630K 0.03% -1,219 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 13,175 $624K 0.54% +4,117 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,078 $619K <0.01% -14,841 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 12,870 $609K 0.21% -413 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,327 $584K <0.01% -9,329 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 11,780 $558K 0.02% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,925 $517K 0.01% +1,205 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 10,894 $516K 0.05% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 10,861 $515K 0.03% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,807 $512K <0.01% +615 13F-HR Timeline Group Altium Investment Strategies LLC More: the full row for Altium Investment Strategies LLC 10,683 $506K 0.73% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,615 $503K 0.01% +4,802 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,491 $497K <0.01% +344 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 10,423 $494K 0.3% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,310 $488K <0.01% -6,766 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 10,301 $488K 0.09% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 10,208 $483K 0.02% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,991 $473K <0.01% new 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,323 $441K 0.03% -3,295 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 9,284 $440K 0.93% +2,849 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,121 $434K <0.01% +265 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 8,851 $419K 0.23% +3,520 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,683 $411K <0.01% +2,254 13F-HR Timeline Group SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 8,671 $411K 0.44% +1,858 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 8,659 $410K 0.31% -232 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 8,454 $400K 0.19% -225 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,386 $397K 0.02% new 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 8,310 $393K 0.05% +1,259 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 8,221 $391K 0.06% +2,477 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,796 $369K 0.03% -32,111 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,794 $369K <0.01% new 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,600 $360K 0.07% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,504 $355K 0.01% -270 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,389 $350K 0.05% -413 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 7,361 $349K 0.08% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,101 $336K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,667 $316K <0.01% -2 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,432 $305K 0.01% +1,117 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6,405 $303K 0.05% -875 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,390 $303K <0.01% -8,268 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,316 $299K 0.01% +91 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 6,241 $295K 0.12% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,157 $292K 0.01% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,045 $286K 0.03% new 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 5,745 $272K 0.13% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,698 $270K 0.05% -3,473 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 5,621 $266K 0.15% +747 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,506 $261K 0.02% -111 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,438 $253K <0.01% -7 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,841 $229K <0.01% -1,010 13F-HR Timeline Group LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 4,788 $227K 0.1% -739 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,693 $222K 0.07% -699 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 4,670 $221K 0.03% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,574 $217K 0.01% new 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 4,529 $214K 0.04% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,406 $209K <0.01% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,324 $205K 0.05% -345 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,265 $202K 0.15% new 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 4,230 $201K 0.04% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,230 $200K 0.05% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,586 $170K <0.01% -200,359 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 3,159 $150K 0.1% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,527 $147K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,123 $53.2K 0.05% -47 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,040 $49.2K <0.01% -900 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 856 $40.5K <0.01% +400 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 830 $39.3K <0.01% -103 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 793 $37.5K <0.01% +393 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 762 $36.1K <0.01% -336 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 443 $21K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 281 $13.3K <0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 265 $12.6K <0.01% +2 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 229 $10.8K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 140 $6.63K <0.01% -5,555 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 140 $6.6K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 108 $5.11K <0.01% -671 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 48 $2.27K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 44 $2.1K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 29 $1.37K <0.01% +27 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 20 $947 <0.01% +6 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 19 $900 <0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 17 $794 <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 14 $663 <0.01% -21,758 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $523 <0.01% -6 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3 $143 <0.01% -23 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 84,400 $4K new 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.