BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,641,070 $26.6M <0.01% +652,062 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 600,526 $9.78M 0.02% +335,977 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 541,109 $8.78M 0.65% +338,043 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 387,700 $6.29M 0.01% +242,600 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 365,783 $6.08M 1.37% +35,843 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 337,730 $5.48M 0.91% -2,805 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 228,518 $3.71M 0.55% +134,130 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 172,445 $2.8M 0.02% +76,250 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 141,680 $2.3M <0.01% -2,416 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 137,620 $2.23M 0.59% +66,350 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 110,635 $1.79M 0.03% +678 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 106,310 $1.77M 0.06% +53,155 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 103,052 $1.67M 0.17% +46,997 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 102,869 $1.67M <0.01% +34,633 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 102,446 $1.66M 0.01% +51,223 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 87,755 $1.42M 0.01% new 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 81,332 $1.32M 3.78% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 78,020 $1.27M <0.01% +20,665 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 73,073 $1.19M <0.01% +63,041 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 62,360 $1.04M 0.01% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 50,469 $819K <0.01% -12,031 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 42,421 $688K <0.01% +15,061 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 41,828 $678K 0.57% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 39,261 $637K 0.06% +9,684 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 39,147 $635K <0.01% -3,921 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 35,902 $582K <0.01% 0 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 32,256 $523K <0.01% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 30,285 $491K <0.01% +16,501 13F-HR/A Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 29,680 $490K <0.01% -3,269 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 30,136 $489K 0.01% +17,418 13F-HR Timeline Group Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 21,559 $350K 0.21% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,924 $339K <0.01% -35,154 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 20,282 $329K 0.02% +10,141 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 20,000 $324K 0.03% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 19,634 $318K <0.01% -9,877 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 18,649 $302K <0.01% +10,000 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 18,578 $301K 0.02% +6,754 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 17,230 $279K 0.03% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,581 $269K <0.01% new 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 16,504 $268K <0.01% +1,690 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,765 $239K 0.02% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,589 $237K <0.01% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 14,084 $234K 0.02% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 14,366 $233K 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,044 $228K <0.01% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 13,380 $217K 0.01% new 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 12,298 $204K 0.01% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 12,440 $202K 0.15% 0 13F-HR/A Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 11,984 $194K <0.01% new 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 10,788 $173K <0.01% +8,343 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 10,624 $172K <0.01% new 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,343 $168K <0.01% new 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 10,312 $167K 0.06% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 10,532 $165K 0.09% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,285 $151K <0.01% -76 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,007 $97.4K <0.01% +1,007 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,500 $89K <0.01% +2,796 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,564 $81.3K <0.01% +2,782 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,895 $79.4K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,951 $64.1K <0.01% +380 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 1,376 $22.3K <0.01% new 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 53 $860 <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.