JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,183,009 $374M 0.02% +389,311 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,384,364 $285M 6.61% +163,250 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,281,315 $153M 0.01% +105,878 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 874,689 $104M 4.81% +2,660 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 655,751 $78.3M 0.53% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 650,335 $77.6M 0.85% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 594,808 $71M 0.09% -104,681 13F-HR Timeline Group Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 525,300 $62.7M new Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 482,898 $57.6M 0.72% +133,970 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 348,109 $41.5M <0.01% -10,227 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 315,265 $37.6M 18.07% +8,303 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 271,035 $32.3M +201,208 Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 267,295 $31.4M 0.08% +4,593 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 221,238 $26.4M 0.01% +88,134 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 213,109 $25.4M <0.01% -445,167 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 208,466 $24.9M -28,108 Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 200,040 $23.9M 0.57% -218,440 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 150,034 $17.9M 1.81% -7,936 13F-HR Timeline Group Saudi Central Bank More: the full row for Saudi Central Bank 144,151 $15.8M 0.21% 0 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 130,740 $15.6M 0.11% +6,810 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 130,606 $15.6M <0.01% -27,117 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 124,900 $14.9M 1.69% +2,368 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 122,966 $14.7M 0.01% -10,150 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 101,080 $12.1M 1.85% 0 13F-HR/A Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 98,477 $11.8M 0.3% +25,515 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 98,508 $11.4M 0.03% +97,008 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 94,725 $11.3M 0.07% +1,724 13F-HR Timeline Group James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 88,915 $10.6M 0.38% +31,650 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 85,821 $10.2M 0.55% +45,227 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 85,342 $10.2M <0.01% +5,206 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 85,009 $10.1M 3.55% -4,893 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 82,935 $9.9M 1.91% +3,112 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 79,720 $9.51M 0.13% 0 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 79,372 $9.47M 0.91% +7,056 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 74,842 $8.93M <0.01% -139,246 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 73,253 $8.74M 0.47% +9,771 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 69,595 $8.3M 0.01% -18,218 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 60,921 $7.27M 0.01% new 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 60,099 $7.17M 0.01% -150 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 59,584 $7.11M 0.02% +22,150 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 59,210 $7.07M <0.01% +4,648 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 55,763 $6.66M 0.12% -13,028 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 48,415 $5.78M 0.02% +280 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 48,381 $5.77M 0.01% +5,438 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 46,855 $5.59M <0.01% +5,990 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 46,317 $5.53M 0.11% -972 13F-HR Timeline Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 44,713 $5.34M 0.08% -5,659 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 43,637 $5.21M 0.01% -17,011 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 42,576 $5.08M <0.01% +455 13F-HR Timeline Group Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 42,108 $5.02M 4.12% +11,031 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 41,946 $5.01M 0.09% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 36,840 $4.4M 0.08% -1,310 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 36,352 $4.34M 0.09% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 35,020 $4.18M 0.2% -1,817 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 33,957 $4.05M 0.55% -5,249 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 33,364 $3.98M 0.02% -293,902 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 31,844 $3.8M 0.01% +6,264 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 30,000 $3.58M 0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 27,704 $3.31M <0.01% +704 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 27,075 $3.23M <0.01% -6,271 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 28,251 $3.22M 0.38% -2,836 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 26,852 $3.2M 0.05% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 25,985 $3.1M 0.04% 0 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 25,862 $3.09M 0.44% +1,142 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 25,050 $2.99M <0.01% -5,918 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 25,048 $2.99M 0.87% +24,911 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 23,966 $2.86M <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 23,958 $2.86M <0.01% -112 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 23,954 $2.86M 0.01% -287 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 23,864 $2.85M <0.01% +1,482 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 23,810 $2.84M <0.01% +11,420 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 23,265 $2.78M 0.03% -11,815 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 22,964 $2.74M <0.01% -25 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 21,946 $2.62M <0.01% -2,376 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 21,623 $2.58M 0.2% -44,338 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 21,352 $2.51M 0.03% +20 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 20,255 $2.42M 1.63% -170 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 19,346 $2.31M 0.08% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 19,203 $2.29M 0.12% new 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 19,000 $2.27M 5.95% -3,000 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 18,578 $2.22M 0.3% +8,664 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 17,981 $2.15M <0.01% -260 13F-HR Timeline Group Climber Capital SA More: the full row for Climber Capital SA 21,087 $2.03M 1.24% +2,518 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,607 $1.98M <0.01% -446 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,482 $1.97M 0.16% +122 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,230 $1.94M 0.02% -3,062 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 15,884 $1.9M <0.01% -1,143 13F-HR Timeline Group FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 17,048 $1.87M 0.88% -5,803 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 14,955 $1.78M 0.01% -677 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 14,744 $1.76M <0.01% +6,957 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,161 $1.57M 0.01% +1,390 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,059 $1.56M 0.02% -7,205 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,648 $1.51M <0.01% +1,266 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,545 $1.5M 0.06% +1,262 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 11,800 $1.41M 0.76% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,789 $1.41M <0.01% +7,729 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,745 $1.4M 0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,979 $1.31M 0.02% -548 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 10,655 $1.27M 0.01% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 10,589 $1.26M 0.96% -894 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,546 $1.26M 0.01% -1,149 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,085 $1.2M 0.03% -50 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 8,983 $1.07M 1.01% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,764 $1.05M 0.01% -104 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 8,721 $1.04M 0.71% +2,210 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,705 $1.04M 0.26% +95 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 8,243 $984K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,130 $970K <0.01% -248 13F-HR Timeline Group TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 8,040 $959K +4,020 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,914 $944K 0.01% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,787 $929K <0.01% -1 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 7,395 $882K 0.36% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,256 $866K <0.01% -344 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,859 $818K 0.01% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,828 $815K <0.01% 0 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,693 $799K 0.03% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,506 $776K <0.01% 0 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,389 $762K 0.03% +837 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,139 $733K 0.02% -756 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 6,550 $720K 0.14% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,310 $712K 0.29% +1,048 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,912 $705K 0.06% +3,047 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,842 $697K 0.01% -328 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,695 $680K <0.01% -10 13F-HR/A Timeline Summa Corp. More: the full row for Summa Corp. 5,500 $656K 0.21% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,321 $635K <0.01% +21 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,260 $628K 0.15% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 5,048 $602K 0.29% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,018 $599K <0.01% -133 13F-HR Timeline Group Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,962 $592K 0.45% +5 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,917 $587K <0.01% +671 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,838 $577K 0.07% +500 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,800 $573K 0.22% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,796 $572K <0.01% +1,801 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,760 $568K <0.01% -2,387 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,704 $561K 0.28% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,588 $547K 0.05% -1,196 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,563 $544K <0.01% +596 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4,547 $543K 0.18% -214 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,545 $542K 0.07% -1,419 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,496 $537K <0.01% +81 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,590 $533K <0.01% -74 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,353 $519K 0.05% -50 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,266 $509K <0.01% +34 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,177 $498K <0.01% +270 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,988 $476K 0.01% -49 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,776 $451K 0.01% +13 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,645 $435K 0.01% 0 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,636 $434K 0.08% -400 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,592 $429K 0.49% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,532 $421K 0.01% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,401 $406K <0.01% -223 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 3,400 $406K 0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,308 $395K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3,196 $381K <0.01% +3,168 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 3,039 $363K 0.02% 0 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,021 $361K 0.03% -715 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,004 $358K 0.02% -58,099 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,835 $338K 0.04% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,709 $323K 0.03% new 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 2,552 $304K <0.01% -674 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,500 $298K 0.1% -3,255 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 2,457 $293K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,431 $290K <0.01% -487 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,118 $253K 0.02% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,080 $248K 0.03% -651 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,028 $242K <0.01% new 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 1,993 $238K 0.07% -1,054 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,983 $237K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,983 $237K <0.01% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,968 $231K 0.18% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,815 $217K 0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,704 $203K <0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,693 $202K <0.01% new 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,690 $202K 0.08% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,715 $200K <0.01% +62 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,355 $159K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,194 $142K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,133 $135K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 1,290 $124K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 872 $104K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 717 $85.6K <0.01% +674 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 704 $84K 0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 708 $84K <0.01% -44 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 687 $82K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 607 $72.5K 0.01% -548 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 476 $56.8K <0.01% +469 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 366 $43.7K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 350 $41.8K <0.01% +2 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 314 $37.5K <0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 306 $36.5K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 296 $35.3K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 276 $33K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 276 $32.9K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 250 $29.8K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 242 $28.9K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 226 $27K <0.01% +11 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 220 $26.3K 0.02% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 216 $25.8K 0.02% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 200 $23.9K <0.01% +100 13F-HR Timeline