JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,977,000 $220M 0.02% -61,713 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,231,020 $91.1M 2.67% -4,765 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,036,213 $76.7M 0.01% -4,233 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. 784,274 $58M 2.26% +14,402 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 754,260 $55.8M 4.54% new 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 756,819 $49.2M 0.1% -85,114 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 604,781 $44.8M 0.08% new 13F-HR/A Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 584,932 $43.3M 0.02% +68,750 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/ 518,783 $38.4M <0.01% +255,456 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 395,613 $29.3M 1.23% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 391,833 $29M 0.01% +320,101 13F-HR/A Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 289,456 $21.4M 0.51% -12,407 13F-HR Timeline Group PRAGMA GESTAO DE PATRIMONIO LTD More: the full row for PRAGMA GESTAO DE PATRIMONIO LTD 240,000 $17.8M 9.51% +70,000 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 235,941 $17.5M <0.01% -221,283 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 231,213 $17.1M 0.33% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 209,088 $15.5M 0.05% -3,850 13F-HR/A Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 170,667 $12.6M 1.64% +9,145 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 169,663 $12.6M <0.01% +90,247 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 160,129 $11.8M 0.06% -179 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 129,393 $9.57M 0.01% +8,357 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 124,420 $9.21M 0.58% +1,427 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 113,237 $8.38M <0.01% +74,113 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 111,380 $8.24M 1.65% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 109,150 $8.08M 0.66% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 102,652 $7.6M 3.45% +32,014 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 109,048 $7.43M 1.62% +5,865 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 100,057 $7.4M 0.08% +19,564 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 98,153 $7.26M 7.85% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 85,732 $6.34M 0.01% +66,674 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 78,974 $5.84M 1.74% new 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. 78,935 $5.84M 0.1% -210 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 74,240 $5.49M 0.01% -9,854 13F-HR Timeline Group Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 68,466 $5.07M 0.09% +4,902 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 65,270 $4.83M 0.81% -3,362 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 58,900 $4.36M 0.01% +33,600 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 57,291 $4.24M 0.01% -6,072 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 55,978 $4.14M <0.01% -18,392 13F-HR/A Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 52,684 $3.9M 0.03% +26,252 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 49,945 $3.7M 0.16% 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 49,600 $3.67M 0.03% +1,893 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 48,216 $3.57M 0.09% +466 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 47,124 $3.49M 0.3% new 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 46,697 $3.46M 0.7% -1,860 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 47,282 $3.39M 0.03% -7,960 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 43,896 $3.25M 0.63% -203 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 43,314 $3.21M 0.11% +218 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 42,111 $3.12M 0.49% +1,256 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 40,665 $3.01M 0.2% -10,960 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 39,089 $2.89M 0.01% +294 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 37,613 $2.78M <0.01% +3,770 13F-HR Timeline Group James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 37,350 $2.76M 0.12% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 35,449 $2.73M 1.88% -2,631 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 36,483 $2.7M 2.9% +10,245 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 36,352 $2.69M 0.1% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 33,181 $2.46M 0.44% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 32,837 $2.43M <0.01% -366 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 31,873 $2.36M <0.01% 0 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 28,417 $2.1M 0.18% new 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 28,090 $2.08M 0.04% -1,242 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 27,504 $2.04M 0.22% -7,190 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 27,081 $2M <0.01% -229 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 26,585 $1.97M 0.03% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 26,454 $1.96M 0.03% +12 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 26,042 $1.93M 0.01% -404 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 24,500 $1.81M <0.01% -14,000 13F-HR Timeline Group Climber Capital SA More: the full row for Climber Capital SA 32,670 $1.79M 1.41% -5 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 22,927 $1.7M <0.01% +20 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 22,234 $1.65M 0.05% +2,583 13F-HR/A Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 22,160 $1.64M 0.19% -8,500 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 21,127 $1.56M 0.01% -444 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 21,104 $1.56M 0.02% -291 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 21,098 $1.56M <0.01% +2,203 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 21,069 $1.56M 0.01% +1,621 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 20,407 $1.51M 0.41% +1,214 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 19,493 $1.44M 0.27% -186 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 18,871 $1.4M <0.01% -125 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 17,250 $1.28M <0.01% +11,850 13F-HR/A Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 17,058 $1.26M 0.24% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 15,972 $1.18M <0.01% -5,564 13F-HR/A Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 15,772 $1.17M 0.01% +1,911 13F-HR Timeline Gray Foundation More: the full row for Gray Foundation 14,800 $1.1M 0.34% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,224 $979K 0.02% -1,101 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,815 $948K <0.01% +6,729 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 12,364 $912K 0.02% -5,321 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 12,012 $889K <0.01% -5,676 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 12,905 $845K 0.89% -760 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,147 $751K <0.01% -13 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 9,962 $737K <0.01% +9,861 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,717 $719K -172,721 Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 9,418 $697K 0.01% -8,600 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 9,245 $684K 0.33% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,852 $655K 0.01% -120 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,824 $653K 0.07% -631 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 8,561 $634K <0.01% +1,890 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,533 $631K 0.25% +677 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,271 $612K 0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,821 $579K <0.01% 0 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,793 $577K <0.01% -61 13F-HR/A Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,788 $576K <0.01% 0 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 7,590 $557K 0.31% +1,040 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 7,419 $549K <0.01% +400 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 7,250 $536K <0.01% -578 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,859 $508K 0.01% new 13F-HR/A Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,745 $499K 0.06% -7,199 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,693 $495K 0.03% 0 13F-HR/A Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 6,625 $490K 0.21% -12 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,506 $481K <0.01% -30 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,476 $479K <0.01% +217 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,408 $474K 0.01% +31 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,192 $458K 0.22% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,188 $458K <0.01% -827 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,779 $428K 0.02% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,741 $425K 0.01% 0 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,558 $411K <0.01% +100 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 5,500 $407K <0.01% 0 13F-HR Timeline Group Summa Corp. More: the full row for Summa Corp. 5,500 $407K 0.24% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,260 $389K 0.11% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,207 $385K 0.06% +20 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 5,000 $370K 1.61% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,795 $355K 0.04% -41 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,780 $354K <0.01% +1 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,721 $349K <0.01% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,704 $348K 0.18% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 4,455 $330K <0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,445 $329K <0.01% -66 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,244 $314K <0.01% 0 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,214 $312K 0.02% -1,820 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,020 $297K 0.03% 0 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,016 $297K 0.05% -100 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,006 $296K 0.01% -331 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,749 $285K 0.19% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,714 $275K <0.01% -222 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,665 $271K 0.03% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,645 $270K 0.01% 0 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,592 $266K 0.39% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,308 $245K <0.01% -363 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,250 $240K <0.01% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,214 $238K 0.14% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,198 $237K 0.12% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,152 $233K <0.01% 0 13F-HR/A Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,039 $225K <0.01% 0 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 3,000 $222K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,979 $220K 0.04% -756 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,749 $204K <0.01% -2,356 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,933 $143K 0.03% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,855 $137K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,659 $123K <0.01% -89 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/ 1,413 $105K <0.01% -150 13F-HR Timeline Group Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,389 $103K <0.01% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,359 $101K +815 Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,355 $100K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,223 $90K <0.01% -991 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,194 $88.4K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 873 $64.6K <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 525 $39K <0.01% -88 13F-HR/A Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 442 $32.7K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 414 $30.6K <0.01% +276 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 383 $28K <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 366 $27.1K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 316 $23.4K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 296 $21.9K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 267 $20K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 274 $19.9K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 250 $18.5K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 242 $17.9K <0.01% 0 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) 217 $16.4K <0.01% +34 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 195 $14.4K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 154 $11K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 110 $8.14K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 100 $7.4K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $7.4K <0.01% 0 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 80 $5.92K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 50 $3.7K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 46 $3.4K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 44 $3.26K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 35 $2.59K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 28 $2.07K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18 $2K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 25 $1.85K <0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20 $1.49K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 20 $1.48K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 18 $1.34K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7 $518 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6 $444 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6 $444 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5 $370 <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.