JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,953,649 $244M 0.02% -23,351 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 1,399,830 $116M 3.27% +168,810 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,062,190 $87.8M 0.01% +25,977 13F-HR Timeline Group PRAGMA GESTAO DE PATRIMONIO LTD More: the full row for PRAGMA GESTAO DE PATRIMONIO LTD 799,000 $66M 28.85% +559,000 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 789,214 $65.2M 2.23% +4,940 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 780,910 $64.5M 4.49% +26,650 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 739,956 $61.1M 0.11% -16,863 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 543,129 $44.9M 0.01% -41,803 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 402,315 $33.2M 0.01% +232,652 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/ 297,281 $24.6M <0.01% -221,502 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 272,976 $22.6M 0.46% -16,480 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 241,625 $20M <0.01% +5,684 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 202,627 $16.7M 0.05% -6,461 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 185,692 $15.3M <0.01% +129,714 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 169,272 $14M 1.86% -1,395 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 152,858 $12.6M 10.56% +54,705 13F-HR/A Timeline Saudi Central Bank More: the full row for Saudi Central Bank 144,151 $11.9M 0.49% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 129,123 $10.7M 0.01% -270 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 124,060 $10.2M 0.6% -360 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 122,493 $10.1M <0.01% +9,256 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 114,147 $9.45M 1.71% +5,099 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 109,539 $9.05M 3.54% +6,887 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 109,145 $9.02M 1.23% -2,235 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 104,422 $8.63M 0.08% +4,365 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 91,577 $7.57M <0.01% -300,256 13F-HR/A Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 81,409 $6.73M 1.33% +2,435 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 $6.52M 0.1% 0 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 74,741 $6.18M 0.01% +501 13F-HR/A Timeline Group Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 73,980 $6.11M 0.09% +5,514 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 68,209 $5.64M <0.01% +47,111 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 67,607 $5.59M 0.01% +10,316 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 64,527 $5.33M 0.78% -743 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 60,890 $5.03M 0.02% +8,206 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 57,040 $4.71M 0.87% +10,343 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 54,963 $4.54M 0.19% +5,018 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 54,147 $4.47M 0.35% -55,003 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 53,230 $4.4M <0.01% +45,980 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 52,316 $4.32M <0.01% +42,599 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 49,720 $4.11M 0.03% +120 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 49,634 $4.1M 0.16% +2,510 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 48,480 $4.01M 0.09% +264 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 43,826 $3.62M 0.62% -70 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 43,205 $3.57M 0.11% -109 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 41,800 $3.45M <0.01% new 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 41,193 $3.4M 0.51% -918 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 39,738 $3.28M 0.2% -927 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 39,278 $3.25M 0.01% +189 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 38,340 $3.15M 0.02% -8,942 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 36,783 $3.04M <0.01% -830 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 36,352 $3M 0.08% 0 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 34,960 $2.89M 0.01% +17,710 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 34,481 $2.85M <0.01% +1,644 13F-HR Timeline Group James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 34,210 $2.83M 0.11% -3,140 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 32,620 $2.77M 1.73% -2,829 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 31,991 $2.64M <0.01% +118 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 31,590 $2.61M 0.38% -1,591 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,114 $2.57M 0.05% new 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 32,670 $2.34M 1.5% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 28,165 $2.33M 0.04% +75 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 27,040 $2.23M <0.01% -41 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 26,160 $2.16M 0.03% -294 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 25,907 $2.14M 0.01% -135 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 25,724 $2.12M 0.21% -1,780 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 24,586 $2.03M 2.2% -11,897 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 24,200 $2M <0.01% -34,700 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 $1.89M <0.01% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,256 $1.76M 0.04% -978 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 20,984 $1.73M 0.42% +577 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 20,332 $1.68M 0.01% -737 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 20,033 $1.66M 0.02% -1,071 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 19,944 $1.65M 0.01% -1,183 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 19,930 $1.65M 0.16% -2,230 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 19,330 $1.6M <0.01% +459 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 17,944 $1.48M 0.24% +886 13F-HR/A Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 16,900 $1.4M <0.01% -7,600 13F-HR Timeline Group Gruss & Co., LLC More: the full row for Gruss & Co., LLC 16,500 $1.36M 6.37% +11,500 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 16,285 $1.35M 0.02% -10,300 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 14,142 $1.17M 0.01% -1,630 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 13,791 $1.14M <0.01% +1,779 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 13,395 $1.11M 1.04% +490 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 13,354 $1.09M 0.02% +990 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,578 $1.04M 0.02% -646 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 11,540 $953K <0.01% +6,040 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 10,534 $870K <0.01% +3,115 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,503 $868K 0.01% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,126 $837K <0.01% -21 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 9,582 $792K <0.01% -6,390 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 9,418 $778K 0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,253 $764K 0.07% +429 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,789 $736K 0.01% -63 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,570 $708K 0.26% +37 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,129 $672K <0.01% -152,000 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,914 $654K 0.01% -357 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 7,821 $646K <0.01% 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,788 $643K <0.01% 0 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,753 $641K <0.01% -40 13F-HR/A Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 7,590 $627K 0.32% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 7,527 $622K 0.03% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,859 $567K 0.01% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,693 $553K 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. 6,546 $541K <0.01% +40 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,410 $530K 0.01% +2 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,330 $523K <0.01% -146 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 6,087 $503K 0.19% -538 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 6,078 $502K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,981 $494K <0.01% -3,981 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,905 $488K <0.01% -6,910 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,706 $471K 0.07% +499 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,686 $470K 0.01% -55 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,558 $459K <0.01% 0 13F-HR Timeline Group Summa Corp. More: the full row for Summa Corp. 5,500 $454K 0.24% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,260 $435K 0.11% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,235 $433K <0.01% -953 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,104 $422K <0.01% +2,355 13F-HR/A Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,053 $417K 0.02% -726 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,052 $417K 0.19% -1,140 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,831 $399K 0.05% -1,914 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,779 $398K <0.01% -1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,795 $396K 0.04% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,733 $391K <0.01% +12 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,704 $389K 0.19% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 4,455 $368K <0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,295 $355K <0.01% -150 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,214 $348K 0.02% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,020 $332K 0.03% 0 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,986 $329K 0.01% -20 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 3,898 $322K <0.01% -346 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,836 $317K 0.05% -180 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,733 $308K <0.01% +19 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,717 $307K 0.01% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,690 $305K 0.03% +25 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,645 $301K 0.01% 0 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,616 $299K 0.01% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,592 $297K 0.41% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,537 $293K 0.17% -212 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,446 $285K <0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,308 $273K <0.01% 0 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 3,198 $264K 0.11% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,152 $260K <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 $251K <0.01% 0 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 3,000 $248K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,979 $246K 0.04% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,622 $217K 0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,576 $213K 0.01% new 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,539 $210K <0.01% new 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,500 $207K 0.11% -714 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 2,457 $203K 0.02% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,933 $160K 0.04% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,644 $136K +285 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,631 $135K <0.01% -28 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 $117K <0.01% 0 13F-HR/A Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,355 $112K <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 1,350 $112K 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,194 $98.6K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 873 $72.1K <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. 758 $63K <0.01% -465 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 648 $53.5K <0.01% +123 13F-HR 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 $36.5K <0.01% 0 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 383 $32K <0.01% 0 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 366 $30.2K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 316 $26.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 302 $25K <0.01% -112 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 296 $24.5K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 275 $22.7K <0.01% +1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 250 $20.7K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 242 $20K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 216 $17.8K 0.01% 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 196 $16.2K 0.01% +1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 145 $12K <0.01% -122 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 138 $11.4K <0.01% +92 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 110 $9.09K 0.01% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 100 $8.26K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 100 $8.26K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 80 $6.61K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 50 $4.13K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 44 $3.63K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 28 $2.31K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 25 $2.07K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 20 $1.65K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20 $1.65K <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 $1.49K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18 $1.45K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13 $1.07K <0.01% 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) 11 $909 <0.01% -206 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7 $578 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6 $496 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6 $496 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5 $413 <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.