JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,880,945 $263M 0.02% -72,704 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,195,813 $109M 0.01% +133,623 13F-HR/A Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,077,944 $98.3M 3.06% +288,730 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 831,340 $75.8M 1.96% -568,490 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 807,249 $73.6M 4.47% +26,339 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 733,327 $66.9M 0.11% -6,629 13F-HR Timeline Group PRAGMA GESTAO DE PATRIMONIO LTD More: the full row for PRAGMA GESTAO DE PATRIMONIO LTD 604,000 $55.1M 23.72% -195,000 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 522,679 $47.7M 0.02% -20,450 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 492,277 $44.9M 0.01% +89,962 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 329,876 $30.1M 0.01% +238,299 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 300,666 $27.4M 0.41% +27,690 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 275,239 $25.1M <0.01% +33,614 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 257,276 $23.5M 0.07% +54,649 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 214,735 $19.6M 0.02% new 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/ 210,168 $19.2M <0.01% -87,113 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 201,056 $18.3M 0.02% +71,933 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 165,578 $15.1M 1.89% -3,694 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 164,540 $15M 9.99% +11,682 13F-HR/A Timeline Saudi Central Bank More: the full row for Saudi Central Bank 144,151 $13.1M 0.5% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 121,254 $11.1M 0.61% -2,806 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 116,858 $10.7M 1.68% +2,711 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 109,145 $9.96M 1.27% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 108,656 $9.91M 3.6% -883 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 100,886 $9.2M 0.08% -3,536 13F-HR Timeline Group Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 97,790 $9.09M 0.06% +59,450 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 88,103 $8.04M 1.21% +6,694 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 84,991 $7.75M <0.01% -100,701 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 80,886 $7.38M 0.01% new 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 79,020 $7.21M 0.11% +85 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 72,956 $6.66M 0.01% -1,785 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 71,768 $6.55M 0.48% +17,621 13F-HR Timeline Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 69,070 $6.3M 0.1% -4,910 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 68,113 $6.21M <0.01% -96 13F-HR Timeline Group EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 67,829 $6.19M 1.07% +10,789 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 63,757 $5.82M 0.78% -770 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 63,051 $5.75M 0.19% +13,417 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 58,832 $5.37M 0.01% -2,058 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 57,928 $5.28M 0.01% -9,679 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 57,270 $5.22M 0.01% +22,310 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 53,180 $4.85M <0.01% -50 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 53,156 $4.85M <0.01% +840 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 52,179 $4.76M 0.1% +3,699 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 49,100 $4.48M 0.01% +7,300 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 47,830 $4.36M 0.03% -1,890 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 43,301 $3.95M 0.61% -525 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 43,251 $3.95M 0.09% +46 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 42,549 $3.88M <0.01% +5,766 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 40,082 $3.66M 0.01% +804 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 39,797 $3.63M 0.52% -1,396 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 39,727 $3.62M 0.14% -15,236 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 38,920 $3.55M 0.2% -818 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 36,433 $3.33M 0.17% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 36,352 $3.32M 0.08% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 34,562 $3.15M <0.01% +81 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 34,267 $3.13M <0.01% +22,727 13F-HR Timeline Group James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 34,210 $3.12M 0.11% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 33,961 $3.1M 0.11% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 32,009 $2.92M 0.02% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 31,991 $2.92M <0.01% 0 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 31,430 $2.87M 0.38% -160 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 30,762 $2.81M 1.68% -1,858 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 28,599 $2.61M 0.04% +434 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 26,131 $2.48M 2.73% +1,545 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 26,024 $2.37M <0.01% -1,016 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 25,985 $2.37M 0.03% -175 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 25,034 $2.28M 0.2% -690 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 24,811 $2.26M 0.01% -1,096 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,214 $2.21M <0.01% +19,110 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. 23,291 $2.12M <0.01% +364 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 21,759 $1.98M 0.4% +775 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 21,230 $1.94M 0.01% +898 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 20,875 $1.9M 0.03% -10,239 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 20,500 $1.87M 4.87% +4,000 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 19,407 $1.77M 0.04% -1,849 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 19,020 $1.74M 0.01% -924 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 19,013 $1.73M 0.26% +1,069 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 17,995 $1.64M <0.01% -1,335 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 20,955 $1.62M 0.02% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 17,608 $1.61M <0.01% +3,817 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,360 $1.49M 0.13% -3,570 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 16,285 $1.49M 0.02% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 15,867 $1.45M 0.06% +8,340 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 13,625 $1.25M 1.02% +230 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 13,950 $1.25M 0.02% +596 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,158 $1.11M 0.02% -420 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,330 $1.03M 0.01% +827 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 10,637 $970K <0.01% +511 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 10,618 $969K 0.01% +1,200 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,753 $890K 0.06% +500 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,778 $801K 0.01% -11 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,584 $783K 0.25% +14 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 8,494 $775K <0.01% -1,088 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,364 $763K <0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,129 $742K <0.01% 0 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,914 $722K 0.01% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 7,821 $713K <0.01% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,788 $710K <0.01% 0 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/ 7,728 $705K <0.01% +6,315 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 7,525 $686K 0.32% -65 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 7,158 $653K <0.01% -3,376 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,859 $626K 0.01% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,828 $623K <0.01% +1,270 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,777 $618K <0.01% -976 13F-HR/A Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,693 $611K 0.03% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,612 $603K 0.02% +1,559 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,506 $593K <0.01% -40 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,410 $585K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,263 $571K <0.01% +2,817 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,823 $531K <0.01% -82 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,772 $526K <0.01% -558 13F-HR Timeline Group Summa Corp. More: the full row for Summa Corp. 5,500 $502K 0.22% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,350 $497K 0.01% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,260 $480K 0.12% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,209 $475K 0.01% -477 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,069 $462K 0.07% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,052 $461K 0.2% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,986 $455K <0.01% -249 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,779 $444K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,795 $437K 0.04% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,777 $436K <0.01% +1,469 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 4,761 $434K 0.16% -1,326 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,733 $432K <0.01% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,704 $429K 0.2% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,575 $417K <0.01% new 13F-HR Timeline Group VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 4,455 $406K <0.01% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,371 $399K 0.02% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 4,308 $393K <0.01% new 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,256 $388K 0.21% +719 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,214 $384K 0.02% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,114 $375K 0.04% -717 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,020 $367K 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 $364K 0.01% 0 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,717 $339K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,702 $338K <0.01% -31 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,690 $337K 0.03% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,661 $334K 0.05% -175 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,645 $332K 0.01% 0 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,592 $328K 0.43% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,564 $325K 0.05% -2,142 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,765 $311K 0.04% +3,323 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 3,368 $307K 0.01% +746 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,248 $296K <0.01% -650 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 3,198 $292K 0.11% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,152 $288K <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 $277K <0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,034 $277K <0.01% -1,261 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,000 $274K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,980 $272K 0.01% -636 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,979 $272K 0.04% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,694 $246K +1,050 Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,582 $236K 0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,539 $232K <0.01% 0 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,500 $228K 0.04% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 2,457 $224K 0.02% 0 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 2,445 $223K 0.12% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,277 $208K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,933 $176K 0.04% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,942 $175K <0.01% +1,294 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,708 $156K <0.01% +77 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,557 $142K <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,400 $128K <0.01% -4,581 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,355 $126K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,194 $109K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,133 $103K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 872 $79.5K <0.01% -1 13F-HR/A Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 776 $70.8K <0.01% new 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 706 $64K <0.01% -52 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 366 $33K <0.01% -17 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 348 $31.7K <0.01% -18 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 296 $27K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 275 $25.8K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 276 $25.2K <0.01% -26 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 250 $22.8K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 242 $22.1K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 216 $19.7K 0.02% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 196 $17.9K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 146 $13.3K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 145 $13K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. 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