JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,793,698 $260M 0.02% -131,053 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. 2,221,114 $214M 6.5% +1,125,430 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,175,437 $113M 0.01% -44,921 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 872,029 $84M 4.52% +27,540 13F-HR Timeline PRAGMA GESTAO DE PATRIMONIO LTD More: the full row for PRAGMA GESTAO DE PATRIMONIO LTD 820,300 $79M 41.73% +154,900 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 699,489 $67.3M 0.09% 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 658,276 $63.4M 0.01% +562,092 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 418,480 $40.3M 1.18% -235,795 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/ 358,336 $34.5M <0.01% +64,412 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 348,928 $33.6M 0.52% +24,125 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 327,266 $31.5M 0.18% -179,415 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 306,962 $29.6M 16.58% +10,001 13F-HR/A Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 293,420 $27.3M 0.01% -187,072 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 262,702 $25.3M 0.08% +1,994 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 236,574 $22.8M +259 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 214,088 $20.6M <0.01% -92,859 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 157,970 $15.2M 1.7% -7,439 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 157,723 $15.2M <0.01% -32,730 13F-HR Timeline Group Saudi Central Bank More: the full row for Saudi Central Bank 144,151 $13.9M 0.29% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 133,116 $12.8M 0.01% +105,382 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 133,104 $12.8M <0.01% +36,168 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 126,320 $12.2M 0.01% new 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 123,930 $11.9M 0.09% -24,460 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 122,532 $11.8M 1.56% +2,249 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 109,488 $10.5M 0.01% +65,322 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 101,080 $9.73M 1.24% -8,065 13F-HR/A Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 93,001 $8.96M 0.07% -24,309 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 90,070 $8.67M 0.27% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 89,902 $8.66M 3.37% -1,119 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 87,813 $7.97M 0.01% +15,306 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 81,400 $7.84M 0.01% +33,082 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 80,136 $7.72M <0.01% +34,465 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 79,823 $7.69M 1.35% +57,758 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 $7.68M 0.11% 0 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 72,962 $7.03M 0.17% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 72,316 $6.96M 0.85% -27,319 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 69,827 $6.72M <0.01% +61,777 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 68,791 $6.62M 0.14% -26,535 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 65,961 $6.35M 0.54% -6,023 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 63,482 $6.11M 0.38% +54,693 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 61,103 $5.88M 0.32% +37,367 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 60,648 $5.84M 0.01% -6,465 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 60,249 $5.8M <0.01% +6,119 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 57,265 $5.51M 0.22% +9,706 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 54,562 $5.25M <0.01% -12,499 13F-HR Timeline Group Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 50,372 $4.85M 0.07% -7,114 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 48,135 $4.63M 0.03% +15 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 47,289 $4.55M 0.1% -5,434 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 42,943 $4.14M 0.01% -16,230 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 42,121 $4.06M <0.01% -12,899 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 41,946 $4.04M 0.09% -1,305 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 40,865 $3.93M <0.01% -5,714 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 40,594 $3.91M 0.15% +1,489 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 39,206 $3.78M 0.55% -2,482 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 38,150 $3.67M 0.09% -8,319 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 37,434 $3.6M 0.01% -2,469 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 36,837 $3.55M 0.2% -764 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 36,352 $3.5M 0.08% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 35,080 $3.38M 0.05% +16,617 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 33,346 $3.21M <0.01% +814 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 31,077 $2.99M 2.44% -11 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 31,087 $2.99M 0.37% +203 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 30,968 $2.98M <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 27,000 $2.6M <0.01% 0 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 26,852 $2.59M 0.03% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 25,985 $2.5M 0.04% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 22,851 $2.49M 1.24% -4,837 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 25,580 $2.46M 0.01% +2,280 13F-HR/A Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 24,720 $2.38M 0.34% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 24,322 $2.34M <0.01% -695 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 24,241 $2.33M 0.01% -570 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. 24,070 $2.32M <0.01% 0 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 22,989 $2.21M <0.01% new 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/ 22,382 $2.16M <0.01% +6,247 13F-HR Timeline Group Gruss & Co., LLC More: the full row for Gruss & Co., LLC 22,000 $2.12M 4.95% -2,000 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 21,332 $1.98M 0.03% +4,348 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 20,425 $1.96M 1.23% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 20,264 $1.95M 0.03% -433 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 19,292 $1.87M 0.03% -89 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 19,346 $1.86M 0.1% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,241 $1.76M <0.01% -1,977 13F-HR Timeline Group Climber Capital SA More: the full row for Climber Capital SA 18,569 $1.68M 1.1% -10,921 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 17,053 $1.64M <0.01% -1,223 13F-HR/A Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 17,027 $1.64M <0.01% +8,871 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,360 $1.58M 0.14% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 15,632 $1.51M 0.01% -1,711 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 13,131 $1.26M 0.02% +7,058 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 12,390 $1.19M <0.01% +5,329 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 12,243 $1.18M <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,771 $1.13M 0.01% +63 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,695 $1.13M 0.01% +2,737 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 11,483 $1.12M 1.01% -1,426 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,527 $1.11M 0.02% -301 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 11,382 $1.1M <0.01% +528 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,283 $1.09M 0.08% +2,400 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 10,655 $1.03M 0.01% -196 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,135 $976K 0.03% +2,246 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 9,914 $955K 0.39% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,868 $854K 0.01% +16 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,610 $829K 0.25% -15 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,378 $807K <0.01% -607 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 8,243 $794K <0.01% +422 13F-HR Timeline Group Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 8,190 $789K 0.22% -509 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,914 $762K 0.01% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 7,884 $759K 0.08% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,788 $750K <0.01% 0 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,787 $750K <0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,600 $732K <0.01% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 7,395 $712K 0.33% -60 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,147 $688K <0.01% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,895 $664K 0.02% +116 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,859 $660K 0.01% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,828 $657K <0.01% 0 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,693 $644K 0.03% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 6,511 $627K 0.46% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,506 $626K <0.01% 0 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,407 $617K 0.02% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 6,250 $602K 0.09% +1,358 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,170 $594K 0.01% -243 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,162 $593K <0.01% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,964 $574K 0.08% -11,930 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,784 $557K 0.06% -46 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,705 $549K <0.01% -274 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,552 $535K 0.03% +1,338 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 5,500 $530K 0.22% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,300 $510K <0.01% new 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,262 $507K 0.24% +411 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,260 $506K 0.14% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,151 $496K <0.01% -307 13F-HR Timeline Group Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,957 $477K 0.48% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,800 $462K 0.19% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 5,755 $461K 0.2% +3,255 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4,761 $458K 0.17% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,704 $453K 0.25% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,664 $448K <0.01% -139 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,415 $425K <0.01% +655 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,403 $424K 0.04% -282 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,338 $418K 0.04% +334 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,246 $409K <0.01% -253 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 4,232 $407K <0.01% -260 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,060 $391K <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,037 $389K 0.01% -59 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,036 $389K 0.09% +1,430 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,020 $387K 0.04% -70 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,967 $382K <0.01% -3,273 13F-HR/A Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,907 $376K <0.01% -1,987 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,763 $362K <0.01% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,736 $360K 0.04% 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 $351K 0.01% -1 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,624 $349K <0.01% -1,463 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,592 $346K 0.44% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,532 $340K 0.01% +164 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,465 $334K 0.02% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,400 $327K 0.01% +400 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,308 $319K <0.01% 0 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,226 $311K <0.01% -263 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 3,198 $308K 0.1% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,164 $305K 0.01% +337 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 3,047 $293K 0.1% new 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 3,039 $293K 0.02% 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,033 $292K 0.02% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,995 $288K <0.01% +184 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,915 $281K 0.04% +85 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,918 $280K <0.01% +91 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,865 $276K 0.03% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,835 $273K 0.03% -826 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,731 $263K 0.03% -284 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,694 $259K 0 Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 2,457 $237K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,933 $186K 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 1,653 $155K <0.01% +172 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,500 $145K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,355 $132K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,194 $115K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,155 $111K 0.03% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,133 $109K <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 $100K 0.05% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 872 $84K <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. 752 $72K <0.01% 0 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 687 $66.2K <0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 366 $35.2K <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 348 $33.5K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 314 $30.2K <0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 306 $29.5K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 296 $28.5K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 276 $28.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 276 $26.6K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 250 $24.1K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 242 $23.3K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 220 $21.2K 0.02% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 216 $20.8K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 215 $20.7K <0.01% -14 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 199 $19.1K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 195 $18.8K <0.01% +153 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 167 $16.1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 143 $14K <0.01% -2 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 137 $13.2K <0.01% new 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) 130 $12.5K <0.01% -116 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 100 $9.72K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 100 $9.63K <0.01% 0 13F-HR Timeline