Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 22,424 $81.8K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,048 $80.5K <0.01% +385 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 21,968 $80.2K 0.01% +1,464 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 21,824 $79.7K 0.01% +17,683 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 20,826 $76K 0.03% -8,661 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 20,373 $74.4K 0.02% +1,278 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 19,863 $72.5K <0.01% -11,506 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 19,803 $72.3K 0.01% -1,390 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,512 $71.2K <0.01% +35 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,452 $71K <0.01% new 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 19,157 $69.9K 0.03% -463 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 18,978 $69.3K <0.01% -2,210 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 18,559 $67.7K 0.03% +1,266 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 18,444 $67K <0.01% new 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 18,238 $66.6K 0.01% -1,845 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 18,144 $66.2K <0.01% +687 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,717 $64.7K <0.01% +10,962 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 17,690 $64K 0.02% +1,860 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,701 $61K <0.01% +886 13F-HR Timeline Group Tenzing Financial LLC More: the full row for Tenzing Financial LLC 14,705 $60.1K 0.05% +271 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 16,276 $59.4K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15,858 $57.9K <0.01% +6,074 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,821 $57.7K <0.01% -962 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,000 $56.7K <0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,395 $56.2K <0.01% -144 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,768 $55.1K <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 14,776 $53.9K <0.01% -2,373 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 14,169 $51.7K <0.01% +1,528 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 13,576 $51.4K 0.01% 0 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 14,068 $51.3K <0.01% 0 13F-HR Timeline Group GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 13,818 $50.4K <0.01% -388,809 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,661 $49.9K <0.01% 0 13F-HR/A Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 13,495 $49.3K <0.01% new 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 12,734 $46.5K <0.01% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,194 $44.5K 0.01% -785 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 11,359 $42.8K <0.01% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,728 $42.8K <0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,443 $41.8K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,183 $41.7K <0.01% +5,453 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,317 $41.3K <0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 11,047 $40.3K <0.01% -16,923 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,477 $34.6K <0.01% -33 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,315 $30.3K <0.01% -1,855 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,845 $28.7K <0.01% +271 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,757 $28.3K <0.01% +442 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,867 $25K <0.01% +5,831 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Activest Wealth Management More: the full row for Activest Wealth Management 5,616 $20.5K <0.01% +726 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,980 $16.6K <0.01% -64,021 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4,267 $15.6K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,623 $9.57K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,284 $8.34K <0.01% -8 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,237 $8.16K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,862 $6.8K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,852 $6.76K <0.01% +122 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,403 $5.12K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,254 $4.58K <0.01% +1,090 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,106 $4.04K <0.01% -1,068 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,000 $3.65K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 950 $3.47K <0.01% +511 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 841 $3.14K <0.01% +345 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 802 $2.93K <0.01% -3,710 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 750 $2.74K <0.01% -468 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 642 $2.34K <0.01% -2,552 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 610 $2.23K <0.01% +1 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 608 $2.22K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 590 $2.15K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 571 $2.08K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 561 $2.05K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 553 $2.02K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 508 $1.92K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 405 $1.48K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 389 $1.42K <0.01% new 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 378 $1.38K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 326 $1.19K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 312 $1.14K <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 234 $854 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 231 $843 <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 208 $757 <0.01% +1 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 187 $654 <0.01% -491 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 157 $573 <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 153 $558 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 119 $434 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 112 $409 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 87 $318 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 21 $77 <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18 $66 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $4 <0.01% 0 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.