AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,764 $215K <0.01% -3,943 13F-HR/A Timeline Group INVESTOR AB More: the full row for INVESTOR AB 3,700 $212K <0.01% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,687 $211K 0.03% -892 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,663 $210K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,661 $209K <0.01% -512 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,631 $208K 0.02% -534 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,598 $206K 0.01% +127 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,583 $205K 0.07% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,509 $201K 0.03% -1,502 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,374 $193K <0.01% +1,895 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,240 $187K <0.01% -7,912 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,250 $186K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,131 $179K 0.08% -5,646 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,550 $146K 0.05% -150 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,549 $146K 0.01% +1,928 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,422 $139K 0.01% +734 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,287 $131K <0.01% +109 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,226 $127K <0.01% -267 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,024 $115K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,997 $114K <0.01% +229 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,985 $114K <0.01% +579 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,876 $107K <0.01% -1,797 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,500 $85.8K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,433 $82K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,367 $78.2K <0.01% +1,004 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,325 $76.4K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,217 $70K 0.04% -856 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,029 $58.9K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,000 $57.2K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 975 $55.8K 0.01% +45 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 957 $54.8K 0.01% -695 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 877 $50.2K 0.01% +172 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 760 $43.5K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 596 $34.1K <0.01% -65 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 594 $33K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 564 $32.3K <0.01% -4,439 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 547 $31.3K <0.01% +172 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 513 $29.4K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 461 $26.4K <0.01% -123 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 446 $26K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 453 $25.9K <0.01% +187 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 394 $22.5K <0.01% -403 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 350 $20K <0.01% +2 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 316 $18.1K 0.01% +80 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $17.2K <0.01% -2,700 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 297 $17K <0.01% +296 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 266 $15.2K <0.01% -103 13F-HR Timeline CX Institutional More: the full row for CX Institutional 234 $13K <0.01% -54 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 212 $12.1K <0.01% new 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 208 $11.9K <0.01% -1,583 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 203 $11.7K <0.01% -1 13F-HR Timeline City State Bank More: the full row for City State Bank 200 $11.4K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 172 $9.84K <0.01% -64 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 171 $9.79K <0.01% +2 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 170 $9.73K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 170 $9.73K 0.01% +1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 168 $9.61K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 166 $9.5K <0.01% -299 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 165 $9.44K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 165 $9.44K <0.01% +69 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 149 $8.24K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 142 $8.12K <0.01% +14 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 140 $8.01K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 124 $7.29K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 126 $7.21K <0.01% new 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 117 $6.7K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 113 $6.47K <0.01% +9 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 109 $6.24K <0.01% +44 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 103 $5.89K <0.01% +12 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 100 $5.72K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 100 $5.72K <0.01% -70 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 90 $5.15K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 89 $5.09K <0.01% +86 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 87 $4.98K <0.01% -86 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 87 $4.98K <0.01% +19 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 87 $4.98K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 79 $4.52K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 77 $4.41K <0.01% +25 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 75 $4.29K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 70 $4K <0.01% -4 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 70 $4K <0.01% 0 13F-HR/A Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 70 $4K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 75 $4K <0.01% +57 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 67 $4K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 61 $3.49K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 60 $3.43K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 59 $3.38K <0.01% +16 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 57 $3.26K <0.01% -102 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 56 $3.21K <0.01% +38 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 56 $3.2K <0.01% new 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 55 $3.15K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 52 $2.98K <0.01% -2 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 50 $2.86K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 47 $2.69K <0.01% -353 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 47 $2.69K <0.01% +13 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 35 $2.15K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 35 $2K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 35 $2K <0.01% +22 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 34 $1.95K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 34 $1.95K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 32 $1.83K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 32 $1.83K <0.01% +7 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 30 $1.72K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 28 $1.6K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 28 $1.6K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $1.49K <0.01% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23 $1.32K <0.01% +15 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 22 $1.26K <0.01% -40 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 21 $1.2K <0.01% +11 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 20 $1.15K <0.01% +15 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 18 $1.03K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 16 $916 <0.01% -29 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 16 $916 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 16 $916 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 16 $916 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 15 $858 <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 15 $858 <0.01% +8 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $802 <0.01% -15 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 14 $801 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $697 <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 10 $573 <0.01% -125 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10 $572 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $515 <0.01% -1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9 $515 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9 $515 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $458 <0.01% -2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7 $401 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 7 $401 <0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $290 <0.01% new 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 4 $229 <0.01% -26,284 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $229 <0.01% -4 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3 $160 <0.01% -1,001 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $115 <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $114 <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2 $114 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $58 <0.01% new 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $58 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $57 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $57 <0.01% 0 13F-HR Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $57 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $46 <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 10 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 16,000 $916M 0 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 10 $297K new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.