PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 387,880 $45.4M 0.57% +47,703 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 337,961 $39.5M 0.1% -6,311 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 226,495 $26.5M 0.09% +5,287 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 169,684 $19.8M 1.19% -173,431 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 164,684 $19.3M 2.33% -1,568 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 150,499 $17.6M 0.01% +59,790 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 149,086 $17.4M <0.01% -189 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 145,425 $17M 0.02% +119,974 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 135,190 $15.8M 0.19% -232,634 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 118,842 $13.9M 0.57% +18,676 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 83,850 $9.81M 0.02% +53,328 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 78,556 $9.19M <0.01% -148,438 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 70,844 $8.29M <0.01% -818,334 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 70,414 $8.24M 0.17% -82 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 60,814 $7.11M 0.01% -484,288 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 54,234 $6.34M <0.01% -39,115 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 52,800 $6.18M -14,572 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 51,764 $6.05M <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 50,507 $5.91M <0.01% -189,395 13F-HR Timeline Group SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 48,043 $5.62M 2.11% -423 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 38,572 $4.51M <0.01% -557,073 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 38,313 $4.48M 0.01% -680 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/ 28,073 $3.28M <0.01% -1,018 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 25,431 $2.97M 0.06% -4,824 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 25,179 $2.94M <0.01% -2,881 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 24,537 $2.87M <0.01% -38,792 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 24,023 $2.81M 0.01% -11,010 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 23,654 $2.77M 1.3% -64 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 23,090 $2.7M 0.06% +19,307 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,583 $2.64M <0.01% -281,482 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20,359 $2.38M <0.01% -96,062 13F-HR Timeline Group Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 22,337 $2.11M 0.76% +12,748 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 17,457 $2.04M 0.05% -74,332 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 16,995 $1.99M 0.12% -87,249 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,858 $1.97M <0.01% -614 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 16,827 $1.97M <0.01% -784 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 16,450 $1.92M 0.1% 0 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 16,284 $1.9M <0.01% +4,923 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,025 $1.87M <0.01% -59 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,258 $1.78M <0.01% -727,124 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15,107 $1.77M 0.04% -562,319 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,504 $1.58M <0.01% +140 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,631 $1.48M 0.01% -145 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,611 $1.47M <0.01% -3,271 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 12,606 $1.47M 0.35% +36 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 12,117 $1.42M 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 12,014 $1.41M 0.01% +9,779 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 11,722 $1.37M 0.05% -375 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 11,515 $1.35M 0.01% -630 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 10,508 $1.23M 0.18% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,108 $1.18M <0.01% +5,725 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,962 $1.17M 0.02% +1,687 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,884 $1.14M 0.06% new 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 9,534 $1.12M 0.54% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,317 $1.09M <0.01% -530 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 8,479 $992K 0.01% new 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,176 $839K 0.06% +1,550 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,956 $814K <0.01% +3,662 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 6,030 $705K <0.01% -13,168 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,991 $701K 0.8% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,528 $647K <0.01% -17,667 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,543 $640K <0.01% -9,946 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,040 $589K <0.01% +1,540 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,878 $571K <0.01% +948 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,823 $564K 0.05% -1,556 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,611 $539K <0.01% +382 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,359 $510K <0.01% -2,875 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,230 $495K <0.01% -4,641 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,086 $478K 0.15% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,064 $475K <0.01% -1,887 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,019 $470K <0.01% -17,288 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 3,955 $463K 0.09% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 3,872 $453K 0.06% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,827 $448K <0.01% +1,351 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,802 $445K 0.02% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,410 $399K 0.01% new 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 3,321 $388K 0.08% -124 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,190 $373K <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,170 $371K <0.01% -37 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 3,000 $351K 0.11% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,964 $347K <0.01% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,958 $346K 0.02% -21,945 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,920 $342K 0.03% +34 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,912 $341K <0.01% +345 13F-HR Timeline Group Financial Council, LLC More: the full row for Financial Council, LLC 2,684 $314K 0.1% +8 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,422 $283K <0.01% -3,931 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,402 $281K 0.01% -343 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,349 $275K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,300 $269K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,294 $268K <0.01% new 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,264 $265K 0.06% -10 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,238 $262K 0.02% -247 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,204 $258K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,165 $253K 0.12% -345 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,950 $228K 0.02% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,911 $224K 0.03% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,872 $219K <0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,864 $218K <0.01% -293 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,864 $218K <0.01% -293 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,843 $216K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,819 $213K <0.01% -412 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,727 $202K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,650 $193K <0.01% -3,859 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,576 $184K 0.02% -13 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,498 $171K <0.01% +497 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,117 $131K 0.07% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 950 $111K 0.01% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 768 $89.8K 0.05% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 721 $84.3K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 678 $79.4K <0.01% +11 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 611 $71.5K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 559 $65.4K <0.01% -441 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 509 $60K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 382 $44.4K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 366 $42.9K 0.01% +1 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 361 $42.2K <0.01% -3,014 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 360 $42.1K <0.01% -215 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 319 $37.3K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 311 $36.4K <0.01% -10,981 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 282 $33K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smithfield Trust Co More: the full row for Smithfield Trust Co 207 $24K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 193 $22.6K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 110 $12.9K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 103 $12K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 100 $11.7K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 100 $11.7K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 91 $10.6K <0.01% +71 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 90 $10.5K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 88 $10.3K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 86 $10.1K <0.01% -92 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 81 $9.47K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 79 $9.24K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 79 $9.24K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 78 $9.15K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 74 $8.65K 0.01% 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 49 $5.73K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 45 $5.26K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 32 $3.74K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 29 $3.37K <0.01% -156 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 26 $2.98K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 22 $2.57K <0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 21 $2.46K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 15 $1.75K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12 $1.4K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9 $1.05K <0.01% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $234 <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2 $234 <0.01% 0 13F-HR Timeline