WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,239 $124K 0.01% -131 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,195 $123K <0.01% +505 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,065 $120K 0.02% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,100 $115K <0.01% 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 4,832 $114K 0.01% -350 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,587 $109K <0.01% 0 13F-HR/A Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 4,336 $103K <0.01% +3,856 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,145 $98.2K <0.01% -6,281 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,912 $93K <0.01% +1,708 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,944 $92K 0.01% +3,016 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,835 $90.9K <0.01% -136 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,815 $90.4K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,380 $80.1K 0.01% +233 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,342 $79.2K 0.05% -218 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,055 $72.4K 0.02% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,942 $70.6K <0.01% +2,845 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,770 $65.6K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,592 $61.4K 0.02% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,586 $61.3K 0.01% +361 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,497 $60K <0.01% +2,272 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,400 $56.9K <0.01% 0 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,288 $54.2K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,104 $49.8K 0.03% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,010 $47.6K 0.05% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,960 $46.4K <0.01% -152 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,850 $43.8K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,726 $40.9K <0.01% +371 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,663 $39.4K <0.01% -433 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,632 $38.7K 0.03% -296 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,615 $38.3K <0.01% -317 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,591 $37.7K <0.01% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,432 $36.3K <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,432 $33.9K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,403 $33.2K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,372 $32.5K <0.01% +985 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 1,347 $31.9K 0.01% -24,608 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,300 $30.8K <0.01% -48 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,221 $28.9K <0.01% -507 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,175 $27.9K <0.01% -35 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,108 $26.2K <0.01% -2 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,037 $24.6K 0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 955 $22.6K <0.01% -566 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 919 $21.8K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 870 $20.6K 0.02% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 797 $18.9K 0.01% +17 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 750 $17.8K <0.01% -750 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 743 $17.6K <0.01% -24 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 731 $17.3K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 730 $17.3K <0.01% +23 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 693 $16.4K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 668 $15.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 620 $14.9K <0.01% +145 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 555 $13.1K <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 535 $12K <0.01% +34 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 500 $11.8K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 489 $11.6K <0.01% -141 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 485 $11.5K <0.01% -138 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 426 $10.1K <0.01% +10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 422 $10K <0.01% +20 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 375 $8.88K 0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 326 $7.72K <0.01% +300 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 306 $7.25K <0.01% 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 300 $7.11K <0.01% -300 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 297 $7.04K <0.01% -68 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 292 $6.92K <0.01% -155 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 270 $6.41K <0.01% +4 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 228 $6K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 253 $5.99K <0.01% -100 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 224 $5.31K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 212 $5.03K <0.01% +12 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 200 $4.74K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 200 $4.74K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 178 $4.23K <0.01% 0 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 132 $3.13K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 130 $3K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 118 $2.79K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 117 $2.77K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 113 $2.68K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 111 $2.63K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 111 $2.63K <0.01% -5 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 111 $2.59K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 108 $2.56K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 93 $2.2K <0.01% +17 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 92 $2.18K <0.01% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 88 $2.08K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 84 $1.99K <0.01% +9 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 82 $1.97K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 64 $1.52K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 60 $1.42K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 56 $1.33K <0.01% -479 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 55 $1.3K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 54 $1.28K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 53 $1.26K <0.01% -59 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 52 $1.23K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 35 $830 <0.01% -70 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 34 $805 <0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 33 $782 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 30 $717 <0.01% +30 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 30 $711 <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 30 $711 <0.01% -16 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 30 $711 <0.01% -33 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 30 $711 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 25 $589 <0.01% +5 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 23 $545 <0.01% new 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 18 $427 <0.01% +16 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $71 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.