FMR LLC in group FMR LLC More: the full row for FMR LLC 5,166,939 $146M 0.01% +2,186 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,547,110 $71.7M <0.01% -164,492 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,433,368 $68.5M 0.01% -115,736 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,832,248 $51.6M 0.08% -179,464 13F-HR Timeline Group Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 502,093 $47.3M 14.69% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,646,297 $46.4M 0.02% +1,613,897 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,408,140 $39.7M -55,577 Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,038,281 $29.2M 0.1% +21,973 13F-HR Timeline Group Korea Investment CORP More: the full row for Korea Investment CORP 997,672 $28.1M 0.05% new 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 911,559 $25.7M 0.49% +64,514 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 911,559 $25.7M 0.43% +64,514 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 877,213 $24.7M <0.01% -35,760 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 670,621 $18.9M 0.01% +219,566 13F-HR Timeline Group Polianta Ltd More: the full row for Polianta Ltd 592,900 $16.7M 2.06% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 580,394 $16.3M 0.42% +530,420 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 170,454 $15.3M 10.2% new 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/ 504,811 $14.2M <0.01% +61,594 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 499,581 $14.1M 0.05% +68,907 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 469,639 $13.2M 0.01% new 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 437,370 $12.3M 0.01% +40,700 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 393,695 $11.1M 0.01% +258,450 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 392,549 $11.1M 1.6% 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 329,350 $9.27M 1.46% -2,000 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 286,191 $8.06M 0.1% +85,769 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 272,002 $7.66M <0.01% +106,584 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 263,609 $7.42M <0.01% -60,781 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 255,364 $7.19M 0.16% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 229,794 $6.47M 0.02% +190,402 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 224,176 $6.31M 0.01% -2,451 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 222,010 $6.25M <0.01% +5,019 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 205,060 $5.77M 0.16% +201,290 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 201,800 $5.68M 1.99% +2,557 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 165,701 $4.67M <0.01% +3,301 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 162,327 $4.5M 0.01% +8,939 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 148,500 $4.27M 0.56% 0 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 147,259 $4.15M 1.48% +6,889 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 146,735 $4.13M 0.02% +33,329 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 142,315 $4.01M 0.07% +5,450 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 136,952 $3.86M 0.32% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 123,139 $3.47M <0.01% +29,000 13F-HR Timeline Group Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 116,601 $3.28M 2.18% -9,910 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 109,098 $3.07M <0.01% -125,617 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 87,950 $2.48M 0.01% +22,955 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 85,365 $2.4M 0.05% +33,609 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 74,182 $2.09M <0.01% +10,218 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 62,954 $1.77M 0.56% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 57,847 $1.71M 1.14% +2,600 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 60,000 $1.69M 1.14% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 57,235 $1.61M <0.01% -323,152 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 55,639 $1.57M <0.01% -114,057 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 52,723 $1.48M <0.01% -1,656 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 51,538 $1.45M 0.01% +169 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 49,781 $1.4M 0.41% -1,455 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 47,739 $1.34M <0.01% -20,695 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 45,844 $1.29M <0.01% -1,713 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 43,319 $1.22M <0.01% +21,592 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 43,208 $1.22M 0.36% -2,111 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 42,141 $1.19M 0.1% +30,400 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 41,074 $1.16M 0.04% +24,223 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 40,863 $1.15M <0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 40,250 $1.13M <0.01% new 13F-HR Timeline Group Spruce Point Capital Management, LLC More: the full row for Spruce Point Capital Management, LLC 40,000 $1.13M 2.09% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 40,000 $1.13M 0.11% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 37,768 $1.06M <0.01% +1,824 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 34,000 $957K 0.02% new 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 33,973 $957K 0.27% +11,629 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 33,155 $934K 0.05% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 30,660 $863K 0.08% +1,271 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 29,771 $838K 0.21% +494 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 28,867 $813K <0.01% +627 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 25,238 $711K 0.04% +1,212 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 24,179 $681K <0.01% -6,055 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 23,476 $661K 0.56% +1,319 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 22,680 $639K <0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 19,800 $556K 0.01% +1,950 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 19,067 $537K 0.14% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 18,444 $519K 0.1% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 18,306 $515K 0.03% -11,650 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 16,945 $477K 0.46% +1,896 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 16,850 $474K <0.01% new 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 16,185 $456K 0.34% -150 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 16,159 $455K 0.37% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 15,380 $433K 0.15% -1,142 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 15,300 $431K <0.01% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 15,074 $424K 0.21% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 14,986 $422K 0.33% -465 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,791 $417K <0.01% -449 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,538 $409K <0.01% +1,506 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/ 14,417 $407K <0.01% +13,937 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 14,133 $398K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,801 $389K <0.01% +3,032 13F-HR/A Timeline MYECFO, LLC More: the full row for MYECFO, LLC 13,810 $389K 0.15% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 13,800 $389K 0.06% -628 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 13,753 $387K <0.01% +2,089 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,331 $375K <0.01% -16,318 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,224 $372K <0.01% -617 13F-HR/A Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 13,182 $371K 0.01% -8,998 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,647 $356K <0.01% +592 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 12,579 $354K 0.03% +1,762 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,575 $354K <0.01% +81 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 12,350 $348K 0.05% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,163 $343K 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,081 $340K <0.01% -5,542 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 11,569 $326K 0.2% -1,405 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 11,158 $314K 0.17% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,110 $313K <0.01% +1,006 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,105 $313K <0.01% +39 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 10,785 $304K 0.03% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,284 $290K <0.01% -41 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 10,168 $286K <0.01% -104,787 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 10,046 $283K <0.01% -5,926 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,755 $274K <0.01% -11,612 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 9,700 $273K 0.06% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,145 $258K <0.01% -2,559 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,610 $242K <0.01% +120 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 8,600 $242K 0.01% 0 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 8,600 $242K 0.06% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 8,500 $239K <0.01% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,380 $236K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,176 $230K <0.01% +4,739 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 8,147 $229K 0.09% +100 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 8,115 $229K 0.08% +120 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,610 $214K <0.01% 0 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 7,533 $212K 0.08% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7,525 $212K <0.01% -9,647 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,397 $208K 0.01% 0 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,280 $207K <0.01% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,325 $206K <0.01% -100 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 7,306 $206K <0.01% -2,587 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,289 $205K 0.01% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 7,121 $201K 0.01% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 6,470 $182K 0.09% -1,925 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,143 $173K <0.01% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,725 $161K <0.01% -50,468 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 5,710 $161K <0.01% -830 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,155 $145K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,922 $139K <0.01% +546 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,227 $119K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,971 $112K <0.01% +178 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,691 $104K <0.01% +1,402 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,715 $104K <0.01% +2,543 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,300 $92.9K <0.01% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 3,260 $91.8K 0.01% -1,066 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,238 $89.7K 0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,099 $87.3K 0.02% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,977 $55.7K <0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,950 $54.9K 0.02% +27 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,780 $50.1K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,718 $48.4K 0.01% +24 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,291 $36.4K <0.01% +536 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,229 $34.8K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,172 $33K <0.01% -500 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,141 $32.1K <0.01% +341 13F-HR Timeline Group Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 1,000 $28.2K 0.04% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,000 $28.1K 0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 900 $25.3K 0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 550 $15.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 548 $15.4K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 500 $14.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 500 $14.1K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 500 $14.1K <0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 500 $14K <0.01% new 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 493 $13.9K <0.01% +7 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 482 $13.6K 0.01% -5 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 458 $12.9K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 433 $12.2K <0.01% -760 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 382 $10.8K <0.01% +2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 320 $9.01K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 300 $8.45K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 310 $8K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 222 $6.25K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 217 $6.11K <0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 231 $5.42K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 184 $5.19K <0.01% -172 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 150 $4.22K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 86 $2.42K <0.01% -9 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 84 $2K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 46 $1.29K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 35 $986 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 18 $507 <0.01% -24 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11 $309 <0.01% 0 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10 $282 <0.01% 0 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2 $56 <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $51 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 11 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 67 $2.48M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.