OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 524,130 $23.3M 1.35% +12,512 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 480,591 $21.4M <0.01% +427,155 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 262,051 $11.7M 0.02% +60,681 13F-HR Timeline Group Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 232,031 $10.3M +1,407 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 202,235 $9M <0.01% -19,088 13F-HR/A Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 180,257 $8M 1.67% +14,531 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 81,844 $3.64M 0.35% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 80,145 $3.57M 0.14% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 78,036 $3.47M <0.01% +267 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 43,784 $1.95M <0.01% +20,090 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 41,339 $1.84M <0.01% +7,609 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 38,348 $1.71M 0.18% +4,687 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 34,278 $1.53M 0.01% -13,866 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 33,587 $1.49M <0.01% -41,385 13F-HR Timeline Group Daiichi Life Group, Inc. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Group, Inc. 23,500 $1.06M 1.16% +500 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 23,187 $1.03M 0.01% -328 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,917 $1.02M <0.01% +434 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/ 22,768 $1.01M <0.01% +14,733 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 22,428 $998K 0.01% -26,917 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 19,521 $868K 0.42% -28,096 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 18,840 $838K <0.01% -1,904 13F-HR Timeline Group Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 15,103 $768K 0.72% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 15,478 $689K 0.35% -3,872 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,527 $646K <0.01% -15,417 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 14,095 $627K <0.01% -5,760 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 11,900 $529K <0.01% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 11,200 $498K 0.02% +701 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,827 $482K <0.01% +10,535 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,624 $384K <0.01% +248 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 8,225 $366K 0.16% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,322 $326K <0.01% -526 13F-HR Timeline Group Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 6,222 $277K 0.15% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,837 $272K <0.01% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 6,096 $271K <0.01% new 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,009 $267K 0.02% -645 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 5,706 $254K 0.14% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,555 $203K <0.01% -416 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,901 $174K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,627 $161K <0.01% -1,821 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,102 $93.5K <0.01% +235 13F-HR/A Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 1,868 $83.1K <0.01% -770 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,438 $64K <0.01% +50 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 929 $41.3K <0.01% -923 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 913 $40.6K <0.01% -77 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 800 $35.6K <0.01% +59 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 275 $12.2K 0.01% 0 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 262 $11.7K <0.01% -268 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 254 $11.3K <0.01% -71,837 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 225 $10K <0.01% new 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) 184 $8.19K <0.01% -883 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 176 $7.83K <0.01% -2 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 118 $5.25K <0.01% -25,952 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 106 $4.72K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 84 $3.74K <0.01% -39 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 58 $3K <0.01% +49 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 66 $2.94K <0.01% -399 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 61 $2.71K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 28 $1.25K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 22 $979 <0.01% 0 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3 $133 <0.01% 0 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 5 $0 0% -10 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.