OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 525,522 $24.6M 1.42% +1,392 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 483,748 $22.6M <0.01% +3,157 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 198,869 $9.29M <0.01% -3,366 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 165,726 $8.43M 1.65% -14,531 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 114,698 $5.36M <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 87,538 $4.09M 0.01% -174,513 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 57,555 $2.69M <0.01% -20,481 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/ 41,157 $1.92M <0.01% +18,389 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 33,278 $1.56M <0.01% -309 13F-HR Timeline Group INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 26,661 $1.25M 0.68% +7,140 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 23,638 $1.1M <0.01% +4,798 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 23,517 $1.1M 0.01% +330 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,953 $1.03M <0.01% -964 13F-HR Timeline Daiichi Life Group, Inc. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Group, Inc. 20,200 $949K 1.06% -3,300 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 15,933 $746K <0.01% +5,106 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 15,735 $735K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 11,900 $556K <0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,784 $551K <0.01% -29,555 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,484 $490K 0.01% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 9,054 $423K <0.01% -5,041 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,624 $403K <0.01% 0 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 8,504 $397K 0.16% -6,974 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 8,225 $384K 0.17% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,232 $338K <0.01% -90 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,322 $295K <0.01% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 6,222 $291K 0.16% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,386 $252K 0.02% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,385 $252K <0.01% -9,142 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,184 $242K <0.01% -653 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 4,567 $213K <0.01% -1,529 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 4,478 $209K <0.01% +2,610 13F-HR/A Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 4,470 $209K 0.19% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,369 $204K <0.01% -186 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,310 $201K <0.01% -18,118 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,077 $144K <0.01% -40,707 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,651 $124K <0.01% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,370 $111K 0.05% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,303 $108K <0.01% +201 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2,068 $96.6K <0.01% +1,268 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,826 $85.3K <0.01% -1,801 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,621 $75.8K <0.01% +183 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,225 $57.2K <0.01% +312 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,064 $50K <0.01% +1,006 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 275 $12.9K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 225 $10.5K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 176 $8.22K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 106 $4.95K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 84 $3.92K <0.01% 0 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 NewSquare Capital LLC More: the full row for NewSquare Capital LLC 55 $2.57K <0.01% -63 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 28 $1.31K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 22 $1.03K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 15 $1K <0.01% +10 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 15 $700 <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8 $374 <0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3 $140 <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $47 <0.01% -65 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.