New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 7,693,749 $324M 7.48% +7,452,439 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,391,624 $128M 0.09% +4,924,677 13F-HR Timeline Group SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 1,530,100 $36.4M 2.3% +7,500 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,271,178 $30.2M 8.09% -13,036 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,257,680 $29.9M <0.01% -131,281 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 865,882 $20.6M <0.01% +115,541 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 859,494 $20.4M <0.01% -865,921 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 669,549 $15.9M <0.01% +330,559 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 600,000 $14.3M 0.03% +235,265 13F-HR/A Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 546,384 $13M 0.31% +55,949 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 546,384 $13M 0.27% +55,949 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 478,689 $11.4M <0.01% -7,792 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 448,554 $10.7M <0.01% +27,001 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 372,900 $8.72M <0.01% +101,900 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 347,062 $8.25M 0.28% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 293,343 $6.97M 1.54% +4,832 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 216,897 $5.15M 0.19% +78,882 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 204,662 $4.86M 0.01% -68,298 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 202,162 $4.8M <0.01% -25,589 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 191,162 $4.54M 0.02% +4,752 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 173,578 $4.12M <0.01% -24,171 13F-HR/A Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 129,271 $3.12M 0.26% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 113,538 $2.7M 0.02% -9,203 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 107,498 $2.55M <0.01% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 105,084 $2.5M 0.2% +42,993 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 100,794 $2.4M 0.13% -257 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 99,036 $2.35M 0.03% -1,350 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 98,906 $2.35M 0.1% -71,964 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 88,624 $2.11M 1.19% +195 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 86,029 $2.04M 0.54% -494 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 84,505 $2.01M <0.01% +52,270 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 79,300 $1.88M <0.01% +36,600 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 73,900 $1.76M 0.03% -4,425 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/ 72,863 $1.73M <0.01% -17,723 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 72,449 $1.72M <0.01% +151 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 68,970 $1.64M 0.06% -67,165 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 67,934 $1.61M 0.01% +50,436 13F-HR/A Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 63,075 $1.5M 0.01% +12,126 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 57,857 $1.37M 0.02% -1,839 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 45,095 $1.07M 1.07% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 44,943 $1.07M <0.01% -6,662 13F-HR/A Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 40,000 $950K 0.12% -40,000 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 39,781 $945K <0.01% +20,203 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 39,379 $936K <0.01% +36,132 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 37,870 $900K 0.19% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 37,480 $891K 0.31% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 37,396 $889K 0.03% +14,638 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 36,070 $857K 0.11% -6,990 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 35,571 $845K 0.46% -11,484 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 32,123 $763K 0.19% +6,140 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 30,415 $723K <0.01% new 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 30,047 $714K 0.43% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 29,848 $709K 0.06% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 29,049 $690K 0.14% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 28,863 $686K 0.01% -4,500 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 27,501 $653K <0.01% -44 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 26,941 $640K 0.17% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 26,850 $638K 0.01% +2,500 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,826 $637K <0.01% -4,800 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 25,170 $598K <0.01% -4,905 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 25,085 $596K 0.04% -4,005 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,534 $512K 0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 20,814 $495K <0.01% -703 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 20,706 $492K 0.2% +3,455 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 17,619 $419K 0.02% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 17,579 $418K <0.01% -5,012 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,430 $416K <0.01% +1,883 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 15,369 $365K <0.01% -12,416 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 14,923 $355K 0.01% -155,155 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,262 $339K 0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14,093 $335K <0.01% -838 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,070 $334K <0.01% +707 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,821 $328K <0.01% -10,148 13F-HR Timeline Group TLS Advisors LLC More: the full row for TLS Advisors LLC 13,600 $323K 0.73% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 13,002 $309K 0.16% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 13,047 $281K 0.06% -1,031 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 9,981 $237K 0.03% 0 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 9,940 $236K 0.12% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 9,881 $236K 0.03% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,927 $223K 0.01% -362 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,533 $203K 0.01% new 13F-HR/A Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,500 $202K 0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 7,536 $179K <0.01% +1,027 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,078 $168K <0.01% +950 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,773 $137K 0.01% -8,044 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,620 $134K <0.01% +1,809 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,544 $132K <0.01% -210 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,103 $97.5K <0.01% -137 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 3,850 $91.5K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,500 $83.2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,359 $56K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,939 $46.1K <0.01% -1,211 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. 1,815 $43.3K <0.01% new 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,792 $42.6K <0.01% +1,119 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,741 $41.4K <0.01% -48 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,368 $32.5K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,039 $24.7K <0.01% -152 13F-HR Timeline Group BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,000 $23.8K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 975 $23.2K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 730 $17.3K <0.01% -25 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 713 $16.9K <0.01% +245 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 504 $12K <0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 463 $11K <0.01% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 450 $10.7K 0.01% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 330 $7.84K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 321 $7.63K <0.01% +108 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 300 $7.22K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 300 $7K <0.01% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 264 $6.27K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 200 $4.75K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 178 $4K <0.01% +143 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 156 $3.7K <0.01% new 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 137 $3.25K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 100 $2.34K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 73 $1.74K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 20 $464 <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 18 $428 <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 14 $332 <0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 2 $48 <0.01% 0 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1 $24 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 14 $0 0% 0 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 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.