JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,774 $232K 0.03% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,865 $229K 0.03% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,772 $222K 0.15% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,752 $220K 0.01% +74 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,739 $219K <0.01% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,689 $215K 0.01% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,685 $215K 0.09% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,556 $213K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,611 $209K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,374 $190K <0.01% +2,204 13F-HR Timeline Group Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 2,250 $180K 2.32% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,238 $179K <0.01% new 13F-HR/A Timeline Group BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,200 $176K 0.05% -5,800 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,134 $171K <0.01% +35 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,091 $167K <0.01% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,291 $164K 0.02% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,985 $159K <0.01% +283 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,862 $149K 0.08% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,650 $132K <0.01% +1,100 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,586 $127K <0.01% -184 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) 1,542 $124K <0.01% +1,381 13F-HR Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,500 $120K 0.18% new 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,386 $111K <0.01% 0 13F-HR Timeline Group ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 1,340 $107K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,320 $106K 0.03% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,305 $105K 0.07% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,239 $99.2K <0.01% -606 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,203 $96.4K <0.01% +1,052 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,190 $95.3K 0.01% -4,097 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,115 $89.3K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,066 $85.4K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,065 $85.3K 0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 900 $72.1K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 897 $72K <0.01% +301 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 886 $71K <0.01% -81 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 763 $61.1K 0.02% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 750 $60.1K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 645 $51.7K <0.01% -135,903 13F-HR Timeline Group Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 644 $51.6K 0.03% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 620 $49.7K <0.01% -850 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 600 $48.1K <0.01% 0 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/ 579 $46.4K <0.01% +295 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 510 $41K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 451 $36.9K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 442 $35.4K 0.02% -218 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 419 $33.6K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 390 $32.7K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 405 $32.4K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 348 $28K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 322 $25.8K <0.01% -40 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 279 $22.3K <0.01% +33 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 258 $20.6K 0.01% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 220 $17.6K <0.01% -475 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 157 $12.6K <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 156 $12.5K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 125 $10K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 124 $9.93K 0.01% -89 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 112 $8.95K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 109 $8.73K <0.01% +92 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 100 $8.01K <0.01% new 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 100 $8.01K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 100 $8.01K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 77 $6.17K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 63 $5.05K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 46 $3.69K <0.01% +12 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 38 $3.04K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 38 $3K <0.01% +25 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 36 $2.88K <0.01% -253 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 33 $2.64K <0.01% -3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 30 $2.4K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 23 $1.84K <0.01% -23 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 23 $1.84K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 22 $1.76K <0.01% -46 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 19 $1.52K <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 19 $1.47K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 18 $1.44K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 18 $1.44K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 15 $1.23K <0.01% 0 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 14 $1K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11 $1K <0.01% -16 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 12 $961 <0.01% +6 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 9 $721 <0.01% +3 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 8 $641 <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8 $641 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 7 $561 <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7 $561 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5 $410 <0.01% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1 $80 <0.01% 0 13F-HR Timeline