Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 316,613 $36.6M 0.13% -370 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 248,120 $28.7M 1.77% -80 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 171,507 $19.8M 3.88% +3,969 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 171,342 $19.8M 4.02% +11,553 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 87,042 $10.1M 2.54% +3,336 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 86,239 $9.97M <0.01% -38,498 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 57,553 $6.66M 0.13% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 55,669 $6.44M <0.01% +29,777 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 55,544 $6.42M 0.03% +1,509 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 48,691 $5.63M <0.01% +2,267 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 47,187 $5.46M 0.06% -13,993 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 32,240 $3.73M 0.04% +6,522 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,989 $2.77M <0.01% +7,069 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 20,953 $2.42M 0.02% -516 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,715 $2.4M 0.02% -65 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 20,038 $2.32M 0.1% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 19,681 $2.28M 0.03% -565 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,886 $2.07M <0.01% -1,009 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,823 $2.06M <0.01% -2,904 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 17,745 $2.05M 0.56% +460 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 16,600 $1.92M 0.01% +1,558 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 15,091 $1.75M 0.02% -283 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,929 $1.38M 0.01% +4,578 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 10,251 $1.19M <0.01% -1,336 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 10,081 $1.17M <0.01% +8 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 9,745 $1.13M 0.01% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,745 $1.13M 0.07% new 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 8,965 $1.04M 0.89% +2,200 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,339 $849K 0.04% 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/ 6,516 $754K <0.01% +84 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 6,451 $746K <0.01% +188 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 5,150 $596K 0.07% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,755 $550K <0.01% -19 13F-HR/A Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,474 $517K <0.01% 0 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,170 $482K 0.06% -338 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,004 $463K 0.01% -1,415 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 4,000 $463K 0.02% 0 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,697 $428K 0.63% -1 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,230 $374K <0.01% -10 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,144 $364K <0.01% +1,116 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,849 $330K 0.05% -685 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 2,600 $285K 0.28% +92 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,328 $269K <0.01% -2,455 13F-HR/A Timeline Group Climber Capital SA More: the full row for Climber Capital SA 2,505 $243K 0.19% -70 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,012 $233K <0.01% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,000 $231K <0.01% 0 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,959 $227K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,196 $222K <0.01% 0 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 1,870 $216K 0.12% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,768 $205K <0.01% +1,662 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,760 $204K 0.01% 0 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,681 $194K <0.01% -300 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,346 $156K 0.01% -75 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,255 $145K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,128 $130K <0.01% +57 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 942 $109K 0.03% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 860 $99.5K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 617 $71.4K <0.01% +68 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 574 $66.4K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 558 $64.6K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 493 $57K <0.01% +150 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 449 $51.9K <0.01% -1 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 440 $51K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 425 $49.2K <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 388 $44.9K <0.01% -136 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 326 $37.7K <0.01% -260 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 300 $35K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 259 $30K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250 $28.9K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 220 $25.4K 0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 200 $23.1K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 148 $17.1K <0.01% -26 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 104 $12K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 103 $11.9K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 96 $11.1K <0.01% -47 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/ 85 $9.82K <0.01% 0 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 83 $9.6K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 53 $6.13K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 52 $6.01K <0.01% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 40 $4.63K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 25 $2.9K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 14 $1.62K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 0 $33 <0.01% 0 13F-HR Timeline Group Amount 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.