Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 303,266 $38.3M 0.13% -13,347 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 246,932 $31.2M 1.77% -1,188 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 175,860 $22.2M 4.07% +4,353 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 173,457 $21.9M 3.23% +2,115 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 90,694 $11.5M 2.26% +3,652 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 85,518 $10.8M 0.29% +27,965 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 71,144 $8.99M <0.01% +15,475 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 70,314 $8.89M <0.01% -15,925 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 57,776 $7.3M 0.03% +2,232 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 50,878 $6.43M <0.01% +2,187 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 26,263 $3.32M 0.24% +16,518 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 26,263 $3.32M 0.04% +16,518 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 25,479 $3.22M 0.03% -6,761 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 21,256 $2.69M 0.03% -25,931 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 20,953 $2.65M 0.02% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,718 $2.62M 0.02% +3 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 18,300 $2.31M 0.01% +1,700 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 17,046 $2.15M 0.54% -699 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,407 $2.07M <0.01% -1,479 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 16,062 $2.03M 0.02% -3,619 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,911 $1.38M 0.01% -1,018 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,630 $1.34M <0.01% +8,302 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 9,790 $1.24M <0.01% -461 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 8,965 $1.13M 0.91% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,532 $1.08M <0.01% -15,457 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 8,066 $1.02M <0.01% -2,015 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,888 $997K 0.04% -12,150 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,339 $928K 0.04% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,257 $917K <0.01% +806 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,170 $906K <0.01% +654 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 5,150 $651K 0.08% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,796 $607K <0.01% +41 13F-HR/A Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,474 $566K <0.01% 0 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 4,000 $506K 0.02% 0 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,880 $490K 0.01% -124 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,702 $468K 0.64% +5 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,208 $405K <0.01% +64 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,065 $387K <0.01% -165 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,867 $362K 0.05% +18 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 2,742 $352K 0.31% +142 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 2,460 $309K 0.2% -45 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 $253K <0.01% 0 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,972 $249K 0.01% +13 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 1,870 $236K 0.12% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,830 $231K <0.01% -366 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,681 $212K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,346 $170K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,255 $159K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,082 $137K <0.01% -46 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 942 $119K 0.03% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 860 $109K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 744 $94.1K <0.01% +127 13F-HR/A Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 574 $72.5K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 558 $70.6K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 450 $56.9K <0.01% +1 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 447 $56.5K <0.01% +7 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 $53.7K <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 388 $49K <0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 326 $41.2K <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 309 $39.2K <0.01% -184 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 300 $38K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 259 $32.7K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250 $31.6K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 200 $25.3K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 148 $18.7K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 106 $13.4K <0.01% -1,662 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 103 $13K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 91 $11.5K <0.01% 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/ 85 $10.7K <0.01% 0 13F-HR/A Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 83 $10.5K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 55 $6.95K <0.01% -41 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 53 $6.7K <0.01% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 40 $5.06K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 25 $3.16K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 14 $1.77K <0.01% 0 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.