Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 314,686 $43.7M 0.14% +6,057 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 228,873 $31.8M 1.64% -17,174 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 180,507 $25M 4.09% +3,719 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 175,903 $24.4M 3.19% +3,100 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 104,033 $14.4M <0.01% +53,019 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 73,805 $10.2M <0.01% +3,663 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 67,018 $9.3M 1.27% +2,412 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 66,090 $9.17M <0.01% -5,970 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 63,543 $8.82M 0.03% +2,493 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,446 $2.98M 0.02% +710 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 20,456 $2.84M 0.02% -310 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 18,300 $2.54M 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,213 $2.39M 0.02% -2,000 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,552 $2.3M <0.01% +340 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 16,419 $2.28M 0.51% -227 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,820 $2.06M 0.02% -168 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,106 $1.82M <0.01% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,040 $1.81M 0.07% -35,757 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,992 $1.53M <0.01% +81 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 10,120 $1.4M 0.01% -107 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,742 $1.35M <0.01% -30,197 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 9,544 $1.32M <0.01% +202 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,964 $1.24M 0.02% new 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 8,248 $1.14M 0.51% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,339 $1.02M 0.04% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,213 $1M <0.01% -44 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,137 $990K <0.01% -437 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,354 $882K <0.01% new 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/ 6,062 $841K <0.01% -428 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,844 $811K <0.01% new 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 5,150 $715K 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 4,657 $646K <0.01% -139 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,474 $621K <0.01% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,245 $589K <0.01% +343 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 $556K 0.01% 0 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,860 $536K 0.4% -2,005 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,707 $514K 0.66% +5 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 3,364 $479K 0.37% +326 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 3,406 $473K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,310 $459K <0.01% +25 13F-HR/A Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,298 $458K 0.01% -582 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,855 $396K <0.01% +1,025 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,811 $390K <0.01% +568 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,643 $367K 0.04% +14 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,599 $361K <0.01% +1,094 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,536 $352K <0.01% -208 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 2,460 $341K 0.22% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,012 $279K <0.01% -1,936 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,002 $278K <0.01% new 13F-HR/A 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 $278K <0.01% 0 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,989 $276K 0.01% +17 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,941 $269K <0.01% new 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 1,870 $260K 0.12% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,701 $236K 0.01% -250 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,696 $235K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,532 $213K <0.01% +1,094 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,478 $205K 0.02% -107 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,346 $187K 0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,340 $186K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 942 $131K 0.03% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 860 $119K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 814 $113K <0.01% -173 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 795 $110K <0.01% +51 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 597 $82.8K <0.01% -658 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 574 $82.4K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 558 $77.5K <0.01% 0 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/ 531 $73.7K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 489 $67.8K <0.01% -51 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 449 $62.3K <0.01% 0 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. 425 $59K <0.01% 0 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 300 $42K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 276 $38.3K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 261 $36.2K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 259 $35.9K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250 $34.7K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 245 $34K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 227 $31.5K <0.01% +1 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 148 $20.5K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 92 $12.7K <0.01% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 83 $11.5K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 55 $7.63K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 53 $7.36K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 25 $3.47K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 14 $1.94K <0.01% 0 13F-HR Timeline