OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 193,401 $14.7M 0.85% +572 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 123,653 $9.38M 0.22% +16,090 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 121,806 $9.32M 0.19% +100,320 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 135,047 $9.3M 10.02% +2,740 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/ 100,240 $7.61M <0.01% -53,306 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 83,080 $6.3M <0.01% -26,030 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 75,521 $5.73M <0.01% -5,104 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 70,788 $5.37M 0.01% +12,368 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 67,038 $5.09M 0.01% -57,253 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 63,180 $4.79M 0.99% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 51,433 $3.9M <0.01% +36,379 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 43,466 $3.3M 0.53% -1,169 13F-HR/A Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 42,041 $3.19M 0.03% -3,434 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 36,744 $2.79M 0.03% -1,391 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 36,283 $2.75M 0.02% -5,206 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 36,006 $2.73M 0.11% +14,907 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 25,901 $1.97M <0.01% +23,663 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 24,592 $1.87M <0.01% 0 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 24,421 $1.85M <0.01% new 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 18,111 $1.37M 0.2% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 16,772 $1.27M 0.05% +306 13F-HR Timeline Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 16,750 $1.27M 1.07% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 15,177 $1.15M 0.06% new 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,966 $756K 0.07% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,445 $717K <0.01% -1,276 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 9,338 $709K 0.19% new 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 9,126 $692K 0.64% -3,315 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 9,117 $692K 1.03% 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,800 $668K <0.01% -7,649 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,239 $625K 0.01% -215 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,071 $612K <0.01% -246 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,449 $489K <0.01% -2,820 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,430 $488K <0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,550 $421K <0.01% +247 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,517 $419K <0.01% new 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,345 $406K 0.18% -280 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,917 $373K <0.01% +352 13F-HR/A Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,291 $326K 0.11% -1,148 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,122 $313K <0.01% +3,336 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,079 $310K 0.01% -195 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,873 $218K <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,766 $210K <0.01% +76 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,844 $140K <0.01% 0 13F-HR/A Timeline Group 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,614 $122K 0.08% +34 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,584 $120K <0.01% -800 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,548 $117K 0.05% -251 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,436 $109K <0.01% +27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 773 $58.7K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 565 $42.9K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 500 $37.9K <0.01% -43 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 489 $37.1K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 472 $35.8K 0.01% -4 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/ 420 $31.9K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 369 $28K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 361 $27.4K <0.01% -2 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 260 $19.7K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 244 $18.5K <0.01% -200 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 150 $11.4K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 156 $11K <0.01% +74 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 119 $9.06K <0.01% +5 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 111 $8.39K 0.02% +3 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 111 $8K <0.01% -25 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 85 $6.44K <0.01% -1 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 79 $6K <0.01% +61 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 61 $4.63K <0.01% 0 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 61 $4.63K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 51 $3.87K <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 47 $3.58K <0.01% +1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26 $1.94K <0.01% +1 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3 $228 <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1 $70 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.