MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 116,441 $6.25M <0.01% -2,856 13F-HR/A Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 72,228 $3.88M 0.01% +134 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 71,288 $3.82M 0.01% +14,761 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 53,666 $2.88M <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 51,514 $2.76M <0.01% +28,938 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 44,747 $2.4M 0.02% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 40,191 $2.16M <0.01% 13F-HR/A Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 32,202 $1.73M 0.12% -11,184 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 25,808 $1.38M <0.01% -602 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 24,198 $1.3M 0.01% -751 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,845 $1.23M 0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 17,951 $963K <0.01% +632 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 15,486 $831K <0.01% -868 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 14,970 $803K 0.08% -6,251 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 14,540 $780K 0.55% +677 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 13,431 $721K 0.09% 0 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 12,416 $666K 0.83% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,755 $523K <0.01% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,471 $401K <0.01% -2,303 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/ 7,249 $389K <0.01% +962 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,363 $288K <0.01% +183 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 5,520 $286K 0.16% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,157 $277K 0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,884 $262K <0.01% new 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,360 $234K 0.16% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,926 $211K <0.01% new 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,753 $148K 0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,084 $112K <0.01% +298 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. 1,650 $88.5K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,476 $79.2K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,320 $70.8K <0.01% 0 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,000 $53.6K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 651 $34.9K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 529 $28.4K <0.01% 0 13F-HR/A Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 376 $20.2K 0.02% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 300 $16.1K 0.01% 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 223 $12K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 199 $10.7K <0.01% -151 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 197 $10.6K <0.01% +71 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 188 $9.97K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 110 $5.9K <0.01% +11 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 89 $4.78K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 60 $3.21K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 46 $2.47K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25 $1.34K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7 $376 <0.01% -184 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1 $54 <0.01% new 13F-HR Timeline Group 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.