Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 40,203 $273K <0.01% +21,443 13F-HR/A Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 38,260 $260K 0.05% -2,035 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 38,000 $258K 0.03% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 37,766 $256K <0.01% -340 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 37,486 $255K 0.03% +19,485 13F-HR/A Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 36,711 $249K 0.01% +3,512 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 35,659 $242K <0.01% +25,588 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 34,899 $237K <0.01% +14,983 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 34,323 $233K <0.01% +13,190 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 32,298 $219K 0.04% -7,720 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 31,813 $216K 0.04% -10,196 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 31,796 $216K <0.01% +18,438 13F-HR/A Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 31,648 $215K 0.01% -2,433 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 31,263 $212K <0.01% +331 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 29,975 $204K <0.01% new 13F-HR/A Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 29,807 $202K <0.01% +11,898 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 29,598 $201K <0.01% +4,036 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 29,183 $198K 0.02% +5,536 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 28,537 $194K <0.01% +9,254 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 27,841 $189K <0.01% new 13F-HR/A Timeline Group Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 27,665 $188K 0.1% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 27,034 $184K <0.01% -96 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 26,474 $180K 0.01% +5,574 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 26,194 $178K 0.01% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 25,790 $175K 0.01% +10,624 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 25,807 $175K <0.01% +24,273 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,670 $174K <0.01% +6,431 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 24,982 $170K 0.01% +190 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 22,151 $153K <0.01% -3,305 13F-HR/A Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 22,000 $146K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 21,069 $143K 0.01% -6,950 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,061 $143K <0.01% -292 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 20,900 $142K <0.01% 0 13F-HR/A Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 20,371 $138K 0.06% +7,234 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 20,127 $137K <0.01% -22,138 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 20,111 $137K <0.01% +8,491 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 19,926 $135K <0.01% -2,803 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 18,831 $128K <0.01% +9,696 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 18,816 $128K 0.03% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,784 $128K <0.01% -5,488 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 18,050 $123K <0.01% -1,206 13F-HR Timeline Group AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 18,007 $122K <0.01% 0 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 17,835 $121K <0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,823 $121K 0.01% +191 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 17,281 $117K <0.01% +118 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 17,270 $117K 0.01% +1,010 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 17,245 $117K 0.03% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,875 $115K <0.01% -3,451 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 16,790 $114K 0.01% +709 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,463 $112K 0.01% -823 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,415 $111K <0.01% -401,534 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 15,529 $105K 0.03% -52 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 15,400 $105K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 14,797 $100K 0.01% +332 13F-HR/A Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 14,310 $97K <0.01% -246,479 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,045 $95.4K <0.01% -314 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 14,025 $95.2K 0.01% +2,740 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,971 $94.9K <0.01% new 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 13,832 $93.9K <0.01% -58 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,530 $91.9K <0.01% +110 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,435 $91.2K <0.01% -1,420 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 13,142 $89.2K 0.01% -5,392 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 12,920 $87.7K <0.01% -396 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 12,697 $86.2K 0.01% -154 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 12,583 $85.4K <0.01% +85 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,431 $84.4K <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/ 12,082 $82K <0.01% -465 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 11,715 $79.5K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,497 $78.1K <0.01% -1,269 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 10,777 $73.8K 0.03% -430 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 10,759 $73.1K 0.01% +10,298 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,195 $69.2K <0.01% +2,455 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,232 $69K <0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 9,800 $66.5K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,675 $65.7K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,667 $65.6K <0.01% +5,167 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 9,611 $65K <0.01% +1,373 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9,362 $63.6K <0.01% -1,160 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,166 $55K <0.01% +1,085 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,966 $47.3K <0.01% +5,355 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 6,092 $41.4K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,257 $35.7K 0.03% -336 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,318 $29.3K <0.01% +4,201 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,959 $26K <0.01% -1 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,248 $22.1K <0.01% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,806 $19.1K <0.01% -8,523 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,759 $18.7K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,738 $18.6K <0.01% +742 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,591 $17.6K <0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,539 $16.8K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,415 $16.4K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,180 $14.8K <0.01% -4,414 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,749 $11.9K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,531 $10.9K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,530 $10.4K 0.01% +1,442 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,351 $9.17K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,218 $8.27K <0.01% new 13F-HR Timeline Mizuho Securities Co. Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Securities Co. Ltd. 1,205 $8.18K 0.03% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,000 $7K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,022 $6.94K <0.01% +155 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 974 $6.61K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 891 $6K <0.01% -8 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 880 $5.98K <0.01% +321 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 798 $5.42K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 730 $4.96K <0.01% 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 636 $4.32K <0.01% -439 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 600 $4.07K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 536 $3.64K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 462 $3.14K <0.01% +269 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 424 $2.88K <0.01% new 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 394 $2.67K <0.01% +1 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 379 $2.57K <0.01% -1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 365 $2.48K <0.01% +1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 330 $2.24K <0.01% new 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 330 $2.24K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 313 $2.13K <0.01% -1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 265 $1.8K <0.01% -11 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 180 $1.22K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 162 $1.1K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 156 $1.06K <0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 146 $992 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 130 $883 <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 91 $618 <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 49 $332 <0.01% 0 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/ 30 $204 <0.01% new 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22 $149 <0.01% -573 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1 $7 <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. Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 0 $0 0% -59,401 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.