JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,925 $177K <0.01% -39 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,906 $175K 0.01% +2 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 1,896 $174K <0.01% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,687 $160K <0.01% 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,634 $150K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,607 $148K <0.01% +282 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,574 $145K <0.01% +52 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,498 $138K <0.01% -7,002 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,440 $132K <0.01% -161 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,437 $132K <0.01% +50 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,376 $126K <0.01% +78 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 1,360 $125K <0.01% +620 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,314 $121K 0.02% +10 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,273 $117K 0.09% -4,348 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,258 $116K <0.01% +63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. State of Wyoming More: the full row for State of Wyoming 1,100 $101K 0.01% +265 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,074 $98.7K <0.01% -138 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,072 $98.5K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 876 $80.5K 0.02% new 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 705 $64.8K <0.01% +443 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 703 $64.6K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 700 $64.3K 0.02% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 689 $63K <0.01% +198 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 565 $51.9K <0.01% -183 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 548 $50K <0.01% new 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 500 $45.9K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 486 $44.7K <0.01% -5 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 463 $42.5K <0.01% +16 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 455 $41.8K <0.01% -5,169 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 418 $38.4K 0.01% -2 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 384 $35.3K <0.01% +41 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 339 $31.2K <0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 308 $28.3K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 302 $27.8K <0.01% +201 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 286 $27.7K <0.01% -8 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 296 $27.2K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 280 $25.7K 0.01% 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 276 $25.4K 0.01% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 256 $23.5K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 255 $23.4K 0.01% -1,775 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 247 $22.7K <0.01% +12 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 242 $22.2K 0.01% -29 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 236 $21.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 232 $21.3K <0.01% +152 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 230 $21.1K <0.01% -75 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 224 $20.6K <0.01% +44 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 224 $20.6K <0.01% +34 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 213 $20.2K 0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 210 $19.3K 0.01% 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 199 $18.3K 0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 163 $15K <0.01% -292,042 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 155 $14.3K <0.01% -110 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 151 $13.9K <0.01% +83 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 142 $13K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 137 $12.6K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 132 $12.1K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 131 $12K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 117 $10.8K <0.01% +52 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 108 $9.93K <0.01% -41 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 105 $9.65K <0.01% +29 13F-HR Timeline Quarry LP More: the full row for Quarry LP 105 $9.65K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 104 $9.56K <0.01% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 100 $9.19K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 99 $9.1K <0.01% +50 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 99 $9.1K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 97 $8.91K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 95 $8.73K <0.01% -12 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 94 $8.64K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 88 $8.09K <0.01% -9 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 88 $8.09K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 75 $6.89K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 75 $6.89K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 74 $6.8K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 74 $6.8K 0.01% -8 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 73 $6.71K <0.01% +1 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 65 $6.45K -2,784 Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 58 $5.33K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 56 $5.15K <0.01% 0 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 56 $5.15K <0.01% +40 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 52 $4.78K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 46 $4.46K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 50 $4K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 42 $3.86K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 42 $3.86K <0.01% +17 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 40 $3.68K <0.01% -13 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 37 $3.4K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 33 $3.03K <0.01% -1,384 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 32 $2.94K <0.01% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 32 $2.94K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 30 $2.72K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 28 $2.57K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 28 $2.57K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 27 $2.48K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 26 $2.39K <0.01% 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 25 $2.3K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 23 $2.12K <0.01% -186 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 28 $2K <0.01% -5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 21 $1.93K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $1.93K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 21 $1.93K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 20 $1.84K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 20 $1.84K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $1.66K <0.01% +6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 13 $1.62K <0.01% +4 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 17 $1.56K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 17 $1.56K <0.01% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 15 $1.38K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14 $1.29K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 14 $1.29K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $1.2K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 12 $1.17K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 12 $1.1K <0.01% +5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 12 $1.1K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 12 $1.1K <0.01% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11 $1.01K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 10 $1K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 10 $919 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10 $919 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $828 <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 9 $828 <0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 8 $735 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $735 <0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6 $552 <0.01% new 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6 $551 <0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $460 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $460 <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $460 <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5 $459 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 5 $459 <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4 $367 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $211 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $184 <0.01% +1 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1 $134 <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $92 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $92 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $92 <0.01% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1 $92 <0.01% -3,013 13F-HR Timeline