OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,166,967 $32.5M 1.65% -4,729 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 833,229 $23.2M <0.01% -48,550 13F-HR/A Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 774,013 $21.5M <0.01% -1,269,072 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 624,342 $17.4M <0.01% +85,579 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 350,633 $9.75M 0.23% +241,005 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 288,341 $8.02M <0.01% -31,272 13F-HR Timeline Group Innova Wealth Partners More: the full row for Innova Wealth Partners 147,455 $4.1M 2.22% -100,054 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 138,938 $3.86M 0.35% -19,455 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 112,482 $3.13M 1.05% +2,474 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 102,949 $2.86M <0.01% +61,202 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 90,348 $2.51M 0.01% -245,162 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 90,334 $2.51M 0.03% -325 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 88,852 $2.47M 0.49% -4,494 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 87,944 $2.45M 0.54% +1,360 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 84,147 $2.34M <0.01% +1,576 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 76,807 $2.14M 0.01% -8,094 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/ 72,890 $2.03M <0.01% -6,518 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 68,042 $1.89M <0.01% -392,645 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 64,023 $1.78M 1.4% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 54,290 $1.51M 0.01% +239 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 52,118 $1.45M 0.06% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,833 $1.25M <0.01% new 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 37,489 $1.04M 0.65% -894 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,832 $970K <0.01% -3,185 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 33,401 $947K 0.02% +2,054 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 31,042 $863K 0.03% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 30,823 $857K 0.4% -220 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 28,265 $786K <0.01% +2,492 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 25,665 $714K 0.02% 0 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 24,033 $668K <0.01% -356 13F-HR/A Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 23,987 $667K 0.09% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 23,848 $663K <0.01% +6,153 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,492 $647K <0.01% +1,285 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 20,972 $584K <0.01% -7,647 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 19,241 $535K 0.1% -1,757 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 18,860 $524K 0.03% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,386 $511K 0.01% -232 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 15,183 $422K 0.01% +15 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 14,984 $417K 0.15% -56 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,244 $368K <0.01% -1,633 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,205 $367K <0.01% -1,125 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,085 $364K <0.01% -1,291 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 12,588 $350K <0.01% +435 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,912 $331K <0.01% -14,599 13F-HR/A Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 11,657 $324K 0.01% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,254 $257K <0.01% -33 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,913 $220K <0.01% 0 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. 7,893 $220K <0.01% -220,000 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,268 $202K <0.01% +2 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,250 $202K <0.01% +416 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,201 $200K 0.01% -103 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,000 $139K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 4,734 $132K 0.04% -626 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,538 $98.4K <0.01% -689 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,542 $70.7K <0.01% 0 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,380 $66.2K 0.04% -12,197 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,119 $58.9K <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. 1,990 $55.3K <0.01% -5,984 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,000 $27.8K 0.01% -400 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 897 $24.9K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 873 $24.3K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 805 $22.4K <0.01% new 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 729 $20.3K <0.01% -56 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 700 $19.5K <0.01% +200 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 632 $17.6K <0.01% -114 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 617 $17.2K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 556 $15.5K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 539 $15K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 528 $14.7K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 525 $14.6K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 511 $14K <0.01% -1,228 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 491 $13.5K <0.01% +1 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 477 $13.3K <0.01% -289 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 450 $12.5K 0.04% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 398 $11.1K 0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 396 $11K <0.01% -339 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 352 $9.8K <0.01% -148 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 322 $8.96K <0.01% -22 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 306 $8.5K <0.01% -183 13F-HR Timeline MOTCO More: the full row for MOTCO 242 $6.73K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 219 $6.08K <0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 208 $6K <0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 199 $5.52K <0.01% +3 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 184 $5.12K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 175 $4.87K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 172 $4.79K <0.01% -54,829 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 157 $4.37K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 148 $4.12K <0.01% -80 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 142 $3.95K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 142 $3.95K <0.01% -45 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/ 141 $3.91K <0.01% -18 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 134 $3.73K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 115 $3.2K <0.01% -14 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 115 $3.2K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 109 $3.03K <0.01% +93 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $2.78K <0.01% 0 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 80 $2.23K <0.01% -15,198 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 71 $1.98K <0.01% -96 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 63 $1.75K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 60 $1.67K <0.01% +27 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 50 $1.39K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 47 $1.31K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 47 $1.31K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 27 $750 <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26 $723 <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 23 $640 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 22 $606 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19 $528 <0.01% +11 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 12 $334 <0.01% 0 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) 10 $278 <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4 $111 <0.01% new 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $21 <0.01% -24,878 13F-HR Timeline