Dodge & Cox More: the full row for Dodge & Cox 117,764,090 $694M 0.4% -19,992 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 6,341,765 $37.4M 0.03% -26,230 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,067,170 $35.7M <0.01% -443,086 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,428,155 $32M <0.01% +31,975 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 5,413,607 $31.9M 0.01% +298,679 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,311,987 $31.3M 0.01% +821,180 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 4,218,511 $24.8M <0.01% -266,280 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,614,044 $15.4M 0.01% 13F-HR/A Timeline Group VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 1,895,842 $11.2M 0.04% +409,694 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 1,493,962 $8.8M 1.65% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,419,940 $8.36M <0.01% +679,126 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 1,410,756 $8.31M 0.01% +387,085 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,220,786 $7.19M 0.01% +1,023,116 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,040,668 $6.13M 0.38% +100 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,028,750 $6.06M 0.14% +841,863 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 912,556 $5.37M <0.01% +47,962 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 854,507 $5.03M <0.01% +388,076 13F-HR Timeline Group Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 803,580 $4.73M 0.08% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 803,071 $4.73M <0.01% +711,375 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 766,456 $4.51M 0.15% -257,186 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 576,292 $3.39M 0.49% 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 525,709 $3.1M <0.01% -285,922 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 486,141 $2.86M <0.01% +2,650 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 392,721 $2.31M new Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 378,200 $2.23M 0.01% +355,671 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 372,605 $2.19M <0.01% -4,247 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 366,490 $2.16M <0.01% -49,002 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 362,073 $2.13M <0.01% +120,674 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 349,134 $2.06M <0.01% +13,799 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 336,455 $1.98M 0.04% -12,141 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 318,068 $1.87M <0.01% -242,931 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 316,488 $1.86M <0.01% +110,768 13F-HR Timeline Group Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 312,684 $1.84M 0.44% -98,181 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/ 302,612 $1.78M <0.01% -556,157 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 289,691 $1.71M 0.01% -33,266 13F-HR/A Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 277,586 $1.63M 1% 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 265,316 $1.56M -9,297 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 251,743 $1.48M <0.01% -50,519 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 239,603 $1.41M 0.02% -14,498 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 231,349 $1.36M <0.01% -8,991 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 217,939 $1.28M <0.01% -2,547 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. 212,026 $1.25M <0.01% +948 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 202,259 $1.19M 0.05% +68,310 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 192,352 $1.13M 0.05% -2,189 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 180,639 $1.06M <0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 154,518 $910K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 149,178 $879K <0.01% -9,904 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 148,200 $873K 0.03% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 145,663 $858K 0.01% +1,779 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 138,595 $838K <0.01% -10,437 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 135,669 $806K +18,463 Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 134,316 $791K <0.01% +27,370 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 129,113 $760K 0.01% -3,684 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 127,001 $748K <0.01% -1,479 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 126,041 $742K 0.01% +2,094 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 118,607 $698K <0.01% new 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 110,423 $650K 0.05% +17,293 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 107,065 $631K <0.01% -31,671 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 103,388 $606K 0.01% -1,650 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 102,086 $601K 0.26% 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 101,065 $595K <0.01% -2,031 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 90,689 $534K <0.01% -11,015 13F-HR/A Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 89,321 $526K 0.01% +410 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 88,909 $524K -21,606 Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 88,413 $521K 0.01% +5,190 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 88,159 $519K <0.01% +18,434 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 87,979 $518K <0.01% new 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 84,250 $496K <0.01% -2,365 13F-HR Timeline Group OLIO Financial Planning More: the full row for OLIO Financial Planning 84,149 $496K 0.17% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 82,238 $484K <0.01% -67,856 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 80,684 $475K <0.01% +1,342 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 80,179 $472K <0.01% +68,054 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 76,168 $449K <0.01% +2,241 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 75,525 $445K <0.01% -11,142 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 74,288 $438K <0.01% -2,515 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 72,000 $424K <0.01% +3,039 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 71,189 $419K <0.01% +30,296 13F-HR Timeline Group AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 70,715 $417K 0.08% -10,390 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 69,850 $411K <0.01% +54,139 13F-HR/A Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 67,451 $397K 0.02% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 65,298 $385K 0.01% -49,178 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 64,978 $383K <0.01% +791 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 64,027 $377K 0.02% -1,825 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 58,575 $345K <0.01% -2,449 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 57,909 $341K 0.01% -4,335 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 57,015 $336K 0.04% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 56,930 $335K <0.01% -2,558 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 56,505 $333K 0.02% -7,224 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 49,806 $293K 0.02% -1,906 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 49,328 $291K 0.01% -745 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 46,195 $272K <0.01% -23,640 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 45,710 $269K <0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 44,976 $265K 0.01% -5,473 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 44,504 $262K <0.01% -4,645 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 43,821 $258K <0.01% -121,838 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 40,000 $236K <0.01% new 13F-HR/A Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 39,468 $232K 0.01% -1,822 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 39,236 $231K <0.01% -4,408 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 38,800 $229K 0.03% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 37,744 $222K <0.01% +2,275 13F-HR Timeline Group AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 36,691 $216K 0.05% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 35,162 $207K +362 Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 34,103 $201K 0.06% +18 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 33,830 $199K 0.04% +27 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 33,454 $197K 0.01% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 31,624 $186K 0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 29,521 $174K <0.01% -3,324 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 29,451 $173K 0.02% -281 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 29,437 $173K <0.01% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 28,696 $169K <0.01% -4,398 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 28,418 $167K 0.01% -707 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 28,168 $166K <0.01% -8,516 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 27,938 $165K 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 25,107 $150K <0.01% -645 13F-HR Timeline Group LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 24,723 $146K 0.01% +837 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 24,406 $144K 0.01% +18,530 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 23,641 $139K 0.03% -1,587 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 23,546 $139K <0.01% +221 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 22,708 $134K 0.03% -107 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 22,608 $133K <0.01% -138 13F-HR/A Timeline Calydon Capital More: the full row for Calydon Capital 22,469 $132K 0.03% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 21,856 $129K 0.03% -296 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 21,329 $126K <0.01% +6,733 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 20,591 $121K 0.01% -1,125 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 20,501 $121K <0.01% +3,243 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 20,284 $121K <0.01% +44 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 20,284 $119K <0.01% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 20,015 $118K <0.01% +2,170 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 20,015 $118K <0.01% +2,170 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 19,189 $113K <0.01% +5,557 13F-HR/A Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 19,060 $112K 0.01% -3,348 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 18,575 $109K <0.01% -13,800 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 18,385 $108K <0.01% -538 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 17,757 $105K 0.01% +2,142 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,064 $101K <0.01% 0 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 16,500 $97.2K 0.07% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 16,324 $96.1K <0.01% -31 13F-HR Timeline Group Adero Partners, LLC More: the full row for Adero Partners, LLC 15,972 $94.1K 0.01% +565 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 15,703 $92.5K 0.02% -3,829 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 15,551 $92K 0.01% -2,000 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 15,560 $91.6K 0.01% -944 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,784 $87.1K <0.01% -517 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 14,695 $86.6K 0.04% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 14,683 $86.5K <0.01% -63 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 14,374 $84.7K 0.03% +231 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14,184 $83.5K <0.01% -76,123 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 13,672 $80.5K 0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,581 $80K 0.01% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 13,458 $79.3K 0.01% new 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 13,085 $77.1K <0.01% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,036 $76.8K <0.01% +4,721 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 12,792 $75.3K <0.01% -565 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12,067 $71.1K <0.01% -549 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,044 $70.9K <0.01% -3,161 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,850 $69.8K 0.01% +1,240 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 11,512 $67.8K 0.02% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,423 $67.3K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,483 $66.1K <0.01% -54 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,092 $66.1K <0.01% -8,157 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 11,214 $66K 0.01% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 11,105 $65.4K <0.01% +910 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,927 $64.9K <0.01% +185 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,000 $64.8K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,655 $63K <0.01% -459 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,657 $62.8K <0.01% +17 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,637 $62.7K <0.01% -105 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 10,592 $62.4K 0.03% -233 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 10,434 $61.5K 0.02% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,410 $61.3K <0.01% +1,554 13F-HR/A Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 9,692 $57.1K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,551 $55.2K <0.01% +369 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,184 $53.8K 0.01% +3,802 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,509 $38.3K <0.01% +1,234 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 5,900 $35K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,230 $30.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,164 $30.4K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,000 $29.4K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,846 $28.5K <0.01% +4,454 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,769 $28.1K <0.01% +149 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,422 $26K <0.01% +52 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,905 $23K <0.01% -43,269 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,827 $22.5K <0.01% -3,690 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,764 $22K <0.01% -2,306 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 3,576 $21.1K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,565 $21K <0.01% -425 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,084 $18.2K <0.01% +1,317 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3,026 $17.8K 0.01% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,900 $17.1K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,647 $17.1K <0.01% -674 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,729 $16.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,466 $14.5K <0.01% 0 13F-HR/A Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 2,094 $12.3K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,972 $11.6K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,945 $11.5K <0.01% +373 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,922 $11.3K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,907 $11.2K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,610 $10.6K <0.01% -770 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,699 $10K <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 1,575 $9.28K 0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,200 $7.06K <0.01% 0 13F-HR Timeline