Dodge & Cox More: the full row for Dodge & Cox 50,556,509 $367M 0.2% -19,966,322 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 11,741,711 $85.2M 0.02% +901,979 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,520,790 $76.4M <0.01% -2,611,132 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 5,631,844 $40.9M 0.02% -6,360,166 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,293,258 $38.4M <0.01% +604 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,562,422 $33.1M <0.01% +351,488 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,303,388 $24M 0.03% +1,533,434 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,769,771 $20.1M +218,839 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,451,515 $17.8M 0.01% +32,620 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,107,085 $15.3M 2.03% +9,775 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,735,351 $12.6M 0.02% +520,221 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,504,190 $10.9M <0.01% -46,984 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,452,213 $10.5M 0.01% -649,992 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 1,394,670 $10.1M 0.01% -13,341 13F-HR Timeline Group VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 1,226,958 $8.91M 0.04% -1,213,107 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 1,107,297 $8.04M 1.42% -4,000 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,050,189 $7.28M <0.01% +530,160 13F-HR/A Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 900,000 $6.53M 0.7% -118 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) 885,320 $6.43M 0.17% +194,297 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 788,709 $5.73M <0.01% -59,883 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 782,733 $5.68M 0.31% +361,951 13F-HR Timeline Transmarket Holdings LP More: the full row for Transmarket Holdings LP 665,613 $4.83M 2.58% +342,704 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 648,575 $4.71M 0.09% +41,557 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 644,010 $4.68M 0.04% +41,260 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 613,320 $4.45M 0.11% +218,482 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 559,615 $4.06M 0.05% +47,590 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 536,195 $3.89M 0.02% +96,295 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 532,588 $3.87M <0.01% +242,900 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 525,948 $3.82M <0.01% +21,215 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 501,140 $3.64M <0.01% +454,274 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 438,746 $3.19M <0.01% +12 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 412,972 $3M <0.01% +52,751 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 385,104 $2.8M <0.01% +231,460 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/ 362,408 $2.63M <0.01% +102,930 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 346,358 $2.51M <0.01% +4,379 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 335,073 $2.43M +186,144 Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 323,321 $2.35M 0.08% -85,403 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 314,565 $2.28M 0.09% -563,424 13F-HR/A Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 304,558 $2.21M 0.02% +21,350 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 301,267 $2.19M <0.01% +44,603 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 297,884 $2.16M 0.02% +182,264 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 259,380 $1.88M 0.03% -890 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 237,545 $1.72M 0.13% +292 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 228,743 $1.66M <0.01% -759,061 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 220,859 $1.6M <0.01% +10,735 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 204,207 $1.48M 0.04% -3,762 13F-HR/A Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 184,669 $1.48M -22,214 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 201,633 $1.46M <0.01% +3,214 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 200,379 $1.45M <0.01% +140 13F-HR Timeline Group CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 199,901 $1.45M 0.01% +627 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 191,061 $1.39M <0.01% -109,664 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 177,660 $1.29M 0.03% -12,832 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 167,716 $1.24M +13,133 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 163,814 $1.19M <0.01% +2,079 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 163,502 $1.19M 0.02% +6,548 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 163,400 $1.19M <0.01% -4,504 13F-HR/A Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 152,857 $1.11M 0.01% -619 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 142,129 $1.03M +47,828 Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 142,001 $1.03M 0.05% +77,400 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 133,514 $969K 0.58% +48,293 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 133,383 $968K <0.01% +66,956 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 121,708 $884K <0.01% +91,402 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 119,084 $865K 0.01% -1,084 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 117,882 $856K <0.01% +1,311 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 114,991 $835K <0.01% -138,577 13F-HR/A Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 112,460 $816K 0.03% +32,019 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 110,254 $800K 0.07% +869 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 99,554 $723K <0.01% +88,675 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 98,317 $714K 0.02% -23,807 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 93,228 $677K <0.01% -112,056 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 88,748 $644K 0.04% +54,869 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 87,888 $638K <0.01% +4,660 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 82,401 $598K <0.01% -165,018 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 81,736 $593K <0.01% +8,892 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 79,696 $579K <0.01% +754 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 75,175 $546K 0.01% +7,415 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 73,879 $536K <0.01% +2,286 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 73,092 $531K <0.01% -13,820 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 71,787 $521K <0.01% -23,795 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 71,009 $516K 0.14% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 69,815 $507K <0.01% +2,197 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 69,667 $506K 0.01% +5,803 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 69,596 $505K <0.01% -1,887 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 68,116 $495K 0.01% -369,184 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 66,333 $482K <0.01% +16,124 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 65,650 $477K 0.01% -380 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 63,600 $462K 0.02% 0 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 62,987 $457K <0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 61,273 $445K 0.02% -16,808 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 63,654 $441K <0.01% +17,838 13F-HR Timeline Group FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 59,398 $431K <0.01% -110,000 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 58,572 $425K 0.08% +10,167 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 57,015 $414K 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 56,634 $411K 0.04% +10,911 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 56,561 $411K 0.01% -5,926 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 56,361 $409K 0.1% -54,725 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 54,227 $394K 0.02% -200 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 53,818 $391K 0.01% -3,118 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 52,106 $378K <0.01% -4,718 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 47,432 $344K 0.02% +29,005 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 45,710 $332K <0.01% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 41,744 $303K <0.01% +6,423 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 41,177 $299K <0.01% -146 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 40,482 $294K 0.06% -2,007 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 37,832 $275K 0.08% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 37,832 $275K 0.08% new 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 36,691 $266K 0.05% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 35,669 $259K 0.01% -22,964 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 35,510 $258K 0.03% -9,150 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 35,074 $255K 0.01% +23,714 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 34,166 $248K <0.01% -64,692 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 33,345 $242K 0.01% -11 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 33,229 $241K <0.01% +29,381 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 33,212 $241K <0.01% 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 33,186 $241K 0.03% -2,704 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 34,224 $237K 0.01% +723 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 32,163 $234K <0.01% -4,061 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,135 $233K <0.01% +3,449 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 29,845 $220K <0.01% -43,588 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 30,249 $220K 0.15% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 29,285 $214K <0.01% +2,379 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 29,216 $212K <0.01% -3,178 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 28,964 $210K -936 Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 27,938 $203K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 27,082 $197K 0.04% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 26,445 $192K <0.01% -36,058 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,380 $192K <0.01% +2,683 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 25,768 $187K <0.01% +7,135 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 24,767 $180K 0.15% -4,857 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 24,719 $179K <0.01% +11,952 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 24,050 $175K 0.01% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 23,962 $174K <0.01% -706 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 23,791 $173K <0.01% +5,264 13F-HR Timeline Group VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 30,100 $160K 0.07% +10,500 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 21,982 $160K <0.01% +2,142 13F-HR/A Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 21,727 $158K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 21,500 $156K 0.02% -7,300 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 20,846 $151K <0.01% +6,699 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 20,797 $151K <0.01% +6,012 13F-HR/A Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 20,790 $151K 0.03% -171 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,437 $148K <0.01% -11,971 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 20,284 $147K <0.01% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 20,045 $146K <0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 19,912 $145K <0.01% +1,196 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 18,603 $143K <0.01% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 19,055 $138K <0.01% +6,151 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 17,940 $130K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,644 $128K <0.01% +23 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 16,949 $123K 0.01% -5,191 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 16,890 $123K <0.01% -588 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 16,345 $119K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,213 $118K <0.01% +1,292 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 16,146 $117K 0.03% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 14,359 $113K 0.01% +2,625 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 15,550 $113K 0.01% -1,049 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 15,025 $109K 0.01% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 14,995 $109K <0.01% -4,873 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,755 $107K <0.01% -1,583 13F-HR Timeline Boit C F David More: the full row for Boit C F David 14,695 $107K 0.05% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 14,551 $106K 0.01% -1,000 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 14,416 $105K 0.01% +932 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,149 $104K <0.01% +4,172 13F-HR Timeline Group Henry James International Management In… More: the full row for Henry James International Management Inc. 14,260 $104K 0.04% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 14,221 $103K <0.01% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,182 $103K <0.01% +494 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,930 $101K <0.01% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,581 $98.6K 0.01% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 13,458 $97.7K 0.01% -2,524 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 13,433 $97.5K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,402 $97.3K <0.01% +2,796 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 13,085 $95K <0.01% 0 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,849 $93.3K <0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,591 $91.4K <0.01% -39,706 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 12,436 $90.3K 0.03% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 12,099 $87.8K <0.01% new 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,871 $86.2K 0.01% +1,508 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,787 $85.6K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,651 $84.6K <0.01% -23,764 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,513 $83.6K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,736 $83.5K <0.01% +209 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,493 $83.3K <0.01% -1,498 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,295 $82K <0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 11,241 $81.6K <0.01% -75 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 11,236 $81.6K 0.02% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 10,924 $79.3K 0.03% +758 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,784 $78.3K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,723 $77.8K <0.01% -469 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 10,155 $73.7K 0.11% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 10,000 $72.6K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 9,692 $70.4K 0.04% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 9,310 $67.6K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,138 $67.3K <0.01% +1,325 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,800 $56.6K <0.01% -35,393 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,495 $54.4K <0.01% +162 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,000 $50.8K 0.01% -1,000 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,778 $41.9K <0.01% -2,584 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,690 $41.3K <0.01% +1,629 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,000 $40.2K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,210 $38K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,226 $30.7K <0.01% +1,294 13F-HR Timeline Group