RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,063,156 $120M 0.18% +103,200 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,503,512 $98.2M <0.01% +17,018 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 2,225,515 $87.3M -75,482 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,219,220 $47.8M <0.01% +28,743 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,116,747 $43.8M 0.19% +145,984 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 816,903 $32M 0.03% -364,979 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 675,181 $26.5M <0.01% -1,121 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 657,549 $25.8M 0.03% +7,191 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 465,571 $18.2M 0.05% +273,449 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 435,408 $17.1M <0.01% +10,645 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/ 283,528 $11.1M <0.01% +350 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 280,185 $11M 0.01% +25,063 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 268,920 $10.5M 0.01% +30,491 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 264,373 $10.4M 0.01% +8,859 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 267,043 $8.71M <0.01% +2,155 13F-HR Timeline Group Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 201,153 $7.89M 0.13% -35,488 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 192,207 $7.54M <0.01% -1,286 13F-HR/A Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 145,000 $5.69M 0.01% 0 13F-HR Timeline Group Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 136,807 $5.36M 0.01% 0 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 134,046 $5.26M 0.02% +14,490 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 115,497 $4.53M 0.01% -1,600 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 97,460 $3.82M 0.03% -2,555 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 90,260 $3.54M 0.06% -10,032 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 79,367 $3.11M 0.01% +39,734 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 76,448 $3M 0.04% -62,530 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 73,727 $2.89M <0.01% -2,043 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 66,217 $2.6M <0.01% +64,962 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 65,703 $2.58M 0.05% +7,116 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 65,431 $2.56M <0.01% +1,182 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 58,246 $2.28M <0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 57,944 $2.27M 0.08% +1,374 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 53,868 $2.11M <0.01% +7,894 13F-HR/A Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 53,353 $2.09M 0.01% +24,163 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 48,013 $1.88M 0.71% +1,778 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 46,087 $1.81M 0.02% -5,879 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 46,087 $1.81M 0.02% -5,879 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 44,115 $1.73M 0.01% +1,607 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 43,685 $1.71M <0.01% +1,443 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 42,007 $1.65M <0.01% +13,301 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 41,548 $1.63M 0.02% +14,169 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 40,103 $1.57M 0.13% +5,702 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 38,612 $1.51M <0.01% +5,406 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 38,034 $1.49M <0.01% +8,834 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 37,851 $1.48M 0.03% -4,532 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 36,471 $1.43M 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 36,176 $1.42M 0.03% +2,739 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 36,145 $1.42M <0.01% +369 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 33,383 $1.31M <0.01% +1,383 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 32,108 $1.26M 0.77% +952 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 30,726 $1.2M <0.01% -5,206 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 29,922 $1.17M 0.01% +4,707 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 29,521 $1.16M <0.01% 0 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 28,102 $1.11M <0.01% -4,442 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 26,721 $1.05M <0.01% +291 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 24,202 $949K <0.01% new 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 22,986 $901K <0.01% -2,034 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 22,980 $901K 0.02% -3,446 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19,453 $763K 0.01% +2,943 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. 18,902 $741K <0.01% +91 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 17,955 $704K 0.06% +2,423 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 17,696 $694K 0.2% -1,660 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 16,929 $664K 0.06% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 16,510 $647K 0.17% +2,762 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. 16,196 $635K <0.01% +344 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,718 $616K 0.03% +8,584 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 14,902 $584K 0.17% +6 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14,537 $570K <0.01% -925 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,238 $519K <0.01% -1,245 13F-HR Timeline Group AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 13,024 $511K <0.01% 0 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 12,693 $498K 0.02% +5,129 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 12,044 $472K 0.01% -573 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 11,864 $465K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 11,415 $448K <0.01% 0 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 11,305 $443K 0.01% -226 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,985 $431K <0.01% +3,068 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,422 $409K <0.01% +834 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 10,398 $408K 0.09% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,018 $393K 0.19% +1,121 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 9,844 $386K <0.01% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 9,474 $371K 0.13% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,333 $366K 0.17% -452 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,116 $357K 0.02% +1,084 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 9,081 $356K 0.03% -4,153 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 9,000 $353K 0.01% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,471 $338K 0.03% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,565 $336K <0.01% +335 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 8,285 $325K <0.01% new 13F-HR/A Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,221 $322K 0.01% +605 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,747 $304K <0.01% -229 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,659 $300K 0.01% +1,076 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,611 $298K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,560 $296K <0.01% +482 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,183 $282K 0.01% -241 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 7,070 $277K 0.3% +3,700 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 6,669 $261K <0.01% +1,102 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,547 $257K 0.01% new 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,476 $254K <0.01% +855 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,008 $236K 0.04% +259 13F-HR Timeline TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 5,894 $231K <0.01% new 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,585 $219K 0.02% +328 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,213 $204K <0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,174 $203K 0.03% -1,683 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,146 $202K 0.02% +2,061 13F-HR/A Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,065 $159K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,017 $158K 0.01% +370 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,855 $151K <0.01% +8 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,060 $120K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,998 $118K <0.01% -652 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,353 $92.3K <0.01% new 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,108 $83K <0.01% +772 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,028 $79.5K <0.01% +335 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,927 $75.6K <0.01% -1,174 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 1,240 $48.6K <0.01% 0 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,122 $44K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,082 $42.4K 0.03% -342 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,049 $41.3K <0.01% -13 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,048 $41.1K <0.01% new 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 707 $27.7K <0.01% +604 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 593 $23.3K <0.01% +14 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 575 $22.5K <0.01% +183 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 549 $21.5K <0.01% -1,764 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 509 $20K <0.01% -17 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 504 $19.8K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 415 $16.3K <0.01% +413 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 397 $15.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 385 $15.1K <0.01% +54 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 334 $12.7K <0.01% +149 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 313 $12.3K <0.01% +2 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 302 $11.8K 0.01% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 291 $11.4K 0.01% +34 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 250 $10K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 255 $9.6K <0.01% +53 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 227 $8.9K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 199 $7.8K <0.01% -928 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 196 $7.68K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 169 $6.62K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 144 $5.65K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 142 $5.57K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 131 $5.14K <0.01% +95 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 111 $4.35K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 103 $4.04K <0.01% +52 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 98 $4K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 100 $3.93K <0.01% 0 13F-HR/A Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 100 $3.92K <0.01% -20,928 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 90 $3.53K <0.01% -21 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 84 $3.29K <0.01% +18 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 79 $3.1K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 78 $3.06K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 71 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 43 $1.68K <0.01% -64 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 37 $1.45K <0.01% -13 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 28 $1.1K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24 $942 <0.01% -25 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $196 <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 4 $157 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -79 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.