RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,894,055 $135M 0.18% -169,101 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,679,481 $125M <0.01% +175,969 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 2,233,545 $104M +8,030 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,300,893 $60.6M <0.01% +81,673 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,253,331 $58.4M 0.21% +136,584 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 706,378 $32.9M <0.01% +31,197 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 675,278 $31.5M 0.03% +17,729 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 653,104 $30.4M 0.03% -163,799 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 572,484 $26.7M 0.06% +106,913 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 452,982 $21.1M <0.01% +17,574 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 329,461 $15.4M 0.01% +49,276 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 317,369 $14.8M 0.01% +48,449 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/ 310,705 $14.5M <0.01% +27,177 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 297,704 $13.9M 0.01% +239,458 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 256,261 $11.9M <0.01% +64,054 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 230,188 $10.7M 0.01% -34,185 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 217,162 $8.44M <0.01% -49,881 13F-HR 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 $6.76M 0.01% 0 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 143,425 $6.69M 0.02% +9,379 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 136,807 $6.38M 0.01% 0 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 129,440 $6.03M 0.03% +76,087 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 117,797 $5.49M 0.02% +2,300 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 109,845 $5.12M 0.06% +33,397 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 107,480 $5.01M 0.03% +10,020 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 79,238 $3.7M <0.01% +13,807 13F-HR/A Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 74,522 $3.47M <0.01% +795 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 71,794 $3.35M 0.01% -7,573 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 63,974 $2.98M 0.05% -26,286 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 61,030 $2.84M <0.01% +7,162 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 56,012 $2.61M 0.02% +9,925 13F-HR/A Timeline Ethic Inc. More: the full row for Ethic Inc. 53,719 $2.52M 0.05% -11,984 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 48,845 $2.28M 0.08% -9,099 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 47,872 $2.23M 0.58% -141 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 47,835 $2.23M <0.01% +14,452 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 46,894 $2.19M <0.01% +4,887 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 44,077 $2.05M 0.01% +14,155 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 43,898 $2.05M 0.01% -217 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 43,434 $2.02M <0.01% +5,400 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 43,304 $2.02M 0.16% +3,201 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 43,040 $2.01M 0.02% +1,492 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 41,561 $1.94M 0.03% +3,710 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 40,869 $1.9M <0.01% +2,257 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 39,488 $1.84M <0.01% new 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 39,098 $1.82M <0.01% -4,587 13F-HR Timeline Group Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 36,471 $1.7M 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 35,830 $1.67M <0.01% -315 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 35,457 $1.65M 0.03% -719 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 32,556 $1.52M 0.78% +448 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 31,941 $1.49M <0.01% +7,739 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 31,651 $1.48M 0.07% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 30,459 $1.42M <0.01% -267 13F-HR/A Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 29,521 $1.38M <0.01% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 28,899 $1.35M <0.01% +2,178 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 28,567 $1.33M 0.01% new 13F-HR/A Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 28,423 $1.32M 0.01% +21,947 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 26,908 $1.25M 0.08% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 24,568 $1.15M 0.04% +8,850 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 23,675 $1.1M <0.01% +16,064 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 23,624 $1.1M 0.02% +644 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 22,371 $1.04M <0.01% -615 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 20,557 $958K 0.01% +1,104 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,656 $870K <0.01% +2,460 13F-HR Timeline Group AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 17,696 $825K 0.22% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 16,929 $789K 0.06% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,095 $750K 0.06% -1,860 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 15,107 $704K 0.15% -1,403 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 14,902 $694K 0.19% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,577 $679K 0.02% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14,562 $679K <0.01% +25 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,940 $650K <0.01% +702 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 13,161 $613K <0.01% +11,133 13F-HR Timeline Group AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 13,024 $607K <0.01% 0 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 12,999 $606K 0.04% new 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 12,229 $570K 0.01% +365 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,615 $541K <0.01% +630 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 11,515 $537K <0.01% +100 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 11,443 $533K 0.02% -1,250 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 10,398 $485K 0.09% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,318 $481K <0.01% -104 13F-HR Timeline Group FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 10,295 $480K 0.32% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,551 $445K 0.02% +1,330 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,530 $444K 0.03% +4,384 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,294 $433K 0.02% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 9,283 $433K 0.2% -735 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,141 $426K 0.02% +5,124 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 9,000 $419K 0.01% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,898 $415K 0.01% +1,239 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,634 $402K 0.09% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,038 $394K 0.03% +567 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,767 $362K <0.01% +20 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,752 $361K 0.12% -1,581 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,740 $361K <0.01% -825 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,477 $349K 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,430 $346K <0.01% -130 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 7,338 $342K <0.01% -2,506 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 68,000 $315K 0.03% new 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,720 $313K 0.04% +712 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 6,570 $306K <0.01% new 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,558 $306K 0.06% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,238 $291K <0.01% new 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 6,174 $288K 0.03% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,009 $280K 0.01% -538 13F-HR/A Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,899 $275K <0.01% +686 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,883 $274K 0.01% -1,300 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,564 $259K 0.03% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,500 $256K 0.01% 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 5,374 $250K 0.26% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,201 $242K 0.01% new 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 5,073 $236K 0.04% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,906 $229K 0.02% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,777 $223K 0.03% -397 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,591 $214K 0.03% +4,176 13F-HR/A Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 4,516 $210K <0.01% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,425 $206K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,195 $195K <0.01% +3,646 13F-HR/A Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,065 $189K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,899 $182K <0.01% +3,875 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,711 $173K <0.01% +1,358 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,924 $136K <0.01% -931 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,910 $136K <0.01% -88 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,370 $110K <0.01% +1,321 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,040 $95.1K <0.01% +1,536 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,925 $89.7K <0.01% -2 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,308 $61K <0.01% -800 13F-HR/A Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 1,240 $57.8K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,133 $53.1K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,132 $52.8K 0.04% +50 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 840 $39K <0.01% +769 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewSquare Capital LLC More: the full row for NewSquare Capital LLC 829 $38.6K <0.01% +122 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 818 $38.1K <0.01% new 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 729 $34K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 719 $33.5K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 568 $26.5K <0.01% +59 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 540 $25.2K <0.01% -65,677 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 531 $24.8K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 522 $24.3K <0.01% -71 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 455 $21.2K <0.01% -120 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 431 $20.2K <0.01% +331 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 397 $18.5K <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 352 $16.4K <0.01% +18 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 347 $16.2K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 334 $15.6K <0.01% +138 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 312 $14.5K <0.01% -1 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 306 $14.3K <0.01% new 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 302 $14.1K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 296 $13.8K <0.01% +268 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 291 $13.6K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 267 $12.4K <0.01% -118 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 269 $12.2K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 250 $12K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 250 $11.7K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 246 $11.5K <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 227 $10.6K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 215 $10K <0.01% new 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/ 210 $9.78K <0.01% +167 13F-HR/A Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 199 $9.28K <0.01% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 172 $8.02K <0.01% new 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 167 $7.78K 0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 163 $7.58K <0.01% -6 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 158 $7.36K <0.01% +27 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 144 $6.71K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 144 $6.71K <0.01% +33 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 142 $6.62K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 98 $5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 103 $4.8K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 93 $4.33K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 78 $3.64K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 66 $3.08K <0.01% -24 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 63 $2.94K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 49 $2.28K <0.01% -35 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) 48 $2.24K <0.01% -52 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 56 $2K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 32 $1.49K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 32 $1.49K <0.01% -5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 25 $1.17K <0.01% -54 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $233 <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 4 $186 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.