MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,019,978 $93.4M 0.01% +173,118 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 2,779,073 $86M 0.16% +500,039 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,298,693 $40.2M 0.01% -104,647 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,022,501 $31.6M <0.01% -39,344 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 940,049 $29.1M <0.01% +90,593 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 801,152 $24.8M <0.01% +66,784 13F-HR Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 666,998 $20.6M 0.21% +60,229 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 531,030 $16.4M 0.01% +10,803 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 452,653 $14M <0.01% -64,320 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 426,566 $13.2M 0.01% +37,988 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 405,655 $12.5M <0.01% +125,413 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 255,994 $7.92M 0.03% -67,296 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 254,352 $7.87M <0.01% +23,587 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 220,934 $6.83M <0.01% +148,663 13F-HR Timeline Group CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 179,182 $5.54M 0.23% +165,027 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 174,292 $5.39M 0.01% -152,909 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 167,720 $5.19M -18,567 Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 155,690 $4.82M 0.01% -36,085 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 150,200 $4.65M 0.31% +76,170 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 139,958 $4.33M 0.03% +67,441 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 130,784 $4.05M 0.01% +274 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 130,000 $4.02M 0.03% 0 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 115,525 $3.57M 0.04% -2,336 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 114,696 $3.55M <0.01% -9,928 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 108,846 $3.37M 0.06% +209 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 108,566 $3.36M 0.01% +1,696 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 103,814 $3.21M <0.01% +38,444 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 89,941 $2.78M <0.01% +36,933 13F-HR/A Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 85,290 $2.64M <0.01% -2,764 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 80,256 $2.52M <0.01% +84 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 79,989 $2.47M <0.01% +13,421 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 74,919 $2.32M 0.02% +18,834 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 73,347 $2.27M 0.03% +14,719 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 71,238 $2.2M 0.02% +755 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 71,238 $2.2M 0.02% +755 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 70,667 $2.19M <0.01% +8,666 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 69,243 $2.14M <0.01% +1,420 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 65,502 $2.03M 0.04% +2,586 13F-HR/A Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 64,284 $1.99M 0.06% +6,572 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 51,384 $1.59M <0.01% +6,753 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 50,400 $1.56M <0.01% +1,500 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 49,044 $1.52M <0.01% -206 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 48,935 $1.51M 0.02% -5,989 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 43,493 $1.34M 0.02% -260 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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 42,791 $1.32M <0.01% +245 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 41,121 $1.27M <0.01% +4,411 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 39,596 $1.22M <0.01% +6,755 13F-HR Timeline Ativo Capital Management LLC More: the full row for Ativo Capital Management LLC 36,519 $1.13M 0.97% -300 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 35,796 $1.11M 0.31% +2,726 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 35,512 $1.1M 0.08% -7,944 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 35,391 $1.09M 0.01% -311 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 35,230 $1.09M 0.02% +7,734 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 32,592 $1.01M <0.01% +570 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 29,600 $916K <0.01% -3,864 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. 29,069 $899K <0.01% +1,019 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 28,823 $891K 0.01% 0 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 28,801 $891K 0.01% +21,451 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 28,473 $881K <0.01% -3,504 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 28,215 $873K <0.01% +7,182 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 27,982 $865K 0.02% +1,793 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 27,007 $835K 0.01% -82,604 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 26,725 $835K <0.01% +103 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 26,607 $823K <0.01% -8,373 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 26,328 $814K 0.06% +11,426 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 25,541 $790K 0.01% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 24,983 $773K 0.06% -1,873 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 21,449 $663K 0.02% +5,415 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 21,145 $654K 0.02% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 20,775 $643K 0.01% -2,846 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 20,515 $635K <0.01% +1,072 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 20,051 $620K 0.02% +2,987 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 19,877 $615K <0.01% +476 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,814 $613K <0.01% -59,006 13F-HR/A Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 19,315 $597K 0.02% -14,382 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 18,357 $577K 0.02% +10,021 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,064 $559K <0.01% -4,254 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 17,959 $555K 0.1% -11,401 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 17,783 $550K 0.06% -1,498 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 17,414 $539K 0.26% +829 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,638 $515K 0.01% +5,206 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,950 $502K 0.02% -770 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 15,965 $494K <0.01% +759 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,382 $476K <0.01% -5,560 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,260 $472K <0.01% +495 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,877 $429K 0.03% -186 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 13,818 $427K <0.01% -1,986 13F-HR/A Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,873 $398K 0.01% -1,553 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,754 $394K <0.01% +1,209 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,319 $381K <0.01% -58 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 12,310 $381K 0.03% +319 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 11,549 $357K <0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 11,350 $351K 0.08% -595 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 10,958 $339K <0.01% +1,043 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,801 $334K <0.01% -4,446 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,362 $320K <0.01% +2,077 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,260 $317K <0.01% +1,062 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,253 $317K 0.05% +10,210 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,936 $307K <0.01% +937 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 9,750 $302K 0.02% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,689 $300K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,688 $299K 0.03% +9,680 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 9,606 $297K <0.01% +2,441 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,606 $297K <0.01% -1,698 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,119 $287K <0.01% -6,959 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,207 $285K <0.01% -1,649 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,192 $284K <0.01% +917 13F-HR/A Timeline Group FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 9,108 $282K 0.13% +116 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 9,074 $281K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,763 $271K 0.01% -5,285 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,561 $265K <0.01% new 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 8,275 $256K 0.01% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 8,118 $251K 0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,940 $246K 0.03% -133 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 7,715 $240K <0.01% -63 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,738 $239K <0.01% -864 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,645 $229K 0.01% +295 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,172 $222K <0.01% new 13F-HR/A Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,992 $216K <0.01% -384 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,949 $214K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,885 $213K 0.02% -1,475 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,843 $212K <0.01% new 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,646 $206K 0.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,452 $203K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,268 $194K <0.01% -1,078 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,967 $185K <0.01% +269 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,910 $183K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,439 $137K <0.01% +2,968 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,147 $128K <0.01% -302 13F-HR/A Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,874 $120K 0.01% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 3,653 $113K 0.04% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,405 $106K <0.01% +1,063 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,376 $104K 0.01% +1,467 13F-HR/A Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,367 $104K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,795 $86.4K 0.06% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,700 $83.5K 0.03% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 2,659 $82.2K <0.01% 0 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,561 $79.2K <0.01% -12,329 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,534 $78.4K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,665 $76.9K <0.01% +177 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,387 $73.8K 0.01% +116 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,373 $73.4K <0.01% +16 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,998 $61.8K <0.01% +875 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,896 $58.6K <0.01% +1,320 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,871 $57.9K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,752 $54.2K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,533 $47.4K 0.01% +700 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,108 $34.3K <0.01% -336 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,073 $33.2K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,019 $31.5K <0.01% +14 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,018 $31.5K <0.01% +459 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 807 $25.2K <0.01% -197 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 750 $23.6K <0.01% +200 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 650 $20.1K <0.01% +184 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 645 $19.9K <0.01% -128 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 601 $18.6K <0.01% 0 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 563 $17.4K <0.01% -176 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 628 $17.2K <0.01% 0 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 444 $13.7K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 423 $13.1K <0.01% +11 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 338 $10.5K <0.01% -675 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 328 $10.1K <0.01% +87 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 321 $9.93K 0.01% +70 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 320 $9.9K <0.01% -1 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 300 $9.28K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 258 $7.98K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 251 $7.76K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 242 $7.58K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 234 $7.24K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 229 $7.08K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 209 $6.46K <0.01% -14 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 200 $6.19K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 200 $6.19K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 174 $5.38K <0.01% -28 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 172 $5.32K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 155 $4.88K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 135 $4.18K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 131 $4K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 115 $3.56K <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 114 $3.53K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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