MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,925,006 $166M 0.01% -94,560 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 2,722,757 $154M 0.21% -556,407 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,634,185 $145M 0.07% +2,622,940 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,249,731 $70.7M <0.01% +88,917 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,241,907 $70.3M 0.01% -112,004 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,118,771 $63.3M 0.03% new 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 913,393 $51.7M 0.01% -4,068 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 879,235 $49.8M 0.03% +158,171 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/ 701,374 $39.7M <0.01% -179,254 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 672,247 $38.1M <0.01% +43,585 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 586,222 $33.2M <0.01% new 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 568,393 $32.2M 0.01% -20,872 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 458,367 $25.9M 0.01% -75,521 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 453,940 $25.7M 0.04% +52,901 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 441,092 $25M 0.02% +279,733 13F-HR Timeline Group Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 378,921 $21.5M 0.12% +72,513 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 313,519 $17.7M +166,519 Timeline GQG Partners LLC More: the full row for GQG Partners LLC 300,743 $17M 0.03% +125,017 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 296,940 $16.8M +57,861 Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 209,295 $11.8M 0.06% +37,969 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 200,302 $11.3M 0.01% +45,108 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 183,027 $10.4M <0.01% -65,071 13F-HR/A Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 175,438 $9.93M <0.01% +28,615 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 156,180 $8.84M <0.01% +48,774 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 149,182 $8.45M <0.01% -3,426 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 141,908 $8.03M 0.04% -42,955 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 140,854 $7.86M <0.01% +25,046 13F-HR/A Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 133,671 $7.57M 0.05% +25,888 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 133,035 $7.53M 0.08% +34,738 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 130,000 $7.36M 0.05% 0 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 124,299 $7.04M 0.01% -4,276 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 116,338 $6.59M 0.25% new 13F-HR/A Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 108,986 $6.17M 0.09% -3,055 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 108,847 $6.16M 0.01% +2,130 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 105,800 $5.99M 0.01% +33,900 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 105,691 $5.98M 0.25% new 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 100,242 $5.73M <0.01% -464 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 92,532 $5.24M 0.01% +47,933 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 83,432 $4.72M <0.01% -6,087 13F-HR Timeline Group Turas Capital Management LP More: the full row for Turas Capital Management LP 81,900 $4.64M 1.18% new 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 81,512 $4.61M 0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 74,288 $4.21M 0.33% -60 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 74,288 $4.21M 0.1% -4,891 13F-HR Timeline Group RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 73,932 $4.12M 3.57% -1,050 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 70,751 $4.01M 0.06% -3,619 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 70,685 $4M 0.03% -12,908 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 70,047 $3.97M 2.39% -8,367 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 69,640 $3.94M <0.01% +22,328 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 67,968 $3.85M 0.04% new 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 65,344 $3.7M <0.01% +3,438 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 63,223 $3.58M 0.04% -16,946 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 59,313 $3.36M <0.01% new 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 57,938 $3.28M <0.01% +15,004 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 55,181 $3.12M 0.05% +2,641 13F-HR Timeline Arosa Capital Management LP More: the full row for Arosa Capital Management LP 55,000 $3.11M 2.03% -55,000 13F-HR Timeline Ativo Capital Management LLC More: the full row for Ativo Capital Management LLC 54,580 $3.09M 2.69% +12,071 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 49,939 $2.8M <0.01% -5,064 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,557 $2.75M <0.01% +28,380 13F-HR Timeline Group Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 48,499 $2.75M 0.05% -2,673 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 47,441 $2.69M 0.05% +13,464 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 42,495 $2.41M <0.01% -34,536 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 38,395 $2.17M 0.02% +2,459 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 37,824 $2.14M 0.01% +1,763 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 37,725 $2.14M 0.07% +7,024 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 35,900 $2.03M <0.01% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 35,344 $2.02M <0.01% -3,962 13F-HR/A Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 34,899 $1.98M <0.01% +4,437 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 34,588 $1.96M <0.01% +5,618 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 34,588 $1.96M 0.01% +1,237 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 34,036 $1.93M <0.01% +1,935 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,430 $1.89M <0.01% +26,233 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 33,300 $1.89M <0.01% -2,054 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 32,400 $1.85M 0.04% +756 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 32,106 $1.82M 0.03% +3,401 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 31,258 $1.77M 0.02% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 28,594 $1.64M 0.04% -9 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,849 $1.63M <0.01% +2,925 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 28,681 $1.62M 0.02% +219 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 28,395 $1.61M 0.01% +1,711 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 28,181 $1.6M 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 27,974 $1.58M 0.06% +21,883 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,499 $1.56M 0.01% +18,276 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 27,164 $1.54M 0.01% +873 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,100 $1.53M <0.01% +4,523 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 26,983 $1.53M <0.01% +5,090 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 26,663 $1.53M 0.03% -2,762 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 26,369 $1.49M <0.01% +5,475 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 25,680 $1.45M 0.01% +6,889 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 25,562 $1.43M <0.01% +5,590 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 25,029 $1.42M 0.01% -1,333 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 23,861 $1.35M 0.33% +3,317 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 23,763 $1.35M 0.04% -341 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 23,353 $1.32M <0.01% -21,779 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 23,313 $1.32M <0.01% +15,158 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 22,835 $1.29M 0.14% -1,500 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,255 $1.22M 0.01% +2,887 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 21,455 $1.22M 0.03% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 21,476 $1.22M 0.02% -26,125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 21,356 $1.21M 0.46% +254 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 20,013 $1.13M <0.01% +1,624 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 19,986 $1.13M 0.01% +2,048 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 19,728 $1.12M 0.16% -1,384 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 18,869 $1.07M 0.47% +529 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 18,844 $1.07M <0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 16,471 $930K <0.01% new 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 16,333 $925K 0.03% +7,439 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 16,224 $918K 0.05% +2,890 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,725 $852K <0.01% +3,062 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,890 $843K 0.02% +506 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 14,788 $837K -1,519 Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 14,753 $835K <0.01% +1,620 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,187 $803K 0.01% +4,120 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,970 $791K 0.04% -1,677 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,818 $782K 0.08% +1,567 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,764 $779K 0.04% -41 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,635 $772K 0.05% +2,573 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 13,582 $769K 0.84% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 13,493 $764K <0.01% +707 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,873 $729K 0.01% +184 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 12,655 $721K <0.01% +1,938 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,596 $713K <0.01% -43,529 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,367 $700K 0.02% -3,531 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 12,207 $691K 0.09% new 13F-HR Timeline Group New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 12,197 $690K 0.51% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 11,942 $683K 0.01% +799 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 12,011 $680K <0.01% +204 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,915 $675K 0.02% +1,248 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,854 $671K <0.01% +1,115 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,810 $669K <0.01% +11,347 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 11,735 $664K 0.01% +1,860 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 11,705 $663K 0.06% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,647 $660K <0.01% -7,820 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,605 $657K 0.01% -4,232 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,216 $635K 0.01% -666 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,071 $627K 0.04% +213 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 10,876 $622K 0.28% +104 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 10,688 $605K 0.08% new 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 10,480 $593K 0.03% -6,860 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,075 $570K 0.03% -86 13F-HR Timeline Canal Insurance CO More: the full row for Canal Insurance CO 10,000 $566K 0.12% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,315 $543K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,483 $537K 0.01% +2,535 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,187 $520K <0.01% -1,849 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 9,186 $520K 0.06% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,837 $500K 0.02% +1,120 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,826 $500K 0.01% +219 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 8,500 $481K 0.11% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,357 $473K <0.01% -357 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,170 $466K <0.01% +545 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,144 $461K 0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,991 $452K 0.02% +512 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,748 $439K <0.01% new 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,658 $433K 0.02% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,652 $433K <0.01% +405 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,742 $432K 0.02% -41 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,599 $430K <0.01% +256 13F-HR/A Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,401 $419K 0.01% +210 13F-HR/A Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,248 $410K 0.01% -1,492 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,234 $410K <0.01% +834 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 7,199 $408K 0.09% -37 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 7,137 $404K 0.01% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,050 $399K 0.04% +818 13F-HR Timeline Group Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 7,016 $397K 0.36% -53 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 6,902 $391K 0.12% -651 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,886 $390K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,806 $385K <0.01% +550 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 6,600 $374K 0.11% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,540 $370K <0.01% +401 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,445 $365K 0.01% -2,500 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,359 $360K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,330 $358K 0.05% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,135 $347K 0.01% +418 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5,800 $328K 0.14% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,782 $327K 0.07% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,752 $326K 0.18% -6,362 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,687 $325K 0.07% +59 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 5,725 $324K 0.16% +143 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,680 $322K 0.04% -311 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,673 $321K 0.13% -676 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,564 $315K <0.01% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 5,430 $311K 0.05% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,254 $297K <0.01% -11,728 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,217 $295K 0.01% +4,500 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,211 $295K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,200 $294K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,156 $292K <0.01% +3,828 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 5,000 $283K 0.11% new 13F-HR Timeline TD Waterhouse Canada Inc. 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More: the full row for Ethic Inc. 4,563 $258K <0.01% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,550 $258K 0.07% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,524 $256K <0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,509 $255K <0.01% new 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,502 $255K 0.03% new 13F-HR Timeline