Francisco Partners Management, LP More: the full row for Francisco Partners Management, LP 60,078,184 $118M 40.36% 0 13F-HR Timeline VANGUARD GROUP INC group of 7 filers holding More: the full row for VANGUARD GROUP INC 8,321,818 $16.3M new Timeline VANGUARD CAPITAL MANAGEMENT LLC : 4,261,516 (<0.01%) 13F-HR/A VANGUARD PORTFOLIO MANAGEMENT LLC : 3,362,864 (<0.01%) 13F-HR VANGUARD FIDUCIARY TRUST CO : 564,945 (<0.01%) 13F-HR VANGUARD ASSET MANAGEMENT, Ltd : 44,055 (<0.01%) 13F-HR Vanguard Global Advisers, LLC : 37,699 (<0.01%) 13F-HR Vanguard Personalized Indexing Ma… : 31,493 (<0.01%) 13F-HR Vanguard Investments Australia, L… : 19,246 (<0.01%) 13F-HR LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 4,981,931 $9.77M 0.02% +2,156,031 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,455,760 $8.73M <0.01% +1,183,329 13F-HR/A Timeline Group Silver Lake Group, L.L.C. in group Silver Lake Group, L.L.C. More: the full row for Silver Lake Group, L.L.C. 3,532,276 $6.92M 0.19% 0 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,259,738 $6.39M 0.01% +48,800 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 3,098,559 $6.07M 0.66% 0 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 2,451,141 $4.8M <0.01% -199,311 13F-HR Timeline Group Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,105,502 $4.13M 0.41% +330,000 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,861,591 $3.65M <0.01% -118,960 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,802,345 $3.53M <0.01% +643,799 13F-HR Timeline Group Technology Crossover Management X, Ltd. in group Technology Crossover Manageme… More: the full row for Technology Crossover Management X, Ltd. 1,653,566 $3.24M 0.41% 0 13F-HR Timeline Group MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 1,529,415 $3M 0.11% +590,851 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 1,078,127 $2.11M <0.01% -57,436 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,057,961 $2.07M <0.01% -521,313 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 1,011,189 $1.98M <0.01% +34,416 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 991,949 $1.94M +221,201 Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 743,904 $1.46M <0.01% -65,020 13F-HR/A Timeline NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 740,000 $1.45M 1.36% +155,000 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 717,399 $1.41M <0.01% +114,519 13F-HR Timeline Group Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 676,776 $1.33M <0.01% -57,240 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 655,131 $1.28M <0.01% +261,083 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 647,821 $1.27M <0.01% +133,301 13F-HR Timeline Group CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 575,665 $1.13M <0.01% 0 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 562,636 $1.1M <0.01% +87,027 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 555,036 $1.09M 0.07% +459,520 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 517,576 $1.01M <0.01% +379,546 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 408,944 $802K <0.01% -138,743 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 392,614 $770K 0.01% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 370,310 $726K <0.01% -78,722 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 348,989 $684K <0.01% -26,955 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 330,291 $647K <0.01% -788,136 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 312,128 $612K <0.01% +80,381 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 303,507 $595K <0.01% +116,973 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 303,307 $594K <0.01% +139,018 13F-HR/A Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 241,548 $473K <0.01% -1,156,003 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 231,177 $453K <0.01% 0 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 227,583 $446K <0.01% +193,529 13F-HR Timeline Group VARCOV Co. More: the full row for VARCOV Co. 221,782 $435K 0.16% -2,012 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 220,581 $432K 0.21% +141,762 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 219,408 $430K 0.01% +152,070 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 211,663 $415K <0.01% -169,665 13F-HR Timeline Group Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 200,000 $392K 0.02% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 199,555 $391K <0.01% -112,910 13F-HR Timeline Group 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 191,624 $376K <0.01% -3,296 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 188,371 $369K <0.01% +38,798 13F-HR Timeline Group VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 182,650 $358K <0.01% -2,300 13F-HR Timeline Swiss National Bank More: the full row for Swiss National Bank 168,000 $329K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 160,396 $314K 0.04% -32,305 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 142,688 $280K <0.01% +89,274 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 141,600 $278K <0.01% +16,735 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 126,942 $249K <0.01% -46,355 13F-HR Timeline Group KLP KAPITALFORVALTNING AS More: the full row for KLP KAPITALFORVALTNING AS 120,200 $236K <0.01% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 102,029 $200K 0.02% 0 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 96,010 $188K <0.01% +5,446 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 92,117 $181K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 91,554 $179K <0.01% +68,249 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 82,716 $162K <0.01% -8,547 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 80,023 $157K <0.01% -19,401 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 77,904 $153K <0.01% -46,254 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 76,349 $148K <0.01% +67,123 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 75,243 $148K <0.01% -33,169 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 70,860 $139K 0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 69,972 $137K 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. 68,926 $135K <0.01% -17,943 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 65,130 $128K 0.02% new 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 61,591 $121K <0.01% -17,230 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 59,900 $117K <0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 57,844 $113K <0.01% +1,715 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 55,254 $108K <0.01% +21,189 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 53,980 $106K 0.01% +22,241 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 53,926 $106K <0.01% +15,759 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 51,903 $102K <0.01% +35,051 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 48,090 $94.3K 0.01% +33,201 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 40,370 $79.1K <0.01% 0 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 38,432 $76K <0.01% -404,236 13F-HR Timeline ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 38,114 $74.7K <0.01% +5,952 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 35,282 $72.3K <0.01% +12,974 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 32,452 $63.8K <0.01% 0 13F-HR/A Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 31,145 $61K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 30,600 $60K 0.04% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,130 $55.1K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 27,870 $54.6K <0.01% +8,938 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 27,233 $53.4K <0.01% -220,856 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 25,427 $49.8K <0.01% -1,610,843 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 24,497 $48K 0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 23,624 $46.3K <0.01% +2,515 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 23,443 $45.9K <0.01% new 13F-HR Timeline ARIZONA STATE RETIREMENT SYSTEM More: the full row for ARIZONA STATE RETIREMENT SYSTEM 23,017 $45.1K <0.01% -462 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,207 $39.6K <0.01% +9,592 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 16,676 $39.2K <0.01% new 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) 19,973 $39.1K <0.01% +15,048 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,789 $38.8K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,389 $38K <0.01% +6,000 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 19,130 $37.5K <0.01% new 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 18,483 $36.2K <0.01% -41,219 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 18,261 $35.8K <0.01% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 12,903 $35K <0.01% 0 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 16,863 $33.1K <0.01% -230,071 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,799 $32.9K <0.01% +501 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 16,677 $32.7K <0.01% -4,216 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 16,257 $31.9K <0.01% 0 13F-HR Timeline Group Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 16,006 $31.4K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15,793 $31K <0.01% +809 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,293 $30K <0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 14,586 $29K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 14,721 $28.9K <0.01% -23,428 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,529 $28.5K <0.01% -4 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 14,304 $28K 0.01% +11,295 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 14,155 $27.7K 0.03% -121 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,090 $23.7K <0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,768 $23.1K <0.01% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 11,429 $22.4K 0.02% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,711 $21K <0.01% new 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,217 $20K <0.01% -2 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 10,000 $19.6K 0.01% new 13F-HR Timeline Polar Capital Holdings Plc in group Polar Capital Holdings Plc More: the full row for Polar Capital Holdings Plc 10,000 $19.6K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,831 $17.1K <0.01% +360 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 8,476 $16.6K <0.01% +2,213 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8,153 $16K <0.01% +1,022 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7,000 $13.7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,406 $10.6K <0.01% +2,000 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/ 5,335 $10.5K <0.01% -7,479 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 5,206 $10.2K <0.01% -182 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,100 $8.04K <0.01% +100 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,393 $6.65K <0.01% +2,393 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,830 $6K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,053 $5.98K <0.01% +35 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,042 $5.96K <0.01% +1,505 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,864 $5.61K <0.01% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,385 $4.68K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,382 $4.67K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,000 $3.92K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,596 $3.13K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,320 $2.59K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,274 $2.5K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,060 $2.08K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,000 $1.96K <0.01% 0 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,000 $1.91K <0.01% 0 13F-HR/A Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 845 $1.66K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 845 $1.66K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 679 $1.33K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 674 $1.32K <0.01% +646 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 583 $1.14K <0.01% +523 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 515 $1.01K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 481 $967 <0.01% +287 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 475 $931 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 400 $784 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 267 $523 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 251 $492 <0.01% +102 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 205 $402 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 202 $396 <0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 200 $392 <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 173 $340 <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. 140 $274 <0.01% +123 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 107 $215 <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 100 $196 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 88 $173 <0.01% +75 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 69 $143 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 70 $138 <0.01% -71 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 68 $133 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 50 $98 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 42 $82 <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 25 $49 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 25 $49 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 25 $49 <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3 $6 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $5 <0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 219 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 50 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.