Dodge & Cox More: the full row for Dodge & Cox 22,074,900 $630M 0.37% -1,475 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 10,138,916 $289M 0.12% -206,900 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 4,507,879 $126M 2.09% -5,012 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,043,067 $86.9M 0.01% -376,471 13F-HR/A Timeline Group EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 2,102,311 $60M 1.41% +4,695 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 1,679,363 $47.9M 0.01% -2,921 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,594,299 $45.5M 0.04% +158,072 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,547,694 $44.2M 0.14% -326,480 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,492,016 $42.6M 0.01% -357,352 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/ 1,255,537 $35.8M <0.01% +81,548 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,191,756 $34M <0.01% -429,656 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,099,698 $31.4M <0.01% +452,624 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,007,419 $28.8M <0.01% -348,416 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 853,800 $24.4M 0.04% -138,200 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 815,116 $23.3M 0.02% new 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 778,650 $22.2M 0.51% +123,000 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 668,092 $19.1M 0.09% +404,883 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 570,169 $16.3M 0.18% +66,030 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 500,097 $14.3M 0.01% +31,267 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 424,740 $12.1M -265,892 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 417,116 $11.9M <0.01% 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 333,498 $9.52M <0.01% +162,183 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 306,680 $8.76M 0.02% -3,300 13F-HR Timeline Tiger Pacific Capital LP More: the full row for Tiger Pacific Capital LP 288,100 $8.23M 2.2% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 262,724 $7.5M <0.01% +12,869 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 242,161 $6.91M 0.01% -258,280 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 225,000 $6.42M 0.11% +214,667 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 212,443 $6.07M 0.06% +28,039 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 210,386 $6.01M 0.02% -70,855 13F-HR Timeline Group Addenda Capital Inc. More: the full row for Addenda Capital Inc. 200,541 $5.73M 0.2% -571 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 195,577 $5.58M <0.01% +28,120 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 181,431 $5.18M 0.09% +29,108 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 178,396 $5.09M 0.05% -87,395 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 167,140 $4.77M 0.83% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 160,751 $4.59M 0.01% -59,877 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 159,938 $4.57M 0.01% +1,815 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 159,379 $4.55M 0.05% -8,510 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 157,136 $4.49M 0.01% new 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 151,372 $4.32M 0.09% -38,120 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 150,132 $4.29M 0.04% -157,205 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 138,842 $3.96M 0.09% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 138,312 $3.95M <0.01% new 13F-HR Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 129,673 $3.7M 0.62% -16,580 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 123,262 $3.52M 0.01% +30,119 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 123,235 $3.52M 0.01% +5,150 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 119,818 $3.42M 0.03% -13,569 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 119,643 $3.42M 0.14% +27,336 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 109,587 $3.13M 0.2% +22,966 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 109,452 $3.12M 0.21% -7,390 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 108,168 $3.09M 0.02% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 103,098 $2.94M 0.01% -80,703 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 100,601 $2.87M <0.01% -56,155 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 97,979 $2.8M <0.01% +2,974 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 88,385 $2.52M 0.14% -2,930 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 87,946 $2.51M <0.01% -16,834 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 87,924 $2.51M <0.01% -10,862 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 84,656 $2.42M <0.01% +26,917 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 83,334 $2.38M 0.15% -15,911 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 82,711 $2.36M 0.04% -36,537 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 78,652 $2.36M <0.01% 0 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 81,681 $2.33M 0.24% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 80,492 $2.3M <0.01% +57,160 13F-HR Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 79,253 $2.26M +79,219 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 78,703 $2.25M <0.01% +22,274 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 69,608 $2.21M 0.17% 0 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 76,912 $2.2M 0.03% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 76,414 $2.18M <0.01% -13,774 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 75,732 $2.16M 0.03% -22,637 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 74,043 $2.11M <0.01% +57,921 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 70,661 $2.02M 0.06% -8,780 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 70,107 $2M <0.01% new 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 69,988 $2M 0.5% -25,104 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 66,982 $1.91M 0.01% -15,839 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 65,490 $1.87M 0.05% +12,866 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 65,091 $1.86M <0.01% -7,607 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 63,055 $1.8M 0.49% -6,322 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 60,682 $1.73M 0.05% -57,257 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 57,822 $1.65M 0.01% -2,542 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 55,203 $1.65M <0.01% +1,691 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 57,615 $1.64M <0.01% -9,054 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 57,600 $1.64M <0.01% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 56,134 $1.6M 0.17% +43,582 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 55,274 $1.58M 0.01% -7,558 13F-HR Timeline Group ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 54,881 $1.57M 1.12% -1,324 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 54,875 $1.57M <0.01% -57,270 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 54,427 $1.55M 0.35% -91 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 54,016 $1.54M 0.03% +9,559 13F-HR/A Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 53,822 $1.54M <0.01% -22,817 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 53,720 $1.53M <0.01% -8,486 13F-HR Timeline Group Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 50,935 $1.45M 1.43% -1,720 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 49,165 $1.4M 0.02% +401 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. 48,941 $1.4M <0.01% +2,634 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 48,846 $1.39M <0.01% +2,717 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 45,539 $1.3M 0.12% +1,378 13F-HR Timeline Group XY Capital Ltd More: the full row for XY Capital Ltd 45,324 $1.29M 1.44% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 44,891 $1.28M <0.01% -32,635 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 43,322 $1.24M <0.01% +4,252 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 43,006 $1.23M 0.01% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 42,828 $1.22M 0.13% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 40,985 $1.17M 0.01% -472 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 40,775 $1.16M <0.01% +457 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 40,504 $1.16M <0.01% +27,713 13F-HR Timeline Group Harrington Investments, INC More: the full row for Harrington Investments, INC 39,914 $1.14M 0.63% +350 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 39,505 $1.13M 0.02% -539 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 38,338 $1.09M 0.01% -1,103 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 38,252 $1.09M 0.09% +3,439 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 34,653 $989K 0.12% -267 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 34,391 $982K 0.04% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 33,709 $966K 0.01% +1,885 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 32,615 $931K 0.02% -12,323 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 32,270 $921K <0.01% +8,070 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 31,783 $907K 0.03% -10,532 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 30,755 $878K 0.07% +1,238 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 30,557 $872K <0.01% +4,253 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 29,977 $856K <0.01% -29,224 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 29,006 $828K 0.03% -234 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,598 $816K <0.01% +16,987 13F-HR/A Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 28,000 $799K 0.53% +13,400 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 27,333 $780K 0.17% -1,450 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 27,088 $773K 0.01% +10,633 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,889 $768K 0.01% +11,654 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 26,809 $765K 0.01% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 26,528 $757K 0.02% new 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 26,384 $753K 0.05% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 26,334 $752K 0.01% +4,802 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 25,848 $738K 0.03% -739 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25,790 $736K <0.01% -744 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 24,633 $703K <0.01% -12,453 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 24,592 $702K <0.01% +12,421 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 23,432 $669K 0.02% -2,706 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 22,905 $654K 0.04% new 13F-HR Timeline Group Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 22,136 $632K 0.05% new 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 22,001 $628K 0.62% 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 21,518 $614K <0.01% new 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 21,070 $602K 0.04% -13,606 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 21,024 $600K 0.02% -16,576 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 20,959 $597K 0.01% -1,456 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 20,609 $588K <0.01% -1,099 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 19,989 $573K <0.01% +846 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 20,029 $572K 0.1% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,957 $570K <0.01% -36,055 13F-HR/A Timeline Group HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 19,840 $566K 0.02% -2,675 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,471 $556K <0.01% -44,653 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 19,320 $552K 0.01% -3,086 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,791 $536K <0.01% +2,369 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,743 $535K <0.01% +385 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 18,357 $524K 0.04% +2,629 13F-HR/A Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 18,051 $515K 0.02% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 17,664 $504K 0.06% -2,175 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 17,417 $497K 0.08% -809 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,346 $495K <0.01% +2,663 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 17,346 $495K <0.01% +2,663 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 16,704 $477K <0.01% -1,557 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 16,162 $464K 0.01% +8,041 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 15,850 $453K <0.01% -2,488 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 14,814 $423K 0.03% -24,194 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 14,726 $420K 0.07% new 13F-HR/A Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 14,700 $420K 0.25% 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 14,639 $418K 0.06% -7,804 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 14,456 $413K 0.02% -8,311 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 14,442 $412K 0.01% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 14,095 $402K <0.01% +417 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 14,050 $401K 0.06% -10,700 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,781 $393K <0.01% -27,577 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 13,681 $391K 0.01% -5,000 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 13,448 $384K 0.03% -2,230 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 13,204 $377K 0.01% +86 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,870 $367K 0.01% -5,605 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,689 $362K 0.04% -2,459 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,586 $359K <0.01% -5,881 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,508 $357K 0.01% -366 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,338 $352K 0.01% -11,530 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 12,239 $349K 0.01% -63 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 12,071 $345K 0.17% +47 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11,672 $334K <0.01% -1,837 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 11,646 $332K 0.07% +5,251 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,163 $319K <0.01% -416 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,121 $318K 0.02% -5,043 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 11,005 $314K 0.13% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 10,727 $306K 0.04% -514 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 10,579 $303K <0.01% -2,442 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 10,355 $296K <0.01% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,130 $289K <0.01% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,273 $288K 0.14% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,897 $283K 0.03% +3,148 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 9,889 $282K +2,363 Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 9,727 $278K 0.01% new 13F-HR/A Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 9,595 $274K 0.06% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 9,589 $274K 0.08% -95 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 9,460 $270K 0.07% -2,600 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,284 $265K <0.01% -6,324 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 9,198 $263K 0.09% -1,355 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,835 $252K <0.01% +2,390 13F-HR Timeline Group RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 8,805 $251K 0.01% -1,455 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,739 $249K 0.03% +2,488 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,634 $246K 0.01% -9,050 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,395 $240K 0.16% -3,075 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 8,241 $235K 0.01% -3,238 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,134 $232K <0.01% -623 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,084 $231K <0.01% -2,981 13F-HR Timeline