FMR LLC in group FMR LLC More: the full row for FMR LLC 6,405,041 $777M 0.04% +4,026 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 735,523 $89.2M 0.01% -92,811 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 700,886 $85M 0.01% -17,488 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/ 501,692 $60.8M <0.01% +4,080 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 471,447 $57.2M 0.01% +3,618 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 460,897 $55.9M 0.08% +105,034 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 448,244 $54.4M 0.08% +36,946 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 438,970 $53.2M <0.01% -12,853 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 350,648 $42.5M 0.07% +16,278 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 281,557 $34.1M 0.04% +108,935 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 256,314 $31.1M 0.02% -112,154 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 240,639 $29.2M 0.02% +106,806 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 231,777 $28.1M <0.01% +17,568 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 179,935 $21.8M 0.02% -3,366 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 176,582 $21.4M <0.01% +3,744 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 174,361 $21.1M <0.01% +1,452 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 131,377 $15.9M 1.57% +27,450 13F-HR Timeline Group Henry James International Management In… More: the full row for Henry James International Management Inc. 106,193 $12.9M 3.94% -1,318 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 97,375 $11.8M +7,282 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 89,370 $10.8M <0.01% +11,958 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 79,160 $9.6M +54,408 Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 76,320 $9.25M 0.01% -47,498 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 75,500 $9.16M 0.01% -38,400 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 63,909 $7.75M 0.1% -3,867 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 58,517 $7.1M <0.01% +5,288 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 57,162 $6.93M 0.02% +16,017 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 54,808 $6.65M 0.18% -657 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 51,306 $6.22M 0.1% +27,102 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. 39,494 $4.79M <0.01% -48,042 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 33,550 $4.07M 0.1% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 30,313 $3.68M 0.03% +1,650 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 29,557 $3.58M <0.01% +3,928 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,429 $3.45M <0.01% +24,007 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 27,663 $3.35M 0.09% +27,414 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 27,154 $3.29M <0.01% +5,203 13F-HR Timeline Group Capital World Investors More: the full row for Capital World Investors 26,253 $3.22M <0.01% +333 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,421 $3.2M <0.01% -139,762 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 23,856 $2.89M <0.01% +912 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 23,537 $2.85M <0.01% +3,594 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 21,297 $2.58M <0.01% +8,229 13F-HR Timeline Group VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 21,232 $2.57M 0.01% -107,990 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 21,084 $2.56M <0.01% +1,455 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 18,626 $2.26M 0.01% -5,896 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 18,241 $2.21M 0.02% +4,299 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 17,959 $2.18M <0.01% -526 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 17,713 $2.15M 0.01% +7 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,692 $2.15M <0.01% +947 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 17,383 $2.11M <0.01% +5,046 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 16,911 $2.05M 0.52% +11,199 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 16,682 $2.02M 0.1% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 16,050 $1.95M 0.02% -2,833 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 15,340 $1.86M 0.02% -4,760 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 14,304 $1.74M 0.03% -4,385 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 13,690 $1.66M 0.03% -33,167 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 13,500 $1.63M 0.27% new 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 12,930 $1.58M 0.02% +1,397 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,850 $1.56M 0.01% +581 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,639 $1.53M <0.01% +1,091 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12,274 $1.49M 0.07% +4,447 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 11,654 $1.41M 0.59% -63 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,199 $1.36M <0.01% +209 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,916 $1.32M <0.01% +1,117 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 10,843 $1.31M 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,486 $1.27M 0.03% +280 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,206 $1.24M <0.01% -1,071 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,741 $1.18M 0.02% +360 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,649 $1.17M <0.01% +5,912 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,424 $1.14M <0.01% +4,552 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,381 $1.14M <0.01% +1,254 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,214 $1.12M 0.04% +150 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,151 $1.11M 0.02% +1,570 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,089 $1.1M <0.01% +3,306 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,066 $1.1M <0.01% +171 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 8,848 $1.07M 0.25% +3,300 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,770 $1.06M <0.01% -1,089 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,591 $1.04M 0.02% -311 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,471 $1.03M 0.03% -597 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 8,455 $1.03M 0.04% -162 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,356 $1.01M 0.01% +1,508 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 8,204 $995K 0.14% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 8,083 $980K <0.01% -268 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 8,075 $979K <0.01% 0 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 8,038 $975K 0.02% +435 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,944 $967K <0.01% -15 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 7,934 $962K 0.01% +1,189 13F-HR Timeline Group JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 7,434 $901K <0.01% +45 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 7,182 $871K <0.01% -9,292 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,892 $865K 0.05% +2,273 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,922 $839K <0.01% -775 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,394 $775K <0.01% -3,481 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 6,196 $751K 0.03% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 6,103 $740K 0.21% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,942 $727K <0.01% -1,274 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 5,839 $708K <0.01% +217 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,593 $678K <0.01% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,498 $667K <0.01% +2,208 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,236 $635K <0.01% -917 13F-HR/A Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,231 $634K 0.02% -16,779 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,182 $628K <0.01% +532 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,866 $590K <0.01% +1,266 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. 4,770 $578K 0.04% 0 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 4,680 $567K 0.02% +33 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 4,584 $556K <0.01% -746 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,151 $522K 0.01% +50 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 4,270 $518K 0.08% -1,229 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,199 $509K 0.02% -324 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,036 $489K 0.01% +182 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,981 $483K <0.01% -2,426 13F-HR/A Timeline Group Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 3,746 $460K <0.01% +48 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,686 $447K <0.01% +175 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,576 $434K <0.01% +1,837 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,546 $430K 0.02% -6,853 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,506 $425K <0.01% +878 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,483 $422K <0.01% +965 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,422 $415K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,001 $364K <0.01% +276 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,000 $364K 0.01% 0 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 2,833 $345K <0.01% 0 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 2,836 $344K <0.01% +335 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,838 $344K <0.01% -2,965 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,690 $331K <0.01% +252 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,700 $327K 0.02% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,682 $325K <0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,663 $324K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,611 $317K <0.01% +445 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,572 $312K 0.02% +1 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,502 $303K 0.03% -1,373 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,488 $302K 0.02% -5,007 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,420 $293K 0.07% +222 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,394 $290K 0.02% -101 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,347 $285K <0.01% -3 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,316 $281K 0.06% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,258 $274K <0.01% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,221 $269K 0.04% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,168 $263K <0.01% +124 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,103 $259K <0.01% +2 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,133 $259K <0.01% -524 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 2,079 $256K 0.01% 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,112 $256K 0.01% +915 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,083 $253K 0.01% -443 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,175 $252K 0.03% -12 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,014 $244K 0.07% -37 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,993 $243K <0.01% -105 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,965 $238K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,949 $236K 0.03% +734 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,931 $234K <0.01% +54 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,926 $234K 0.01% -99 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,861 $226K <0.01% new 13F-HR Timeline Group RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,782 $216K 0.06% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,765 $214K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,748 $212K <0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,725 $209K 0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,723 $209K <0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,689 $205K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,453 $176K 0.01% +209 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,256 $152K 0.01% +323 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,094 $133K <0.01% +58 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,058 $128K <0.01% +398 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,044 $127K <0.01% +39 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,044 $127K <0.01% +25 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/ 798 $96.7K <0.01% +12 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 764 $93.8K 0.01% +36 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 672 $81.5K <0.01% +238 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 547 $66.3K <0.01% +181 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 537 $65.1K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 473 $57.4K <0.01% +273 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 447 $54.5K 0.03% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 410 $50K <0.01% +50 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 387 $46.9K <0.01% +6 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 363 $44K <0.01% +17 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 355 $43K 0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 330 $40K <0.01% 0 13F-HR/A Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 322 $39K <0.01% +75 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 314 $38.1K <0.01% +247 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 284 $34.4K <0.01% +42 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 240 $29.1K <0.01% -2 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 239 $29K 0.01% -58 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 198 $24K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 190 $23K <0.01% -21 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 166 $20.1K <0.01% -510 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 160 $19.4K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 160 $19.4K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 140 $17K 0.02% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 126 $15.3K <0.01% +82 13F-HR Timeline Group Ninety One UK Ltd More: the full row for Ninety One UK Ltd 117 $14.2K <0.01% 0 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 114 $13.8K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 100 $12.1K <0.01% +9 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 96 $12K <0.01% -4 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 98 $11.9K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 81 $9.82K <0.01% -82 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 78 $9.46K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 76 $9.42K <0.01% +75 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 77 $9.34K <0.01% +68 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 65 $7.88K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 62 $7.52K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 61 $7.4K <0.01% +10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 58 $7.03K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 48 $5.83K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 45 $5.46K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 45 $5.46K <0.01% +18 13F-HR Timeline