Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,532,639 $46.6M 0.37% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,193,760 $22M 0.04% -244,076 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,122,903 $20.7M <0.01% -139,141 13F-HR Timeline Group VANGUARD GROUP INC group of 4 filers holding More: the full row for VANGUARD GROUP INC 1,100,478 $20.2M new Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 760,128 $14M <0.01% +78,849 13F-HR Timeline Group PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 740,017 $13.6M 0.39% +673,113 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 628,860 $11.6M 0.13% -607 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 446,215 $8.21M 0.01% +132,540 13F-HR Timeline Group Tieton Capital Management, LLC More: the full row for Tieton Capital Management, LLC 426,950 $7.85M 2.63% +180,125 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 403,913 $7.43M <0.01% -95,567 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 395,478 $7.27M 0.01% +236,236 13F-HR Timeline Group GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 363,658 $6.69M <0.01% +17,466 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 312,478 $5.75M <0.01% +73,709 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 312,330 $5.74M 0.01% +170,725 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 299,451 $5.51M <0.01% -31,575 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 262,146 $4.82M <0.01% -29,908 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 247,574 $4.55M 0.14% +27,492 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 185,502 $3.41M <0.01% -174,059 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 177,944 $3.27M <0.01% -154,107 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 166,606 $3.06M 0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 164,166 $3.02M <0.01% +43,404 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 160,381 $2.95M <0.01% -77,849 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 148,160 $2.72M <0.01% new 13F-HR Timeline Group PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 135,331 $2.49M 0.09% -13,068 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 132,182 $2.43M <0.01% -115,473 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 116,371 $2.14M 0.02% +82,733 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 111,946 $2.06M <0.01% -42,948 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 111,602 $2.05M <0.01% -12,803 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 107,547 $1.98M <0.01% -61,154 13F-HR/A Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 100,710 $1.85M <0.01% +79,972 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 96,595 $1.78M <0.01% +66,929 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 96,028 $1.77M 0.08% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 90,139 $1.66M <0.01% +39,524 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 84,720 $1.56M <0.01% +73,740 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 84,730 $1.56M <0.01% -104,390 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 79,005 $1.45M 0.02% +40,719 13F-HR Timeline Leeward Investments, LLC - MA More: the full row for Leeward Investments, LLC - MA 68,497 $1.26M 0.06% -1,842 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 67,793 $1.25M 0.07% +42,134 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 66,783 $1.23M -26,069 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 63,531 $1.17M <0.01% -16,419 13F-HR/A Timeline Group Numerai GP LLC More: the full row for Numerai GP LLC 61,798 $1.14M 0.11% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 58,397 $1.07M <0.01% -70,355 13F-HR Timeline Group Villanova Investment Management Co LLC More: the full row for Villanova Investment Management Co LLC 57,016 $1.05M 1.07% -21,567 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 53,801 $989K <0.01% -2,424 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 53,355 $981K <0.01% -17,696 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 50,985 $933K <0.01% -172 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 46,115 $848K <0.01% -21,397 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 45,988 $846K <0.01% -3,985 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 42,913 $789K <0.01% -1,566 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 39,913 $734K <0.01% -23,029 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. 36,901 $679K <0.01% -6,327 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 36,725 $675K 0.03% +12,246 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 35,986 $662K <0.01% +15,286 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 35,712 $657K <0.01% -946 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 32,898 $605K <0.01% -913 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 32,667 $601K <0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 32,300 $594K <0.01% +9,600 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 29,584 $544K 0.04% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 28,912 $532K 0.01% -8,444 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 28,296 $520K <0.01% -3,894 13F-HR Timeline Group ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 27,933 $514K 0.01% +3,229 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 20,390 $495K <0.01% +2,330 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 25,688 $472K <0.01% -576 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 25,340 $466K <0.01% +2,215 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,679 $399K <0.01% -16,608 13F-HR Timeline Group SummerHaven Investment Management, LLC More: the full row for SummerHaven Investment Management, LLC 20,466 $376K 0.23% -6,622 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 19,484 $358K <0.01% -10,358 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 18,769 $345K <0.01% new 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 18,037 $332K <0.01% -126 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 17,017 $313K <0.01% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 15,976 $294K <0.01% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 15,950 $293K <0.01% -2,795 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 15,948 $293K 0.05% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 15,801 $291K <0.01% new 13F-HR Timeline Group Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 15,300 $281K 0.22% new 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 14,600 $268K <0.01% -73,800 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 13,892 $255K <0.01% +3,293 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,266 $226K <0.01% +38 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 11,912 $219K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 11,117 $204K <0.01% +1,240 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 10,496 $193K 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. 8,206 $151K <0.01% -524 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 8,056 $148K <0.01% 0 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. 6,693 $123K <0.01% +170 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 6,461 $119K 0.01% -7,744 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 6,181 $114K 0.01% +5,696 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 4,334 $79.7K <0.01% 0 13F-HR Timeline Police & Firemen's Retirement System of… More: the full row for Police & Firemen's Retirement System of New Jersey 3,531 $64.9K <0.01% 0 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 3,521 $64.8K <0.01% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 3,066 $56.4K 0.04% +124 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,775 $51K <0.01% +1,691 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2,742 $50K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,188 $40.2K <0.01% +416 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) 1,496 $27.5K <0.01% +545 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,388 $25.5K <0.01% 0 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 1,281 $23.6K <0.01% -13,899 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,073 $19.7K 0.01% 0 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 762 $14K <0.01% -12,422 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 783 $14K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 647 $11.9K <0.01% -215 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 616 $11.3K <0.01% +84 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 516 $9.49K <0.01% +216 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 511 $9.4K <0.01% +167 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 500 $9.2K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 475 $8.73K <0.01% -337 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 393 $7.23K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 368 $6.77K <0.01% -936 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 341 $6.27K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 312 $5.74K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 302 $5.55K <0.01% -43 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 285 $5.24K <0.01% -128 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 278 $5.11K <0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 257 $5K <0.01% +31 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 245 $4.49K <0.01% -280 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 230 $4.27K <0.01% +82 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 232 $4.27K <0.01% 0 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 230 $4.23K <0.01% -590 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. 199 $3.66K <0.01% -278 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 173 $3.18K <0.01% -192 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 121 $2.23K <0.01% +68 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 113 $2.08K <0.01% -21 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 103 $1.89K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 100 $1.84K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 98 $1.8K <0.01% -150 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 87 $1.61K <0.01% -67 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 79 $1.45K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 70 $1.29K <0.01% +23 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 67 $1.23K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 57 $1K <0.01% -56 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 38 $1K <0.01% -3,564 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 37 $681 <0.01% -1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 26 $478 <0.01% 0 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 24 $441 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $368 <0.01% -88 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 16 $295 <0.01% +8 13F-HR/A Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 9 $166 <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. 6 $110 <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $92 <0.01% -21 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $92 <0.01% -5 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3 $56 <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $55 <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2 $0 0% -15 13F-HR Timeline Value filed as zero, left out of ratios.