Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 76,237,791 $1.04B 0.45% +68,389,085 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 60,571,452 $826M 1.64% -2,572,759 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/ 19,646,390 $268M 0.02% -54,405 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,652,332 $172M 0.03% +288,583 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,407,268 $155M 0.02% +885,189 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,756,565 $147M 0.27% +905,674 13F-HR Timeline Group THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 1,055,372 $144M 0.2% -161,729 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,823,168 $107M <0.01% +437,029 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,231,258 $98.6M 0.01% -52,637 13F-HR Timeline Group Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 6,197,764 $84.5M 0.27% +247,508 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,980,392 $81.5M 0.02% -40,879 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,687,529 $77.5M <0.01% +376,249 13F-HR Timeline Group Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 5,647,512 $77M +1,773,118 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,881,239 $66.5M -25,366 Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 4,038,105 $55M 1.3% -31,558 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 3,993,269 $54.4M 0.01% -1,351,756 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,940,356 $53.7M 0.07% -152,491 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,933,940 $40M 0.01% +377,143 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,778,517 $37.9M 0.01% +282,644 13F-HR Timeline Group Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 2,558,102 $34.9M 0.53% +1,629,765 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2,509,710 $34.2M 0.31% 0 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 1,941,474 $26.5M 0.02% +73,277 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,886,203 $25.7M 0.03% -70,641 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,638,313 $22.3M <0.01% +398,289 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,209,682 $16.8M 0.01% +16,793 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,087,086 $14.8M 0.1% +193,834 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1,068,575 $14.6M <0.01% +230,830 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 1,032,313 $14.1M <0.01% -58,420 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 1,032,054 $14.1M <0.01% +195,227 13F-HR/A Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 977,144 $13.3M <0.01% -231,265 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 942,646 $12.8M 0.01% +183,225 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 919,846 $12.5M 0.01% new 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 875,145 $11.9M 0.21% +958 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 865,486 $11.8M 0.12% -374,022 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 804,925 $11M 0.11% +36,730 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 775,554 $10.6M 0.02% -8,443 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 754,820 $10.3M 0.08% +6,430 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 713,069 $9.72M 0.02% +695,529 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 675,722 $9.21M 0.05% +673,502 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 627,083 $8.55M 0.02% -16,365 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 587,551 $8.01M 0.66% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 574,278 $7.83M 0.02% -157,283 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 557,475 $7.6M 0.01% -20,221 13F-HR Timeline Group Guardian Partners Inc. More: the full row for Guardian Partners Inc. 576,015 $6.96M 0.72% -9,158 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 493,008 $6.71M 0.03% -10,710 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 485,832 $6.62M 0.01% +40,258 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 482,564 $6.58M 0.2% +110,155 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 478,230 $6.52M 0.02% -52,273 13F-HR Timeline Group Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 469,373 $6.4M 0.06% +150,010 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 458,231 $6.25M <0.01% +124,828 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 454,909 $6.2M 0.09% +62,898 13F-HR Timeline Group ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 452,000 $6.16M 0.13% -18,500 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 430,242 $5.86M <0.01% +40,639 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 425,497 $5.8M 0.06% +35,807 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 425,497 $5.8M 0.06% +35,807 13F-HR/A Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 404,612 $5.51M <0.01% -5,892 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 401,069 $5.47M 0.01% +1,096 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 391,244 $5.33M 0.13% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 386,020 $5.26M 1.09% -40,830 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 371,814 $5.07M 0.01% +41,238 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 371,405 $5.06M 0.01% +39,527 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 357,561 $4.87M 0.08% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 356,442 $4.86M 0.01% +44,231 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 355,434 $4.84M 0.2% -7,700 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 351,878 $4.8M 1.4% +1,665 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 346,094 $4.72M 0.01% +53,735 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 344,600 $4.7M 0.09% new 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. 343,602 $4.68M <0.01% +38,196 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 340,702 $4.64M 0.17% +228,148 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 340,440 $4.64M 0.16% -22,108 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 335,371 $4.57M 0.02% +88,681 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 334,909 $4.56M <0.01% +101,930 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 327,806 $4.47M <0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 324,137 $4.42M 0.06% -14,943 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 298,530 $4.07M 0.01% +68,026 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 298,272 $4.07M 0.04% +47,735 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 295,681 $4.03M 0.01% 0 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 287,470 $3.92M <0.01% +24,633 13F-HR Timeline Group Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 278,256 $3.79M 0.97% -35,051 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 276,525 $3.77M 0.46% +16,250 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 274,089 $3.74M 0.01% +142,696 13F-HR/A Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 272,227 $3.71M 0.07% +6,664 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 252,396 $3.53M 0.43% +2,590 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 255,000 $3.48M 0.09% new 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 246,147 $3.35M <0.01% +5,302 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 236,216 $3.22M 0.05% +35,661 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 241,668 $3.21M 0.03% +240,950 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 217,110 $2.96M 1.08% +2,293 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 216,804 $2.96M 0.82% -12,603 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 213,711 $2.91M <0.01% -347,920 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 212,459 $2.83M 0.06% +377 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 204,351 $2.79M 0.01% +51,825 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 198,340 $2.7M <0.01% -35,585 13F-HR/A Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 197,228 $2.69M 0.08% -22,602 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 194,484 $2.65M <0.01% +101,622 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 190,237 $2.59M 0.03% new 13F-HR/A Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 198,762 $2.51M 1.16% -1,762 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 181,276 $2.47M 0.01% -47,366 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 179,123 $2.44M 0.37% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 173,696 $2.37M 0.03% +18,755 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 172,398 $2.35M 0.09% -24,589 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 165,910 $2.26M 0.07% +29,253 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 165,130 $2.25M 0.02% -133,356 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 162,038 $2.21M 0.02% -11,766 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 161,354 $2.2M 0.22% new 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 159,608 $2.18M 0.1% +62,772 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 167,270 $2.13M +23,595 Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 144,537 $1.97M 0.02% +19,255 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 143,880 $1.96M 0.08% -6,490 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 141,984 $1.94M <0.01% +13,904 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 136,367 $1.86M 0.02% -51,665 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 130,656 $1.78M <0.01% +15,293 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 128,537 $1.75M 0.05% -3,906 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 125,441 $1.71M <0.01% +21,489 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 120,974 $1.65M 0.08% +18,962 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 120,605 $1.64M 0.56% +95,394 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 119,616 $1.63M <0.01% +1,497 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 118,725 $1.62M <0.01% -1,633 13F-HR Timeline Group Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 115,783 $1.58M 0.08% +6,485 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 114,605 $1.56M 0.01% -38,865 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 111,683 $1.52M 0.98% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 111,573 $1.52M 0.14% +2,352 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 107,527 $1.47M 0.01% +1,222 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 107,211 $1.46M <0.01% +33,367 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 106,291 $1.45M <0.01% +725 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 105,016 $1.43M 0.02% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 99,614 $1.32M 0.26% +31,380 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 96,305 $1.31M 0.13% +181 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 96,034 $1.31M +11,324 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 93,868 $1.28M 0.01% +5,114 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 92,147 $1.26M 0.02% -852 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 91,126 $1.24M 0.14% +5,565 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 90,148 $1.23M <0.01% +48,109 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 89,350 $1.22M 0.07% -6,550 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 89,228 $1.22M <0.01% new 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 88,492 $1.21M 0.09% +18,651 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 87,870 $1.2M 0.03% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 87,011 $1.19M 0.04% +796 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 88,180 $1.16M <0.01% +4,664 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 83,172 $1.13M 0.04% -2,027 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 80,105 $1.09M 0.09% -24,779 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 78,836 $1.07M 0.01% +8,663 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 76,563 $1.04M 0.07% +4,945 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 76,047 $1.04M 0.02% -297 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 75,191 $1.03M 0.01% +144 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 74,230 $1.01M 0.08% -47,881 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 73,577 $1M +41,156 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 71,962 $981K 0.02% +3,207 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 71,556 $975K 0.01% -1,316 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 71,391 $973K 0.02% -29,733 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 69,687 $950K 0.02% +34,992 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 69,043 $941K 0.06% -636 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 67,199 $939K 0.09% +9,995 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 66,866 $911K 0.01% +5,542 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 65,987 $899K 0.33% -816 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 64,590 $880K 0.05% +133 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 63,161 $861K 0.1% +16,265 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 63,069 $860K 0.27% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 62,369 $850K 0.01% -236,473 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 60,794 $829K 0.01% new 13F-HR Timeline Group Anthracite Investment Company, Inc. More: the full row for Anthracite Investment Company, Inc. 59,942 $817K 0.51% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 65,177 $789K 0.19% +370 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 55,202 $752K 0.01% +2,280 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 51,743 $725K 0.01% +2,422 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 52,271 $712K <0.01% -7,694 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 51,708 $705K <0.01% -14,641 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 51,695 $705K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 50,884 $694K 0.12% +44,844 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 49,678 $677K 0.08% +458 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 49,170 $670K 0.06% +13,136 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 49,144 $670K 0.14% +474 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 48,839 $666K 0.01% -867 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 48,798 $665K 0.11% +6,759 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 48,547 $662K 0.01% +2,087 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 48,130 $656K 0.01% -762 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 45,000 $629K 0.39% -60,000 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 46,015 $627K <0.01% -844 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 45,752 $624K 0.08% +4,818 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 45,429 $619K <0.01% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 45,310 $618K 0.17% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 45,000 $613K 0.01% -7,500 13F-HR Timeline Group Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 44,900 $612K 0.14% -2,700 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 44,796 $611K <0.01% +18,947 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 44,607 $608K 0.05% +8,349 13F-HR/A Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 44,498 $607K 0.29% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 44,481 $606K 0.41% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 44,116 $601K 0.16% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 43,956 $599K 0.02% +6,745 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 43,354 $591K +32,408 Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 43,350 $591K 0.03% +810 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 43,286 $590K <0.01% -1,628 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 42,144 $574K 0.01% +4,982 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 41,909 $571K <0.01% +21,379 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 41,374 $564K 0.03% +1,915 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 40,264 $549K <0.01% +23,706 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 39,152 $547K 0.05% +1,813 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 39,701 $541K 0.13% -291 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 39,593 $540K 0.01% +12,423 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 39,152 $534K 0.06% +2,982 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 39,138 $533K 1.97% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.