Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 10,169,399 $58.9M 0.02% -10,365 13F-HR Timeline DONALD SMITH & CO., INC. in group DONALD SMITH & CO., INC. More: the full row for DONALD SMITH & CO., INC. 9,318,383 $54M 1.29% +2,846,601 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,033,342 $52.3M <0.01% -178,346 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,507,060 $26.1M <0.01% +122,910 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,327,904 $25.1M <0.01% +176,028 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 3,227,402 $18.7M <0.01% +52,741 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2,924,968 $16.9M 0.01% -1,464,699 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,241,316 $13M <0.01% +1,041,022 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. 1,989,367 $11.5M 0.01% +232,741 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,613,873 $9.34M <0.01% +251,859 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,505,837 $8.72M 0.01% +63,318 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,175,828 $6.81M 0.14% -62,682 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 974,917 $5.64M <0.01% +397,415 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 615,924 $3.57M <0.01% +394,866 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 615,897 $3.57M <0.01% +490,492 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 551,873 $3.2M <0.01% +135,488 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 382,107 $2.21M <0.01% +70,216 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 374,070 $2.17M 0.03% +59,987 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 322,590 $1.82M <0.01% -20,356 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 262,179 $1.52M <0.01% -537 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 257,332 $1.49M <0.01% +58,429 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/ 255,453 $1.48M <0.01% +30,704 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 246,609 $1.43M 0.09% new 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 245,637 $1.42M <0.01% +31,288 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 241,699 $1.4M <0.01% +35,948 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 224,667 $1.3M <0.01% new 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 220,203 $1.27M <0.01% -3,447 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 219,074 $1.27M 0.01% -109,147 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 217,434 $1.26M 0.02% +6,074 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 217,218 $1.26M 0.02% -332 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 216,646 $1.25M 0.18% 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 201,086 $1.17M 0.01% +30,577 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 194,787 $1.13M <0.01% -5,819 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 187,766 $1.09M <0.01% 13F-HR/A Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 159,690 $925K <0.01% -28 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 153,666 $890K <0.01% +4,161 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 152,545 $883K 0.07% +8,841 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 137,845 $798K 0.06% +26,100 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 133,266 $772K 0.04% -1,938 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 126,017 $730K <0.01% -255,881 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 116,806 $676K 0.01% +8,736 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 112,973 $654K 0.03% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 112,675 $652K <0.01% +19,938 13F-HR Timeline Group MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 106,856 $619K 0.14% -713 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 106,598 $617K 0.01% +37,947 13F-HR/A Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 105,703 $612K 0.05% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 99,868 $578K 0.03% +399 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 99,400 $576K <0.01% -38,005 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 94,546 $547K <0.01% +61,403 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 93,862 $543K -211,894 Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 85,322 $494K <0.01% -151 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 80,459 $466K 0.05% +4,966 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 78,441 $454K 0.13% -5,114 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 77,033 $446K 0.07% +1,078 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 76,045 $440K 0.03% +949 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 74,790 $433K 0.35% -16,772 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 73,442 $425K <0.01% -8,152 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 71,982 $417K 0.21% +2,622 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 70,862 $410K 0.01% +14,940 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 70,007 $405K 0.04% -2,054 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 67,683 $392K <0.01% +24,596 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 62,334 $361K <0.01% +12,468 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 60,183 $348K 0.02% new 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 53,561 $310K 0.01% +3,440 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 50,952 $298K <0.01% +3,603 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 49,384 $286K <0.01% +7,788 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 47,745 $276K <0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 47,716 $276K <0.01% new 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 45,873 $266K <0.01% +359 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 45,037 $261K <0.01% +7,572 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 45,037 $261K <0.01% +7,572 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 42,997 $249K <0.01% new 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 42,481 $246K 0.01% +4,481 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 42,160 $246K 0.03% +10,233 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 39,500 $229K 0.02% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 38,596 $223K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 37,805 $219K <0.01% -13,748 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 37,611 $218K <0.01% +18,972 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 37,312 $216K <0.01% +143 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 36,969 $215K <0.01% -4,063 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 36,828 $213K 0.01% -347 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 36,300 $210K <0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 35,503 $206K 0.02% -791 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 33,901 $196K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 33,520 $194K 0.03% -25,119 13F-HR/A Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 33,140 $192K <0.01% -994 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 32,562 $189K <0.01% -7,406 13F-HR/A Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 32,535 $188K 0.01% +2,208 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,098 $186K <0.01% -1,318 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 31,531 $183K 0.04% +18,845 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 30,729 $178K 0.01% -1,853 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 30,692 $178K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 30,473 $176K 0.02% +26,163 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 30,170 $175K <0.01% -91 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 29,725 $172K 0.01% -3,827 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 29,421 $170K 0.04% -1,846 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 28,960 $168K 0.01% +1,264 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 28,389 $164K 0.01% +672 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 27,177 $157K <0.01% -3,168 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,978 $156K <0.01% -3,456 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 26,622 $154K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 25,546 $148K <0.01% +951 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 25,387 $147K 0.06% -16,484 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 25,366 $147K 0.03% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 25,163 $146K <0.01% -85,407 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 24,739 $143K <0.01% -129 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 23,961 $139K <0.01% -4,295 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 23,568 $136K 0.03% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 22,470 $130K <0.01% +798 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 22,000 $127K 0.03% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,605 $127K <0.01% -312 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 21,449 $124K 0.04% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 22,106 $123K -125,220 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,805 $121K <0.01% +901 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 20,685 $120K 0.07% +2,848 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 20,307 $118K 0.01% -15,908 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 20,289 $117K <0.01% +3,546 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 20,019 $116K 0.01% +132 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 19,678 $114K 0.03% -2,231 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,574 $113K <0.01% new 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 19,099 $111K 0.02% -624 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 19,027 $110K <0.01% -62 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 19,029 $110K <0.01% -961 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 18,356 $106K 0.02% +1,231 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 18,000 $104K <0.01% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 17,975 $104K <0.01% +844 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 17,951 $104K <0.01% +6,103 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 17,816 $103K <0.01% +186 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 17,636 $102K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 17,621 $102K <0.01% +8,102 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 17,533 $102K 0.04% +1,734 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 17,136 $99.2K <0.01% -348 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 17,018 $98.5K 0.01% -1,849 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 16,908 $97.9K <0.01% +8,699 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 16,472 $95.4K <0.01% +3,916 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 16,374 $94.8K <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,306 $94.4K <0.01% new 13F-HR/A Timeline Group Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 15,489 $89.7K 0.02% +1,875 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 15,366 $89K 0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 15,301 $88.6K 0.04% +922 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15,175 $87.9K <0.01% -85 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,107 $87.5K <0.01% +1,144 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 15,000 $86.8K 0.06% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 14,662 $84.9K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14,631 $84.7K <0.01% -62,708 13F-HR/A Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 14,500 $84K 0.1% 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 14,493 $83.9K <0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 13,789 $79.8K <0.01% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,732 $73.7K <0.01% -1,577 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 12,600 $73K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,500 $72.4K 0.01% +1,448 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12,467 $72.2K 0.04% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 12,391 $71.7K 0.04% -1,060 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,358 $71.6K <0.01% -50,519 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 13,473 $70.3K 0.05% -419 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,687 $67.7K <0.01% +1,142 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 10,750 $62.2K <0.01% -312 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,246 $59.3K <0.01% new 13F-HR Timeline Group Adero Partners, LLC More: the full row for Adero Partners, LLC 10,158 $58.8K <0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,082 $58.4K <0.01% -22,006 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,051 $58.2K <0.01% -47,625 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,819 $33.7K <0.01% -5,596 13F-HR/A Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,130 $29.7K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,897 $28.4K <0.01% +783 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,700 $27.2K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,430 $25.6K 0.02% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,201 $18.5K <0.01% -900 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,177 $18.4K <0.01% +857 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,939 $17K <0.01% -228 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,777 $16.1K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,340 $13.5K <0.01% +2 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,261 $13.1K 0.01% 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,214 $12.8K <0.01% -12,745 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 2,019 $11.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,950 $11.3K <0.01% -541 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,814 $11K <0.01% -2,372 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,452 $8.41K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,434 $8.3K <0.01% -370 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,188 $7.26K <0.01% +224 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,256 $7K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 852 $5K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 846 $4.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 800 $4.63K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 571 $3.59K <0.01% +365 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 538 $3.12K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 493 $2.85K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 443 $2.56K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 410 $2.37K <0.01% 0 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 398 $2.3K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 370 $2.14K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 369 $2.14K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 361 $2.09K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 331 $1.92K <0.01% -39 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 321 $1.86K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 267 $1.55K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 243 $1.41K <0.01% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 226 $1.31K <0.01% +178 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 223 $1.29K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 154 $892 <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 147 $846 <0.01% 0 13F-HR Timeline Group