DONALD SMITH & CO., INC. in group DONALD SMITH & CO., INC. More: the full row for DONALD SMITH & CO., INC. 10,412,601 $64M 1.57% +1,094,218 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,838,724 $60.5M <0.01% +805,382 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,796,595 $60.2M 0.03% -372,804 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,617,888 $28.4M 0.01% +289,984 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,422,786 $27.2M <0.01% -84,274 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 3,185,660 $19.6M <0.01% -41,742 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,283,072 $14M <0.01% +41,756 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,970,937 $12.1M 0.02% +465,100 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,961,261 $12.1M 0.01% -963,707 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,868,268 $11.5M <0.01% +254,395 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. 1,375,545 $8.46M 0.01% -613,822 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 1,052,102 $6.42M 0.13% -123,726 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 637,789 $3.92M <0.01% -337,128 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 595,771 $3.66M 0.3% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 525,815 $3.23M <0.01% -26,058 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 519,878 $3.2M 0.02% +476,881 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 462,647 $2.85M <0.01% +80,540 13F-HR/A Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 407,678 $2.51M 0.04% +33,608 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 349,481 $2.15M 0.48% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 329,201 $2.02M <0.01% +6,611 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 297,655 $1.83M 0.34% +81,009 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 289,538 $1.78M <0.01% +32,206 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 263,906 $1.62M 0.06% +187,861 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 262,579 $1.62M <0.01% +400 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/ 254,446 $1.56M <0.01% -1,007 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 251,497 $1.55M 0.02% +34,063 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 250,498 $1.54M <0.01% -365,426 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 236,448 $1.45M 0.01% +35,362 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 235,920 $1.45M <0.01% +15,717 13F-HR Timeline Group NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 233,100 $1.43M <0.01% new 13F-HR/A Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 233,100 $1.43M 0.71% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 224,706 $1.38M <0.01% -20,931 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 221,065 $1.36M 0.01% +1,991 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 218,148 $1.34M <0.01% +23,361 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 217,382 $1.34M 0.02% +164 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 205,360 $1.26M <0.01% -19,307 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 180,712 $1.11M 0.09% +28,167 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 176,688 $1.09M <0.01% -11,078 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 174,417 $1.07M 0.02% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 169,995 $1.05M <0.01% -71,704 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 168,051 $1.03M <0.01% -447,846 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 155,985 $959K 0.07% +18,140 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 152,779 $940K <0.01% -887 13F-HR Timeline Group MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 129,068 $794K 0.19% +22,212 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 123,009 $757K <0.01% +10,334 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 117,378 $722K 0.01% +572 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 106,598 $656K 0.01% 0 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 105,727 $650K 0.19% +27,286 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 100,634 $619K <0.01% +15,312 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 97,491 $600K <0.01% -62,199 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 95,999 $590K <0.01% +77,194 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 94,595 $582K <0.01% +26,912 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 92,332 $568K 0.05% -13,371 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 90,000 $554K <0.01% new 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 81,908 $504K 0.06% +1,449 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 79,360 $488K 0.07% +2,327 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 78,361 $482K 0.04% -168,248 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 74,034 $455K <0.01% +24,650 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 73,460 $452K 0.22% +1,478 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 73,338 $451K 0.01% +2,476 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 70,432 $433K 0.03% -29,436 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 70,366 $433K <0.01% +8,032 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 63,960 $393K 0.32% -10,830 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 63,528 $391K <0.01% -31,018 13F-HR/A Timeline Group Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 68,215 $379K 0.04% -1,792 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 59,431 $366K <0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 55,332 $340K <0.01% -18,110 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 54,942 $336K <0.01% +3,990 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 52,888 $325K <0.01% +7,015 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 52,613 $324K 0.01% -948 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 51,457 $316K 0.02% -8,726 13F-HR Timeline Group RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 50,839 $313K 0.02% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 49,019 $301K <0.01% +3,982 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 49,019 $301K <0.01% +3,982 13F-HR/A Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 47,745 $294K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 47,240 $291K 0.05% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 47,177 $290K 0.01% +16,448 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 45,340 $290K 0.03% +3,180 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 46,646 $286K <0.01% -1,070 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 39,731 $244K <0.01% +2,762 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 39,500 $243K 0.02% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 39,391 $242K 0.02% +3,888 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 38,265 $235K <0.01% +460 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 37,312 $229K <0.01% 0 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 42,625 $223K <0.01% +4,029 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 36,300 $223K <0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 35,954 $221K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 34,169 $210K 0.03% +649 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 34,090 $210K +17,784 Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 33,901 $208K 0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 33,452 $206K <0.01% +312 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 32,930 $203K <0.01% -60,932 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 32,843 $202K <0.01% +281 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 32,453 $200K 0.05% +922 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 31,233 $192K <0.01% -865 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 31,178 $192K 0.03% +1,757 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 30,701 $189K 0.01% +2,312 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 30,029 $185K <0.01% +19,947 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 29,871 $184K 0.01% -6,957 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,707 $183K <0.01% +10,133 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 28,843 $177K 0.01% -117 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 27,803 $171K 0.02% -2,670 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 27,794 $171K <0.01% -2,376 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 27,603 $170K <0.01% +426 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 27,506 $169K 0.01% +7,487 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,462 $169K <0.01% +484 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 26,502 $163K <0.01% +1,339 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 25,471 $157K <0.01% +732 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 25,210 $155K <0.01% -336 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 24,932 $153K 0.01% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 23,901 $147K 0.02% -1,465 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 23,470 $144K <0.01% -491 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 23,414 $144K <0.01% -14,197 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 22,593 $139K 0.09% +1,908 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 22,000 $135K 0.03% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 21,449 $132K 0.05% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 21,082 $130K <0.01% +2,055 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 20,702 $127K 0.01% -9,023 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 20,478 $126K <0.01% +189 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,459 $126K <0.01% -1,146 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 19,961 $123K <0.01% -2,509 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 19,553 $120K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 19,345 $119K 0.03% +246 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 18,808 $116K <0.01% +833 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 18,570 $114K 0.05% -6,817 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 18,155 $112K 0.02% -5,413 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 18,000 $111K <0.01% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 17,946 $110K <0.01% +1,474 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 17,921 $110K 0.01% +5,421 13F-HR/A Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 17,865 $110K 0.02% -491 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 17,810 $110K 0.07% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 17,578 $108K 0.03% -2,100 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 17,533 $108K 0.04% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 16,310 $100K 0.01% -708 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 16,241 $99.9K 0.01% +875 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 16,203 $99.6K 0.01% +1,028 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 15,598 $95.9K <0.01% +4,848 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,590 $95.9K <0.01% +483 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,377 $94.6K <0.01% +746 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 15,000 $92.2K 0.06% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 14,941 $91.9K <0.01% -1,433 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 14,908 $91.7K 0.04% -393 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 14,543 $89.4K 0.02% -946 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 14,500 $89.2K 0.1% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 14,322 $88.1K <0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 14,212 $87.4K 0.04% +1,821 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,094 $86.7K <0.01% -3,527 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,929 $86K <0.01% -5,100 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 13,789 $84.8K <0.01% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,735 $84.5K <0.01% +1,003 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 12,600 $77.5K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12,467 $76.7K 0.05% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 12,006 $73.8K <0.01% +1,848 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,761 $66.2K <0.01% -6,147 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 13,097 $63.7K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,175 $62.6K <0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,099 $62.1K 0.04% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,097 $62.1K <0.01% +46 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 7,523 $46.3K <0.01% -34,958 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,926 $42.6K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,372 $33K <0.01% +475 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,309 $32.6K 0.03% +179 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,700 $28.9K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,701 $22K <0.01% +1,887 13F-HR/A Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,217 $19.8K <0.01% new 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% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,777 $17.1K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,108 $13K <0.01% +158 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,019 $12.4K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,976 $12.2K 0.01% -285 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,507 $9K <0.01% +251 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,452 $8.93K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,434 $8.82K <0.01% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,361 $8.37K <0.01% +992 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,133 $6.97K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,097 $6.25K <0.01% -91 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 998 $6.14K <0.01% +505 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 959 $6K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 800 $4.92K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 796 $4.89K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 771 $4.7K <0.01% -1,569 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 691 $4K <0.01% -161 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 634 $3.9K <0.01% -212 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 575 $3.54K <0.01% -5,244 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 492 $3.03K <0.01% +171 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 496 $2.78K <0.01% -75 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 361 $2.22K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 331 $2.04K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 319 $1.96K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 250 $1.54K <0.01% -148 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 223 $1.37K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 176 $1K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 156 $960 <0.01% -214 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 154 $947 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 145 $892 <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 139 $855 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 133 $818 <0.01% -2,806 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 112 $689 <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 102 $631 <0.01% -141 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 99 $609 <0.01% -311 13F-HR Timeline