DONALD SMITH & CO., INC. in group DONALD SMITH & CO., INC. More: the full row for DONALD SMITH & CO., INC. 11,063,436 $72.8M 1.71% +650,835 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,829,802 $64.7M 0.03% +33,207 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,166,692 $60.3M <0.01% -672,032 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,866,605 $32M 0.01% +248,717 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,829,166 $25.2M <0.01% -593,620 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 3,182,173 $20.9M <0.01% -3,487 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,419,553 $15.9M <0.01% +136,481 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,211,337 $14.6M 0.02% +240,400 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,168,124 $14.3M <0.01% +299,856 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,731,744 $11.4M 0.01% -229,517 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. 1,062,456 $6.99M 0.01% -313,089 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 980,292 $6.47M 0.12% -71,810 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 779,036 $5.13M 0.02% +259,158 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 733,981 $4.83M <0.01% +96,192 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 730,716 $4.81M 0.97% +381,235 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 617,515 $4.06M 0.32% +21,744 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 526,853 $3.47M <0.01% +64,206 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 431,978 $2.84M 0.03% +24,300 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 365,734 $2.41M <0.01% -160,081 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 340,000 $2.24M <0.01% +250,000 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 325,555 $2.14M <0.01% +36,017 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 312,716 $2.06M <0.01% +144,665 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 300,400 $1.98M <0.01% +37,821 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 297,480 $1.96M <0.01% -31,721 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 293,595 $1.93M 0.02% +42,098 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/ 288,582 $1.9M <0.01% +34,136 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 261,818 $1.72M <0.01% +37,112 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 248,314 $1.63M 0.06% -15,592 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 230,623 $1.52M <0.01% -5,297 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 228,696 $1.5M 0.01% -7,752 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 219,356 $1.44M 0.01% -1,709 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 217,354 $1.43M 0.02% -28 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 199,496 $1.31M <0.01% -18,652 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 182,942 $1.2M <0.01% +6,254 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. 178,842 $1.18M <0.01% +26,063 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 172,723 $1.14M <0.01% +49,714 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 164,057 $1.08M 0.07% -16,655 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 163,908 $1.08M <0.01% -6,087 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 161,568 $1.06M 0.01% +60,934 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 159,150 $1.05M <0.01% -46,210 13F-HR Timeline Group MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 140,338 $923K 0.2% +11,270 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 129,895 $855K 0.03% +78,438 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 126,268 $831K 0.04% 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 118,858 $782K 0.08% new 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 117,412 $773K 0.09% -180,243 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 111,987 $737K <0.01% -138,511 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 104,136 $685K 0.01% -13,242 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 98,251 $646K <0.01% +3,656 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 97,846 $644K <0.01% +74,432 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 96,609 $636K <0.01% -882 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 92,811 $611K 0.01% -13,787 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 91,643 $603K 0.05% -689 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 91,593 $603K 0.04% +13,232 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 91,559 $602K <0.01% +17,525 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 79,499 $523K <0.01% +9,133 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 77,802 $512K 0.24% +4,342 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 77,363 $509K 0.07% -1,997 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 77,276 $508K 0.05% -4,632 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 74,327 $489K 0.01% +67,401 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 72,942 $479K 0.13% -32,785 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 70,237 $462K 0.01% +62,714 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 63,940 $421K <0.01% +25,675 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 63,998 $420K <0.01% +17,352 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 62,900 $414K 0.07% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 62,900 $414K <0.01% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 62,702 $413K 0.07% -7,730 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 61,361 $404K 0.01% -11,977 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 61,317 $403K 0.31% -2,643 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 58,840 $387K +24,750 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 58,029 $382K <0.01% +2,697 13F-HR/A Timeline Group RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 57,574 $379K 0.02% +6,735 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 52,973 $349K 0.05% +5,733 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 50,350 $331K <0.01% +2,605 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 48,181 $316K <0.01% -6,761 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 44,526 $293K <0.01% -8,362 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 44,470 $293K 0.01% -2,707 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 43,011 $283K <0.01% -6,008 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 39,896 $263K <0.01% -23,632 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 39,500 $260K 0.02% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 39,372 $259K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 38,050 $251K 0.02% -7,290 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 36,669 $241K <0.01% -643 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 36,300 $239K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 35,767 $235K <0.01% +21,673 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 35,580 $234K 0.02% -3,811 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 34,913 $230K <0.01% +1,983 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 34,414 $226K <0.01% +513 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 32,353 $213K <0.01% -7,378 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 32,188 $212K <0.01% -655 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 32,099 $211K 0.03% -2,070 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 31,952 $210K 0.04% +774 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 31,726 $209K 0.05% -727 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 30,734 $202K <0.01% -2,718 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 29,995 $197K <0.01% -1,238 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 28,924 $190K <0.01% +1,321 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 28,249 $186K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 27,357 $180K 0.01% -1,486 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,206 $179K <0.01% -256 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 26,688 $176K <0.01% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 26,272 $173K <0.01% -3,757 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 25,448 $167K <0.01% +4,366 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 23,936 $157K 0.01% +7,733 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 23,584 $155K 0.01% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 23,382 $154K 0.01% -7,319 13F-HR/A Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 23,354 $154K <0.01% -19,271 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 22,086 $145K 0.01% -2,846 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 22,000 $145K 0.03% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 21,970 $145K 0.07% -623 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 21,449 $141K 0.04% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,296 $140K 0.01% -6,210 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 21,002 $138K <0.01% -4,208 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 20,681 $136K <0.01% +5,083 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,386 $134K <0.01% -3,084 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 20,160 $133K <0.01% new 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,113 $132K <0.01% -346 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 19,733 $130K 0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 19,272 $127K 0.04% +5,060 13F-HR/A Timeline XPONANCE LLC More: the full row for XPONANCE LLC 19,116 $126K <0.01% +308 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 19,108 $126K <0.01% -1,370 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 18,593 $122K 0.03% -752 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 18,500 $122K <0.01% +500 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 18,033 $119K 0.01% +112 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17,632 $116K <0.01% +2,255 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,488 $115K 0.02% -667 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 17,288 $114K <0.01% -658 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 17,030 $112K 0.03% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,010 $105K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,476 $102K <0.01% -114 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 15,387 $101K 0.02% -2,191 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 15,110 $99.4K 0.04% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 15,000 $98.7K 0.06% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 14,487 $95.3K 0.03% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 14,039 $92.4K 0.01% -2,202 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 14,034 $92.3K 0.03% -3,499 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 13,789 $90.7K <0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 13,773 $90.6K <0.01% -6,188 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,663 $89.9K <0.01% -72 13F-HR/A Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 13,562 $89.2K 0.04% -5,008 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 13,507 $88.9K 0.04% -1,401 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 12,936 $85.1K <0.01% +2,839 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,768 $84K <0.01% -1,161 13F-HR Timeline Group Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 12,507 $82.3K 0.01% -2,036 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12,467 $82K 0.05% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,918 $78.4K <0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 11,739 $77.2K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,589 $76.3K 0.01% +8,372 13F-HR/A Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,445 $75K <0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,386 $74.9K <0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,136 $73.3K 0.01% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 11,114 $73.1K 0.01% -6,751 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,055 $72.7K <0.01% +294 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,885 $71.6K <0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,759 $70.8K <0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,638 $70K <0.01% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,610 $69.4K <0.01% new 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 10,144 $66.8K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,906 $59K <0.01% +7,947 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,081 $53.2K 0.01% -19,722 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,434 $41.6K <0.01% +5,859 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 6,000 $39.5K <0.01% +5,639 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,402 $35.5K 0.03% +93 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,700 $30.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,549 $29.9K <0.01% -823 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4,402 $29K <0.01% +3,269 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,613 $24K <0.01% -88 13F-HR/A Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,777 $18.3K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,661 $17.5K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,549 $16.8K <0.01% -652 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,303 $15.2K <0.01% +195 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,222 $14.6K <0.01% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,019 $13.3K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,918 $12.6K 0.01% -58 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,618 $10.6K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,507 $10K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,452 $9.55K <0.01% 0 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,432 $9.42K <0.01% -2 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,371 $9.02K <0.01% new 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,312 $8.63K <0.01% +314 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,097 $7.22K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,078 $7.08K <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) 1,047 $6.89K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 949 $6.24K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 837 $6.05K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 849 $5.76K <0.01% +353 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 865 $5.69K <0.01% +231 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 814 $5.36K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 800 $5.26K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 768 $5.05K <0.01% -3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 677 $4.46K <0.01% +454 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 668 $4.39K <0.01% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 578 $4K <0.01% -113 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 550 $3.63K <0.01% new 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 518 $3.41K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 412 $2.71K <0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 403 $2.65K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 325 $2.14K <0.01% -471 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 319 $2.1K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 250 $1.65K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 154 $1.01K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 145 $954 <0.01% 0 13F-HR Timeline