DONALD SMITH & CO., INC. in group DONALD SMITH & CO., INC. More: the full row for DONALD SMITH & CO., INC. 12,420,747 $90.3M 1.8% +1,357,311 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,930,506 $72.2M 0.03% +100,704 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,176,936 $66.7M <0.01% +10,244 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,054,214 $36.7M 0.01% +187,609 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,485,864 $32.6M <0.01% +656,698 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 3,176,392 $23.1M <0.01% -5,781 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,553,433 $18.6M <0.01% +133,880 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,457,837 $17.9M 0.02% +246,500 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,296,327 $16.7M <0.01% +128,203 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,310,050 $9.52M 0.03% +531,014 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,267,389 $9.21M 0.01% -464,355 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 1,034,839 $7.52M 0.12% +54,547 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 950,836 $6.91M 0.01% -111,620 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 934,345 $6.79M 0.01% +200,364 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 764,710 $5.56M 1% +33,994 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 638,516 $4.64M <0.01% +111,663 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 609,900 $4.43M 0.33% -7,615 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 459,559 $3.34M <0.01% +93,825 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 450,597 $3.28M 0.03% +18,619 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 431,945 $3.14M <0.01% +319,958 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 411,463 $2.99M <0.01% +85,908 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 350,647 $2.55M <0.01% +50,247 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 310,297 $2.26M 0.02% +16,702 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 300,581 $2.19M <0.01% +3,101 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 291,741 $2.12M <0.01% +29,923 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/ 284,044 $2.06M <0.01% -4,538 13F-HR/A Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 248,707 $1.81M 0.06% +393 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 242,963 $1.77M 0.01% +14,267 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 236,717 $1.72M <0.01% +63,994 13F-HR/A 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 234,917 $1.71M <0.01% +4,294 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 232,430 $1.69M <0.01% +168,490 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 217,362 $1.58M 0.02% +8 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 206,491 $1.5M <0.01% +23,549 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. 186,470 $1.36M <0.01% +7,628 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 185,545 $1.35M <0.01% -13,951 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 179,064 $1.3M <0.01% +15,156 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 173,635 $1.26M 0.01% +12,067 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 168,839 $1.23M <0.01% -143,877 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 147,113 $1.07M 0.01% +72,786 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 146,885 $1.07M <0.01% +55,326 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 144,264 $1.05M 0.04% +120,680 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 130,916 $952K 0.04% +4,648 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 117,382 $853K 0.16% -22,956 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 111,200 $808K <0.01% +12,949 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 108,385 $788K 0.01% +4,249 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 105,691 $768K <0.01% new 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 105,691 $768K 0.22% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 93,911 $683K 0.01% +1,100 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 92,467 $672K 0.04% +874 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 90,564 $658K 0.02% +46,094 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 88,100 $640K <0.01% -71,050 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 86,871 $632K <0.01% -9,738 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 85,670 $623K <0.01% +6,171 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 85,346 $620K 0.09% +22,644 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 82,981 $603K 0.24% +5,179 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 81,996 $596K 0.02% -47,899 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 80,881 $588K 0.07% +3,518 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 80,031 $582K <0.01% +45,118 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 74,968 $545K <0.01% +39,201 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 74,711 $543K 0.03% -2,565 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 72,836 $529K 0.14% -106 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 70,860 $515K 0.03% +42,611 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 69,134 $503K 0.01% +7,773 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 66,831 $486K <0.01% -31,015 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 65,603 $477K <0.01% +40,155 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 63,998 $465K <0.01% 0 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 62,900 $457K 0.07% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 62,900 $457K <0.01% 0 13F-HR Timeline Group RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 62,770 $456K 0.02% +5,196 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 62,343 $453K +3,503 Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 62,160 $452K 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 61,537 $447K <0.01% +3,508 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 61,317 $446K 0.31% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 61,269 $445K 0.03% -102,788 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 55,485 $403K <0.01% +12,474 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 54,965 $400K <0.01% +22,777 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 51,153 $372K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 49,544 $360K 0.05% -3,429 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 48,214 $351K <0.01% +3,688 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 45,324 $320K <0.01% -2,857 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 43,850 $319K <0.01% -175,506 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 41,499 $302K <0.01% +4,830 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 41,435 $301K 0.02% +5,855 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 40,713 $296K 0.05% +8,761 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39,583 $295K 0.02% +1,533 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 39,500 $287K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 38,436 $279K <0.01% +6,083 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 36,300 $264K 0.01% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 36,127 $263K <0.01% +23,191 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 35,527 $258K <0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 35,555 $258K <0.01% +4,821 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 34,414 $250K <0.01% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 33,757 $245K 0.05% +2,031 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 33,425 $243K <0.01% +3,430 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 33,573 $241K 0.01% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 32,233 $234K 0.01% +12,500 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 30,960 $225K <0.01% -8,936 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 30,244 $220K 0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 30,067 $219K 0.03% -2,032 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 29,924 $218K <0.01% +3,652 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 28,170 $205K <0.01% -754 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 28,000 $204K <0.01% -22,350 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 27,869 $203K 0.01% +6,573 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,849 $202K <0.01% +643 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 27,052 $197K 0.01% -305 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 26,684 $194K <0.01% -4 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 26,215 $191K <0.01% +5,534 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 25,790 $187K 0.01% +1,854 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 24,572 $179K <0.01% -45,665 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 24,399 $177K <0.01% +4,239 13F-HR/A Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 23,086 $168K 0.08% +1,116 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 22,811 $166K <0.01% +20,150 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 21,923 $159K 0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 21,845 $159K <0.01% +2,729 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 21,633 $157K <0.01% +12,727 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Family Investments, Inc. More: the full row for West Family Investments, Inc. 21,449 $156K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 21,032 $153K <0.01% +30 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 20,520 $149K 0.01% +2,487 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 20,161 $147K <0.01% +6,498 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 19,987 $145K <0.01% +879 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 19,903 $145K 0.02% +2,415 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 19,589 $142K 0.04% +317 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 19,567 $142K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,127 $139K <0.01% -986 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,859 $137K <0.01% -1,527 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 18,567 $135K 0.03% -26 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 18,500 $134K <0.01% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 17,964 $131K 0.04% +3,930 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 17,873 $130K <0.01% +1,863 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 17,727 $129K <0.01% +2,251 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 16,998 $124K 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,988 $124K <0.01% -644 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 15,899 $116K 0.01% new 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 15,027 $109K 0.01% -8,355 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 15,000 $109K 0.06% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 14,705 $107K 0.04% +1,143 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 14,535 $106K 0.03% +48 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 14,456 $105K 0.02% -931 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,361 $104K <0.01% +2,443 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 14,250 $104K 0.01% +211 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 13,993 $102K 0.02% -3,037 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 13,990 $102K 0.01% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 13,835 $101K <0.01% +3,691 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 13,789 $100K <0.01% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 13,668 $99.4K 0.02% +1,161 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 13,592 $98.8K 0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 13,507 $98.2K 0.04% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,504 $98.2K <0.01% +2,118 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 13,378 $97.3K 0.02% +2,242 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 13,059 $94.9K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,998 $94.5K <0.01% +2,360 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,913 $94K <0.01% +145 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12,467 $90.6K 0.05% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,394 $90.1K <0.01% -1,379 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,098 $88K <0.01% +1,043 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,739 $85.3K <0.01% new 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 11,739 $85.3K 0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 11,677 $84.9K 0.04% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 11,464 $83.3K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,218 $81.6K 0.01% +459 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,121 $80.8K <0.01% new 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,745 $78K <0.01% -700 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,417 $75.4K 0.01% -172 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,356 $75.3K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,187 $59.5K <0.01% +1,753 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,442 $54.1K <0.01% +6,130 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,588 $47.9K <0.01% +4,366 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,312 $38.6K 0.03% -90 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,229 $38K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,817 $35K <0.01% +268 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,523 $25.6K <0.01% +974 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,134 $22.8K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,988 $22K <0.01% +1,481 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,777 $20.2K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,486 $18.1K <0.01% +1,718 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,303 $16.7K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,019 $14.7K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,956 $14.2K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,864 $13.4K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,684 $12K <0.01% -1,929 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 1,618 $11.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,595 $11.6K <0.01% +498 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,452 $10.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,423 $10K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,365 $9.92K <0.01% -67 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,249 $9.08K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,157 $8.41K <0.01% +208 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,143 $8.31K 0.01% +278 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,095 $7.96K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,078 $7.84K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 922 $6.7K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 814 $5.92K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 800 $5.82K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 24 $5.57K <0.01% -825 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 677 $4.92K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 673 $4.89K <0.01% -5,327 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 668 $4.86K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 616 $4.65K <0.01% +66 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 562 $4.09K <0.01% +150 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 578 $4K <0.01% 0 13F-HR Timeline