BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,174,974 $551M 0.01% +73,559 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,174,118 $297M 0.45% +1,484 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 736,170 $186M 0.02% -94,937 13F-HR Timeline Ashoka WhiteOak Capital Pte Ltd More: the full row for Ashoka WhiteOak Capital Pte Ltd 575,040 $146M 34.23% +568,340 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 504,626 $128M <0.01% +33,903 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 468,323 $119M 0.03% +107,308 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 391,300 $99.1M 0.14% -24,500 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 273,371 $69.2M <0.01% +10,308 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 213,719 $54.1M 0.01% +25,674 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 183,922 $46.6M +159,684 Timeline Northcape Capital Pty Ltd More: the full row for Northcape Capital Pty Ltd 173,611 $44M 5.93% -17,438 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 155,618 $39.4M 0.01% -1,272 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 104,740 $26.5M 0.03% +2,467 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 92,873 $23.5M 0.01% +4,243 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 89,301 $22.6M 0.01% +88,350 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 86,944 $22M 0.02% -1,826 13F-HR Timeline Group Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 84,412 $21.4M 0.61% -15,034 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 81,091 $20.5M 0.41% -1 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 73,269 $18.5M <0.01% +339 13F-HR Timeline Group VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 58,114 $14.7M +59 Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 57,363 $14.5M 0.08% -17,244 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 55,844 $14.1M 0.59% -18,763 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 50,387 $12.8M 0.01% -5,715 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 49,768 $12.6M 0.22% +13,069 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 49,651 $12.6M 0.01% +9,684 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 48,538 $12.3M 0.28% +3,574 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 42,500 $10.8M 0.35% +19,800 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 38,993 $9.87M 0.01% -7,303 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/ 38,649 $9.78M <0.01% -45,217 13F-HR Timeline Group DEPRINCE RACE & ZOLLO INC More: the full row for DEPRINCE RACE & ZOLLO INC 37,914 $9.6M 0.16% +8,770 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 32,400 $8.19M 0.01% +2,326 13F-HR Timeline Group State of New Jersey Common Pension Fund… in group State of New Jersey Common Pe… More: the full row for State of New Jersey Common Pension Fund D 27,648 $7M 0.02% 0 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 18,521 $4.69M <0.01% +5,512 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 17,827 $4.51M 1.44% +364 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,072 $3.58M <0.01% -14,823 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,852 $3.51M <0.01% -13,320 13F-HR Timeline Group ABS Investment Management LLC More: the full row for ABS Investment Management LLC 13,800 $3.49M 2.23% 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 13,800 $3.49M 2.23% -1,020 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 13,348 $3.4M 0.01% +1,465 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 13,000 $3.29M <0.01% new 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 12,340 $3.12M <0.01% -13,298 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,820 $2.99M <0.01% -38,634 13F-HR Timeline Group Capital Innovations LLC More: the full row for Capital Innovations LLC 9,701 $2.98M 0.77% new 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 11,726 $2.97M 1.69% +24 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,321 $2.87M <0.01% +4,259 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,158 $2.57M 0.01% -587 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,884 $2.5M 0.01% -925 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,855 $2.49M <0.01% +284 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 9,694 $2.45M <0.01% new 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 8,970 $2.27M <0.01% -4 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 7,786 $1.97M 0.04% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,555 $1.91M <0.01% +403 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,342 $1.86M <0.01% -38,211 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 7,054 $1.79M <0.01% +152 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,672 $1.69M 0.02% +1,603 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,946 $1.51M 0.02% new 13F-HR Timeline Group Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 5,777 $1.46M 0.74% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,595 $1.42M <0.01% +3,285 13F-HR Timeline Group Candriam S.C.A. More: the full row for Candriam S.C.A. 5,556 $1.41M 0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 5,225 $1.32M 0.08% +516 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 5,160 $1.31M 0.04% +1,921 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,960 $1.26M 0.08% -100 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 4,853 $1.23M <0.01% +1,451 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,773 $1.21M <0.01% +618 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,668 $1.18M 0.12% -157 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,940 $997K 0.04% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,913 $991K 0.14% +190 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 3,633 $920K 0.19% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,782 $891K 0.16% +105 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,477 $880K <0.01% -193 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 3,400 $861K 0.16% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 3,275 $829K <0.01% +449 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,229 $818K <0.01% +279 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,093 $783K <0.01% new 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,003 $760K 0.01% -210 13F-HR/A Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,876 $728K 0.04% +175 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 2,800 $713K <0.01% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,795 $708K <0.01% -7 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,518 $699K 0.07% -2,392 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 2,740 $694K 0.69% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,716 $688K <0.01% +1,805 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,629 $666K <0.01% +1,502 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 2,607 $660K 0.01% -45 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 2,478 $627K 0.01% +55 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 2,322 $588K <0.01% +7 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,316 $586K <0.01% -12,119 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,272 $575K 0.02% -454 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,071 $527K 0.05% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,050 $518K <0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,949 $493K <0.01% -48 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,923 $487K <0.01% -370 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,905 $482K <0.01% -301 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 1,882 $476K 0.01% -451 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,847 $468K <0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,799 $456K <0.01% -189 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,758 $445K 0.01% -63 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,635 $414K <0.01% +83 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,601 $405K 0.02% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,568 $397K 0.01% -76 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,545 $391K <0.01% +110 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,520 $385K <0.01% -134 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,495 $378K <0.01% -105 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,480 $375K <0.01% -92 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,409 $357K 0.13% -80 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,331 $337K <0.01% +109 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,306 $331K <0.01% +24 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,300 $329K 0.03% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,266 $321K <0.01% +632 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,102 $279K <0.01% +210 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,071 $271K 0.02% +15 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,018 $258K <0.01% -300 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,003 $254K <0.01% +1 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,003 $254K <0.01% -73 13F-HR Timeline Group Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 971 $246K 0.18% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 973 $246K <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 965 $244K <0.01% -42 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 941 $238K <0.01% -51 13F-HR/A Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 910 $230K <0.01% +108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 908 $230K 0.02% 0 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 900 $228K 0.12% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 868 $220K <0.01% new 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 850 $216K <0.01% 0 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 824 $209K <0.01% +175 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 825 $209K <0.01% -103 13F-HR Timeline Group Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 818 $207K <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 749 $190K 0.03% +581 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 702 $178K <0.01% +10 13F-HR Timeline Group Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 678 $172K <0.01% -12 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 541 $137K 0.11% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 524 $133K 0.01% new 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 478 $121K <0.01% -88 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 473 $120K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 405 $103K <0.01% -121 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 377 $95.4K <0.01% 0 13F-HR Timeline ALTRINSIC GLOBAL ADVISORS LLC More: the full row for ALTRINSIC GLOBAL ADVISORS LLC 361 $91.4K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 336 $85.1K <0.01% -104 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 307 $77.7K <0.01% -8 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 303 $76.7K <0.01% -100 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 225 $57K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 206 $52.1K <0.01% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 193 $48.9K <0.01% +54 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 185 $46.8K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 183 $46.3K <0.01% 0 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 180 $45.6K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 156 $39.5K <0.01% -156 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 148 $37.5K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 147 $37.2K <0.01% +16 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 146 $37K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 137 $34.7K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 132 $33.4K <0.01% -115 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 130 $31.5K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 113 $28.8K <0.01% +21 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 93 $23.5K <0.01% new 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 75 $19K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 68 $17.2K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 68 $17.2K <0.01% +5 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 51 $12.9K <0.01% -110 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 38 $9.54K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 37 $9.37K <0.01% +27 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 35 $8.86K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24 $6.2K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 21 $5.32K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 20 $5.06K <0.01% -1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16 $4.05K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13 $3.29K <0.01% +8 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 11 $2.79K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 11 $2.79K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9 $2.29K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 9 $2.28K <0.01% -2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8 $2.03K <0.01% +2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7 $1.77K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5 $1.27K <0.01% new 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 5 $1.27K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $1.01K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4 $1.01K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5 $1K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3 $759 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3 $759 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2 $507 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2 $506 <0.01% -5 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2 $506 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1 $254 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $254 <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1 $253 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1 $253 <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 0 $1 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.