FIDUCIARY MANAGEMENT INC /WI/ More: the full row for FIDUCIARY MANAGEMENT INC /WI/ 7,515,737 $191M 1.84% +1,339,055 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 7,111,484 $181M 3.09% -23,582 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,173,231 $131M 0.01% -929,894 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 4,396,095 $112M 0.03% +106,044 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,596,927 $91.4M <0.01% -294,595 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,231,603 $56.7M <0.01% +44,196 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,756,047 $44.6M 0.19% -466,145 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,733,234 $44M 0.04% +1,603,610 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,690,402 $42.9M 0.01% +81,653 13F-HR Timeline Group CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 1,531,812 $38.9M 0.81% -35,038 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,327,534 $33.7M -61,790 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,131,039 $28.7M <0.01% +229,134 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,065,225 $27.1M 0.46% -258,137 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 1,033,136 $26.2M 0.03% +48,073 13F-HR Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 992,203 $25.2M 0.26% +73,568 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 913,327 $23.2M 0.76% -32,215 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 850,748 $21.6M 0.26% -249,815 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 846,253 $21.5M <0.01% +12,908 13F-HR/A Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 718,269 $18.2M 0.03% -23,008 13F-HR Timeline Group W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 571,536 $14.5M 1.24% -87,867 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 519,368 $13.2M <0.01% -85,805 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 482,753 $12.3M 0.02% +31,535 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 467,989 $11.9M 0.46% +199,511 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 430,510 $10.9M <0.01% +9,699 13F-HR Timeline Group SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 355,308 $9.02M 1.34% -127,897 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 341,565 $8.68M 0.01% +32,892 13F-HR/A Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 337,470 $8.57M 0.02% +839 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 334,904 $8.51M 0.04% +6,652 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 316,650 $8.04M 0.53% +8,493 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 304,747 $7.74M <0.01% -215,329 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 282,958 $7.19M <0.01% +11,437 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 269,829 $6.85M <0.01% +3,540 13F-HR/A Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 268,410 $6.82M <0.01% -26,748 13F-HR Timeline Group ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 246,760 $6.27M 0.08% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 220,816 $5.61M 1.46% -1,775 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 199,640 $5.07M 0.01% +8,688 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 190,310 $4.83M <0.01% +5,737 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 164,789 $4.19M 0.05% +2,464 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 164,276 $4.17M 0.14% -105,861 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 160,830 $4.09M 0.03% -19,319 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 144,181 $3.66M 0.01% new 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 142,595 $3.62M 0.04% +14,090 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 134,884 $3.43M 0.07% +35,087 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 132,105 $3.35M 0.12% +124,971 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 128,402 $3.26M <0.01% new 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 128,163 $3.26M 0.05% -1,407 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 125,976 $3.2M 0.08% +64,710 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 120,630 $3.16M <0.01% +2,619 13F-HR Timeline Group Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 110,000 $2.79M 0.38% +10,000 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 109,831 $2.79M <0.01% +1,014 13F-HR Timeline Group Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 105,185 $2.67M 0.71% +88,012 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 104,107 $2.64M 0.05% +168 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 104,024 $2.64M <0.01% +57,952 13F-HR/A Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 102,420 $2.6M 0.68% -1,524 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 101,108 $2.57M 0.48% +65,490 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 100,140 $2.54M <0.01% +1,137 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 87,907 $2.23M <0.01% -12,004 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 86,961 $2.21M 0.72% -1,101 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 80,767 $2.05M <0.01% +18,906 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 79,162 $2.01M 0.4% +6,625 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 77,490 $1.97M <0.01% -16,968 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 76,054 $1.93M 0.01% -475 13F-HR/A Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 73,485 $1.87M 0.11% -6,800 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 72,794 $1.85M <0.01% new 13F-HR/A Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 72,276 $1.84M <0.01% +11,018 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 71,739 $1.82M <0.01% +15,952 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 68,905 $1.75M 0.58% -305 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 67,861 $1.72M 0.03% -2,314 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 67,731 $1.72M <0.01% -5,904 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 63,503 $1.61M 0.01% +11,203 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 63,280 $1.61M 0.46% 0 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 62,887 $1.6M -3 Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 62,479 $1.59M 0.03% +722 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 61,312 $1.56M <0.01% -1,099 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 59,806 $1.52M <0.01% +982 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 59,244 $1.5M <0.01% +3,668 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 56,568 $1.44M 0.02% new 13F-HR Timeline Group Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 56,457 $1.43M 0.56% +3,421 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 56,012 $1.42M 0.39% +4,681 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 55,436 $1.41M <0.01% +18,350 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 48,091 $1.22M <0.01% -6,031 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 47,048 $1.2M 0.1% +180 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 46,567 $1.18M 0.04% -11,635 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 46,131 $1.17M 0.81% new 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 45,632 $1.16M 0.02% +4,322 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. 45,442 $1.15M <0.01% +9,934 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 43,532 $1.11M <0.01% -2,310 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 43,204 $1.1M 0.02% +6,416 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 40,166 $1.02M 0.16% +22,057 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 39,402 $1M <0.01% +1,782 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 39,362 $1000K <0.01% -2,614 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 38,951 $989K 0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 42,172 $957K 0.03% +35,911 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 37,300 $947K 0.01% +3,049 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 36,344 $917K 0.02% -2,987 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 35,036 $890K 0.01% +15,169 13F-HR Timeline Group MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 34,978 $888K 0.41% -916 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 34,652 $880K 0.28% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 33,662 $855K 0.01% +4,129 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 32,637 $829K 0.07% -4,155 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 32,241 $819K 0.06% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 30,480 $774K <0.01% -445 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 29,986 $762K <0.01% +1,463 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 29,656 $753K 0.03% +20,076 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 28,918 $735K <0.01% +257 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 27,875 $708K <0.01% -31,338 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 26,685 $678K 0.08% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 26,342 $669K 0.01% -514 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 25,983 $660K 0.25% -400 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 25,097 $637K <0.01% -489 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 24,988 $635K <0.01% +1,246 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 24,348 $618K <0.01% -705 13F-HR Timeline Group Harrington Investments, INC More: the full row for Harrington Investments, INC 24,325 $618K 0.35% +289 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 23,949 $608K 0.02% +1,286 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 23,715 $602K 0.19% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 23,237 $590K <0.01% -2,570 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 21,326 $542K 0.1% +2,440 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 20,742 $527K 0.02% +1,487 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,271 $515K <0.01% +1,387 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 19,383 $492K <0.01% +1,195 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 19,377 $492K 0.25% +3,716 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 19,131 $486K 0.05% -3,020 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 19,122 $486K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,810 $478K 0.01% -199 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 18,656 $474K 0.05% +2,202 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 18,397 $467K 0.45% -681 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 18,050 $458K 0.02% -16,000 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,644 $448K <0.01% +207 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 18,900 $445K 0.08% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,203 $437K <0.01% -1,529 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,010 $432K <0.01% +6,429 13F-HR Timeline Group Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 16,470 $418K 0.11% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 16,198 $411K 0.2% +2,724 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 15,887 $404K 0.09% 0 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 15,711 $399K <0.01% +2,028 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15,431 $392K <0.01% -856 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 15,168 $385K 0.13% -181 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 15,010 $381K 0.09% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,530 $369K 0.01% +633 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 14,331 $364K 0.25% -1,513 13F-HR/A Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 13,909 $353K 0.02% -7,920 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,789 $350K 0.03% +2,826 13F-HR/A Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 13,576 $345K 0.03% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,446 $342K <0.01% -51 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 13,446 $342K <0.01% -51 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 13,353 $339K 0.03% +13,341 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,104 $333K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,795 $325K 0.01% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,563 $319K <0.01% new 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 12,986 $318K 0.12% +3,786 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,453 $317K <0.01% +280 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,108 $308K <0.01% +8,841 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,703 $297K <0.01% 0 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 11,609 $295K 0.19% +2,000 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 11,544 $293K -117 Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 11,438 $291K 0.08% +460 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,403 $290K 0.02% +2 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 11,263 $286K 0.19% -200 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 11,114 $282K 0.02% +2,451 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,019 $280K <0.01% new 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,832 $275K 0.09% -649 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 10,802 $274K 0.32% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,709 $272K 0.04% +305 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,543 $268K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 10,488 $266K <0.01% -369 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,416 $265K <0.01% -68 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 10,360 $263K 0.16% -590 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 10,185 $259K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,064 $256K <0.01% +1,858 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 10,054 $255K <0.01% -1,521 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,789 $249K 0.01% +125 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,772 $248K <0.01% -2,265 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,581 $243K 0.01% -2,242 13F-HR Timeline Group Ellevest, Inc. 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More: the full row for Foster Group, Inc. 8,868 $225K 0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,851 $225K <0.01% -31,312 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 8,701 $223K <0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 8,954 $222K <0.01% +98 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,740 $222K 0.01% +49 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 8,593 $218K <0.01% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,534 $217K 0.01% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,332 $212K <0.01% -576 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,311 $211K <0.01% -621 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8,286 $210K 0.1% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,230 $209K 0.01% -4 13F-HR Timeline SCOTIA CAPITAL INC. 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