Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 7,906,426 $216M 3.6% 13F-HR Timeline FIDUCIARY MANAGEMENT INC /WI/ More: the full row for FIDUCIARY MANAGEMENT INC /WI/ 7,179,234 $196M 1.98% -284,216 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 4,439,747 $121M 0.03% -56,606 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,596,418 $70.8M <0.01% +171,680 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,559,219 $69.8M <0.01% +142,078 13F-HR/A Timeline Group CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 1,958,112 $53.4M 0.71% +107,117 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,922,551 $52.4M 0.01% +143,811 13F-HR Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 1,618,641 $44.1M 0.35% +87,723 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,345,676 $36.7M <0.01% -39,996 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,311,337 $35.7M -50,557 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 956,096 $26.1M <0.01% +128,072 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 911,185 $24.8M 0.73% -270 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 677,686 $18.5M 0.01% +622,595 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 601,016 $16.4M 0.05% -722,652 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 543,832 $14.8M <0.01% -118,350 13F-HR/A Timeline Group INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 504,362 $13.7M 4.09% -1,145 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 485,186 $13.2M -70,459 Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 416,926 $11.4M 0.01% +35,520 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 389,322 $10.6M <0.01% +6,627 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 371,915 $10.1M 0.02% +7,257 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 355,683 $9.7M 0.04% +904 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 340,340 $9.28M 0.01% +155,414 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 329,419 $8.98M 0.01% -38,655 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 329,340 $8.98M <0.01% +15,746 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 292,841 $7.98M <0.01% +36,790 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 291,059 $7.93M 0.13% +90,079 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 289,006 $7.88M 0.01% +1,880 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 279,086 $7.61M <0.01% +29,941 13F-HR Timeline Group SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 266,966 $7.28M 1.01% -99,395 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 237,190 $6.47M 0.02% +79,085 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 227,684 $6.21M 1.4% +5,997 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 202,417 $5.52M 0.01% -18,251 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 199,325 $5.43M 0.2% new 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 197,239 $5.38M 0.06% +7,519 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) 195,493 $5.33M 0.15% -30,123 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 188,883 $5.15M <0.01% +3,423 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 27,407 $4.7M 0.5% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 150,015 $4.09M <0.01% +150,000 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 147,648 $4.02M <0.01% +3,425 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 125,117 $3.41M 0.04% -1,346 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 118,665 $3.23M <0.01% +43,854 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 116,484 $3.18M <0.01% +14,362 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 112,322 $3.06M <0.01% +24,706 13F-HR/A Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 109,589 $2.99M <0.01% -933 13F-HR Timeline Group Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 108,402 $2.96M 0.71% -731 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 104,270 $2.84M 0.04% +5 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 101,200 $2.76M 0.64% +105 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 96,864 $2.64M <0.01% -7,991 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 90,399 $2.54M 0.04% +21,078 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 86,961 $2.37M 0.78% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 86,763 $2.37M 0.04% +13,965 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 86,635 $2.36M 0.42% +2,899 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 86,359 $2.35M +23,481 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 79,496 $2.17M <0.01% -1,005 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 78,777 $2.15M <0.01% +1,897 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 78,008 $2.13M 0.11% +5,691 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 73,990 $2.02M 0.49% +14,989 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 73,770 $2.01M 0.02% -35,238 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 72,185 $2.01M <0.01% -1,048 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 73,181 $1.99M 0.84% -20,066 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 71,845 $1.96M 0.04% -4,387 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 70,688 $1.93M 0.01% -5,659 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 69,302 $1.89M 0.59% -6,205 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 65,956 $1.8M 0.43% 0 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 64,413 $1.76M 1.46% +50,313 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 64,084 $1.75M 0.05% +55,497 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 61,881 $1.69M 0.06% 0 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 61,589 $1.68M <0.01% +5,849 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 61,297 $1.67M <0.01% -123,257 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 59,755 $1.63M <0.01% +2,399 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 57,805 $1.58M <0.01% +10,506 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 55,830 $1.52M 0.01% new 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 54,969 $1.5M 0.02% +2,359 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. 54,142 $1.48M <0.01% +10,764 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 53,131 $1.45M <0.01% +8,793 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 50,892 $1.39M 0.07% +2,855 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 50,362 $1.37M 0.14% -190,099 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 48,375 $1.32M <0.01% +26,192 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 48,243 $1.32M <0.01% -1,204 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 47,843 $1.3M 0.09% -109,122 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 47,831 $1.3M 0.05% +110 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 45,459 $1.24M <0.01% +3,527 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 44,826 $1.22M <0.01% -21,293 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 43,991 $1.2M 0.01% +5,442 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 43,073 $1.17M <0.01% -1,638 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 42,680 $1.16M 0.02% -788 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 39,928 $1.09M 0.02% +5,081 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 39,617 $1.08M 0.02% +6,026 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 38,951 $1.06M 0.01% 0 13F-HR Timeline Group MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 38,432 $1.05M 0.44% +1,497 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 38,072 $1.04M 0.01% +603 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 35,619 $971K <0.01% -3,373 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 34,652 $945K 0.27% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 32,193 $878K <0.01% +10,058 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 32,109 $875K 0.14% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 31,952 $871K <0.01% -349 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 31,246 $852K 0.04% +1,825 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 30,224 $824K 0.01% -7,933 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 29,836 $813K <0.01% +16,137 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 29,392 $801K 0.01% +2,289 13F-HR Timeline Group PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 29,373 $801K <0.01% +8,395 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 29,100 $793K 0.03% +2,481 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 28,986 $790K 0.03% -26,301 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 28,701 $782K 0.01% +13,538 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. 27,827 $759K <0.01% new 13F-HR Timeline Group EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 27,712 $755K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 27,356 $746K 0.03% -34 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 26,929 $739K <0.01% -3,259 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 27,054 $737K 0.01% +1,387 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 25,784 $703K 0.02% +25 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25,596 $698K <0.01% +2,593 13F-HR Timeline Group Harrington Investments, INC More: the full row for Harrington Investments, INC 25,270 $689K 0.34% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,247 $688K <0.01% +2,122 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 25,052 $683K 0.01% -163 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 24,503 $668K 0.19% -215 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 23,550 $642K <0.01% -12,776 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 23,357 $637K <0.01% +1,939 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 23,234 $633K 0.02% -1,032 13F-HR Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 22,890 $624K 0.01% -1,238 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 22,710 $619K <0.01% -6,596 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 21,713 $592K 0.01% +3,827 13F-HR/A Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 21,593 $589K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 20,616 $562K 0.04% -1,010 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 20,195 $551K 0.23% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 20,077 $547K 0.01% -440 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 19,304 $526K 0.01% -543 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 19,216 $524K <0.01% +3,602 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 18,949 $517K 0.2% +2,178 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 18,691 $510K <0.01% new 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 18,398 $502K 0.27% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 18,044 $492K <0.01% +7,273 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 17,865 $487K 0.04% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 17,525 $478K 0.01% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 17,164 $468K 0.11% -1 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 16,987 $463K 0.01% +4,431 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,375 $446K 0.01% +1,851 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15,555 $424K <0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,389 $420K <0.01% +2,934 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 14,966 $408K 0.03% +177 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 14,863 $405K 0.01% -1,076,861 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,729 $402K <0.01% +457 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,733 $402K 0.01% -968 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,704 $401K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,636 $399K <0.01% +1,772 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 14,589 $398K 0.1% +4 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 14,312 $390K 0.15% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 14,216 $388K 0.01% +12,497 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 14,023 $382K 0.08% -2,527 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,472 $367K 0.02% +1,255 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 13,229 $361K 0.03% -11,321 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 12,866 $355K 0.02% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,819 $349K <0.01% +775 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 12,635 $344K 0.1% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 12,506 $341K 0.08% +224 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 12,173 $332K 0.19% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,071 $329K <0.01% +4,247 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for Bridgewater Advisors Inc. 7,930 $224K 0.02% +37 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 8,096 $223K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 8,054 $220K <0.01% +24 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,960 $217K <0.01% new 13F-HR/A Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,798 $213K <0.01% new 13F-HR Timeline Group BetterWealth, LLC More: the full row for BetterWealth, LLC 7,752 $211K 0.05% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 7,601 $207K 0.04% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,485 $204K 0.04% -1,022 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,405 $202K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,360 $201K 0.01% +232 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 6,925 $189K 0.03% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 6,234 $170K 0.06% -89,816 13F-HR Timeline