DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 1,025,163 $49.7M 0.01% -41,876 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 854,599 $41.4M <0.01% +33,133 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 803,492 $39M <0.01% -249,126 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 795,387 $38.6M <0.01% -2,225 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 481,595 $23.4M 0.01% +78,835 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 447,041 $21.7M <0.01% -3,832 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 319,553 $15.5M -21,688 Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 259,374 $12.6M 0.01% +19,312 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 167,932 $8.14M <0.01% -255,321 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 161,350 $7.82M 0.03% -126,111 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 135,539 $6.57M <0.01% -41,692 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 103,885 $5.04M <0.01% -8,799 13F-HR Timeline Group Ovata Capital Management Ltd in group Ovata Capital Management Ltd More: the full row for Ovata Capital Management Ltd 95,000 $4.61M 1% 0 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 90,828 $4.4M <0.01% -1,323 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 77,838 $3.77M 0.01% -17,629 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 68,898 $3.34M 0.04% +23,036 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 60,293 $2.92M <0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 60,290 $2.92M 0.11% +42,143 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 50,376 $2.44M <0.01% +11,852 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 49,505 $2.4M 0.01% +18,403 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 44,959 $2.18M <0.01% +225 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 44,730 $2.17M 0.29% -4,304 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 44,354 $2.15M <0.01% -33,873 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 40,337 $1.96M <0.01% -1,306 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 38,734 $1.88M <0.01% -10,120 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 38,370 $1.86M <0.01% +9,100 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 36,017 $1.68M <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 34,439 $1.67M <0.01% +1,198 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 31,794 $1.54M 0.01% -5,989 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 30,543 $1.48M 0.03% new 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 29,500 $1.43M +2,446 Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 27,683 $1.34M 0.01% +22,575 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 26,834 $1.3M 0.04% new 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/ 26,621 $1.29M <0.01% -27,818 13F-HR Timeline Group Clearbridge Investments, LLC in group Franklin Resources More: the full row for Clearbridge Investments, LLC 25,145 $1.22M <0.01% -118 13F-HR Timeline Group Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 24,951 $1.21M 0.1% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 20,917 $1.01M 0.17% -647 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 19,896 $965K <0.01% +7,200 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,522 $947K <0.01% -3,895 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,307 $936K <0.01% +18,992 13F-HR/A Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 18,381 $891K <0.01% +8,976 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,656 $856K 0.01% +2,993 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 16,206 $786K <0.01% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,017 $777K 0.03% 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 15,853 $769K <0.01% -7,083 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,536 $753K 0.01% -3,836 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 14,639 $710K 0.03% 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 14,270 $692K <0.01% -14,641 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 14,135 $685K <0.01% +3,387 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,819 $621K <0.01% +69 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,592 $611K 0.01% +7,773 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 12,310 $597K 0.02% -20,000 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,230 $593K <0.01% +429 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 11,380 $552K 0.05% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 10,892 $528K 0.01% -2,017 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,402 $504K <0.01% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 9,547 $463K 0.36% +663 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 9,116 $442K <0.01% new 13F-HR/A Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 8,873 $430K 0.01% +2,694 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,826 $428K 0.01% -2,144 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,800 $427K 0.11% +3,596 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,664 $420K 0.03% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,349 $405K <0.01% -79 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 8,213 $398K <0.01% -3,678 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. 7,728 $375K <0.01% -29,214 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,258 $352K <0.01% -1,012 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,067 $343K <0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,831 $331K 0.01% +1,136 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,499 $315K <0.01% +37 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,418 $311K <0.01% -104,088 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,311 $306K 0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,793 $281K 0.01% -951 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,733 $278K <0.01% -73,666 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,724 $278K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,384 $261K 0.02% -662 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,406 $250K 0.02% -237 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 4,865 $236K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,812 $233K <0.01% -315 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,702 $228K 0.01% -3,250 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,652 $226K <0.01% -2,695 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,514 $219K <0.01% +54 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,200 $204K <0.01% -35 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,120 $151K 0.01% +1,515 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,652 $129K <0.01% -32 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,620 $127K 0.02% -27 13F-HR/A Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,272 $110K <0.01% new 13F-HR/A Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,125 $103K <0.01% -40 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,012 $97.6K <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,011 $97.5K <0.01% -1,944,956 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,961 $95.1K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,642 $80K <0.01% +1,409 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 1,513 $73.4K <0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,432 $69.4K 0.01% +1,328 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,351 $65.5K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,212 $58.8K <0.01% +172 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 950 $46.1K <0.01% 0 13F-HR/A Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 660 $32K 0.03% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 570 $28K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 571 $27.7K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 558 $27K <0.01% -110 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 450 $21.8K <0.01% -17 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 46 $21K <0.01% +1 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 400 $19.4K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 321 $15.6K <0.01% 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 300 $14.5K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 234 $11.3K <0.01% +148 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 233 $11.3K <0.01% +96 13F-HR/A Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 228 $11.1K <0.01% +12 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 211 $10.2K <0.01% +59 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 194 $9.41K <0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 180 $8.73K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 174 $8.44K <0.01% +104 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 172 $8.34K 0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 158 $7.66K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 147 $7.13K <0.01% +52 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 130 $6.3K <0.01% +2 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 103 $5.76K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 89 $4.32K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 88 $4.27K <0.01% +36 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 82 $3.98K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 80 $3.88K <0.01% -34 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 72 $3.49K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 62 $3.01K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 40 $1.94K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 38 $1.84K <0.01% +2 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/ 33 $1.59K <0.01% new 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 32 $1.55K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 32 $1.55K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 30 $1.46K <0.01% -356 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 30 $1.46K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 30 $1.45K <0.01% +1 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 25 $1.21K <0.01% +7 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23 $1.11K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 21 $1.02K <0.01% +5 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 21 $1.02K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 20 $970 <0.01% new 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 20 $970 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 15 $728 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10 $476 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3 $166 <0.01% +1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3 $145 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.