MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,313 $362K <0.01% +2,134 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,193 $358K <0.01% -871 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 11,046 $353K <0.01% -1,215 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 10,974 $351K <0.01% +678 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 10,902 $349K <0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10,853 $347K <0.01% -2,958 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 10,515 $336K <0.01% -12,099 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 10,200 $326K <0.01% -4,385 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,185 $326K <0.01% +999 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 10,093 $323K 0.01% -487 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,590 $307K <0.01% +3,695 13F-HR/A Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 9,585 $307K 0.02% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,424 $302K <0.01% new 13F-HR/A Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 9,056 $290K 0.16% 0 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 9,030 $289K <0.01% new 13F-HR Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 9,024 $289K <0.01% -945 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 8,989 $288K <0.01% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 8,919 $285K 0.22% -975 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 8,614 $276K <0.01% 0 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 8,613 $276K <0.01% -164 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,587 $275K <0.01% -4,568 13F-HR Timeline Group Axxion S.A. More: the full row for Axxion S.A. 8,564 $274K 0.02% 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 8,405 $269K 0.01% -670 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,311 $266K 0.04% +92 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 8,306 $266K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,275 $265K 0.01% -21,349 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,952 $254K 0.03% +11 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 7,797 $250K 0.24% -1,153 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,765 $248K 0.01% -8,731 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 7,431 $238K 0.02% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,418 $237K <0.01% -439 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 7,356 $235K 0.06% +636 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,069 $226K 0.04% +10 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 6,987 $224K <0.01% new 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,936 $222K 0.05% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,809 $218K 0.02% new 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 6,751 $216K <0.01% -168 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,724 $215K 0.02% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 6,530 $209K <0.01% -1,159 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,399 $205K <0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 6,331 $203K <0.01% +260 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,314 $202K <0.01% -181 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,126 $196K 0.03% -353 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,877 $188K +735 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,619 $180K <0.01% +1,098 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,748 $152K <0.01% -11 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) 4,713 $151K <0.01% +2,253 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,631 $148K <0.01% +2,812 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 3,898 $125K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,398 $109K <0.01% 0 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 3,270 $105K -53,675 Timeline BFSG, LLC More: the full row for BFSG, LLC 3,174 $102K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,990 $95.7K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,752 $88.1K <0.01% -927 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,606 $83.4K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,493 $79.8K 0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 2,221 $71.1K <0.01% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 2,199 $70.4K 0.03% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,005 $64.2K 0.03% -357 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. 1,977 $63.3K <0.01% -89 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,552 $49.7K <0.01% -91 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,510 $48.3K <0.01% +24 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,384 $44.3K <0.01% +684 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,292 $41.3K 0.01% +1,264 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,271 $40.7K 0.02% +117 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,264 $40.4K <0.01% 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,180 $37.8K <0.01% -8 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,176 $37.6K <0.01% +83 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,152 $36.9K <0.01% -78 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 811 $27K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 833 $26.7K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 609 $19.5K <0.01% -25 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 583 $18.7K <0.01% +447 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 580 $18.5K <0.01% -1,367 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 559 $18K 0.01% -1 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 470 $15K <0.01% +68 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 486 $14.3K <0.01% +18 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 430 $13.8K <0.01% +151 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 421 $13.5K <0.01% +25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 396 $12.7K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 343 $11K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 308 $9.91K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 300 $9.6K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 285 $9.12K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 292 $9K <0.01% +119 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 276 $9K 0.01% +35 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 202 $6.46K <0.01% +47 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 192 $6.14K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 176 $5.63K <0.01% -565 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 169 $5.41K <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 142 $4.73K <0.01% +7 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 140 $4.48K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 126 $4.03K <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 119 $3.81K <0.01% -270 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 113 $3.62K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 100 $3.2K <0.01% +33 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 99 $3.17K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 81 $3K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 90 $2.88K <0.01% +1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 77 $2.46K <0.01% -6 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 65 $2.27K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 69 $2.21K <0.01% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 66 $2.12K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 54 $1.73K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 52 $1.66K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 45 $1.44K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 41 $1.31K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 40 $1.28K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 38 $1.22K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 34 $1.09K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 34 $1.09K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 33 $1.06K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 32 $1.02K <0.01% -69 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 28 $896 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25 $800 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 22 $704 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 20 $640 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 19 $608 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 18 $576 <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 17 $544 <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 17 $544 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 12 $384 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $352 <0.01% +1 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 9 $288 <0.01% +1 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7 $225 <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 7 $224 <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 5 $160 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $96 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $32 <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $32 <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.