MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,694,021 $43.1M <0.01% -364,761 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,243,814 $35.9M <0.01% +59,727 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,144,680 $34.3M 0.01% +44,349 13F-HR/A Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 1,262,783 $20.2M 0.01% -402,462 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 826,303 $13.2M 0.01% -17,925 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 721,161 $11.5M 0.01% new 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 716,632 $11.5M <0.01% +11,010 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 515,011 $8.25M <0.01% -243,310 13F-HR Timeline Group 13D Management LLC More: the full row for 13D Management LLC 471,167 $7.54M 6.65% -42,592 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 408,485 $6.54M 0.29% -50,867 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 407,800 $6.53M 0.01% +240,300 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 372,472 $5.96M 0.12% -90,984 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 290,795 $4.66M <0.01% +8,864 13F-HR Timeline Group GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 223,811 $3.58M <0.01% -42,110 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/ 220,144 $3.52M <0.01% +29,739 13F-HR Timeline Group Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 212,440 $3.4M 0.04% new 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 205,329 $3.29M 0.01% +129,413 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 199,011 $3.19M 1.09% -2,405 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 198,998 $3.19M 0.01% -1,243 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 195,879 $3.14M 0.02% +40,536 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 173,023 $2.79M 0.06% +3,226 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 162,954 $2.61M 0.01% -8,117 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 154,709 $2.48M 0.04% +249 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 154,003 $2.47M 0.01% +66,621 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 151,413 $2.42M <0.01% +89,949 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 142,888 $2.29M 0.01% +2,639 13F-HR Timeline Group Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 127,545 $2.04M 0.52% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 122,868 $1.97M <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 110,917 $1.78M 0.03% +5,153 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 99,397 $1.59M <0.01% +5,804 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 87,494 $1.4M <0.01% -15,059 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 87,191 $1.4M 0.07% new 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 83,956 $1.34M 0.02% +11,429 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 83,332 $1.33M <0.01% new 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 78,487 $1.26M <0.01% +7,541 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 74,213 $1.19M <0.01% -71,586 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 71,670 $1.15M <0.01% +9,977 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 71,660 $1.15M <0.01% +14,154 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 69,169 $1.09M new Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 66,821 $1.07M <0.01% +14,872 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 63,971 $1.02M 0.01% +14,430 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 59,348 $950K <0.01% -342 13F-HR Timeline 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 56,588 $906K <0.01% +2,333 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 55,110 $882K <0.01% new 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 52,747 $844K <0.01% -4,839 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 51,663 $827K <0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 50,297 $805K 0.01% +33,743 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 47,975 $768K 0.22% +15 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 47,940 $768K 0.11% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 47,671 $764K 0.03% +32,241 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 47,612 $762K 0.01% -9,377 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 47,612 $762K 0.01% -9,377 13F-HR/A Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 46,269 $745K 0.15% new 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 44,443 $712K 0.02% +12,454 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 43,790 $701K <0.01% +12,001 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 42,069 $674K <0.01% -14,471 13F-HR/A Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 37,197 $596K <0.01% +25,268 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 36,235 $580K 0.01% +3,193 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 34,835 $558K <0.01% +15,572 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 34,372 $550K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 33,880 $542K <0.01% +2,735 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 32,439 $519K 0.01% +15,711 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 30,211 $484K 0.18% -20,411 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 29,001 $464K <0.01% new 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 27,275 $437K 0.05% +1,790 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 26,872 $430K 0.05% -346 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 26,679 $427K 0.03% +1,070 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 26,362 $422K <0.01% -1,032 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,836 $414K <0.01% +25,593 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 25,489 $408K <0.01% +16,089 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 25,063 $401K <0.01% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 24,339 $390K <0.01% +2,360 13F-HR Timeline Group Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 23,962 $389K 0.01% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 24,197 $387K 0.06% -1,959 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 23,885 $382K <0.01% +12,294 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. 21,611 $346K <0.01% -228 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 20,973 $339K <0.01% +1,426 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 20,388 $326K 0.02% +600 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 19,700 $320K 0.01% +816 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 18,626 $298K 0.02% +661 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18,083 $290K 0.01% +1,027 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,618 $282K <0.01% +5,776 13F-HR Timeline Group Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 16,813 $277K 0.03% +229 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 16,733 $268K <0.01% 0 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 16,417 $263K <0.01% +1,165 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 16,144 $258K 0.15% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 16,043 $257K 0.04% +14,418 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 16,000 $256K 0.08% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 15,422 $247K 0.07% +25 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 15,129 $242K 0.15% +127 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 14,986 $240K 0.03% +480 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 14,892 $238K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14,745 $236K <0.01% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,523 $233K <0.01% +575 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 14,238 $228K 0.06% +309 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 14,039 $225K <0.01% +1,587 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,934 $223K <0.01% +322 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 13,881 $222K 0.03% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,513 $216K <0.01% -431 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 13,705 $214K 0.04% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,332 $197K <0.01% -8,800 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,939 $191K <0.01% +823 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 11,701 $187K 0.06% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,570 $185K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,446 $183K <0.01% +216 13F-HR/A Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 11,081 $177K <0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,792 $173K 0.04% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 10,790 $173K <0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 10,416 $167K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,237 $164K 0.01% +1,368 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,204 $163K <0.01% -3,013 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,408 $151K <0.01% +990 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,345 $150K <0.01% -151 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 8,112 $130K <0.01% +2,865 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 7,570 $121K 0.03% +34 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,185 $115K 0.01% +378 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,917 $111K <0.01% -4,012 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,202 $99.3K <0.01% +4,418 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 5,235 $83.8K <0.01% -50,529 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,652 $74.3K 0.01% +608 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,515 $72.3K <0.01% +449 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,140 $66K <0.01% +1,256 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,031 $64.5K 0.01% +384 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,913 $62K <0.01% -38 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,761 $61K 0.04% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,484 $55.8K <0.01% 0 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 3,400 $54.4K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,356 $37.7K 0.01% +1,779 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,756 $28.3K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,742 $27.9K 0.02% -16 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,720 $27.3K <0.01% -772 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,655 $26.5K <0.01% +3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,633 $26.1K <0.01% +1,547 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,453 $23.3K <0.01% -43 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,414 $22.6K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,411 $22.6K <0.01% +152 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,201 $19K <0.01% -7 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,132 $18.1K <0.01% +816 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 973 $16K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Park Place Capital Corp More: the full row for Park Place Capital Corp 996 $15.9K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 831 $13.3K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 730 $11.7K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 690 $11.1K <0.01% 0 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) 649 $10.4K <0.01% -8,424 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 565 $9K <0.01% +225 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 520 $8.33K <0.01% -47 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 429 $6.87K <0.01% +193 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 423 $6.77K 0.01% -695 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 413 $6.61K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 365 $5.88K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 350 $5.59K <0.01% -50 13F-HR/A Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 349 $5.59K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 264 $4.23K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 252 $4.04K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 225 $3.62K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 191 $3.06K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 158 $2.53K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 167 $2.47K <0.01% new 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 137 $2.19K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 142 $2K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 116 $1.86K <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 108 $1.73K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 79 $1.26K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 68 $1.09K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 66 $1.06K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 64 $1.02K <0.01% 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 88 $1K <0.01% +18 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 62 $993 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 60 $961 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 59 $945 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 45 $720 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 45 $708 <0.01% -35 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 43 $688 <0.01% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31 $496 <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 29 $465 <0.01% -19 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $16 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,663 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.