MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,955,685 $41.9M <0.01% -83,075 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,525,262 $35.8M <0.01% +146,926 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,984,188 $28.1M <0.01% -58,461 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 1,138,252 $16.1M <0.01% -38,458 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 849,330 $12M <0.01% +156,080 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 796,865 $11.3M <0.01% +16,496 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 790,929 $11.2M 0.01% +90,027 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 713,538 $10.1M 0.16% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 651,340 $9.22M 0.01% +45,633 13F-HR Timeline 13D Management LLC More: the full row for 13D Management LLC 458,338 $6.49M 6.22% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 407,786 $5.77M 0.22% -902 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 377,860 $5.35M <0.01% +155,265 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 297,555 $4.21M <0.01% +24,369 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 291,000 $4.12M 0.01% -359,600 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 284,137 $4.02M 0.01% +96,404 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 254,582 $3.6M <0.01% +195,659 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 221,403 $3.14M <0.01% new 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 218,510 $3.09M 0.3% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 214,647 $3.04M <0.01% -46,958 13F-HR/A Timeline Group GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 187,110 $2.65M <0.01% -22,163 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 178,300 $2.52M 0.64% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 176,706 $2.5M 0.02% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 169,509 $2.4M <0.01% +9,523 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 163,245 $2.31M <0.01% -43,150 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 161,966 $2.29M <0.01% +66,250 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 161,009 $2.28M <0.01% +150,376 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 157,396 $2.23M <0.01% +418 13F-HR Timeline Group Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 156,067 $2.21M 0.03% -289,161 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 155,780 $2.21M 0.03% +9 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/ 139,816 $1.98M <0.01% -5,645 13F-HR/A Timeline Group Ethic Inc. More: the full row for Ethic Inc. 139,582 $1.98M 0.03% -14,066 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 139,219 $1.97M <0.01% -1,620 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 130,890 $1.85M 0.01% +2,316 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 120,537 $1.71M 0.02% -36,744 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 120,197 $1.7M 0.02% +1,004 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 119,432 $1.69M <0.01% -2,604 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) 114,222 $1.62M 0.04% +114,198 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 112,289 $1.59M <0.01% -34,885 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 107,466 $1.52M <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 95,059 $1.35M <0.01% +19,115 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 77,401 $1.1M 0.01% +19,169 13F-HR Timeline VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 75,980 $1.08M <0.01% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 74,973 $1.06M <0.01% -24,713 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 73,811 $1.05M 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 73,228 $1.04M <0.01% +2,383 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 73,194 $1.04M 0.04% +1,638 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 72,529 $1.03M <0.01% +539 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 70,364 $996K 0.01% -11,240 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 61,069 $865K <0.01% +14,699 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 58,088 $823K 0.04% +35,200 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 56,900 $806K <0.01% -27,803 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 56,221 $796K 0.01% +22,253 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 55,738 $789K <0.01% +1,426 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 53,027 $751K <0.01% +1,081 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 51,888 $735K 0.02% +4,426 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 50,512 $715K -148,431 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 50,101 $709K <0.01% -582 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,560 $631K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 41,320 $585K <0.01% -424 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 40,718 $576K 0.16% -7,257 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 38,777 $549K <0.01% +14,940 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 38,027 $538K 0.01% -14,530 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 37,116 $526K 0.01% +5,808 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 35,184 $498K 0.03% +6,674 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 33,065 $468K <0.01% +423 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 32,973 $467K <0.01% -1,416,562 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 29,982 $425K <0.01% -160,009 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 26,020 $368K 0.01% +6,035 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 25,944 $367K <0.01% +888 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 25,779 $365K 0.04% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 25,677 $364K 0.03% -7,913 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 23,552 $333K <0.01% -1,449 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 23,458 $332K <0.01% -16,061 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 22,891 $324K 0.05% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,470 $304K <0.01% +9,674 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 21,252 $301K 0.03% 0 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 20,233 $287K <0.01% -226,661 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 20,210 $286K <0.01% -3,685 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 20,000 $283K 0.08% +4,000 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 19,455 $275K <0.01% -5,094 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 19,408 $275K <0.01% +367 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 19,165 $271K 0.01% +1,404 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 19,026 $269K <0.01% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 18,531 $262K <0.01% +1,714 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 18,231 $258K <0.01% +116 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 18,244 $258K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 18,143 $257K 0.01% +13,435 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18,137 $257K <0.01% +1,375 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,770 $252K <0.01% -4,109 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 17,726 $251K 0.01% -2,853 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 17,357 $246K <0.01% +11,327 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 17,162 $243K <0.01% -3,999 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 16,583 $235K 0.13% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 16,449 $233K 0.05% +1,299 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 15,899 $225K 0.11% -834 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 15,812 $224K 0.03% -1,046 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 14,892 $211K 0.03% -14,892 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14,745 $209K <0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,702 $208K <0.01% +458 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 14,053 $199K 0.03% +4,733 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 13,705 $190K 0.03% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 13,077 $185K <0.01% -18,519 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,063 $185K <0.01% -849 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 13,002 $184K <0.01% -13,921 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 12,500 $177K 0.04% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 12,218 $173K <0.01% +4,309 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 12,158 $172K <0.01% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 12,073 $171K <0.01% -2,324 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,716 $166K <0.01% -740 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 11,434 $162K 0.03% -1,300 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,304 $160K <0.01% -628 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,213 $159K 0.01% -1,984 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,057 $157K <0.01% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,257 $145K <0.01% -30,732 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 10,011 $142K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,439 $134K <0.01% +422 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,439 $119K <0.01% +596 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,475 $106K 0.01% +122 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,919 $98K 0.02% -651 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,884 $82.9K 0.01% +643 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,585 $79.1K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,242 $74.2K <0.01% +129 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,300 $60.9K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,761 $53.3K 0.03% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,484 $49.3K <0.01% -5,812 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,222 $46K <0.01% +91 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3,013 $42.7K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,053 $29.1K <0.01% -8,379 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,911 $27.1K <0.01% +560 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,757 $24.9K <0.01% +1,590 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 1,742 $24.7K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,692 $24K <0.01% -44 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,635 $23.2K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,428 $20.2K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,314 $18.6K <0.01% -633 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 767 $10.9K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 751 $10.6K <0.01% -245 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 705 $9.98K <0.01% +6 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 608 $8.61K <0.01% +1 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 474 $6.71K <0.01% -1,294 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 464 $6.57K <0.01% -56 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 413 $5.85K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 411 $5.82K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 354 $5.01K <0.01% +323 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 314 $4.45K <0.01% -185 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 302 $4.28K <0.01% +14 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 264 $3.74K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 252 $3.57K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 249 $3.53K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 249 $3.52K <0.01% -25,412 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 239 $3.38K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 236 $3.34K <0.01% -33 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 232 $3.29K <0.01% -954 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 228 $3.23K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 232 $3K <0.01% -199 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 157 $2.22K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 150 $2.14K <0.01% +146 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 143 $2.02K <0.01% new 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 Clean Yield Group More: the full row for Clean Yield Group 137 $1.94K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 131 $1.85K <0.01% +69 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 96 $1.36K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 87 $1.24K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 79 $1.12K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 67 $949 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 64 $907 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 49 $694 <0.01% -3,443 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 43 $609 <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 38 $538 <0.01% -26 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 33 $467 <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 23 $326 <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11 $156 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 20 $145 <0.01% -62 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3 $43 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $14 <0.01% -50 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 40 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.