GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,555,938 $40.7M 0.01% +317,266 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,370,098 $37.8M <0.01% +444,457 13F-HR/A Timeline Group CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 2,136,842 $34.1M 0.78% +73 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,733,772 $27.6M <0.01% +34,344 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,554,255 $24.8M 0.01% +968,317 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,236,697 $19.7M <0.01% +943,487 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,051,231 $16.8M 0.01% +965,985 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,016,758 $16.2M 2.32% 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 890,764 $14.2M <0.01% -9,023 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 865,735 $13.8M <0.01% +144,291 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 770,698 $12.3M <0.01% -2,010,236 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/ 661,158 $10.5M <0.01% -477,902 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 636,626 $10.1M -296,353 Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 629,567 $10M 0.32% +303,783 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 581,342 $9.27M <0.01% +338,610 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 403,789 $6.44M <0.01% -975,460 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 382,282 $6.09M 0.03% -43,542 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 371,717 $5.92M 0.01% -251,744 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 356,748 $5.69M <0.01% +47,994 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 356,133 $5.68M +167,569 Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 306,434 $4.88M 0.01% -36,127 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 270,000 $4.31M <0.01% new 13F-HR Timeline Group Solel Partners LP More: the full row for Solel Partners LP 266,592 $4.25M 0.83% 0 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 240,554 $3.83M +114,265 Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 227,177 $3.62M <0.01% +17,878 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 199,395 $3.18M 0.03% -6,762 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 187,900 $3M <0.01% -168,100 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 141,532 $2.26M <0.01% +103,005 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 138,563 $2.21M 0.05% -223,903 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 127,812 $2.04M <0.01% +47,048 13F-HR Timeline Group CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 114,876 $1.83M 0.02% +22,003 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 111,486 $1.78M 0.03% +935 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 110,154 $1.76M 0.02% -41,444 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 109,177 $1.74M 0.02% -43,069 13F-HR Timeline Nuveen Asset Management, LLC in group TIAA More: the full row for Nuveen Asset Management, LLC 100,711 $1.61M <0.01% -24,402 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 99,151 $1.58M <0.01% -629,727 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 92,918 $1.48M <0.01% +35,811 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 90,796 $1.45M 0.01% +5,437 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 85,014 $1.36M <0.01% 13F-HR/A Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 83,570 $1.33M 0.01% +41,072 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 79,442 $1.27M <0.01% +19,889 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 73,907 $1.17M 0.03% -74,677 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 72,470 $1.16M <0.01% +61,735 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 69,712 $1.11M 0.44% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 67,399 $1.07M <0.01% -58,371 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 56,990 $908K <0.01% -15,450 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 54,689 $872K 0.01% -5,723 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 45,655 $728K 0.01% -29,195 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 45,469 $725K <0.01% -257,094 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) 40,910 $652K 0.01% +12,827 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 39,099 $623K 0.01% +15,534 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 37,239 $594K <0.01% +558 13F-HR/A Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 35,388 $564K 0.01% -17,994 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 34,898 $556K <0.01% -403 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 31,924 $509K 0.01% +7,892 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 31,822 $507K 0.02% -4,418 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 31,294 $499K <0.01% -14,722 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 30,777 $491K 0.09% -5,855 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 29,447 $469K 0.09% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 25,872 $412K 0.04% -38,341 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 25,393 $405K 0.24% 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 25,385 $405K 0.01% +13,131 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 25,385 $405K 0.01% +12,731 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 23,988 $382K <0.01% -36,293 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 23,954 $382K 0.01% new 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 22,100 $378K 0.15% +11,400 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 23,674 $377K 0.01% +13,213 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 21,901 $349K 0.1% -4,008 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 20,923 $334K 0.01% -8,835 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 20,767 $331K <0.01% -19,955 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,399 $325K <0.01% +2,514 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19,120 $305K <0.01% new 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 17,377 $277K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,157 $273K <0.01% -3,921 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 16,724 $267K 0.15% +5,897 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 15,810 $252K <0.01% -5,149 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,588 $248K <0.01% +6,368 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. 14,521 $231K <0.01% +3,807 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 14,300 $228K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 14,084 $224K <0.01% -76,933 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,030 $224K 0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,006 $223K <0.01% +114 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 13,431 $214K <0.01% -16 13F-HR/A Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 13,330 $212K 0.11% +311 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,253 $211K <0.01% +5,134 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,814 $204K <0.01% -72,609 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,701 $202K <0.01% -2,393 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,595 $201K 0.01% +4,076 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 11,775 $188K 0.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,405 $181K <0.01% -352 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 11,088 $177K <0.01% -474 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,612 $169K 0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,202 $163K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 9,203 $147K <0.01% -116 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,560 $88.6K <0.01% +2,473 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,053 $80.6K <0.01% -4,908 13F-HR/A Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,722 $75K <0.01% -655 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,362 $69.5K <0.01% -5,373 13F-HR/A Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,495 $55.7K 0.04% -6,000 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,300 $52.6K 0.01% -500 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/ 3,042 $48.5K <0.01% +1,049 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,900 $46.2K <0.01% -1,140 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,407 $38K <0.01% +1,624 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,303 $36.7K <0.01% +1,127 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,974 $31.5K <0.01% -311 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,993 $31.3K 0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,912 $30.5K <0.01% +156 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,896 $30.2K 0.02% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,856 $29.4K <0.01% +1,497 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,678 $26.7K <0.01% +214 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,619 $25.8K 0.02% -751 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,617 $25.8K <0.01% +1,081 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,582 $25.2K <0.01% +235 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,364 $21.7K 0.02% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,350 $21.5K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,065 $17K <0.01% +120 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 977 $15.6K <0.01% +28 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 962 $15.3K <0.01% +666 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 953 $15.2K <0.01% +12 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 883 $14.1K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 831 $13.2K <0.01% -107 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 753 $12K <0.01% -482 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 717 $11.4K 0.01% +5 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 642 $10.2K <0.01% -21 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 530 $8.46K <0.01% +286 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 514 $8.19K <0.01% -47 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 504 $8.03K <0.01% -689 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 502 $8K <0.01% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 500 $8K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 459 $7.32K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 446 $7.11K <0.01% -54 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 403 $6.42K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 345 $5.5K <0.01% +16 13F-HR Timeline Group FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 288 $4.79K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 252 $4.02K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 226 $4K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 226 $3.6K <0.01% +2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 223 $3.56K <0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 217 $3.46K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 212 $3.38K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 207 $3.3K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 206 $3.28K <0.01% -21 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 189 $3.01K <0.01% +22 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 186 $3K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 187 $2.98K <0.01% -90 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 175 $2.79K <0.01% -4 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 172 $2.74K <0.01% -20 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 138 $2.28K <0.01% +91 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 105 $1.67K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 95 $1.51K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 89 $1.42K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 71 $1.13K <0.01% -120 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 60 $957 <0.01% +60 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 47 $749 <0.01% -41,995 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 44 $701 <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 40 $638 <0.01% -27 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 37 $590 <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 36 $574 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 29 $470 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $351 <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 22 $351 <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 17 $271 <0.01% -9 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 16 $256 <0.01% +2 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12 $191 <0.01% -18 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9 $143 <0.01% -17,113 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8 $128 <0.01% 0 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7 $112 <0.01% -94 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.