BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,998,803 $83.9M 0.01% +2,120,580 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,981,126 $83.4M <0.01% +798,896 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,947,033 $82.5M 0.01% -77,433 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,716,309 $76M <0.01% -153,205 13F-HR/A Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2,079,126 $58.2M 0.04% -635,244 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 1,577,724 $44.2M 0.01% +287,420 13F-HR Timeline Group CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 1,475,439 $41.3M 0.55% -122,390 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,449,704 $40.6M 0.01% -19,230 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,245,566 $34.9M 0.57% +365,883 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,202,548 $33.7M <0.01% +169,021 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,036,154 $29M 0.01% -272,366 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 808,046 $22.6M 0.02% -11,472 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 758,332 $21.2M 2.09% -20,568 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 618,478 $17.3M <0.01% -204,431 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 558,091 $15.6M <0.01% -23,862 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 380,807 $10.7M 0.01% +110,986 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 379,765 $10.6M 0.03% +116,023 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 357,112 $10M 0.01% +87,859 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) 345,195 $9.66M 0.27% -40,722 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 282,090 $7.89M <0.01% -86,886 13F-HR Timeline Group Solel Partners LP More: the full row for Solel Partners LP 266,592 $7.46M 1.44% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 265,697 $7.44M 0.01% -4,041 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 248,955 $6.97M <0.01% +4,448 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 241,151 $6.75M 0.01% -37,819 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 239,871 $6.71M 0.03% -18,363 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 237,807 $6.66M <0.01% +167,835 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 213,710 $5.98M <0.01% +29,386 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 183,199 $5.13M <0.01% +35,708 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 177,123 $4.96M <0.01% +64,998 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 159,538 $4.47M +65,813 Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 137,303 $3.84M 0.09% +729 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 126,892 $3.55M <0.01% -228,584 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 125,108 $3.5M <0.01% -20,365 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 117,862 $3.3M <0.01% +928 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 115,938 $3.25M 0.05% +6 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 110,035 $3.08M <0.01% -18,402 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 99,529 $2.79M 0.03% -2,320 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 85,011 $2.38M 0.03% -1,661 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 77,009 $2.16M <0.01% -13,229 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 76,435 $2.14M <0.01% +18,313 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 76,140 $2.13M 0.01% +28,602 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 73,690 $2.06M 0.01% -4,420 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 67,017 $1.88M 0.48% +205 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 65,584 $1.84M <0.01% -3,000 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 61,944 $1.73M <0.01% +42,393 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 57,590 $1.61M 0.03% new 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 56,710 $1.59M 0.02% +2,667 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 55,971 $1.57M 0.01% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 53,636 $1.5M 0.03% +17,267 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 53,195 $1.49M 0.05% +513 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 47,223 $1.32M 0.41% -21,113 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 45,109 $1.26M <0.01% +5,871 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 41,728 $1.17M 0.02% +5,370 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 40,720 $1.14M 0.01% +9,823 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 39,381 $1.1M 0.01% -2,239 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 38,682 $1.08M <0.01% +7,605 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36,911 $1.03M <0.01% -2,469 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 33,025 $929K 0.14% new 13F-HR Timeline Group TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 32,000 $896K <0.01% +9,600 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 31,454 $884K 0.02% +8,526 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 29,884 $836K <0.01% +762 13F-HR Timeline Group EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 29,259 $819K <0.01% -343 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,433 $796K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 27,793 $778K 0.01% +456 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 27,687 $775K 0.19% -147 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 27,288 $764K 0.08% -831 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 27,096 $758K 0.02% -29 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 26,618 $745K 0.02% +4,512 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 26,607 $745K 0.01% +3,219 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 26,379 $738K 0.35% +2,216 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 25,009 $713K 0.01% +2,606 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 25,208 $706K <0.01% +536 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. 25,095 $702K <0.01% +3,680 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 23,380 $654K 0.01% -10,348 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 23,083 $646K 0.01% +2,952 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 22,590 $632K 0.02% -37 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 22,058 $617K 0.01% +13,009 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 21,935 $614K 0.24% +359 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,167 $592K 0.02% +2,360 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 21,159 $592K 0.03% +7,864 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 20,870 $584K <0.01% -275 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 20,501 $574K <0.01% +7,609 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 20,349 $570K 0.02% -6,547 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 20,198 $565K 0.22% +3,929 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 19,999 $560K 0.01% +10,956 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,516 $546K <0.01% +3,561 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 18,554 $520K <0.01% -1,637 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 18,334 $513K 0.01% -264 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 17,911 $504K 0.06% +1,053 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,978 $503K <0.01% +1,318 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,735 $496K <0.01% -29,255 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 17,642 $494K <0.01% +5,494 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. 17,524 $490K <0.01% new 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 17,310 $485K <0.01% +1,366 13F-HR/A Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,966 $475K <0.01% +469 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 15,312 $469K 0.02% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 16,729 $468K 0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,469 $461K 0.02% +1,877 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,267 $455K <0.01% +65 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 15,993 $448K 0.03% -247 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 15,679 $439K 0.01% -111,885 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,427 $432K <0.01% +5,307 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 14,774 $414K <0.01% +3,084 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 14,303 $400K 0.05% +32 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 14,195 $397K <0.01% -2,865 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 15,748 $397K 0.05% -147 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,512 $380K <0.01% +843 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,253 $371K <0.01% +5,084 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,237 $370K <0.01% -6,285 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,913 $361K <0.01% +3,283 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,594 $353K 0.02% -25,670 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 12,276 $344K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,093 $340K 0.01% +9,009 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 12,255 $335K <0.01% -251 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 11,466 $321K <0.01% +1,079 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 11,432 $320K <0.01% -935 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 11,122 $311K <0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,043 $309K 0.01% +571 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,019 $308K 0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 11,350 $302K 0.01% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,573 $296K <0.01% +1,698 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,279 $288K 0.01% +622 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,124 $283K <0.01% -96 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 10,030 $281K 0.02% +3,071 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,927 $278K 0.03% -596 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,665 $272K 0.02% +5,391 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 9,667 $271K <0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,488 $266K <0.01% +291 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,291 $260K <0.01% +410 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,367 $260K <0.01% +183 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,032 $253K <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,860 $248K <0.01% +606 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,539 $239K 0.01% +461 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,465 $237K 0.02% +24 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,881 $221K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,741 $217K <0.01% -16,645 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 7,495 $210K <0.01% -1,375 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,302 $204K 0.01% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 7,278 $204K 0.13% -1,057 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,261 $203K <0.01% +62 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,182 $201K <0.01% new 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 6,870 $192K 0.11% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,654 $184K <0.01% +943 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 6,284 $176K <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 6,047 $169K 0.01% +915 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 5,097 $143K <0.01% -2,444 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,784 $134K <0.01% +77 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,943 $110K <0.01% +90 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,300 $92.4K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,828 $79.2K 0.06% +75 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,479 $69.4K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,396 $67K <0.01% +437 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,008 $56.2K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,977 $55.3K <0.01% -596 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,949 $54.6K <0.01% -244 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,900 $53.2K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,657 $46.4K <0.01% +1,429 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,633 $45.7K <0.01% +1,335 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,268 $35.5K <0.01% -289 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,221 $34.2K <0.01% +296 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,115 $31.2K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,070 $30.1K <0.01% +443 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,044 $29.2K <0.01% +31 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,022 $28.6K <0.01% +311 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,012 $28K <0.01% +379 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 874 $24.5K 0.02% -22 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 836 $23.4K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 707 $19.9K <0.01% new 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 639 $18K <0.01% +20 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 629 $17.2K <0.01% +608 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 534 $14.9K <0.01% +84 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 505 $14.1K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 488 $13.7K <0.01% -2,067 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 480 $13.4K <0.01% +7 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 422 $11.8K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 397 $11.1K <0.01% +170 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 390 $10.9K <0.01% +138 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 366 $10.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 329 $9.21K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 310 $8.68K <0.01% +21 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 283 $7.92K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 277 $7.75K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 211 $5.91K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 206 $5.77K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 200 $5.6K <0.01% new 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 192 $5.37K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 187 $5.24K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 187 $5.23K <0.01% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 186 $5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 155 $4.34K <0.01% -43 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 146 $4.09K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 145 $4.06K <0.01% +53 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 144 $4.03K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 139 $3.89K <0.01% -601 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 131 $3.67K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 131 $3.67K <0.01% -29 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 125 $3.5K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 119 $3.33K <0.01% +10 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 99 $2.77K <0.01% -2,679 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 96 $2.69K <0.01% 0 13F-HR Timeline