MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,866,383 $151M 0.01% +2,150,074 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,232,441 $132M 0.01% +1,233,638 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,716,833 $116M 0.01% +735,707 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,804,922 $87.3M 0.01% -142,111 13F-HR/A Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 2,585,685 $80.5M 0.02% +1,007,961 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2,104,675 $65.5M 0.04% +25,549 13F-HR Timeline Group CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 1,508,912 $47M 0.65% +33,473 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,454,617 $45.3M 0.01% +4,913 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,255,845 $39.1M <0.01% +53,297 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 791,416 $24.6M 0.06% new 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 472,287 $14.7M 0.01% +91,480 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 465,925 $14.5M -92,166 Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 438,968 $13.7M 0.03% +59,203 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 278,570 $8.67M 0.01% +12,873 13F-HR Timeline Group Solel Partners LP More: the full row for Solel Partners LP 266,592 $8.3M 1.34% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 260,733 $8.11M <0.01% -21,357 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 250,598 $7.8M 0.03% +10,727 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 242,051 $7.53M <0.01% -6,904 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 236,431 $7.36M 0.69% -521,901 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 234,418 $7.3M <0.01% -384,060 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 233,255 $7.26M 0.01% +19,545 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 210,637 $6.56M <0.01% +27,438 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 183,268 $5.7M +23,730 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 170,695 $5.31M <0.01% -6,428 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 162,253 $5.05M 0.01% -78,898 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 146,412 $4.56M <0.01% +19,520 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 136,722 $4.25M 0.1% -581 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 130,295 $4.05M 0.05% +118,829 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 113,205 $3.52M 0.09% +100,611 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 105,576 $3.29M 0.02% +29,436 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 102,973 $3.2M 0.05% -12,965 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 96,507 $3M <0.01% -21,355 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 94,884 $2.95M 0.03% -4,645 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 92,083 $2.87M <0.01% new 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 90,783 $2.83M <0.01% -147,024 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 85,738 $2.67M 0.03% +727 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 83,283 $2.59M <0.01% +6,848 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 83,095 $2.59M 0.03% +60,012 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 78,331 $2.44M <0.01% +1,322 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 77,819 $2.42M <0.01% +15,875 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 73,914 $2.3M 0.04% +20,278 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 72,114 $2.24M 0.05% +56,435 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 65,061 $2.02M <0.01% -523 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 62,367 $1.94M 0.01% -11,323 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 55,972 $1.74M 0.02% -738 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 54,684 $1.7M 0.03% +12,956 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 53,069 $1.65M 0.05% -126 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 52,365 $1.63M 0.04% +32,016 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 51,521 $1.6M <0.01% +23,088 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 47,798 $1.49M <0.01% +2,689 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 47,356 $1.47M 0.01% +6,636 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 46,494 $1.45M <0.01% +7,812 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 45,886 $1.43M 0.03% -1,199,680 13F-HR Timeline Group TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 44,800 $1.39M <0.01% +12,800 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 90,000 $1.39M 0.02% new 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 44,394 $1.38M 0.02% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 43,004 $1.34M 0.4% -4,219 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 39,912 $1.25M 0.06% +24,164 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 39,883 $1.24M <0.01% +26,646 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 38,004 $1.23M <0.01% +1,093 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 38,383 $1.19M 0.01% -998 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 34,343 $1.07M 0.02% +14,344 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 31,256 $973K <0.01% +1,372 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 30,025 $934K 0.02% -1,429 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 29,863 $929K <0.01% +18,431 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 29,833 $928K <0.01% -1,006,321 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 29,191 $908K 0.01% +7,133 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 28,770 $895K 0.01% +977 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 28,524 $888K 0.01% +3,515 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 28,300 $881K 0.03% +1,682 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 28,104 $875K 0.03% +5,514 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 28,089 $874K 0.01% +11,360 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 28,065 $873K <0.01% +2,857 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 27,273 $849K 0.21% -414 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 26,732 $832K 0.08% -556 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 26,697 $831K <0.01% -781,349 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 26,289 $818K 0.01% +10,022 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 25,842 $804K <0.01% +4,972 13F-HR Timeline Group EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 25,831 $804K <0.01% -3,428 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25,242 $786K <0.01% +5,726 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 24,888 $775K <0.01% -207 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 23,935 $745K <0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 23,748 $739K 0.02% +2,581 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 22,754 $708K 0.02% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 22,745 $708K 0.01% +6,276 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 22,384 $697K 0.03% +1,225 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 22,301 $694K <0.01% +1,800 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 22,293 $694K 0.01% -1,087 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 21,715 $676K 0.26% -220 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 20,179 $628K 0.24% -19 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 20,004 $623K 0.01% +1,670 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 18,835 $586K 0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 18,830 $586K 0.01% +7,787 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,799 $585K <0.01% +3,372 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 18,685 $581K 0.01% +7,335 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,668 $581K <0.01% +690 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 18,250 $568K <0.01% +940 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 18,162 $565K 0.01% -8,445 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 17,885 $557K <0.01% +919 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,795 $554K <0.01% +60 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,777 $553K <0.01% +3,003 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 17,126 $533K <0.01% -516 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 16,687 $519K 0.03% +694 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 16,419 $511K 0.07% -1,492 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 16,377 $510K 0.01% -10,719 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,116 $502K <0.01% -108,992 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15,760 $490K 0.01% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 15,216 $474K <0.01% +2,940 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 14,939 $465K 0.06% +636 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,761 $463K 0.01% +1,249 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 14,195 $447K <0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 14,222 $442K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,783 $432K 0.02% +4,118 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 13,779 $429K 0.03% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 13,106 $423K <0.01% +851 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,316 $414K <0.01% +63 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,000 $373K <0.01% +3,140 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,440 $356K 0.01% +1,161 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,323 $352K 0.01% -770 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 11,122 $346K <0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,036 $343K <0.01% -1,877 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,452 $325K <0.01% +328 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,391 $323K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,178 $317K 0.03% +251 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,129 $315K <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 10,081 $314K <0.01% +593 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,864 $307K <0.01% -709 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,849 $307K <0.01% +817 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,485 $295K <0.01% +194 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,346 $291K <0.01% -21 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 9,270 $288K 0.07% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,123 $286K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,136 $284K 0.01% +597 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,115 $284K 0.02% +650 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,948 $278K <0.01% +1,067 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,876 $276K 0.06% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,466 $263K <0.01% new 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,428 $262K 0.01% -2,591 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,399 $261K <0.01% +6,499 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,245 $257K 0.14% +1,375 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,918 $246K 0.02% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,914 $246K 0.02% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,671 $239K <0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,598 $236K <0.01% 13F-HR Timeline Group HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 7,520 $234K <0.01% +25 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,302 $227K <0.01% +41 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,234 $225K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,182 $223K <0.01% 0 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,016 $218K 0.05% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 6,977 $217K 0.15% -301 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 6,804 $212K <0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,664 $207K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,660 $207K 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 6,406 $199K 0.01% +359 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,086 $189K <0.01% -568 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,716 $178K <0.01% -2,025 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,612 $175K <0.01% +3,604 13F-HR/A Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 5,097 $159K <0.01% 0 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/ 4,861 $151K <0.01% +77 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,517 $141K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,086 $127K <0.01% +143 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,730 $116K <0.01% +2,509 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,609 $112K 0.03% +3,514 13F-HR/A Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,300 $103K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,753 $85.7K 0.06% -75 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,479 $77.1K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,371 $74K <0.01% -25 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,923 $59.9K <0.01% -54 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,845 $57.4K 0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,778 $55.3K <0.01% +121 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,747 $54.4K <0.01% +114 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,502 $46.8K <0.01% +480 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,366 $42K <0.01% +354 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,201 $37.4K <0.01% -67 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,183 $36.8K <0.01% +695 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,070 $33.9K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,064 $33.1K <0.01% +20 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 929 $28.9K 0.02% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 839 $26.1K 0.02% -35 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 794 $24.7K <0.01% +728 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 650 $21K <0.01% +21 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 612 $19.6K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 529 $16.5K <0.01% -5 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 480 $14.9K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 375 $12.4K <0.01% +364 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 397 $12.4K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 372 $11.6K <0.01% +277 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 371 $11.5K <0.01% +88 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 366 $11.4K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 338 $10.5K <0.01% +61 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 319 $9.93K <0.01% +9 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 317 $9.87K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 302 $9.4K <0.01% -813 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 290 $9.03K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 279 $8.68K <0.01% -111 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 265 $8.25K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 259 $8.06K <0.01% new 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 228 $7.34K 0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 227 $7.06K <0.01% -102 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 211 $6.57K <0.01% 0 13F-HR Timeline