MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,104,557 $145M 0.01% +238,174 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/ 4,470,630 $127M 0.01% +238,189 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,061,363 $115M 0.01% +344,530 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 2,826,101 $80.2M 0.02% +240,416 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,751,313 $78.2M 0.01% -53,609 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2,397,352 $68.2M 0.04% +292,677 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,388,680 $39.5M <0.01% +132,835 13F-HR Timeline Group CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 1,321,151 $37.6M 0.46% -187,761 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,307,993 $37.2M <0.01% -146,624 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 804,009 $22M <0.01% +569,591 13F-HR/A Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 653,715 $18.6M 0.01% +181,428 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 638,516 $18.2M 0.03% +199,548 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 500,273 $14.2M +34,348 Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 430,669 $12.2M 0.03% -360,747 13F-HR Timeline Solel Partners LP More: the full row for Solel Partners LP 266,592 $7.58M 1.62% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 257,056 $7.31M <0.01% +23,801 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 253,177 $7.2M 0.01% -25,393 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 251,049 $7.14M 0.01% +249,302 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 239,276 $6.8M <0.01% -2,775 13F-HR/A Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 234,451 $6.67M <0.01% +23,814 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 231,193 $6.57M <0.01% -29,540 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 218,878 $6.23M 0.02% -31,720 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 192,725 $5.48M 0.01% +176,609 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 192,203 $5.46M 0.06% +61,908 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 172,573 $4.91M 0.08% +98,659 13F-HR Timeline Group Transmarket Holdings LP More: the full row for Transmarket Holdings LP 168,481 $4.79M 2.56% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 146,571 $4.17M 0.01% -15,682 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 140,928 $4.01M <0.01% +63,109 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 140,218 $3.99M <0.01% -30,477 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 136,694 $3.89M 0.08% -28 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 265,788 $3.65M 0.04% +175,788 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 123,579 $3.51M <0.01% new 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 121,157 $3.44M 0.06% +7,952 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 119,264 $3.39M 0.02% +13,688 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 102,192 $2.91M 0.04% -781 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 100,517 $2.86M -82,751 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 96,004 $2.73M <0.01% +12,721 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 91,487 $2.6M <0.01% +704 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 89,886 $2.56M <0.01% -56,526 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 88,666 $2.52M 0.03% -6,218 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 83,455 $2.38M <0.01% -13,052 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 78,025 $2.22M <0.01% +30,227 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 73,554 $2.09M <0.01% +22,033 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 71,915 $2.04M 0.02% -13,823 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 71,848 $2.04M 0.02% -11,247 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 71,736 $2.04M 0.03% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 63,641 $1.81M <0.01% new 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 63,052 $1.79M <0.01% -2,009 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 62,492 $1.78M 0.06% +22,580 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 61,411 $1.75M 0.03% +6,727 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 58,624 $1.67M 0.01% -3,743 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 55,963 $1.59M 0.05% +2,894 13F-HR/A Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 53,364 $1.52M <0.01% +39,142 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 52,610 $1.5M <0.01% +6,116 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 49,019 $1.39M 0.03% -3,346 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 48,728 $1.39M 0.01% -7,244 13F-HR Timeline Group Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 44,276 $1.26M 0.02% -118 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 42,012 $1.19M 0.02% +7,669 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 41,291 $1.17M <0.01% +13,226 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 41,270 $1.17M <0.01% +1,387 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 40,813 $1.16M 0.33% -2,191 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 39,281 $1.12M <0.01% +9,448 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 38,979 $1.11M <0.01% -39,352 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 38,491 $1.09M 0.02% +9,300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 39,273 $1.09M <0.01% +29,927 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 37,583 $1.07M 0.01% -9,773 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 33,710 $980K <0.01% +9,775 13F-HR Timeline Group Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 33,902 $964K 0.17% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 33,208 $944K 0.03% +5,104 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 33,111 $941K <0.01% +17,895 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 32,869 $934K <0.01% +1,613 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 32,398 $934K 0.02% +2,373 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 32,789 $932K 0.04% +4,489 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 32,265 $917K 0.01% +4,176 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 32,156 $914K <0.01% new 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 32,000 $910K <0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 31,211 $887K 0.01% -7,172 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 30,448 $866K 0.01% +4,159 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 30,068 $855K <0.01% +4,226 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 29,927 $851K 0.01% +1,157 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 28,405 $808K <0.01% +3,517 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28,322 $805K <0.01% +3,080 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 27,461 $781K <0.01% +5,160 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 27,314 $777K 0.19% +41 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26,735 $776K <0.01% -11,269 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 27,114 $771K <0.01% -2,749 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 27,009 $768K <0.01% +9,883 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 26,443 $752K 0.29% 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 25,856 $735K 0.04% +9,169 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 25,155 $715K 0.01% +6,993 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 25,155 $715K 0.01% -3,369 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 24,969 $710K <0.01% +7,192 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 22,745 $708K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 24,661 $701K 0.02% +913 13F-HR Timeline Bain Capital Public Equity, LP in group Bain Capital Life Sciences In… More: the full row for Bain Capital Public Equity, LP 24,162 $687K 3.82% new 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 23,847 $678K 0.03% +1,463 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 21,894 $631K 0.02% +3,209 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 21,853 $621K 0.06% -4,879 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,524 $612K <0.01% +3,274 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 20,923 $595K 0.01% +919 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 19,891 $573K 0.01% +1,056 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 19,951 $567K 0.22% -228 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 19,440 $553K <0.01% +6,124 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 19,276 $548K <0.01% +1,481 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,156 $545K <0.01% +488 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 18,892 $537K 0.05% +3,953 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,651 $530K <0.01% -148 13F-HR/A Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 18,389 $530K 0.07% +1,970 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 17,865 $508K <0.01% -7,966 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 17,585 $500K 0.01% +1,825 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 17,415 $495K 0.01% -4,878 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 17,293 $492K 0.06% 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 16,667 $474K <0.01% -1,218 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 15,916 $460K <0.01% +2,810 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 15,271 $434K 0.01% +510 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 15,245 $433K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 15,199 $432K 0.01% -1,178 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 14,900 $424K 0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 14,722 $419K 0.08% +11,113 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 14,195 $404K <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 14,663 $396K <0.01% +3,627 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,198 $375K <0.01% -5,632 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 13,076 $372K <0.01% -13,621 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,888 $366K 0.02% +2,497 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,714 $361K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,103 $359K 0.01% -680 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,515 $356K <0.01% +6,903 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 12,077 $343K 0.07% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,870 $338K <0.01% +2,747 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,465 $326K <0.01% -535 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,116 $316K <0.01% +1,035 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,941 $311K <0.01% +1,456 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,856 $309K <0.01% +2,390 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,488 $298K <0.01% +36 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,374 $295K <0.01% +245 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,296 $293K <0.01% +432 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,124 $288K <0.01% new 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 10,055 $286K 0.02% +2,141 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 9,741 $277K 0.07% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,703 $276K 0.01% +567 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 9,662 $275K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,551 $272K 0.02% +436 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,439 $268K 0.01% +3,033 13F-HR/A Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,271 $264K 0.05% +395 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 9,170 $261K 0.1% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,734 $248K 0.03% -1,444 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 8,727 $248K <0.01% +1,923 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,399 $239K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,245 $234K 0.13% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,221 $234K <0.01% +919 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 7,955 $226K <0.01% +6,032 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,913 $225K <0.01% +315 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,878 $224K 0.03% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 7,690 $219K 0.04% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,671 $218K <0.01% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,289 $207K 0.02% -629 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,205 $205K <0.01% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,829 $166K 0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,545 $158K <0.01% -541 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,134 $150K <0.01% +1,404 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 5,097 $145K <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/ 4,878 $139K <0.01% +17 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,331 $123K <0.01% +1,960 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,086 $116K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,853 $110K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,664 $107K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,098 $96.7K <0.01% +2,796 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,944 $83.7K <0.01% +2,900 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 2,479 $70.5K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. 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