Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,892,009 $1.34B 0.53% +129,560 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,859,477 $362M 0.03% +7,322 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,043,225 $203M 0.04% +88,596 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 961,403 $187M 0.03% +384,149 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 807,298 $157M <0.01% +52,704 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 563,437 $110M 0.01% +70,644 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/ 554,491 $108M 0.01% -393,831 13F-HR Timeline Group SRB CORP in group SRB CORP More: the full row for SRB CORP 398,656 $77.6M 4.45% +7,708 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 393,002 $76.5M 0.14% +34,110 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 374,864 $73M 0.21% +234,078 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 338,363 $65.9M 0.07% +26,880 13F-HR Timeline Group Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 300,513 $58.5M 3.59% -5,220 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 295,903 $57.6M +217,338 Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 263,414 $51.3M 0.01% +6,047 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 250,100 $48.7M 0.04% -5,227 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 234,779 $45.7M 0.03% +13,805 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 213,291 $41.5M 0.04% +158,036 13F-HR Timeline Group HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 152,749 $29.7M 2.17% +48,699 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 150,247 $29.3M 0.01% -9,220 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 146,348 $28.5M 0.01% -634 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 138,748 $27M 0.19% -4,502 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 134,646 $26.2M 0.01% 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 133,221 $25.9M -23,595 Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 131,337 $25.6M 0.3% +4,426 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 131,290 $25.6M 0.12% +30,576 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 120,654 $23.5M 6.45% 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 119,059 $22.9M 0.04% -3,482 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 106,734 $20.8M <0.01% -43,875 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 92,092 $17.9M 0.02% +14,867 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 88,003 $17.1M 0.18% +6,734 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 77,509 $15.1M 0.01% +42,900 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 76,449 $14.9M 0.01% +11,392 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 71,891 $14M <0.01% +10,576 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 70,400 $13.7M 0.55% 0 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 65,959 $12.8M 0.13% +24,703 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 59,802 $11.6M <0.01% +7,744 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 59,775 $11.6M 0.21% +1,655 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 55,979 $10.9M 0.95% +26,979 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 55,433 $10.8M 0.09% -342 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 52,366 $10.2M 0.02% +48,247 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 50,603 $9.85M 0.02% +266 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 49,958 $9.72M 0.02% -51,467 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,970 $9.53M 0.01% -72,178 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 48,736 $9.48M <0.01% -11,670 13F-HR Timeline Group HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 46,183 $8.99M 0.29% -20 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 44,752 $8.71M 0.2% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 44,455 $8.65M <0.01% -1,772 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 44,245 $8.61M 0.01% +724 13F-HR Timeline Group Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 44,170 $8.6M 2.31% +1,397 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 42,147 $8.2M 0.01% +485 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 40,621 $7.91M 0.51% -1,288 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 39,570 $7.7M 0.01% +10,300 13F-HR/A Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 38,106 $7.42M 0.11% +5,031 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 37,547 $7.31M 0.01% -14,005 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 36,163 $7.04M 0.02% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 36,517 $6.91M 0.01% -5,585 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 35,266 $6.86M 0.17% +25,741 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 34,382 $6.69M 0.03% -1,762 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 31,688 $6.17M 0.64% 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 31,250 $6.08M 0.11% +23,840 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,465 $5.93M 0.01% +4,283 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 30,415 $5.92M 0.39% new 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 30,000 $5.84M 0.48% 0 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 29,991 $5.84M 0.65% +1,158 13F-HR/A Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 29,370 $5.72M 0.01% +5,708 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 28,637 $5.57M 0.01% -991 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 27,940 $5.44M 0.01% -370 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 27,647 $5.38M 0.08% 0 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 27,444 $5.34M <0.01% +20,328 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 27,084 $5.27M 0.01% +698 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 26,892 $5.23M 0.25% -1,886 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 26,346 $5.13M 5.71% +18,144 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 26,240 $5.11M <0.01% +1,887 13F-HR Timeline Group Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 25,310 $4.93M 1.16% -11,620 13F-HR Timeline Nuveen Asset Management, LLC in group TIAA More: the full row for Nuveen Asset Management, LLC 25,306 $4.92M <0.01% -1,696 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. 25,007 $4.87M <0.01% +309 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 24,849 $4.84M 0.05% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 24,642 $4.8M 1.09% new 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 24,112 $4.69M 0.05% +10,371 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 23,957 $4.66M 0.02% +1,061 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 23,227 $4.52M 0.03% +4,911 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 23,072 $4.49M 0.25% -1,080 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 23,010 $4.48M 0.08% +1,318 13F-HR Timeline Group Cardinal Capital Management More: the full row for Cardinal Capital Management 22,980 $4.47M 0.7% +742 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 22,482 $4.38M 0.01% +1,508 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 22,477 $4.37M 0.07% +5,180 13F-HR/A Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 22,348 $4.35M 0.01% +12,517 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 22,119 $4.3M 0.52% -7,818 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 22,117 $4.3M 0.02% +16,004 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 21,753 $4.23M 0.08% +2,719 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 21,327 $4.15M 0.08% -5,433 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 18,979 $4.08M 0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 20,409 $3.97M 0.12% -525 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 20,138 $3.92M 0.11% +4,722 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 20,101 $3.91M 0.05% -25 13F-HR Timeline Group INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 20,000 $3.89M 0.99% +497 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 19,746 $3.84M <0.01% +730 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 19,546 $3.8M 0.02% +7,748 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 19,263 $3.75M 0.69% -515 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 18,120 $3.53M 0.13% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 17,089 $3.33M 0.01% -2,543 13F-HR/A Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 17,001 $3.31M 0.11% -10,432 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,870 $3.28M 0.03% +1,341 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 16,870 $3.28M 0.03% +1,341 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 16,864 $3.28M 0.68% 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 16,529 $3.22M 1.22% +704 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 15,931 $3.1M <0.01% -1,175 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,668 $2.85M 0.01% +2,230 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 14,634 $2.65M 0.27% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 13,484 $2.62M 1.7% +1,085 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 13,473 $2.62M 0.38% 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 13,365 $2.61M 0.01% -42,234 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 13,286 $2.59M 0.45% +699 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 12,836 $2.51M <0.01% +2,036 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 12,531 $2.44M 1.03% +1,199 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,520 $2.44M 0.01% +20 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,352 $2.4M 0.02% +2,023 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 11,907 $2.32M 0.09% -110 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,369 $2.21M 0.01% +595 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,353 $2.21M 0.01% -3,746 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 11,247 $2.19M 1.09% +100 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 11,235 $2.19M 0.02% +3,050 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 11,059 $2.15M <0.01% -498 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 11,024 $2.15M 1.42% +138 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,903 $2.12M 0.18% +1,082 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 10,856 $2.11M <0.01% +416 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,752 $2.09M 0.57% -189 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 10,300 $2M 0.99% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,240 $1.99M <0.01% -84 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 10,142 $1.98M 0.03% +2,336 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 10,071 $1.97M 0.04% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,091 $1.96M 0.02% -954 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,853 $1.92M 0.01% -353 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 9,796 $1.91M 0.08% +4,725 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 9,733 $1.89M 0.54% +143 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,716 $1.89M 0.14% +273 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 9,553 $1.86M 0.49% +227 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,517 $1.85M 0.13% +80 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,511 $1.85M 0.03% +1,619 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 9,345 $1.82M -13 Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,200 $1.79M 0.01% +929 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,134 $1.74M 0.01% +3,054 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,859 $1.72M 0.06% +1,339 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,837 $1.72M 0.02% +861 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,764 $1.71M <0.01% +458 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,623 $1.68M 0.01% +1,466 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 8,369 $1.63M 0.58% +122 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,310 $1.62M 0.02% +2,976 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,128 $1.58M 0.08% +707 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,085 $1.57M 0.1% new 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 7,758 $1.51M 0.01% +523 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,750 $1.51M 0.01% -3,902 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,675 $1.49M 0.23% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,524 $1.46M 0.17% +677 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,430 $1.45M 0.19% 0 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 7,302 $1.42M 0.51% +691 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,289 $1.42M <0.01% -89 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 7,134 $1.39M <0.01% -12,355 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,046 $1.37M 0.04% +1,224 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,007 $1.36M <0.01% +421 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,980 $1.36M 0.03% +733 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,895 $1.34M 0.18% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,874 $1.34M 0.04% +459 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 6,840 $1.33M 0.05% +3,200 13F-HR Timeline Ativo Capital Management LLC More: the full row for Ativo Capital Management LLC 6,603 $1.29M 1.28% -100 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,597 $1.28M <0.01% +119 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,575 $1.28M 0.07% +248 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,510 $1.27M 0.15% -1,495 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 6,385 $1.23M <0.01% +587 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 6,303 $1.23M -224 Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 6,112 $1.19M 0.51% +696 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,028 $1.17M 0.35% -1,102 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 6,000 $1.17M 0.61% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,933 $1.16M 0.26% -217 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 5,925 $1.15M 0.08% +1,688 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,740 $1.12M 0.52% +283 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,667 $1.12M 0.01% +2,413 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,710 $1.11M <0.01% +1,581 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,693 $1.11M 0.01% -18,123 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,561 $1.08M 0.01% -926 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,450 $1.06M 0.04% -530 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,438 $1.06M <0.01% +671 13F-HR/A Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,404 $1.05M 0.24% -30 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,157 $1M 0.17% +882 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,389 $1M 0.05% -287 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,108 $994K 0.02% +788 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,219 $991K 0.06% -1,620 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,059 $985K 0.06% +581 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 4,914 $956K 0.23% +713 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 4,910 $956K <0.01% -1,119 13F-HR Timeline Group Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 4,740 $922K 0.9% -90 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,705 $916K <0.01% -470 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,683 $911K <0.01% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,662 $907K -10,528 Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,560 $887K 0.02% -142 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,549 $885K 0.01% +2,367 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4,518 $879K 0.11% +2 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 4,497 $875K 0.04% +135 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,478 $871K 0.01% -5,300 13F-HR/A Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,470 $870K 0.25% 0 13F-HR Timeline