Westwood Global Investments, LLC More: the full row for Westwood Global Investments, LLC 7,672,759 $300M 18.56% -241,386 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,766,310 $147M 0.14% +1,688,609 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,702,844 $106M 0.16% +183,900 13F-HR Timeline Sourcerock Group LLC More: the full row for Sourcerock Group LLC 2,450,258 $95.8M 5.4% +356,636 13F-HR Timeline Alua Capital Management LP More: the full row for Alua Capital Management LP 2,387,363 $93.4M 7.6% new 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 2,327,117 $91M 0.02% -4,139 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,324,478 $90.9M 0.01% -409,102 13F-HR Timeline Group Encompass Capital Advisors LLC in group Encompass Capital Advisors LLC More: the full row for Encompass Capital Advisors LLC 2,097,540 $82M 3.15% +997,540 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,831,306 $71.6M 0.01% +432,811 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,817,899 $71.1M 0.09% -493,136 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,714,769 $67.1M 0.17% +22,327 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,703,658 $66.6M 0.01% -171,673 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,388,426 $54.3M 0.01% -322,359 13F-HR/A Timeline Group Merewether Investment Management, LP More: the full row for Merewether Investment Management, LP 1,293,733 $50.6M 1.84% +757,320 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,225,660 $47.9M +926,595 Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 1,199,061 $46.9M 0.14% +904,707 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 1,177,259 $46M 0.04% -1,639,469 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 754,994 $29.5M 0.01% +241,290 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 683,067 $26.7M 0.02% +376,921 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 657,168 $25.7M <0.01% -10,785 13F-HR Timeline Group Harding Loevner LP More: the full row for Harding Loevner LP 595,646 $23.3M 0.18% -247,344 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 574,815 $22.5M 0.01% +155,734 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 550,880 $21.5M 0.2% +268,500 13F-HR Timeline Group Medina Value Partners, LLC More: the full row for Medina Value Partners, LLC 517,793 $20.3M 5.79% -48,220 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 997,607 $19.5M 0.43% +34,215 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 462,542 $18.1M <0.01% +241,853 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 452,835 $17.7M <0.01% +13,635 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 449,838 $17.6M 0.05% +6,653 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/ 403,746 $15.8M <0.01% +298,024 13F-HR Timeline Group Orbis Allan Gray Ltd in group Orbis Allan Gray Ltd More: the full row for Orbis Allan Gray Ltd 377,357 $14.8M 0.08% -649,403 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 288,819 $11.3M 0.03% -23,388 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 216,539 $8.47M <0.01% -43,551 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 213,574 $8.35M 0.03% -211,443 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 21,063 $8.24M 0.01% 0 13F-HR Timeline Aventail Capital Group, LP More: the full row for Aventail Capital Group, LP 185,524 $7.26M 0.36% 0 13F-HR Timeline SIR Capital Management, L.P. More: the full row for SIR Capital Management, L.P. 180,907 $7.08M 0.62% -152,370 13F-HR Timeline Kiltearn Partners LLP More: the full row for Kiltearn Partners LLP 171,959 $6.73M 1.28% -120,600 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 165,230 $6.46M 0.01% +3,178 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 164,596 $6.44M 0.04% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 163,406 $6.39M 0.01% new 13F-HR Timeline Group ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 152,084 $5.95M 0.08% +1,497 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 132,513 $5.18M 0.96% -703,190 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 125,462 $4.91M 0.17% +18,466 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 115,062 $4.5M 0.79% -1,445 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 113,134 $4.46M 0.09% -7,256 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 107,566 $4.21M 0.19% 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 105,000 $4.11M 0.19% -65,836 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 103,130 $4.03M 0.01% -324,953 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 99,275 $3.88M 0.15% -400,302 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 97,661 $3.82M 0.03% -135 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 80,990 $3.17M 0.03% +2,346 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 80,338 $3.14M 0.03% +59,371 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 79,366 $3.1M <0.01% +29,024 13F-HR Timeline Group CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 78,120 $3.06M 0.04% -443,317 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 77,794 $3.04M 0.01% 0 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 71,791 $2.81M <0.01% -11,318 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 67,600 $2.64M 0.02% +56,800 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 63,818 $2.5M 0.19% -82,848 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 60,000 $2.35M 0.03% 0 13F-HR Timeline Group Ruffer LLP More: the full row for Ruffer LLP 59,349 $2.32M 0.09% -114,317 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 58,634 $2.29M 0.01% +12,146 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 51,495 $2.01M -44,482 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 49,703 $1.94M <0.01% -125,658 13F-HR/A Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 49,340 $1.93M 0.12% -3,600 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 46,787 $1.83M <0.01% +27,214 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 46,748 $1.83M 0.02% -1,064 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 38,899 $1.52M 0.03% +3,788 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 36,132 $1.41M <0.01% -3,281 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 35,275 $1.38M <0.01% +35,255 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 35,024 $1.37M 0.01% +1,822 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 31,930 $1.25M 0.09% -6,750 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 31,353 $1.23M 0.05% -19,051 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 31,211 $1.22M 0.03% new 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30,219 $1.18M <0.01% +3,273 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,720 $1.12M <0.01% -76,519 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 28,431 $1.11M 0.04% +5,463 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 28,189 $1.1M <0.01% +759 13F-HR Timeline Group Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 25,908 $1.01M -5,755 Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 25,000 $978K 0.14% -35,000 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 24,744 $968K 0.01% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 24,030 $940K <0.01% +1,096 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 23,662 $925K <0.01% +2,969 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 23,642 $925K <0.01% -3,176 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 22,529 $881K <0.01% +489 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 22,429 $877K 0.06% +1,240 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 22,312 $873K 0.01% -1,048 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 21,291 $833K 0.06% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 20,520 $803K 0.03% +59 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 20,000 $782K 0.01% 0 13F-HR Timeline Group Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 19,044 $745K 0.55% +895 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18,367 $718K 0.01% -280 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 17,256 $675K <0.01% +11,952 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,493 $645K <0.01% +160 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 16,075 $629K <0.01% 0 13F-HR Timeline Group Interval Partners, LP More: the full row for Interval Partners, LP 15,807 $618K 0.02% -148,165 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 15,563 $609K <0.01% +2,073 13F-HR/A Timeline Group ALTRINSIC GLOBAL ADVISORS LLC More: the full row for ALTRINSIC GLOBAL ADVISORS LLC 15,306 $599K 0.03% -1,264 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 14,996 $587K 0.01% +2,283 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 14,774 $578K 0.02% +4,145 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 14,409 $564K 0.01% -268,458 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 14,408 $564K 0.05% -1,359 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,670 $535K <0.01% -1,609 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 13,194 $516K 0.01% +6,257 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 13,102 $512K 0.02% -107 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,089 $512K <0.01% -2,031 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 12,775 $500K <0.01% -5,832 13F-HR Timeline 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 12,757 $499K <0.01% -89 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 12,385 $484K 0.05% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 12,250 $479K 0.02% +4,274 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 11,654 $456K 0.42% -1,915 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 11,300 $442K 0.48% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 10,753 $421K 0.04% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 10,554 $413K 0.01% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 10,447 $409K 0.04% -80 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,657 $378K <0.01% -31 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,612 $376K <0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,536 $373K <0.01% -15,221 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,514 $372K <0.01% -14,553 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 9,408 $368K 0.01% +390 13F-HR/A Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 9,239 $361K 0.07% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,100 $356K <0.01% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 9,038 $353K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,983 $351K <0.01% +1,430 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,777 $343K <0.01% -1,051 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,306 $325K 0.02% -3,598 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. 8,088 $316K <0.01% +308 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 8,049 $315K <0.01% -363 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,995 $313K <0.01% -7,672 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 7,000 $274K 0.01% -5,000 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 6,802 $266K <0.01% -21,486 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,578 $257K 0.05% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,448 $252K 0.09% -1,168 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,256 $245K <0.01% new 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,133 $240K <0.01% -28,892 13F-HR/A Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,073 $238K <0.01% -65,225 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,956 $233K 0.04% -191 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,638 $221K 0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,508 $215K <0.01% -119 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 5,468 $214K 0.09% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,381 $210K <0.01% -3,547 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,342 $209K 0.03% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,295 $207K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,186 $203K <0.01% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 5,167 $202K 0.21% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,341 $180K 0.08% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,093 $160K <0.01% -377 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 4,031 $158K -1,962 Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,636 $142K <0.01% +347 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,589 $140K 0.02% -2,478 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,200 $125K <0.01% 0 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,100 $121K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,431 $95.1K 0.02% +1,697 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,297 $89.8K 0.01% +572 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,188 $85.6K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,001 $78.3K <0.01% -40 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,881 $74.2K <0.01% +966 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,833 $71.7K 0.01% +34 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,753 $68.6K <0.01% -22,540 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,729 $68K 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,660 $65.5K <0.01% +801 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,578 $61.7K 0.04% 0 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,512 $59.1K <0.01% -378 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,372 $53.7K <0.01% +288 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,151 $45K <0.01% +816 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,073 $42K <0.01% +134 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,000 $39.1K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,000 $39.1K 0.01% 0 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 856 $33.5K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 779 $30.5K <0.01% +314 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 764 $30K <0.01% -328 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 731 $28.6K <0.01% -63 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 717 $28K 0.01% +451 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 572 $22.4K <0.01% -2 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 542 $21.2K <0.01% -573 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 488 $19.1K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 397 $15.5K 0.01% -12 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 387 $15.1K <0.01% -16 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 356 $13.9K 0.01% +40 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 349 $13K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 305 $11.9K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 256 $10K <0.01% +55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 180 $10K 0.01% -76 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 220 $9K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 217 $8.49K <0.01% -69 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 152 $5.95K <0.01% +143 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 146 $5.71K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 143 $5.59K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 140 $5.47K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 133 $5.22K <0.01% +22 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 136 $5K <0.01% +78 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 124 $4.85K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 103 $4.03K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 100 $3.91K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 99 $3.87K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 91 $3.56K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 89 $3.48K <0.01% +43 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 89 $3.48K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 86 $3.36K <0.01% 0 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) 85 $3.32K <0.01% -132 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 74 $2.9K <0.01% 0 13F-HR Timeline