Westwood Global Investments, LLC More: the full row for Westwood Global Investments, LLC 7,272,404 $280M 14.22% -319,256 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,964,344 $114M 0.18% -386,300 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 2,682,137 $103M 0.02% +546,144 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,198,633 $84.5M <0.01% -96,616 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,019,185 $77.6M 0.06% +408,592 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,649,724 $63.4M 0.01% -137,621 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 1,234,828 $47.5M 0.01% +100,568 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,169,688 $45M <0.01% -1,929 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 932,396 $35.9M 0.02% +920,799 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 819,576 $31.5M <0.01% +114,393 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 696,444 $26.8M <0.01% +55,306 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 656,439 $25.2M 0.01% +53,553 13F-HR Timeline Group Medina Value Partners, LLC More: the full row for Medina Value Partners, LLC 561,495 $21.6M 5.04% +541 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 546,204 $21M <0.01% +457,332 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 503,917 $19.4M 0.04% +23,702 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 471,555 $18.1M 0.01% -125,527 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 346,283 $13.3M 0.17% +26,336 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/ 337,218 $13M <0.01% +143,439 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 332,238 $12.8M 0.03% +61,358 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 311,282 $12M 0.11% -96,865 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 266,087 $10.2M 0.02% new 13F-HR Timeline Group Kiltearn Partners LLP More: the full row for Kiltearn Partners LLP 248,859 $9.57M 2.07% -49,600 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 228,960 $8.8M 0.02% new 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 225,021 $8.65M <0.01% -5,035 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 223,984 $8.61M -45,538 Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 200,661 $7.72M <0.01% +55,723 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 168,043 $6.46M <0.01% -21,209 13F-HR Timeline Group Corigliano Investment Advisers, LLC More: the full row for Corigliano Investment Advisers, LLC 157,700 $6.06M 2.15% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 156,206 $6.01M <0.01% -418,217 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 144,124 $5.54M 0.09% +14,957 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 126,422 $4.86M 0.05% +84,300 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 121,076 $4.66M 0.01% +25,110 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 117,117 $4.5M 0.17% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 110,857 $4.26M <0.01% +40,001 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 102,133 $3.93M 0.03% -7,643 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 101,844 $3.92M 0.1% +89,657 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 99,933 $3.84M 0.09% -128,815 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 84,597 $3.25M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 81,396 $3.13M 0.09% +47,429 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 68,857 $2.65M <0.01% -259,942 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 63,601 $2.45M 0.05% -21,085 13F-HR Timeline Aventail Capital Group, LP More: the full row for Aventail Capital Group, LP 61,163 $2.35M 0.14% -13,047 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 57,968 $2.23M <0.01% -66,540 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 57,812 $2.22M <0.01% +13,717 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 53,908 $2.09M 0.03% -1,553 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 52,736 $2.03M 0.01% -13,468 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 51,784 $1.99M <0.01% +6,145 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 49,736 $1.91M 0.03% -677 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 49,318 $1.9M -764 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 48,035 $1.85M <0.01% -19,315 13F-HR Timeline Group FEARNLEY ASSET MANAGEMENT AS More: the full row for FEARNLEY ASSET MANAGEMENT AS 48,000 $1.85M 0.85% 13F-HR/A Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 44,070 $1.69M 0.08% -5,175 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 42,819 $1.65M <0.01% +1,674 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 42,819 $1.65M 0.35% +1,674 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 40,192 $1.55M <0.01% -7,966 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 38,787 $1.49M 0.01% -2,000 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 36,169 $1.39M 0.01% +4,481 13F-HR Timeline Group Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 36,000 $1.38M 0.05% new 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 35,192 $1.35M 0.04% +1,239 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 34,156 $1.31M <0.01% -13,993 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 34,080 $1.31M 0.07% -500 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 31,225 $1.2M <0.01% +1,432 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 30,051 $1.16M <0.01% +4,987 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,586 $1.14M <0.01% +8,120 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 28,662 $1.1M <0.01% new 13F-HR Timeline Group Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 28,320 $1.09M 0.66% new 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 28,000 $1.08M 0.12% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 24,870 $956K 0.03% +12,653 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 23,643 $909K 0.02% +7,722 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 23,494 $903K 0.02% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 23,157 $890K 0.02% -1,806 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 22,896 $880K <0.01% -695 13F-HR Timeline Group Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 22,012 $846K 0.41% +619 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 21,818 $839K 0.01% new 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 21,812 $839K -20,802 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 21,541 $828K 0.01% new 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 21,297 $819K 0.01% -2,352 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 21,106 $812K 0.2% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 20,471 $787K <0.01% -1,909 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 20,232 $778K <0.01% +2,268 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 20,000 $769K 0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 19,834 $763K <0.01% +6,387 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 19,415 $747K <0.01% +2,186 13F-HR Timeline Group Beck Bode, LLC More: the full row for Beck Bode, LLC 19,299 $742K 0.12% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 18,881 $726K 0.01% -1,236 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18,584 $715K 0.01% +454 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 17,876 $689K 0.03% +12,341 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 17,609 $677K 0.01% -28,592 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 17,525 $674K <0.01% +1,450 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 17,250 $663K 0.01% -754 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 17,213 $662K <0.01% new 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 16,310 $627K 0.05% +1,400 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 16,287 $626K 0.52% new 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 15,698 $604K 0.44% -178 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 15,565 $598K 0.01% +16 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 15,517 $597K 0.01% +6,108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 15,039 $578K <0.01% +2,728 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 14,848 $571K 0.01% +1,780 13F-HR Timeline ALTRINSIC GLOBAL ADVISORS LLC More: the full row for ALTRINSIC GLOBAL ADVISORS LLC 14,209 $546K 0.02% -559 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,709 $527K 0.02% -120 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,138 $505K 0.02% +2,950 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 12,992 $500K 0.23% +1,855 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12,907 $496K <0.01% +161 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,777 $491K <0.01% +556 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 12,775 $491K <0.01% 0 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 12,470 $479K <0.01% +306 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,249 $471K <0.01% -4,091 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 12,000 $461K 0.02% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,469 $441K <0.01% +241 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 11,186 $430K 0.01% -23,914 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 10,835 $417K <0.01% +1,830 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 9,548 $404K <0.01% 0 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. 10,266 $401K <0.01% +1,517 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 9,505 $365K 0.03% -360 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 9,239 $355K 0.06% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,724 $335K <0.01% -90 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,301 $335K <0.01% -392 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,946 $306K 0.02% -3,384 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 7,924 $305K 0.04% +232 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,655 $294K <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 7,594 $292K <0.01% -3,500 13F-HR Timeline Group New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 7,581 $291K 0.14% new 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 7,545 $290K <0.01% -600 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,823 $262K <0.01% -1,138 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,661 $256K <0.01% +831 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 6,563 $252K 0.08% +534 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,481 $249K 0.06% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,446 $248K <0.01% +722 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,392 $246K <0.01% -1,590 13F-HR Timeline Group Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 6,337 $244K 0.19% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,316 $243K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,178 $238K 0.02% -154 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,004 $231K <0.01% -20 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,003 $231K <0.01% +374 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 5,977 $230K <0.01% -830 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,814 $224K <0.01% 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,686 $219K <0.01% +52 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,649 $217K 0.07% +110 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,559 $214K <0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,450 $210K 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 5,375 $207K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,661 $179K 0.02% +456 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 4,261 $164K 0.04% -705 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,046 $156K 0.03% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,958 $152K 0.01% -155 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,934 $151K <0.01% -2,325 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,665 $141K <0.01% +10 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 $123K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,334 $89.7K <0.01% +888 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,139 $82.2K <0.01% -158 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,111 $81K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,812 $69.7K <0.01% -30 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,802 $69.3K <0.01% +1,425 13F-HR/A Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,765 $67.9K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,738 $66.8K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,707 $66.3K <0.01% +353 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,575 $61K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,578 $60.7K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,576 $60.6K <0.01% +1,543 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,544 $59K <0.01% -16 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,505 $57.9K <0.01% +1,376 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,061 $40.8K <0.01% -34,810 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 1,000 $38.5K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 731 $28.1K <0.01% -323 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 655 $25.2K <0.01% -33 13F-HR/A Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 448 $18.7K <0.01% +448 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 460 $17.9K 0.02% 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 421 $16.2K <0.01% -75,512 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 417 $16K <0.01% -767 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 397 $15.3K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 394 $15.2K <0.01% -14 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 317 $12.2K <0.01% -11 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 316 $12.2K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 263 $10.1K <0.01% +49 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 262 $10.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 256 $9.84K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 244 $9.38K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 241 $9.28K <0.01% +144 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 222 $8.54K <0.01% +135 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 200 $7.69K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 160 $6.49K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 157 $6.04K <0.01% +142 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 150 $5.77K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 150 $5.77K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 140 $5.38K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 136 $5.23K <0.01% +14 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 144 $5K <0.01% -52 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 125 $4.81K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 107 $4.75K <0.01% +101 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 108 $4.15K <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 99 $3.81K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 98 $3.77K <0.01% +12 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 90 $3.46K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 89 $3.42K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 80 $3.08K <0.01% +75 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 74 $2.85K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 73 $2.81K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 71 $2.73K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 55 $2.12K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 53 $2.04K <0.01% -14 13F-HR Timeline