SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,662,026 $64.7M 6.89% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,796,321 $49.5M <0.01% +2,900 13F-HR Timeline Group PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 1,212,588 $33.4M 0.11% +14,328 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,125,530 $31M 0.04% -29,300 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 1,069,032 $29.5M <0.01% +57,249 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 915,049 $25.2M 0.01% +17,318 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 427,493 $11.8M <0.01% +1,149 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 327,093 $9.01M <0.01% -2,520 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 288,079 $7.94M <0.01% +59,941 13F-HR Timeline Group JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 264,973 $7.3M 0.03% -85,632 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 260,560 $7.18M <0.01% +5,531 13F-HR Timeline Group GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 260,206 $7.17M <0.01% -50,317 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 241,233 $6.65M +191,358 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 154,538 $4.26M <0.01% -12,326 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 145,873 $4.02M <0.01% +44,500 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 129,337 $3.56M 0.03% +83,508 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 123,325 $3.4M 0.01% +25,788 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 119,850 $3.3M <0.01% -4,875 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/ 113,139 $3.12M <0.01% +40,274 13F-HR/A Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 109,363 $3.01M <0.01% -2,248 13F-HR Timeline Group Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 102,187 $2.82M <0.01% -2,223 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 100,729 $2.78M <0.01% -49,361 13F-HR Timeline Group BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 87,455 $2.41M 0.05% +34,588 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 86,992 $2.4M <0.01% -1,915 13F-HR Timeline Group ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 76,862 $2.12M 0.04% +10,012 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 75,827 $2.09M <0.01% +61,241 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 54,655 $1.51M 0.02% +26,788 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 54,151 $1.49M +41,221 Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 52,151 $1.44M -1,461 Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 51,997 $1.43M <0.01% -114,371 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 51,867 $1.43M -19,613 Timeline NORDEA INVESTMENT MANAGEMENT AB in group NORDEA INVESTMENT MANAGEMENT … More: the full row for NORDEA INVESTMENT MANAGEMENT AB 50,859 $1.41M <0.01% -777 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. 50,570 $1.39M <0.01% -25,046 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 48,291 $1.33M <0.01% +20,750 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 47,204 $1.3M 0.01% +39,297 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 47,203 $1.3M <0.01% +26,314 13F-HR Timeline Group ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 44,308 $1.22M 0.01% -5,671 13F-HR Timeline Public Sector Pension Investment Board More: the full row for Public Sector Pension Investment Board 42,011 $1.16M <0.01% +5,160 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 36,121 $995K <0.01% 0 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 35,925 $990K <0.01% +10,442 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 34,992 $964K <0.01% -87,496 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 33,951 $935K <0.01% -85 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,331 $918K <0.01% +23,222 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 31,203 $860K <0.01% -7,410 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 29,682 $818K <0.01% +9,631 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 28,790 $793K <0.01% -607 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 26,481 $730K <0.01% +4,910 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 24,116 $664K <0.01% new 13F-HR/A Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 22,586 $622K <0.01% -956 13F-HR Timeline Group Swiss National Bank More: the full row for Swiss National Bank 21,600 $595K <0.01% 0 13F-HR Timeline KLP KAPITALFORVALTNING AS More: the full row for KLP KAPITALFORVALTNING AS 19,900 $548K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 19,496 $537K 0.02% -515 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 19,054 $525K 0.01% +120 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 18,631 $513K <0.01% -4,889 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 18,073 $498K 0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 18,000 $496K <0.01% +14,600 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 18,000 $496K 0.05% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 17,808 $491K 0.01% +1,653 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 16,444 $453K 0.04% new 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 16,038 $442K <0.01% -868 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 14,433 $398K 0.01% -10,790 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 12,873 $355K <0.01% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 12,732 $351K 0.05% -1,125 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 12,670 $349K <0.01% 0 13F-HR Timeline NEW YORK STATE TEACHERS RETIREMENT SYST… More: the full row for NEW YORK STATE TEACHERS RETIREMENT SYSTEM 12,600 $347K <0.01% +114 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 11,986 $330K 0.04% +4,261 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 11,889 $328K <0.01% -1,488 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 11,705 $322K <0.01% -2,113 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 11,138 $307K <0.01% +678 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 10,691 $295K <0.01% +1 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 10,464 $288K <0.01% new 13F-HR Timeline Group CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 10,382 $287K <0.01% +1,692 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,656 $266K <0.01% +285 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 9,660 $266K 0.05% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,404 $259K <0.01% -507 13F-HR/A Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 9,269 $255K <0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,611 $237K <0.01% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 8,400 $231K <0.01% -22,708 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,134 $224K <0.01% -1,209 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 7,981 $220K 0.02% -78 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,871 $217K 0.01% new 13F-HR Timeline Group Envestnet Portfolio Solutions, Inc. in group ENVESTNET ASSET MANAGEMENT INC More: the full row for Envestnet Portfolio Solutions, Inc. 7,768 $214K <0.01% -1,209 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 7,777 $214K <0.01% -165 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 7,722 $213K <0.01% +918 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,717 $212K <0.01% -2,479 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 7,600 $209K <0.01% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 7,444 $205K 0.06% -75 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 7,182 $198K <0.01% +4,434 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 6,445 $178K <0.01% 0 13F-HR/A Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 6,299 $174K 0.01% -376 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 6,141 $168K <0.01% -282 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 6,011 $166K <0.01% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 5,819 $160K <0.01% -882 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,601 $154K <0.01% -8,779 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5,207 $143K <0.01% -889 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,608 $127K <0.01% +1,846 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,343 $120K 0.02% new 13F-HR Timeline Group Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 3,834 $106K <0.01% +1,327 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 3,796 $105K <0.01% -3,700 13F-HR Timeline Police & Firemen's Retirement System of… More: the full row for Police & Firemen's Retirement System of New Jersey 3,463 $95.4K <0.01% +1,051 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,406 $93.8K <0.01% -753 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,190 $87.9K <0.01% -164 13F-HR Timeline Group AMALGAMATED BANK More: the full row for AMALGAMATED BANK 3,120 $86K <0.01% +32 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3,094 $85K <0.01% -902 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,849 $78.5K <0.01% -6,394 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,229 $70.4K <0.01% -32 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,531 $70K <0.01% -8,572 13F-HR Timeline Group OREGON PUBLIC EMPLOYEES RETIREMENT FUND More: the full row for OREGON PUBLIC EMPLOYEES RETIREMENT FUND 2,451 $67.5K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,273 $62.6K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,949 $53.7K <0.01% -7,197 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,922 $53K <0.01% +1,201 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,811 $49.9K <0.01% +1,783 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,337 $37K <0.01% -2,175 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 401 $36K 0.01% +394 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,274 $35K <0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,121 $30.9K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 838 $23.1K <0.01% -4,762 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 830 $22.9K <0.01% -12 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 778 $21.4K <0.01% +58 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 759 $20.9K <0.01% +453 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) 653 $18K <0.01% -1,745 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 646 $17.8K 0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 609 $16.8K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 539 $14.8K <0.01% -198 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. 535 $14.7K <0.01% 0 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. 467 $12.9K <0.01% -186 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 394 $10.9K <0.01% +37 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 352 $10K 0.01% -45 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 299 $8.24K <0.01% -118 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 265 $7.3K <0.01% -43 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 241 $7K <0.01% -218 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 213 $5.87K <0.01% +74 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 212 $5.84K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 198 $5.46K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 200 $5.45K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 191 $5.26K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 163 $5K <0.01% -67 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 179 $4.93K <0.01% -17 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 123 $3.39K <0.01% +42 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 110 $3.03K <0.01% -57 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 100 $2.75K <0.01% -36 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 90 $2.48K <0.01% +74 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 83 $2.29K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 61 $2K <0.01% +27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 56 $1.54K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 52 $1.43K <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 50 $1.43K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 46 $1.27K <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 38 $1.05K <0.01% -92,478 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 38 $1.03K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 36 $992 <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 35 $964 <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22 $606 <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 20 $551 <0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20 $551 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 19 $524 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13 $358 <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8 $220 <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7 $193 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4 $110 <0.01% +4 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1 $28 <0.01% new 13F-HR Timeline