MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,265,345 $102M 0.01% +392,331 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,744,323 $72.3M 0.01% -173,121 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,860,793 $55.3M <0.01% +316,562 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,713,530 $33.1M <0.01% +28,805 13F-HR Timeline Group Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 1,569,818 $30.3M +598,405 Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 848,103 $16.4M 0.01% -271,099 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 694,480 $13.4M <0.01% +91,438 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 654,779 $12.7M 0.02% +41,501 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 630,667 $12.2M <0.01% +523 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 591,873 $11.4M 0.01% +186,824 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 552,460 $10.7M -208,124 Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 515,463 $9.96M <0.01% +58,267 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 517,684 $9.88M <0.01% +279,869 13F-HR Timeline Group STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 487,503 $9.42M 0.01% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 415,076 $8.02M <0.01% +166,495 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 371,214 $7.17M <0.01% +145,698 13F-HR Timeline Group EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 368,611 $7.12M 0.03% +28,203 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 336,891 $6.75M <0.01% +5,433 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 341,025 $6.59M <0.01% +207,327 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 326,760 $6.31M 1.24% +2,400 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 325,448 $6.29M <0.01% +325,447 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 290,035 $5.6M <0.01% +134,769 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 272,652 $5.27M <0.01% +9,549 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 205,879 $3.98M <0.01% +99,822 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 193,269 $3.73M <0.01% new 13F-HR Timeline Group XY Capital Ltd More: the full row for XY Capital Ltd 178,011 $3.44M 3.95% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 147,262 $2.85M <0.01% +56,405 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 139,472 $2.69M <0.01% +81,275 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 139,021 $2.69M 0.02% +12,691 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 135,571 $2.62M <0.01% +8,026 13F-HR Timeline Group NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 135,281 $2.61M 0.16% -1,507 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 127,789 $2.47M <0.01% +110,854 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 127,281 $2.46M 0.03% +42,962 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 126,209 $2.44M <0.01% +47,888 13F-HR Timeline Group U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 125,000 $2.42M 0.23% +50,000 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 121,777 $2.35M +11,267 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 116,848 $2.26M <0.01% +18,754 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 114,295 $2.21M <0.01% +83,904 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 114,295 $2.21M <0.01% +4,519 13F-HR Timeline Group McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 110,051 $2.13M 1.59% +3,046 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 108,017 $2.09M +13,063 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 106,975 $2.07M <0.01% +14,810 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 106,921 $2.07M 0.01% +199 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 106,663 $2.06M <0.01% +15,628 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 106,330 $2.05M <0.01% -97,814 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 105,529 $2.04M <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 102,932 $1.99M <0.01% -4,710 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 103,323 $1.98M 0.01% +22,626 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 98,042 $1.89M <0.01% -20,562 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 92,952 $1.8M 0.02% +5,291 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 92,702 $1.79M <0.01% +13,233 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 90,282 $1.74M 0.03% +3,136 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 89,638 $1.73M 0.03% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 87,538 $1.69M <0.01% -15,739 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 81,074 $1.57M <0.01% -4,691 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 81,067 $1.57M 0.02% +55,502 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 79,952 $1.54M <0.01% +12,134 13F-HR Timeline Group ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 78,467 $1.52M 0.01% new 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 75,877 $1.47M <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 75,062 $1.45M <0.01% +66,180 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 71,600 $1.38M 0.38% +4,800 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 68,917 $1.33M 0.01% +35,922 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 68,203 $1.32M 0.04% -836 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 67,395 $1.3M 0.01% +31,224 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 66,397 $1.28M 0.01% -19,284 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 66,264 $1.28M 0.01% +22,249 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 65,899 $1.27M <0.01% -51,747 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 63,235 $1.22M 0.02% +4,331 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 62,580 $1.21M 0.01% +11,839 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 62,187 $1.2M 0.01% +2,296 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 62,477 $1.19M <0.01% -232,762 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 58,500 $1.13M 0.08% -10,500 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 51,796 $1.12M <0.01% +25,878 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 56,595 $1.09M 0.02% +418 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 55,175 $1.07M 0.03% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 54,950 $1.06M 0.01% +1,003 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. 54,234 $1.05M <0.01% +13,453 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 51,246 $990K 0.02% +1,570 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 51,021 $986K <0.01% +1,136 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 49,664 $960K <0.01% -1,460 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 48,685 $941K <0.01% +307 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 46,760 $903K 0.02% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 46,280 $894K <0.01% +3,185 13F-HR/A Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 45,825 $885K 0.09% -738 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 45,456 $878K <0.01% -3,236 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,606 $862K <0.01% new 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 44,413 $858K 0.02% -213 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 43,231 $835K 0.02% +2,859 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 41,628 $804K 0.02% +786 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 41,351 $799K <0.01% -5,447 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 41,002 $792K 0.03% -5,035 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 40,905 $790K <0.01% -478 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 40,383 $780K 0.01% +18,274 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 39,189 $757K +11,301 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 38,824 $750K <0.01% +27,630 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 37,689 $728K <0.01% +352 13F-HR/A Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 35,381 $684K 0.05% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 35,995 $682K <0.01% +5,164 13F-HR Timeline Group NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 34,317 $663K 0.07% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 33,583 $649K <0.01% +2,280 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 33,349 $644K 0.06% +6,657 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 33,339 $644K <0.01% +20,834 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 32,949 $637K 0.01% +8,417 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 32,452 $627K 0.01% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 31,301 $605K <0.01% +4,775 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 30,570 $591K <0.01% +5,751 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 30,156 $583K 0.01% +7,783 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 28,825 $557K 0.01% -1,655 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 27,727 $536K <0.01% -1,811 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 27,586 $533K 0.41% -450 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 27,450 $530K 0.03% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,848 $480K <0.01% -1,786 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 24,075 $465K 0.04% -852 13F-HR Timeline SALT Holding Corp. in group SALT Holding Corp. More: the full row for SALT Holding Corp. 23,908 $462K 0.24% 0 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 23,834 $461K <0.01% +1,775 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 23,482 $454K 0.01% -91 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 22,221 $429K 0.02% +620 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 21,707 $419K 0.01% +1,342 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 21,500 $415K 0.21% -1,500 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 19,872 $384K 0.02% +1,059 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 19,873 $384K <0.01% +4,791 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 19,442 $378K <0.01% +2,484 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 19,481 $376K 0.1% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 19,146 $370K 0.01% -2,781 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 18,051 $349K <0.01% +1,486 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 17,927 $346K 0.19% new 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 16,427 $317K <0.01% +3,041 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 16,210 $313K 0.03% +2,461 13F-HR/A Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 16,125 $312K 0.03% -778 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 15,710 $304K 0.05% -34,871 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,400 $298K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,838 $287K <0.01% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,213 $275K <0.01% -379 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 13,924 $269K 0.02% +3,630 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 13,816 $267K <0.01% +7,476 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,815 $267K <0.01% +4,721 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 13,474 $260K 0.13% +1,103 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,331 $258K 0.01% +1,620 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 13,033 $252K 0.16% -902 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,709 $246K <0.01% new 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 12,708 $246K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,662 $245K <0.01% -2,568 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,451 $241K <0.01% +35 13F-HR/A Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 12,111 $234K <0.01% +285 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,521 $223K <0.01% -2,034 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,411 $220K <0.01% -110 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,675 $220K 0.01% +590 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,283 $218K 0.01% +23 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,202 $216K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,000 $213K <0.01% 0 13F-HR Timeline Group Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 10,970 $212K <0.01% +1,286 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 10,969 $212K 0.05% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,701 $207K <0.01% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 10,547 $204K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,295 $177K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,137 $177K <0.01% -2,915 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,915 $153K 0.02% -458 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,614 $147K <0.01% -3,408 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,144 $138K <0.01% -13 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,720 $130K 0.01% +3,306 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,649 $128K <0.01% +1,414 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,607 $127K <0.01% +1,722 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,582 $108K 0.01% +64 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,368 $104K <0.01% +5,148 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,451 $86K 0.04% -1,536 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,011 $77.5K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,746 $72.4K <0.01% -109 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,745 $72.4K <0.01% +3,724 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,690 $71.3K 0.01% -36,810 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,690 $71.3K <0.01% -1,801 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,443 $66.5K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,200 $61.8K <0.01% -260 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,826 $54.6K <0.01% -421 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,721 $52.6K <0.01% +55 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,630 $50.8K <0.01% +452 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,565 $49.6K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,530 $48.9K <0.01% +2,329 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,443 $47.2K <0.01% +98 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,319 $44.8K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,059 $39.8K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,053 $39.7K <0.01% +334 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,932 $37.3K <0.01% -58 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,503 $29K <0.01% +3 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,467 $28.3K <0.01% +96 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,394 $27K <0.01% +650 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,360 $26.3K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,296 $25K 0.02% -129 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,214 $23.5K <0.01% -41 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,123 $21.7K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,045 $20.2K 0.01% +36 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 875 $16.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Regatta Research & Money Management More: the full row for Regatta Research & Money Management 862 $16.7K 0.02% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 836 $16.2K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 804 $15.5K <0.01% +300 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 796 $15.4K <0.01% 0 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/ 752 $14.5K <0.01% -669 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 731 $14.1K <0.01% +26 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 704 $13.6K <0.01% -546 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 655 $12.7K <0.01% +267 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 555 $12.4K <0.01% -8 13F-HR Timeline