MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,430,616 $51.6M <0.01% -67,720 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,268,120 $49.2M 0.01% -43,045 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,376,479 $35.8M <0.01% +111,474 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,514,995 $22.8M <0.01% +4,843 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 726,075 $10.9M <0.01% -112,367 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 618,903 $9.31M 0.01% -36,422 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 $7.34M 0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 481,225 $7.24M <0.01% +44,043 13F-HR Timeline Group VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 414,286 $6.24M 0.02% -156,460 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 394,370 $5.94M 0.02% +166,296 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 335,317 $5.05M <0.01% +50,997 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 315,639 $4.75M 0.47% +19,716 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 312,814 $4.71M 1.06% +2,000 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 274,664 $4.19M <0.01% +137,332 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 254,205 $3.83M <0.01% -1,831,473 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 248,636 $3.74M <0.01% +62,088 13F-HR Timeline Group EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 238,713 $3.59M 0.02% -2,372 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 218,062 $3.28M <0.01% -293,543 13F-HR Timeline Group Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 194,541 $2.93M 0.04% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 176,244 $2.65M <0.01% +4,546 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 148,410 $2.23M <0.01% +6,708 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 147,345 $2.22M 0.14% -1,152 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 133,462 $2.01M 0.02% +16,471 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 129,306 $1.95M 0.44% +54,000 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 118,539 $1.78M 0.02% +20,635 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 111,369 $1.68M 0.01% +1,000 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 109,312 $1.65M <0.01% +42,472 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 103,784 $1.56M <0.01% -3,048 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 97,794 $1.47M <0.01% +10,272 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 94,299 $1.42M <0.01% +8,273 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 92,946 $1.4M <0.01% +3,700 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 90,867 $1.37M <0.01% -9,006 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 90,673 $1.37M <0.01% -170,318 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 84,825 $1.28M <0.01% +72,893 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 81,851 $1.23M 0.02% +5,996 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 75,877 $1.14M <0.01% 0 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 72,708 $1.09M 0.02% +24,713 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 72,267 $1.09M <0.01% +13,860 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 69,905 $1.05M 0.01% +13,311 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 69,857 $1.05M <0.01% +5,110 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 68,380 $1.03M <0.01% -238 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 65,984 $993K 0.02% +23,745 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 65,261 $982K <0.01% +1,800 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 61,203 $921K 0.01% +23,972 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 60,454 $910K 0.02% -27,760 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 60,072 $904K <0.01% +19,633 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 57,190 $861K <0.01% +15,165 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 56,905 $856K 0.01% +2,762 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 56,125 $845K <0.01% -9,341 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 55,843 $840K 0.01% +4,880 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 52,481 $790K <0.01% +3,566 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 52,396 $789K <0.01% +20,971 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. 51,864 $781K <0.01% +812 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 48,276 $727K 0.04% +3,323 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 46,049 $693K 0.28% +3,896 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 46,000 $692K 0.06% -20,000 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 45,051 $678K 0.01% +2,536 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 43,156 $649K <0.01% -1,354 13F-HR Timeline Group Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 42,734 $643K +2,530 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 42,022 $632K <0.01% +6,539 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 41,722 $628K <0.01% +12,223 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 39,220 $590K 0.07% +5,251 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 38,761 $583K 0.02% +1,355 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 38,698 $582K <0.01% -2,285 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 36,882 $555K <0.01% +2,795 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 36,400 $548K <0.01% +16,090 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) 36,372 $547K 0.02% +3,677 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 35,640 $536K <0.01% new 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 35,457 $534K <0.01% +5,210 13F-HR Timeline Group Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 35,381 $532K 0.04% 0 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 34,317 $523K 0.23% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 33,251 $500K <0.01% +11,728 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 33,168 $499K 0.02% -22,747 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 30,635 $461K <0.01% +1,280 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 29,231 $440K <0.01% -1,371 13F-HR Timeline Group SALT Holding Corp. in group SALT Holding Corp. More: the full row for SALT Holding Corp. 29,216 $440K 0.56% new 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 29,169 $439K <0.01% -3,095 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 24,665 $436K 0.01% 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 28,185 $424K 0.01% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 28,147 $424K <0.01% -242 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 26,301 $396K 0.05% +2,595 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 25,923 $390K 0.12% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 24,838 $374K <0.01% -4,063 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 24,427 $368K <0.01% +2,495 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 23,119 $348K 0.01% -763 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 22,420 $337K <0.01% -1,002 13F-HR/A Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 22,243 $335K 0.01% -21,502 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 21,132 $318K 0.01% +54 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20,789 $313K 0.04% -1,088 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 20,740 $312K 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 20,194 $310K <0.01% -407 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 20,526 $309K 0.01% +2,908 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 20,423 $307K 0.01% +14,886 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 20,247 $305K <0.01% -559,198 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 20,000 $301K <0.01% -300,878 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 19,774 $298K <0.01% +6,535 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 19,412 $292K <0.01% +3,753 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 19,349 $291K <0.01% new 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 17,944 $270K 0.14% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 17,018 $256K 0.01% +6,869 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 16,186 $244K <0.01% +477 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 15,807 $238K 0.02% +2,411 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 15,663 $236K <0.01% -578 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,400 $232K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,303 $229K <0.01% +1,121 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 14,618 $220K 0.16% +437 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 14,383 $216K <0.01% -1,539 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 14,377 $216K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 14,045 $211K <0.01% +7,813 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHOREO, LLC More: the full row for CHOREO, LLC 13,772 $207K <0.01% +3,415 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 13,707 $206K 0.01% -450 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,635 $205K <0.01% -874 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 13,559 $204K 0.12% +975 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 13,318 $200K 0.17% -341,029 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,256 $200K <0.01% +913 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,132 $198K <0.01% +1,885 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 12,345 $190K 0.03% -326 13F-HR/A Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,653 $190K 0.01% -1,741 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,307 $185K <0.01% +1,964 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,246 $184K <0.01% +987 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 12,134 $183K <0.01% +98 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 11,449 $172K 0.05% +1,219 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 11,432 $172K 0.01% +473 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 11,198 $168K <0.01% -849 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,000 $166K <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,375 $156K <0.01% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 10,000 $150K 0.04% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 10,000 $150K 0.05% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 8,373 $126K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,764 $117K 0.01% +2,538 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 7,150 $108K 0.1% -1,000 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,702 $101K <0.01% new 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 5,760 $86.7K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,757 $86.7K <0.01% -314 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,279 $79.5K <0.01% +142 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,628 $69.6K <0.01% +457 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,489 $67.6K <0.01% -1,863 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,388 $66K <0.01% +472 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,652 $55K <0.01% +929 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,543 $53.3K 0.03% +1,471 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,274 $49.3K <0.01% -339 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,273 $49.3K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,059 $46K <0.01% +58 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,006 $45.2K <0.01% +158 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,701 $40.7K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 2,081 $31.3K <0.01% -456 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,832 $27.6K <0.01% -241 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,627 $24.5K <0.01% +447 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,549 $23.3K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,584 $23K <0.01% -250 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,500 $22.6K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,500 $22.6K <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/ 1,423 $21.4K <0.01% 0 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,360 $20.5K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,211 $18.5K <0.01% +1,183 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,199 $18.1K <0.01% +98 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 77 $17.9K <0.01% -296 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,093 $16.4K <0.01% +265 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,000 $15.1K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 971 $14.6K 0.01% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 959 $14.4K <0.01% -1,328 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 852 $12.8K <0.01% -1,465 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 796 $12K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 739 $11.1K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 720 $10.8K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 658 $9.97K <0.01% -172 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 628 $9.45K <0.01% -258 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 608 $9.15K <0.01% +16 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 589 $8.87K <0.01% +268 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 573 $8.62K <0.01% -200 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 572 $8.61K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 554 $8.34K <0.01% -450 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 506 $7.67K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 498 $7.5K <0.01% +329 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 478 $7.19K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 465 $7K <0.01% +259 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 438 $6.59K <0.01% -736 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 410 $6.17K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 406 $6.11K <0.01% +48 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 360 $5.42K <0.01% +15 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 339 $5.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 348 $5K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 316 $4.76K <0.01% +10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 305 $4.59K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 296 $4.46K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 272 $4.09K <0.01% -300 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 260 $3.91K <0.01% -31 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 255 $3.84K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 255 $3.84K <0.01% +49 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 243 $3.66K <0.01% -253 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 237 $3.57K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 226 $3.42K <0.01% -18 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 225 $3.38K <0.01% +1 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 217 $3.27K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 181 $2.72K <0.01% +128 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 180 $2.71K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 165 $2.48K <0.01% -50 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 161 $2.42K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 144 $2.17K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 136 $2.05K <0.01% 0 13F-HR Timeline