MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,539,156 $70.8M <0.01% +1,108,540 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,416,708 $53.3M 0.01% +148,588 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,381,031 $37.1M <0.01% +4,552 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,371,216 $21.4M <0.01% -143,779 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,227,213 $19.1M +973,008 Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 889,577 $13.9M 0.01% +270,674 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 735,455 $11.5M 0.01% +715,208 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 718,019 $11.2M <0.01% -8,056 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 638,474 $9.95M 0.01% +420,412 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 519,487 $8.1M <0.01% +38,262 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 508,558 $7.93M 0.02% +114,188 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 487,503 $7.6M 0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 467,416 $7.3M <0.01% new 13F-HR Timeline Group VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 451,787 $7.04M 0.02% +37,501 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 391,019 $6.1M <0.01% +55,702 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 312,165 $4.87M <0.01% +63,529 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 309,310 $4.82M 1.04% -3,504 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 264,944 $4.13M 0.02% +26,231 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 178,208 $2.78M <0.01% +1,964 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 157,163 $2.45M 0.06% new 13F-HR Timeline Group XY Capital Ltd More: the full row for XY Capital Ltd 150,417 $2.35M 2.38% +137,099 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 145,864 $2.27M 0.14% -1,481 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 144,411 $2.25M 0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 144,164 $2.25M <0.01% +34,852 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 142,771 $2.23M <0.01% -5,639 13F-HR Timeline NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 137,332 $2.14M <0.01% 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 132,381 $2.06M 0.08% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 129,487 $2.02M <0.01% +57,220 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 120,399 $1.88M 0.02% -13,063 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 106,102 $1.65M 0.02% -12,437 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 102,338 $1.6M <0.01% +8,039 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 101,114 $1.58M <0.01% +3,320 13F-HR Timeline Group McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 94,919 $1.48M 1.13% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 89,042 $1.39M <0.01% -1,825 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/ 87,684 $1.37M <0.01% -16,100 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 84,925 $1.32M <0.01% -5,748 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 83,405 $1.3M 0.02% +1,554 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 81,452 $1.27M <0.01% +16,191 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 79,824 $1.24M 0.02% +7,116 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 76,872 $1.2M 0.01% -34,497 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 75,877 $1.18M <0.01% 0 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 $1.09M 0.01% 0 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 66,634 $1.04M <0.01% +14,238 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 66,488 $1.04M <0.01% -3,369 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 66,060 $1.03M <0.01% -2,320 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 61,841 $964K 0.02% -4,143 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 59,642 $930K 0.01% +2,737 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 58,893 $918K 0.77% 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 57,530 $897K <0.01% +340 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 56,425 $880K <0.01% +14,703 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 56,337 $878K <0.01% +494 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 55,788 $870K <0.01% -337 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. 54,665 $852K <0.01% +2,801 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 53,374 $832K 0.08% -262,265 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 52,057 $812K <0.01% +15,657 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 51,724 $806K 0.19% +5,675 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 48,244 $752K <0.01% +20,097 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 46,369 $723K 0.08% +7,149 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 46,180 $720K <0.01% -6,301 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 46,000 $717K 0.06% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 45,953 $716K 0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 42,990 $670K <0.01% -17,082 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 43,122 $669K 0.03% +30,777 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 42,726 $666K 0.01% -2,325 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 42,544 $663K <0.01% +5,662 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 42,515 $663K <0.01% +493 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 42,095 $656K 0.02% -18,359 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 42,023 $655K <0.01% -19,180 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 41,303 $644K <0.01% +5,846 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 41,259 $643K 0.01% +19,016 13F-HR Timeline Group U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 40,000 $624K 0.07% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 39,907 $622K <0.01% -2,827 13F-HR/A Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 38,172 $595K <0.01% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 37,983 $592K <0.01% -715 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 37,893 $591K 0.01% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 37,607 $586K <0.01% +4,356 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 35,381 $552K 0.04% 0 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 34,317 $535K 0.09% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 34,116 $532K 0.02% +948 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 33,456 $522K <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 32,373 $505K <0.01% -10,783 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 31,946 $498K <0.01% -61,000 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 29,982 $467K <0.01% +5,144 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 29,761 $464K 0.46% 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 29,169 $461K 0.01% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 29,167 $455K <0.01% +982 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 27,377 $427K <0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 26,817 $418K 0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 25,468 $397K 0.12% -455 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 25,437 $397K <0.01% +1,010 13F-HR/A Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 24,840 $387K 0.01% +10,795 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 24,559 $383K 0.05% -1,742 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 24,532 $382K 0.01% +3,400 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 24,386 $380K <0.01% +1,966 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,062 $375K <0.01% +4,288 13F-HR Timeline SALT Holding Corp. in group SALT Holding Corp. More: the full row for SALT Holding Corp. 23,908 $373K 0.29% -5,308 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 23,322 $364K 0.05% +2,533 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 23,151 $361K <0.01% -6,080 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 22,972 $358K <0.01% -7,663 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 22,202 $346K 0.02% -26,074 13F-HR Timeline Group SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 21,076 $329K 0.08% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,430 $319K <0.01% +236 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 20,161 $314K <0.01% +749 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 19,533 $305K <0.01% +3,347 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 18,980 $296K 0.01% -5,685 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,853 $294K 0.01% -1,673 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 17,944 $280K 0.15% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 17,561 $274K 0.01% +543 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 16,707 $260K <0.01% +1,044 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 16,208 $253K 0.02% +401 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,176 $252K 0.01% -4,247 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,400 $240K 0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 14,528 $226K <0.01% +2,221 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,988 $218K <0.01% +13,939 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 13,749 $214K 0.02% 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 13,730 $214K 0.15% -888 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,717 $214K <0.01% +585 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 13,120 $205K <0.01% -652 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,561 $196K 0.01% -92 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,502 $195K 0.01% -1,205 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,424 $194K <0.01% -1,879 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 12,428 $194K <0.01% 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,218 $190K <0.01% -1,038 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 12,060 $188K 0.01% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 12,019 $187K 0.01% +587 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,788 $184K <0.01% new 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 11,559 $180K 0.1% -2,000 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,517 $180K <0.01% -2,118 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,173 $174K <0.01% +798 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,000 $171K <0.01% 0 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,960 $171K <0.01% new 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 10,936 $170K 0.03% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,589 $165K <0.01% -1,657 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 10,491 $163K <0.01% -707 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 10,000 $156K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,998 $141K 0.01% +1,234 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,805 $122K 0.03% -568 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,755 $105K <0.01% +998 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,761 $89.8K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,756 $89.7K <0.01% +477 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,675 $88.5K <0.01% new 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,351 $83.4K 0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5,064 $78.9K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,502 $70.2K <0.01% -126 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,373 $68K <0.01% -15 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,278 $66.7K <0.01% +3,079 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,930 $61.3K <0.01% +657 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,907 $60.9K <0.01% +633 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,827 $59.7K <0.01% -662 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,516 $54.8K <0.01% -136 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,450 $53.8K 0.01% +3,323 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,224 $50.3K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,945 $45.9K <0.01% -114 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,797 $43.6K <0.01% -209 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,676 $41.7K <0.01% -25 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,565 $40K 0.01% 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,422 $37.8K <0.01% new 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 2,059 $32.1K <0.01% 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,997 $31.1K <0.01% -84 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,842 $28.7K <0.01% +10 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,743 $26K <0.01% +159 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,660 $25.9K <0.01% +1,195 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,500 $23.4K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,500 $23.4K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,425 $22.2K 0.02% -124 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/ 1,421 $22.1K <0.01% -2 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,360 $21.2K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,317 $20.5K <0.01% +358 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,088 $17K <0.01% -539 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,009 $15.7K 0.01% +420 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 952 $14.8K <0.01% +454 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 875 $13.6K <0.01% +155 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 874 $13.6K <0.01% +22 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 815 $12.7K <0.01% +187 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 796 $12.4K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 743 $11.6K <0.01% +170 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 700 $10.9K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 658 $10.3K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 634 $9.88K <0.01% +329 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 608 $9.48K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 602 $9.39K <0.01% +359 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 572 $8.92K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 537 $8.43K <0.01% -674 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 506 $8.09K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 505 $7.87K <0.01% -234 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 500 $7.79K <0.01% -500 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 442 $7.7K <0.01% +365 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 473 $7.37K <0.01% -5 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 458 $7.29K <0.01% +441 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 416 $6.49K <0.01% +120 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 360 $5.61K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 358 $5.58K <0.01% -48 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 339 $5.29K <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 $4.93K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 303 $4.72K <0.01% -135 13F-HR Timeline MOTCO More: the full row for MOTCO 272 $4.24K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 255 $3.98K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 249 $3.88K <0.01% 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 245 $3.82K <0.01% -10 13F-HR Timeline