MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,873,014 $116M 0.01% +333,858 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,917,444 $93.5M 0.01% +500,736 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,544,231 $60.8M <0.01% +163,200 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,684,725 $40.2M 0.01% +313,509 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,119,202 $26.7M 0.02% +229,625 13F-HR Timeline Group Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 971,413 $23.2M +951,252 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 760,584 $18.2M -466,629 Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 669,453 $16M 0.04% +525,042 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 630,144 $15M <0.01% -87,875 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 613,278 $14.6M 0.02% +104,720 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 603,042 $14.4M <0.01% +83,555 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 $11.6M 0.01% 0 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 457,196 $10.9M <0.01% +66,177 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 405,049 $9.67M 0.01% +92,884 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 349,810 $8.35M 0.44% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 340,408 $8.13M 0.03% +75,464 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 331,458 $8.02M <0.01% -135,958 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 324,360 $7.75M 1.61% +15,050 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 295,239 $7.05M 0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 263,103 $6.28M 0.01% +84,895 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 248,581 $5.94M <0.01% +225,430 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 237,815 $5.77M <0.01% +93,651 13F-HR/A Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 225,516 $5.39M <0.01% +192,060 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 204,144 $4.87M <0.01% +74,657 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 155,266 $3.71M <0.01% +122,893 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 136,788 $3.27M 0.21% -9,076 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 133,698 $3.19M <0.01% +119,170 13F-HR/A 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 127,545 $3.05M <0.01% +25,207 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 126,330 $3.02M 0.03% +20,228 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 118,604 $2.83M <0.01% -24,167 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 117,646 $2.81M 0.01% +65,589 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 110,510 $2.64M -9,889 Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 109,776 $2.62M <0.01% +8,662 13F-HR Timeline Group McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 107,005 $2.6M 1.75% +12,086 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 107,642 $2.57M <0.01% +18,600 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 106,722 $2.55M 0.02% +29,850 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 106,057 $2.53M <0.01% +39,423 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/ 103,277 $2.47M <0.01% +15,593 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 98,094 $2.34M <0.01% +16,642 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 94,954 $2.27M +11,549 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 92,165 $2.2M <0.01% +25,677 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 91,035 $2.17M <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 90,857 $2.17M <0.01% -547,617 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 80,697 $2.11M 0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 87,661 $2.09M 0.02% new 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 87,146 $2.08M 0.03% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 85,765 $2.05M <0.01% +28,235 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 85,681 $2.05M 0.01% +48,074 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 84,319 $2.01M 0.03% +4,495 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 79,469 $1.9M <0.01% +23,681 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 78,321 $1.87M <0.01% -6,604 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 $1.81M <0.01% 0 13F-HR Timeline Group U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 75,000 $1.79M 0.21% +35,000 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 69,039 $1.65M 0.05% +34,923 13F-HR/A Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 69,000 $1.65M 0.14% +23,000 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 67,818 $1.62M <0.01% +11,393 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 66,800 $1.6M 0.55% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 60,638 $1.45M 0.01% new 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 59,891 $1.43M 0.01% +3,554 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 58,904 $1.41M 0.02% -738 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 58,197 $1.39M <0.01% +9,953 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 56,177 $1.34M 0.03% -5,664 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 53,947 $1.29M 0.01% +11,403 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 51,124 $1.22M <0.01% +47,194 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 50,741 $1.21M 0.01% +8,718 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 50,581 $1.21M 0.26% -1,143 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 49,885 $1.19M <0.01% +7,370 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 49,676 $1.19M 0.03% +3,723 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 48,692 $1.16M <0.01% +7,389 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 48,378 $1.16M <0.01% +2,198 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 46,798 $1.12M <0.01% -19,262 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 46,563 $1.11M 0.13% +194 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 46,037 $1.1M 0.06% +28,476 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 45,114 $1.08M 0.03% +1,992 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 44,626 $1.07M 0.02% +1,900 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 44,015 $1.05M 0.01% +6,122 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 43,095 $1.02M <0.01% +3,188 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 41,383 $989K <0.01% +3,400 13F-HR/A Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 40,842 $975K 0.03% -1,253 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. 40,781 $974K <0.01% -13,884 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 40,500 $967K 0.47% +30,500 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 40,372 $964K 0.02% -887 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 37,337 $892K <0.01% -5,653 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 36,171 $864K 0.01% +13,199 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 35,381 $845K 0.06% 0 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 34,317 $819K 0.13% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 32,995 $788K 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 30,831 $764K <0.01% +10,401 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 31,303 $748K <0.01% +11,770 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 30,480 $728K 0.01% +3,663 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,391 $726K <0.01% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 29,538 $705K 0.01% +371 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 29,471 $704K 0.13% +29,439 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 29,169 $697K 0.01% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 28,036 $670K 0.66% -1,725 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 27,888 $666K +16,928 Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 27,184 $649K 0.02% +26,484 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 26,692 $637K 0.08% +2,133 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 26,634 $636K <0.01% +2,572 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 26,526 $633K <0.01% -3,456 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 25,918 $619K <0.01% +1,532 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 25,565 $610K 0.01% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 25,032 $598K <0.01% -405 13F-HR/A Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 24,927 $595K 0.06% +1,605 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 24,819 $593K <0.01% -2,558 13F-HR Timeline SALT Holding Corp. in group SALT Holding Corp. More: the full row for SALT Holding Corp. 23,908 $571K 0.35% 0 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 23,573 $563K 0.02% +4,720 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 23,000 $549K 0.31% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 22,373 $534K 0.01% -2,467 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 22,109 $528K 0.01% -135,054 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 22,098 $528K 0.02% +16,337 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 21,979 $525K 0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 21,927 $524K 0.01% +2,947 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 21,601 $516K 0.03% +9,099 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 20,365 $486K 0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 19,481 $465K 0.14% -5,987 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 18,813 $449K 0.03% -3,389 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 17,282 $413K <0.01% new 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 16,958 $412K <0.01% +6,467 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 16,935 $404K <0.01% -718,520 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 16,903 $404K 0.04% +695 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,895 $403K <0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 16,565 $396K 0.01% -142 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 24,532 $382K 0.01% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,400 $368K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 15,230 $364K <0.01% +2,806 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 15,095 $360K 0.1% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 15,082 $360K <0.01% +1,365 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 14,592 $348K <0.01% +1,472 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 13,935 $333K 0.23% +205 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 13,889 $332K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 13,749 $328K 0.04% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,555 $324K <0.01% +1,337 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 13,386 $320K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,505 $299K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,416 $296K <0.01% +1,243 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 12,371 $295K 0.16% +812 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 11,923 $289K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,052 $288K <0.01% +535 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 11,826 $282K <0.01% -602 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 11,711 $280K 0.02% -308 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,521 $275K <0.01% -267 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,260 $269K 0.02% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,194 $267K <0.01% +605 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,022 $263K <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 $263K <0.01% 0 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 10,294 $246K 0.02% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 10,093 $241K 0.01% new 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 10,000 $239K 0.02% new 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 10,000 $239K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 9,866 $236K 0.04% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 9,854 $235K 0.03% new 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 9,684 $231K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,295 $226K 0.01% +297 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 9,214 $220K 0.06% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,094 $217K <0.01% +2,339 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,882 $212K <0.01% +5,055 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,821 $211K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,712 $208K 0.07% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,085 $204K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,395 $200K 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. 8,210 $196K 0.01% new 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,738 $185K <0.01% +3,365 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,157 $171K <0.01% +2,655 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,340 $151K <0.01% +665 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,987 $143K 0.08% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,518 $132K 0.01% +167 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,491 $131K <0.01% -265 13F-HR/A Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 8,373 $129K 0.03% +568 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,235 $125K 0.01% +1,719 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,885 $116K <0.01% +607 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 4,735 $113K 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,652 $111K <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 4,500 $107K 0.18% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,855 $92.1K <0.01% -52 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,460 $82.6K <0.01% +515 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,443 $82.2K 0.01% -7 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,414 $81.5K 0.01% +190 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,247 $77.5K <0.01% +450 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,666 $63.7K <0.01% -10 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,565 $61.3K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,345 $56.8K 0.01% +1,808 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,319 $55.4K 0.02% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,178 $52K <0.01% +336 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,059 $49.2K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,990 $47.5K 0.01% -7 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,769 $42.2K <0.01% +452 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,719 $41K <0.01% +219 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,500 $35.8K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,458 $34.8K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,425 $34K 0.02% 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/ 1,421 $33.9K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,371 $32.7K <0.01% +419 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,360 $32.5K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,255 $30K <0.01% +381 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,250 $29.9K <0.01% +834 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,032 $24.6K <0.01% -56 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,009 $24.1K 0.01% 0 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) 963 $23K <0.01% +922 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 875 $20.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.