BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,116,474 $179M <0.01% +671,492 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,843,654 $106M 0.01% +414,202 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 519,254 $29.8M 0.02% +128,578 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 491,804 $28.2M 0.05% +49,887 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 372,388 $21.4M 0.03% +173,468 13F-HR Timeline DONALD SMITH & CO., INC. in group DONALD SMITH & CO., INC. More: the full row for DONALD SMITH & CO., INC. 682,280 $13.1M 0.23% +134,590 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 220,870 $12.7M <0.01% +149,229 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 181,303 $10.4M 0.13% +57,913 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 166,392 $9.55M 0.01% +145,300 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 165,863 $9.52M +42,013 Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 133,436 $7.65M 0.01% -3,335 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 129,758 $7.45M 0.01% +114,614 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 124,166 $7.13M 0.14% +24,262 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 121,544 $6.98M 0.03% +25,212 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 120,931 $6.94M <0.01% +34,593 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 106,492 $6.11M 0.05% -10,831 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 103,509 $5.94M <0.01% +7,873 13F-HR Timeline Group B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 92,846 $5.33M 0.05% +940 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. 89,789 $5.15M 0.01% +69,281 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/ 88,611 $5.09M <0.01% +4,019 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 75,561 $4.34M 0.01% +8,356 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 70,791 $4.06M <0.01% +54,515 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 69,996 $4.02M <0.01% +13,617 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 64,913 $3.73M <0.01% +12,144 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 60,729 $3.49M <0.01% +60,584 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 59,601 $3.42M <0.01% +22,652 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 58,528 $3.36M <0.01% +25,623 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 51,903 $2.98M 0.01% +15,925 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 49,721 $2.85M 0.04% +5,176 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 48,470 $2.78M 0.01% +8,691 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 47,957 $2.75M 0.03% +9,629 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 46,757 $2.68M 0.01% 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 44,845 $2.57M 0.03% +33,619 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 42,973 $2.47M <0.01% -11,119 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 42,830 $2.46M 0.04% +829 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 39,792 $2.28M <0.01% -19,538 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 39,631 $2.27M <0.01% +15,381 13F-HR/A Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 38,737 $2.22M 0.13% +15,390 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 37,713 $2.16M <0.01% -2,458 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. 35,098 $2.01M <0.01% +10,945 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 34,434 $1.98M +23,142 Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 31,748 $1.82M 0.05% -11,362 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,457 $1.75M <0.01% -8,096 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 29,549 $1.7M <0.01% +6,784 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 28,238 $1.62M 0.02% +4,794 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 26,317 $1.51M <0.01% -3,538 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 24,618 $1.41M <0.01% -12,748 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 23,757 $1.36M <0.01% +18,498 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 23,194 $1.33M <0.01% +1,986 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 21,714 $1.25M <0.01% +696 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 21,606 $1.24M <0.01% +6,326 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 21,372 $1.23M 0.13% -13,595 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 20,895 $1.2M 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 20,443 $1.17M 0.02% +3,830 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 20,255 $1.16M <0.01% +531 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 15,751 $1.09M 0.06% +2,815 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 18,870 $1.08M <0.01% -419 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 18,800 $1.08M 0.3% +1,200 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 18,515 $1.06M 0.06% +4,401 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 18,015 $1.03M 0.02% +6,647 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 17,548 $1.01M 0.01% +1,215 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 16,509 $948K 0.01% -2,393 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,382 $940K <0.01% +5,659 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15,786 $906K 0.04% +5,205 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,768 $905K <0.01% +6,098 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,437 $886K <0.01% +6,524 13F-HR/A Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 15,281 $877K 0.01% +12,269 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,104 $867K <0.01% +1,691 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,021 $862K 0.01% +2,124 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 14,517 $833K 0.01% +1,355 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 14,114 $810K 0.14% +2,324 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,970 $744K 0.04% +4,236 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 12,565 $721K 0.21% +3,379 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 12,553 $721K <0.01% new 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,006 $689K 0.03% +6,574 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,997 $689K 0.03% +89 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 11,767 $675K <0.01% +3,633 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,764 $675K <0.01% +4,044 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 11,640 $668K 0.07% +600 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,362 $595K <0.01% +2,592 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,136 $582K 0.02% +4,813 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 9,819 $564K 0.01% -8,898 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,620 $552K <0.01% +3,216 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 9,569 $549K 0.02% +3,307 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 9,151 $525K 0.1% +949 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 9,078 $521K 0.41% +198 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,693 $499K 0.01% -290 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,215 $472K <0.01% +23 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,885 $453K <0.01% +699 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,605 $437K 0.01% +3,142 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,439 $427K 0.01% +1,054 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,379 $424K 0.02% +1,023 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,371 $423K 0.01% +445 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 7,289 $418K 0.13% +1,077 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,237 $415K <0.01% +461 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,079 $406K 0.01% +228 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,885 $395K 0.17% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,850 $393K 0.09% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,714 $385K 0.01% -5,911 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,628 $380K <0.01% +1,516 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,447 $370K <0.01% +923 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,401 $367K <0.01% -122 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,148 $353K <0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,125 $351K <0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,018 $345K 0.04% +1,613 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,949 $341K 0.02% +2,837 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 5,488 $341K <0.01% +1,655 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,898 $339K <0.01% +1,663 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,885 $338K 0.03% +947 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,808 $336K <0.01% -44,615 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 5,683 $326K <0.01% new 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 5,650 $324K 0.13% 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,588 $321K 0.02% -101 13F-HR Timeline Group GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 5,470 $314K <0.01% +2,309 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,460 $313K <0.01% -6,656 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,428 $312K <0.01% -96 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,384 $309K <0.01% -1,150 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,320 $305K <0.01% +20 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,132 $295K 0.01% +354 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,090 $292K 0.06% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,043 $289K 0.05% +72 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,656 $267K 0.04% +604 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,401 $253K 0.03% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,247 $244K 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,189 $240K 0.01% new 13F-HR Timeline Group OneAscent Investment Solutions LLC in group OneAscent Financial Services … More: the full row for OneAscent Investment Solutions LLC 4,158 $239K 0.23% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,141 $238K <0.01% -9,314 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,104 $236K <0.01% +635 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,978 $228K 0.09% +796 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,733 $214K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,717 $213K <0.01% +590 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,694 $212K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,595 $206K <0.01% +2,051 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 3,528 $203K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,994 $172K <0.01% -345 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 2,871 $165K <0.01% +129 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,437 $140K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,259 $130K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,914 $111K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,658 $95.2K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,496 $85.9K <0.01% +137 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,341 $77K 0.03% +57 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,320 $75K <0.01% -32 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,024 $58.8K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,016 $58.3K <0.01% +508 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 926 $53.2K <0.01% +490 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 793 $45.5K 0.01% +118 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 665 $38.2K <0.01% +17 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 587 $33.7K <0.01% +236 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 449 $26K <0.01% +12 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 444 $25.5K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 431 $24.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 424 $24.4K <0.01% -38 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 411 $23.6K <0.01% 0 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 404 $23.2K <0.01% +14 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 358 $20.6K 0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 355 $20.2K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 317 $18.2K 0.01% +169 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 308 $17.7K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 304 $17.4K <0.01% +40 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 300 $17.2K <0.01% +167 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 289 $16.6K <0.01% -426 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 274 $15.7K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 256 $14.7K <0.01% +97 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 232 $13.3K <0.01% +107 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 216 $12.4K <0.01% -47 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 203 $11.7K 0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 169 $9.7K 0.01% -111 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 167 $9.59K <0.01% +40 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 159 $9.13K <0.01% +94 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 152 $8.72K <0.01% +145 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 150 $8.61K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 149 $8.55K <0.01% +71 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 145 $8.32K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 141 $8.09K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 100 $5.74K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 99 $5.68K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 99 $5.68K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 97 $5.57K <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 87 $4.99K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 83 $4.76K <0.01% +8 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 74 $4.27K <0.01% 0 13F-HR Timeline Group IMA Advisory Services, Inc. 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More: the full row for SBI Securities Co., Ltd. 45 $2.58K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 43 $2.47K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 41 $2.35K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 40 $2.3K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 40 $2.3K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 38 $2.18K <0.01% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 37 $2.12K <0.01% -2,366 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 31 $1.78K <0.01% +30 13F-HR Timeline Trust Co More: the full row for Trust Co 16 $918 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 12 $689 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.