BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,822,539 $57M <0.01% -3,653 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,354,453 $42.3M <0.01% -244 13F-HR/A Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 572,589 $17.9M 0.08% +35,187 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 287,852 $9M 0.01% +81,973 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 171,717 $5.37M 0.01% +15,895 13F-HR Timeline Group MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 159,018 $4.97M 0.31% -11,298 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 140,654 $4.4M <0.01% +23,015 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 140,100 $4.38M 0.01% -935 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 97,213 $3.04M 0.06% -10,396 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 94,986 $2.97M 0.05% -1,579 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 91,806 $2.87M <0.01% +3,968 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 85,474 $2.67M 0.13% +234 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 79,776 $2.49M 0.02% +12,012 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 77,942 $2.44M 0.04% +286 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 70,121 $2.19M <0.01% +21,908 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 64,662 $2.02M <0.01% +50 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 57,597 $1.8M <0.01% +2,917 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 56,075 $1.75M 0.08% -6,856 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 52,100 $1.63M <0.01% -46,900 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 51,639 $1.61M 0.11% -553 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 51,347 $1.6M <0.01% +8,748 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 46,526 $1.45M 0.01% -6,265 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 43,724 $1.37M <0.01% +41,459 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 43,701 $1.37M 0.03% -409 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 40,587 $1.3M <0.01% -1,428 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 41,200 $1.29M 0.26% -1,113 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 40,936 $1.28M <0.01% +950 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 39,596 $1.24M 0.01% +3,370 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 39,316 $1.23M <0.01% -735 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 39,060 $1.22M <0.01% -753 13F-HR/A Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 35,551 $1.11M <0.01% +1,657 13F-HR Timeline 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 33,850 $1.06M 0.01% -800 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 33,503 $1.05M <0.01% -1,661 13F-HR Timeline Group Ativo Capital Management LLC More: the full row for Ativo Capital Management LLC 33,388 $1.04M 1.04% -699 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 31,154 $974K <0.01% +9,484 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 30,567 $955K 0.03% +301 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 29,561 $924K <0.01% +2,792 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 29,108 $910K 0.02% -689 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 28,657 $896K <0.01% -687 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,423 $857K <0.01% -1,530 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 26,247 $820K <0.01% +1,182 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 24,941 $779K <0.01% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 24,688 $772K 0.01% +217 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,648 $770K <0.01% +18,310 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 22,717 $710K <0.01% -280 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 22,566 $705K 0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 19,126 $598K 0.15% +3,758 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 18,677 $584K <0.01% -248 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 17,467 $546K <0.01% -13,593 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. 17,390 $543K <0.01% -88 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 15,225 $476K 0.02% +464 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,984 $468K 0.01% +1,245 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 13,400 $419K <0.01% +8,000 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,381 $418K <0.01% -2,183 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 13,346 $417K <0.01% +1,055 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 12,330 $385K 0.13% -1,009 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 11,863 $380K 0.04% -213 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 11,919 $372K 0.03% -933 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,857 $371K 0.03% -487 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 11,854 $370K <0.01% -3,447 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,928 $342K <0.01% -25,203 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,268 $321K 0.01% 0 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 9,944 $311K 0.01% +1,659 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,731 $304K 0.15% -207 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 9,641 $301K 0.03% -640 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,479 $296K <0.01% +281 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,441 $295K <0.01% +1,708 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,603 $269K 0.04% -5,976 13F-HR/A Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,578 $268K 0.04% -148 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 7,820 $244K <0.01% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,773 $243K <0.01% +136 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,610 $238K <0.01% -614 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,890 $233K 0.11% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,227 $226K 0.03% +1,131 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,992 $218K <0.01% 0 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 6,882 $215K 0.04% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,647 $208K <0.01% +195 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,154 $192K 0.01% -418 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,378 $168K 0.02% +302 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,281 $134K <0.01% +28 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,588 $112K <0.01% +44 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,501 $109K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,628 $82.1K 0.01% -111 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,000 $62.5K <0.01% -139 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 1,324 $41.4K 0.03% -74 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,124 $35K <0.01% +3 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,031 $32.1K 0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 955 $29.8K <0.01% -15,304 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 916 $28.6K <0.01% +125 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 892 $27.9K <0.01% -455 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 802 $26.4K <0.01% +20 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 795 $24.8K <0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 791 $24.7K 0.01% +7 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 582 $18.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 415 $13K <0.01% -34 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 400 $12.6K <0.01% +337 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 396 $12.4K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 330 $10.3K <0.01% -58 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 315 $9.83K <0.01% -855 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 314 $9.81K 0.01% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 290 $9.06K <0.01% +5 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 219 $6.84K <0.01% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 198 $6.19K <0.01% -2,005 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 150 $4.69K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 128 $4K <0.01% -86 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 103 $3.22K <0.01% new 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 100 $3.12K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 97 $3.03K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 95 $2.97K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 84 $2.62K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 75 $2.34K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 72 $2.25K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 71 $2.22K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 71 $2.22K <0.01% -16 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 65 $2.03K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 48 $1.5K <0.01% -6 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 48 $1.5K <0.01% -22 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 43 $1.34K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 30 $938 <0.01% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14 $438 <0.01% new 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 14 $437 <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 10 $312 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1 $32 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.