BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,916,713 $64M <0.01% +94,174 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,396,355 $46.6M <0.01% +41,902 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 540,644 $18M 0.08% -31,945 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 290,079 $9.68M 0.01% +2,227 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 208,068 $6.95M 0.01% +36,351 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/ 136,345 $4.55M <0.01% -4,309 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 127,841 $4.26M 0.01% -12,259 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 115,365 $3.85M 0.06% +20,379 13F-HR Timeline Group MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 98,374 $3.28M 0.22% -60,644 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 96,206 $3.26M 0.07% -1,007 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 86,423 $2.88M 0.02% +6,647 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 80,211 $2.68M <0.01% -11,595 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 78,704 $2.63M 0.04% +762 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 78,105 $2.61M <0.01% +7,984 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 68,203 $2.28M <0.01% +27,616 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 64,751 $2.16M <0.01% +89 13F-HR/A Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 64,168 $2.14M <0.01% +6,571 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 57,410 $1.92M <0.01% +13,686 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 56,439 $1.88M 0.01% +16,843 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 52,170 $1.74M <0.01% +21,016 13F-HR/A Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 52,004 $1.74M 0.06% +365 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 51,872 $1.73M <0.01% +525 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 42,323 $1.41M 0.03% -1,378 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 40,400 $1.35M <0.01% -11,700 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 39,465 $1.32M 0.27% -1,735 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 38,657 $1.29M 0.01% +4,807 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 38,201 $1.28M <0.01% -2,735 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 37,864 $1.26M <0.01% +9,207 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 36,615 $1.22M <0.01% -2,701 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 36,525 $1.22M +19,058 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 36,063 $1.2M <0.01% +2,560 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 35,551 $1.19M <0.01% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 33,199 $1.11M 0.02% +4,091 13F-HR Timeline Ativo Capital Management LLC More: the full row for Ativo Capital Management LLC 33,092 $1.1M 0.95% -296 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 30,147 $1.01M 0.03% -420 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 27,423 $915K <0.01% +1,176 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 26,672 $890K <0.01% -2,889 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 26,087 $871K <0.01% -12,973 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 25,489 $851K <0.01% -1,934 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 25,030 $836K 0.01% +342 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 22,915 $765K <0.01% -2,026 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 22,566 $753K 0.01% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 22,503 $751K 0.2% +3,377 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 20,388 $681K 0.01% -26,138 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 20,348 $679K <0.01% -2,369 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 20,163 $673K <0.01% +6,782 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 17,455 $583K <0.01% -7,193 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 17,138 $572K <0.01% -1,539 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. 16,759 $559K <0.01% -631 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 15,723 $533K 0.07% +14,692 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,726 $492K 0.01% -258 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,260 $443K 0.04% +1,403 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 13,138 $439K <0.01% -208 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 11,979 $437K 0.04% +116 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 12,792 $427K 0.08% +5,910 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 12,330 $412K 0.15% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 12,210 $408K <0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,602 $387K 0.05% +4,375 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,480 $364K 0.01% -4,745 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,327 $345K 0.01% +59 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,306 $344K <0.01% +865 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 10,048 $335K <0.01% -1,806 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,982 $333K 0.16% +251 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 8,813 $327K 0.03% -828 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,927 $298K 0.02% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,854 $296K <0.01% -2,074 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 8,780 $293K 0.02% -3,139 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,769 $293K 0.04% +166 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 8,548 $285K <0.01% +728 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,352 $279K <0.01% +579 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 8,316 $278K 0.04% -262 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,179 $273K <0.01% -1,300 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,890 $260K 0.14% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,500 $250K <0.01% -110 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 7,453 $249K 0.04% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,033 $235K <0.01% +41 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,994 $233K 0.01% +840 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 6,611 $221K 0.01% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,507 $217K <0.01% -140 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,448 $215K 0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,199 $207K <0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,191 $207K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,145 $205K <0.01% new 13F-HR Timeline Group Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 6,131 $205K <0.01% -3,813 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,090 $203K 0.04% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,036 $201K 0.08% new 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. 5,700 $190K <0.01% -7,700 13F-HR/A Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,566 $186K 0.02% +188 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,748 $125K <0.01% +160 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,180 $106K <0.01% -1,101 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,441 $81.5K 0.01% -187 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,396 $80K <0.01% +396 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,531 $51.1K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,251 $41.8K 0.03% -73 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,194 $40K <0.01% +70 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 933 $34.2K <0.01% +131 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,014 $33.8K <0.01% +59 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 686 $22.9K <0.01% -206 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 527 $17.6K <0.01% -55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 503 $16.8K <0.01% +502 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 460 $15.4K <0.01% +130 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 430 $14.4K <0.01% -365 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 388 $13K <0.01% -27 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 410 $12.5K <0.01% +10 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 341 $11.4K <0.01% +51 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 305 $10.2K 0.01% -9 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 309 $10K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 219 $7.31K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 151 $5.03K <0.01% -164 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 150 $5.01K <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 149 $4.97K <0.01% +78 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 128 $4K <0.01% 0 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 100 $3.34K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 97 $3.24K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 75 $2.5K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 72 $2.4K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 70 $2.37K <0.01% +22 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 65 $2.17K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 60 $2K <0.01% -24 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 56 $1.87K <0.01% -15 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 54 $1.8K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 43 $1.44K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 40 $1.33K <0.01% new 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) 34 $1.14K <0.01% -362 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 31 $1.03K <0.01% -64 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 30 $1K <0.01% -18 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 21 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 14 $467 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3 $107 <0.01% -788 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1 $34 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.