BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,057,241 $102M <0.01% +140,528 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,511,459 $75.2M <0.01% +115,104 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 494,930 $24.6M 0.09% -45,714 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 284,575 $14.2M 0.01% -5,504 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 261,811 $13M 0.01% +53,743 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 128,924 $6.41M 0.01% +1,083 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 117,759 $5.86M 0.07% +2,394 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 105,012 $5.15M 0.09% +8,806 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 100,704 $5.01M 0.06% +22,000 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/ 98,209 $4.88M <0.01% -38,136 13F-HR Timeline Group MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 95,621 $4.76M 0.3% -2,753 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 90,571 $4.5M <0.01% +12,466 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 89,110 $4.43M 0.03% +2,687 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 84,072 $4.18M 0.02% +27,633 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 80,430 $4M <0.01% +23,020 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 66,279 $3.3M 0.01% -1,924 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 65,522 $3.26M <0.01% +771 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 63,281 $3.15M <0.01% -887 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 62,221 $3.09M 0.14% 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 53,059 $2.64M <0.01% +1,187 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 43,212 $2.15M 0.04% +889 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 41,848 $2.08M <0.01% -10,322 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 41,310 $2.05M <0.01% +3,446 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 40,994 $2.04M 0.03% +7,795 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 39,257 $1.95M 0.02% +600 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 39,157 $1.95M 0.29% -308 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 38,041 $1.89M <0.01% +17,878 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 36,615 $1.82M <0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 36,171 $1.8M 0.04% +6,024 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 36,011 $1.79M <0.01% -52 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 32,792 $1.63M <0.01% -5,409 13F-HR Timeline Group Ativo Capital Management LLC More: the full row for Ativo Capital Management LLC 32,076 $1.6M 1.43% -1,016 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 31,325 $1.56M 0.01% -4,226 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 30,027 $1.49M 0.01% +4,997 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 29,392 $1.46M 0.05% -22,612 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 28,737 $1.43M <0.01% +1,314 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,799 $1.38M <0.01% +2,310 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 26,671 $1.33M 0.27% +4,168 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 25,050 $1.25M <0.01% -1,622 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 24,346 $1.21M 0.01% +1,780 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 22,613 $1.12M <0.01% +20,217 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 21,850 $1.09M <0.01% +4,712 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 21,729 $1.08M <0.01% -1,186 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 21,659 $1.08M <0.01% +1,311 13F-HR/A Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 20,438 $1.02M 0.01% +50 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. 19,055 $948K <0.01% +2,296 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 17,888 $890K <0.01% -8,199 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 17,614 $876K 0.23% +5,284 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 17,172 $854K <0.01% +16,158 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,057 $749K 0.03% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,709 $731K 0.01% -17 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,440 $668K 0.05% +180 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 12,225 $650K 0.05% +246 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 12,792 $636K 0.1% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 12,633 $628K <0.01% new 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 12,458 $620K -24,067 Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 11,865 $590K 0.01% +1,817 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,549 $574K 0.01% +2,695 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,420 $568K 0.06% -182 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,178 $556K <0.01% +872 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,778 $536K 0.01% +451 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,373 $516K 0.01% +8,842 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,229 $459K 0.16% -753 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,185 $457K <0.01% +2,678 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,844 $440K 0.06% +528 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 8,744 $435K <0.01% +4,996 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,583 $427K <0.01% +404 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,143 $405K <0.01% +643 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,896 $383K 0.18% +6 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,594 $378K <0.01% -758 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 7,469 $371K 0.06% +16 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,250 $361K 0.01% +802 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 7,163 $356K <0.01% -5,975 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,102 $353K <0.01% +69 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,058 $351K 0.02% +64 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 6,900 $343K 0.03% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,507 $324K <0.01% +362 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,301 $313K 0.01% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,199 $308K 0.01% -412 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,148 $306K 0.03% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,071 $302K 0.11% +35 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,937 $295K <0.01% -262 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,729 $285K <0.01% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,425 $270K <0.01% new 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 5,224 $260K 0.04% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,160 $257K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,109 $254K 0.03% -3,660 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 4,947 $246K <0.01% 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 4,829 $240K <0.01% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,811 $239K 0.05% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,453 $221K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,327 $215K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,894 $194K 0.01% +1,453 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,429 $171K <0.01% +2,235 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,987 $149K <0.01% -193 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,880 $93.4K 0.01% +1,377 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,568 $78K <0.01% +1,547 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WealthCollab, LLC More: the full row for WealthCollab, LLC 1,284 $63.9K 0.04% +33 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,171 $58.2K <0.01% +238 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) 1,150 $57.2K <0.01% +1,116 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,042 $51.1K <0.01% +356 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 984 $48.3K <0.01% +833 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 949 $47.2K <0.01% +879 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 681 $33.9K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 646 $32.1K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 527 $26.2K <0.01% 0 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 512 $25.4K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 483 $24K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 444 $22.1K <0.01% +56 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 411 $20.4K <0.01% +70 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 380 $18.9K <0.01% +231 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 357 $17.8K <0.01% -103 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 322 $16K <0.01% new 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 298 $14.8K 0.01% -7 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 296 $14.7K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 226 $11.2K <0.01% -204 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 219 $10.9K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 172 $8.55K <0.01% new 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 143 $7.89K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 150 $7.46K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 145 $7.21K <0.01% +91 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 140 $6.96K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 139 $6.91K <0.01% +79 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 129 $6.42K <0.01% -281 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 100 $4.97K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 99 $4.92K <0.01% +27 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 97 $4.82K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 91 $4.53K <0.01% +35 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 65 $3.23K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 65 $3.23K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 55 $2.73K <0.01% -73 13F-HR Timeline Group Granite FO LLC More: the full row for Granite FO LLC 43 $2.14K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 31 $1.54K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 30 $1.49K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 28 $1.39K <0.01% +25 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20 $995 <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 14 $695 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9 $448 <0.01% new 13F-HR Timeline Group 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.