BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,139,200 $120M <0.01% +81,959 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,338,726 $75.2M <0.01% -172,733 13F-HR/A Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 485,518 $27.3M 0.09% -9,412 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 298,934 $16.8M 0.01% +37,123 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 265,095 $14.9M 0.01% -19,480 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 132,328 $7.42M 0.01% +3,404 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/ 116,746 $6.56M <0.01% +18,537 13F-HR/A Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 116,391 $6.54M 0.06% -1,368 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 114,310 $6.42M 0.11% +9,298 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 108,481 $6.09M 0.06% +7,777 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 105,232 $5.91M 0.02% +21,160 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 94,212 $5.29M 0.35% -1,409 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 91,824 $5.16M <0.01% +1,253 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 91,629 $5.14M 0.03% +2,519 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 66,421 $3.73M <0.01% +899 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 63,902 $3.59M 0.01% -2,377 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 63,770 $3.58M 0.15% +1,549 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 52,446 $3M <0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,726 $2.85M <0.01% -2,333 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 49,906 $2.8M <0.01% +8,596 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 47,531 $2.67M <0.01% -32,899 13F-HR/A Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 46,749 $2.62M <0.01% +13,957 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 44,907 $2.52M 0.02% +5,650 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 43,497 $2.44M 0.04% +285 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 39,726 $2.23M <0.01% +1,685 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 38,998 $2.19M 0.04% +2,827 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 38,402 $2.16M 0.03% -2,592 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 37,922 $2.13M <0.01% +25,289 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 35,898 $2.02M <0.01% +18,726 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 35,858 $2.01M <0.01% -153 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 34,513 $1.94M <0.01% +9,463 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 33,246 $1.87M 0.01% +3,219 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 32,998 $1.85M <0.01% -8,850 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,927 $1.74M <0.01% +3,128 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 30,797 $1.73M 0.01% +21,612 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 30,796 $1.73M 0.01% -529 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 30,437 $1.71M <0.01% +1,700 13F-HR Timeline Group Ativo Capital Management LLC More: the full row for Ativo Capital Management LLC 29,467 $1.65M 1.4% -2,609 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 28,319 $1.59M 0.05% -1,073 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 27,892 $1.57M <0.01% +19,749 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 26,282 $1.48M 0.27% -389 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 24,346 $1.37M 0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 21,939 $1.23M <0.01% +89 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. 21,817 $1.23M <0.01% +2,762 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 20,888 $1.17M <0.01% -771 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 20,200 $1.13M <0.01% -2,413 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 19,755 $1.11M 0.01% +9,382 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 17,792 $999K 0.22% +178 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 17,466 $981K <0.01% +10,303 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,121 $905K 0.01% +4,572 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,498 $870K 0.03% +441 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,188 $797K 0.01% -521 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,865 $778K <0.01% -7,864 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 13,463 $756K 0.01% -6,975 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,270 $745K <0.01% +2,092 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 13,024 $731K 0.05% -416 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 12,548 $705K <0.01% -5,340 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 12,545 $701K 0.05% +320 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 12,400 $696K 0.16% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,678 $656K 0.07% +258 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 11,707 $635K 0.02% 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,267 $633K 0.01% +489 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,926 $613K 0.04% +6,473 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 10,034 $563K 0.01% -1,831 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 9,962 $559K 0.07% +1,118 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 9,374 $526K <0.01% +630 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,997 $505K 0.14% -232 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,738 $491K <0.01% +155 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 8,200 $460K <0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,782 $437K 0.01% +532 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,452 $418K <0.01% -142 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 7,350 $413K 0.09% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 7,200 $404K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,162 $402K 0.02% +104 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,102 $399K <0.01% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 7,065 $389K 0.17% +169 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,666 $374K <0.01% +729 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,642 $373K 0.05% -827 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,510 $366K <0.01% +3 13F-HR Timeline Group Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 6,482 $364K 0.06% -6,310 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 8,121 $357K 0.04% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,301 $354K 0.01% 0 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 6,294 $353K <0.01% -6,164 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 6,199 $348K 0.01% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,149 $345K 0.12% +78 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 5,729 $322K 0.05% +505 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,720 $321K 0.01% +560 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,432 $305K <0.01% +4,949 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,348 $300K <0.01% -381 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,110 $287K 0.02% -1,038 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,054 $284K 0.03% -55 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,977 $279K <0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,888 $274K 0.06% +77 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 4,868 $273K 0.12% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,551 $256K 0.01% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 4,355 $245K <0.01% -592 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,254 $239K <0.01% +3,932 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 4,176 $234K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,071 $229K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,953 $222K 0.01% +59 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,758 $211K <0.01% +3,112 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,688 $207K <0.01% +3,007 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,649 $205K 0.03% -3,251 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,230 $181K <0.01% +243 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,074 $173K <0.01% +1,506 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,231 $126K <0.01% +1,189 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,748 $99.9K 0.01% +764 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,506 $84.6K <0.01% +335 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,441 $81K <0.01% -1,988 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 1,284 $72.1K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,101 $61.8K <0.01% +690 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,024 $58.2K 0.01% +512 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,034 $58.1K <0.01% +85 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 788 $44.3K <0.01% new 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 700 $39.3K 0.01% -38,457 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 527 $29.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 509 $28.6K <0.01% -3,818 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 508 $28.5K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 444 $24.9K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 316 $17.7K <0.01% +20 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 263 $14.8K <0.01% -94 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 219 $12.3K <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 $9.66K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 150 $8.42K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 148 $8.31K <0.01% +9 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 145 $8.14K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 141 $7.92K <0.01% +110 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 140 $7.86K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 139 $7.8K <0.01% +84 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 129 $7.24K <0.01% 0 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 100 $5.62K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 99 $5.56K <0.01% 0 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 99 $5.56K <0.01% +8 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 91 $5.11K <0.01% +26 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 78 $4.38K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 65 $3.65K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 57 $3.2K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 48 $2.69K <0.01% -178 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 45 $2.53K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 43 $2.41K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 43 $2.41K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 28 $1.57K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $1.46K <0.01% -4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 24 $1.35K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17 $955 <0.01% new 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 9 $505 <0.01% new 13F-HR Timeline