BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,242,933 $132M <0.01% +103,733 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,399,904 $82.3M <0.01% +61,178 13F-HR/A Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 501,862 $29.5M 0.08% +16,344 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 334,235 $19.6M 0.01% +35,301 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 241,910 $14.2M 0.01% -23,185 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 134,865 $7.93M 0.02% +29,633 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 129,815 $7.63M 0.01% -2,513 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 124,767 $7.34M 0.11% +10,457 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 118,596 $6.97M 0.07% +10,115 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 103,802 $6.1M 0.06% -12,589 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 93,903 $5.52M 0.11% new 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/ 93,756 $5.51M <0.01% -22,990 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 92,291 $5.43M <0.01% +467 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 89,881 $5.28M 0.05% +44,974 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 86,522 $5.09M 0.03% -5,107 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 69,820 $4.1M 0.01% +5,918 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 67,850 $3.99M 0.01% +31,952 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 67,254 $3.95M <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 61,043 $3.59M <0.01% +10,317 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 57,768 $3.4M <0.01% -8,653 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 53,469 $3.14M <0.01% +3,563 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 52,763 $3.1M <0.01% +5,232 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 48,153 $2.83M <0.01% +8,427 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 44,225 $2.6M 0.04% +728 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 43,619 $2.56M <0.01% +13,182 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 41,050 $2.41M <0.01% +8,052 13F-HR/A Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 39,552 $2.33M 0.04% +554 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 38,120 $2.24M 0.03% -282 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 37,366 $2.2M <0.01% -556 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 36,945 $2.17M 0.21% +30,303 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 36,037 $2.12M 0.01% +2,791 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,949 $2M <0.01% +3,022 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 33,654 $1.98M 0.01% +2,857 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 31,885 $1.87M <0.01% -3,973 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 31,121 $1.83M 0.06% +2,802 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 30,997 $1.82M 0.04% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 30,227 $1.78M <0.01% -16,522 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 29,520 $1.74M 0.01% -1,276 13F-HR Timeline Ativo Capital Management LLC More: the full row for Ativo Capital Management LLC 27,547 $1.62M 1.42% -1,920 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 27,308 $1.61M 0.02% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 27,301 $1.61M 0.28% +1,019 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. 24,674 $1.45M <0.01% +2,857 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 24,346 $1.41M 0.02% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 23,921 $1.41M <0.01% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 22,962 $1.35M 0.01% +1,023 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 21,300 $1.25M <0.01% +412 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 18,776 $1.1M <0.01% -9,116 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 18,741 $1.1M <0.01% +1,275 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 17,770 $1.04M 0.25% -22 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 17,488 $1.03M <0.01% +3,623 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 16,951 $997K 0.01% +3,488 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,333 $960K 0.02% +835 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 15,973 $939K 0.06% +5,047 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,019 $883K 0.01% -1,102 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 14,433 $849K 0.02% +2,726 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 14,388 $846K <0.01% +8,094 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,172 $833K 0.02% -16 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,493 $793K 0.05% +469 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 12,962 $784K 0.05% +417 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,239 $778K <0.01% -31 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,299 $723K 0.01% -7,456 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,668 $686K 0.04% -10 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,398 $670K 0.01% +131 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 11,261 $662K 0.01% +1,227 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,234 $660K 0.08% +1,272 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 10,925 $642K 0.14% 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 10,854 $638K <0.01% -1,694 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,980 $587K <0.01% new 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 9,928 $584K <0.01% +2,728 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 9,634 $566K 0.56% 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 7,004 $554K 0.23% -61 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,893 $523K 0.11% -104 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 8,846 $520K <0.01% -528 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,519 $501K <0.01% -219 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,264 $486K <0.01% new 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 8,195 $482K 0.1% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,174 $481K 0.01% +392 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,901 $465K 0.02% +3,350 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,523 $442K <0.01% +71 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 7,350 $432K 0.09% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,102 $418K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,886 $405K 0.01% -276 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,790 $399K 0.01% +489 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 6,651 $391K 0.03% -87,561 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,517 $383K <0.01% -149 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,513 $383K <0.01% +3 13F-HR Timeline Group Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 6,412 $377K 0.06% -70 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,220 $366K <0.01% +872 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,202 $365K 0.02% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,199 $364K 0.01% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,149 $362K 0.12% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,796 $341K <0.01% +819 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,629 $332K 0.02% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 5,570 $327K 0.72% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,443 $320K 0.02% +333 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 5,356 $315K <0.01% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,302 $312K 0.01% -418 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,172 $304K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,030 $296K 0.03% -24 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,993 $294K 0.01% +1,305 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,917 $289K 0.06% +29 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 4,868 $286K 0.05% 0 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,646 $273K -15,554 Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,596 $270K 0.02% new 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,517 $266K <0.01% 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,485 $264K <0.01% +414 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,387 $258K 0.01% +434 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 4,367 $257K 0.01% +191 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,998 $235K <0.01% new 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 3,953 $232K 0.04% +304 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,821 $225K <0.01% +63 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,707 $218K <0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,564 $210K <0.01% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 3,528 $207K 0.06% 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 3,470 $204K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,474 $204K <0.01% +244 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,209 $189K <0.01% +2,175 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,953 $174K <0.01% -121 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,914 $113K <0.01% +166 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,693 $99.5K <0.01% +187 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,284 $75.5K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,262 $74.2K <0.01% +161 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,253 $73.7K <0.01% -978 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,237 $73K <0.01% -204 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,084 $63.8K <0.01% +296 13F-HR/A Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,024 $60.6K 0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 735 $43.2K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 687 $40.4K <0.01% -4,745 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 613 $36K <0.01% -87 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 508 $29.9K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 503 $29.6K <0.01% +240 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 444 $26.1K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 431 $25.3K <0.01% -96 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 411 $24.2K <0.01% +95 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 350 $20.6K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 260 $15K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 232 $13.6K <0.01% +60 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 191 $11.2K <0.01% +167 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 175 $10.3K <0.01% +27 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 169 $9.94K 0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 158 $9.29K 0.01% 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 150 $8.82K <0.01% 0 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 145 $8.53K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 145 $8.53K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 142 $8.35K <0.01% +51 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 141 $8.29K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 140 $8.23K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 130 $7.64K <0.01% new 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 $7.58K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 127 $7.47K <0.01% +118 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 121 $7.11K <0.01% +22 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 100 $5.88K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 99 $5.82K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 94 $5.53K <0.01% -415 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 89 $5.23K <0.01% +32 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 65 $3.82K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 50 $2.94K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 45 $2.65K <0.01% new 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 45 $2.65K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 45 $2.65K <0.01% -3 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 43 $2.53K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 40 $2.35K <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 40 $2.35K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $1.53K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 24 $1.41K <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 $999 <0.01% 0 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) 17 $999 <0.01% new 13F-HR Timeline Group Trust Co More: the full row for Trust Co 16 $941 <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 13 $764 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7 $412 <0.01% new 13F-HR Timeline