WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 18,046,629 $1.67B 0.37% +284,692 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,500,866 $787M 0.05% +1,980,069 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 7,892,474 $731M 1.56% -84,594 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,785,607 $717M 0.54% +48,267 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,735,360 $439M -977,491 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,925,128 $364M 0.03% +261,113 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,738,365 $346M 0.22% +2,519,687 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,446,716 $319M 0.02% -196,369 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,144,433 $291M 0.23% +33,203 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,831,785 $262M 0.01% +459,281 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,655,422 $246M 0.22% -168,610 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,651,899 $246M 0.05% -678,638 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,415,066 $224M 0.04% -939,153 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,333,941 $216M 0.07% +87,509 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,260,119 $209M 0.54% -112,388 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,061,297 $191M 0.31% 0 13F-HR Timeline Group ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1,949,500 $181M 13.89% -4,948,600 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,694,400 $157M 0.16% -1,136,100 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,413,279 $131M 7.19% +44,309 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,377,716 $128M -60,264 Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,349,016 $125M 0.33% +915,343 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,329,212 $123M 0.02% +13,497 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 943,430 $87.4M 0.02% -77,277 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 889,240 $82.4M 0.06% +84,838 13F-HR Timeline Group Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 860,000 $79.6M 0.17% +808,416 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 835,684 $77.4M 0.13% +43,757 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 820,695 $76M 0.16% -178,957 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 762,606 $70.6M 0.05% +317,211 13F-HR/A Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 740,159 $68.6M 0.09% +439,170 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 740,299 $68.2M 2.26% +13,470 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 728,660 $67.5M 3.33% +713,532 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 668,231 $61.9M 0.27% +658,033 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 656,757 $60.8M 0.1% -382,002 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. 614,915 $57M 0.04% -13,240 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 610,937 $56.6M <0.01% +543,845 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 605,630 $56.1M 0.02% -3,822 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 584,666 $54.2M 0.09% +12,527 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 580,000 $53.7M 0.13% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 544,576 $50.4M 0.18% -10,160 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 531,084 $49.2M 0.08% -3,120,817 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 496,958 $46M 2.83% +399 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 480,658 $44.5M 0.11% -1,220,487 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 484,066 $43.7M 0.06% -30,454 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 447,829 $41.5M 0.03% +35,000 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 402,145 $37.2M 0.27% -13,942 13F-HR/A Timeline Group Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 389,060 $36M -46,790 Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 362,260 $33.6M 0.09% -2,300 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 350,447 $32.5M 0.04% -15,368 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 340,042 $31.5M +126,127 Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 340,000 $31.5M 2% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 339,751 $31.5M 0.03% +99,108 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 338,756 $31.4M 0.35% -15,625 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 341,794 $31.2M 0.06% +212,281 13F-HR/A Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 333,538 $30.9M 3.31% +152,731 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 331,812 $30.7M 0.09% +3,637 13F-HR/A Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 315,746 $29.2M 0.66% +384 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 317,229 $29.1M 0.46% +255,746 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 309,456 $28.7M 0.01% -267 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 302,986 $28.1M 0.01% -12,115 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 278,553 $25.8M 0.03% -12,376 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 278,507 $25.8M 0.07% -17,092 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 275,004 $25.5M 0.07% +8,222 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 273,407 $25.3M 2.28% +15,880 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 266,551 $24.7M 0.23% -278 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 252,259 $23.4M 1.97% +15,409 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 251,773 $23.3M 0.09% +133,240 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 251,265 $23.2M 0.15% +83,996 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 247,124 $22.9M 0.87% +2,324 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 231,476 $21.4M 1.49% -19,582 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 230,761 $21.4M 1.21% -562 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 225,572 $20.9M 0.17% +9,053 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 223,600 $20.7M 0.03% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 218,550 $20.2M 0.58% +28,036 13F-HR Timeline Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 218,155 $20.2M 1.13% new 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 217,989 $20.2M 0.06% -11,029 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 207,762 $19.2M 1.1% +17,104 13F-HR/A Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 204,747 $19M 0.89% +8,453 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 203,376 $18.8M 0.1% +10,482 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 200,937 $18.6M 0.01% +181,576 13F-HR/A Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 200,000 $18.5M 0.14% -500,000 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 195,104 $18.1M 0.32% +6,931 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 190,040 $17.6M 3.14% -5,386 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 185,000 $17.1M <0.01% +59,000 13F-HR Timeline Group Pharo Management, Inc. More: the full row for Pharo Management, Inc. 178,000 $16.5M 100% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 177,419 $16.4M 1.1% +72,412 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 175,278 $16.2M 0.13% -3,263 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 170,783 $15.8M 0.01% -100,133 13F-HR Timeline Group Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 170,676 $15.8M 2.5% +8,466 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 169,481 $15.7M 0.07% +169,129 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 165,436 $15.3M 0.01% -34,276 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 163,817 $15.2M 0.33% +5,491 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 151,829 $14.1M 0.24% -3,621 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 151,753 $14.1M 2.12% -6,933 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 151,734 $14.1M 0.2% +71,646 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 152,372 $14M 0.38% +30,467 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 148,400 $13.7M 0.1% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 146,261 $13.5M 0.02% +7,761 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 141,362 $13.1M 0.02% +4,772 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 139,842 $13M 0.02% +42,661 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 139,167 $12.9M <0.01% -75 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 138,584 $12.8M 0.08% +9,070 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 132,437 $12.3M 2.13% -12,188 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 131,896 $12.2M 4.85% +2,717 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 131,146 $12.1M 0.18% -7,885 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 131,290 $12.1M 0.01% -94,683 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 129,961 $12M 3.22% +2,370 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 129,568 $12M 0.1% +17,382 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 127,772 $11.8M 0.42% -19,115 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 123,490 $11.4M 0.02% +60,080 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 119,700 $11.1M 0.67% new 13F-HR/A Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 119,200 $11M 0.01% -16,300 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 118,000 $10.9M 0.72% -82,000 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 117,864 $10.9M 0.16% +76,610 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 112,755 $10.4M 3.73% -26,325 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 112,446 $10.4M 0.03% -9,127 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 111,455 $10.3M 2.63% -5,702 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 110,242 $10.2M 0.12% +65,775 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 109,233 $10.1M 1.4% +9,636 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 108,677 $10.1M 0.12% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 108,422 $10M 0.04% +1,836 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 107,059 $9.92M 0.41% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 107,039 $9.91M 0.57% +1,216 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 106,083 $9.77M 0.07% -17,566 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 104,986 $9.72M 2.17% -4,251 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 104,797 $9.71M 0.06% -6,439 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 102,995 $9.54M 0.66% +4,524 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 101,799 $9.43M 0.25% -4,183 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 100,839 $9.34M 0.01% +60,096 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 99,311 $9.2M 0.03% +11,688 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 98,790 $9.15M 0.01% +350 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 98,376 $9.11M 0.01% +2,874 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 8,635,203 $9.01M 0.56% new 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 96,269 $8.92M 5.46% +45,641 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 96,093 $8.9M 0.03% -15,195 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 95,862 $8.88M 0.05% -44,677 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 93,487 $8.66M 0.34% -1,359 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 91,479 $8.47M 1.49% +1,061 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 90,095 $8.34M 3.01% -1,669 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 87,942 $8.13M 0.01% +3,147 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 86,048 $7.97M 0.52% +4,876 13F-HR Timeline Busey Bank More: the full row for Busey Bank 84,101 $7.79M 0.24% -7,152 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 83,381 $7.72M 0.51% -22,810 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 83,256 $7.71M 0.47% +1,944 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 82,842 $7.67M 2.31% -2,912 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 82,446 $7.64M 0.01% +4,951 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 80,249 $7.43M 0.34% +41,636 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 80,081 $7.42M 0.43% +15,259 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 79,659 $7.38M 3.78% +8,471 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 74,163 $6.87M 0.94% -7,860 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 73,417 $6.8M 2.17% +527 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 72,881 $6.75M 0.28% 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 72,611 $6.73M 0.07% +28,012 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 72,546 $6.72M 1.07% -31,369 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 71,827 $6.65M 0.23% +705 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 70,150 $6.5M 1.39% +5,978 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 69,543 $6.44M 0.05% +18,034 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 68,130 $6.31M 0.06% +2,816 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 67,955 $6.29M 0.01% +27,149 13F-HR/A Timeline Group JB Capital LLC More: the full row for JB Capital LLC 67,291 $6.23M 0.3% +1,978 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 67,261 $6.23M +6,047 Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 67,038 $6.21M 1.7% +2,268 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 66,590 $6.17M 0.47% +9,375 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 66,155 $6.13M 0.08% +41,265 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 63,073 $5.84M 0.71% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 62,700 $5.81M 0.01% -2,433 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 62,335 $5.77M 0.3% +900 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 59,897 $5.55M 0.03% -464 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 58,236 $5.39M 0.44% +802 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 57,711 $5.35M -30,297 Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 57,636 $5.34M 3.47% +1,246 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 56,938 $5.27M 0.01% +14,236 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 56,327 $5.22M 0.04% +4,679 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 56,150 $5.2M 1.35% -9,692 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 56,067 $5.19M 0.7% +6,736 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 55,530 $5.14M 0.85% -1,421 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 55,017 $5.1M 0.08% +438 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 54,072 $5.01M 0.2% +726 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 53,711 $4.97M 2.47% +796 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 53,323 $4.94M 0.04% +4,591 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 51,924 $4.81M 0.13% -29,276 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 52,791 $4.77M 2.41% +5 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 51,169 $4.74M 0.69% -1,225 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 50,714 $4.7M 0.02% -4,426 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 49,940 $4.63M 3.33% +1,056 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 48,948 $4.53M 0.01% 0 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 47,593 $4.41M 0.81% +3,964 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 47,018 $4.35M 0.1% +14,909 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 46,590 $4.32M 2.37% +46,402 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 46,292 $4.29M 1.41% -18,069 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 45,434 $4.21M 0.6% +1,965 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 44,978 $4.17M 0.45% +1,310 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 44,227 $4.1M -1,122 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 43,666 $4.04M 0.05% +12,239 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 43,484 $4.03M 0.08% +1,582 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 42,900 $3.95M 0.06% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 41,978 $3.89M 0.32% +4,609 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 41,329 $3.83M 1.47% +26,152 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 41,301 $3.83M 1.13% +1,205 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 41,114 $3.81M 0.4% +1,944 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 41,073 $3.8M 0.04% -18,466 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them.