SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 3,339,240 $111M 4.01% +47,582 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,277,827 $109M 0.03% +200,468 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,727,982 $90.5M 0.02% +379,423 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,810,975 $60.1M 0.02% +234,557 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,780,214 $59.1M 0.5% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,760,768 $58.4M 0.14% +16,434 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,219,422 $40.5M 2.56% -3,100 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 1,091,863 $36.2M 0.09% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 910,097 $30.2M +113,790 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 721,394 $23.9M <0.01% +80,142 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/ 482,041 $16M <0.01% -2,671 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 457,630 $15.2M 2.39% +10,956 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 387,039 $12.8M <0.01% -1,223,697 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 401,492 $12.6M 0.43% -128,729 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 345,842 $11.5M 0.02% +37,337 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 322,578 $10.7M 0.44% -23,088 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 280,093 $9.29M <0.01% -42,928 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 247,778 $8.22M <0.01% -11,997 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 238,464 $7.61M 0.17% 0 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 216,057 $7.17M 0.42% -14,613 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 215,340 $7.14M 0.47% -27,573 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 159,316 $5.29M 1.62% -194 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 158,634 $5.26M 0.84% +5,647 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 158,475 $5.26M 0.01% -3,023 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 135,066 $4.48M 0.19% -4,521 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 134,068 $4.45M 0.49% +16,143 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 128,858 $4.28M 0.19% +801 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 128,215 $4.25M 0.41% -3,371 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 109,283 $3.63M 0.34% +5,777 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 104,015 $3.45M 0.16% -15,798 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 102,515 $3.4M 0.01% +8,621 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 100,210 $3.32M 0.08% +7,713 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 99,619 $3.31M 0.24% -1,114 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 82,002 $2.72M 0.23% -50,036 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 65,437 $2.17M 0.09% -15,527 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 58,501 $1.94M <0.01% +29,176 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 53,715 $1.78M <0.01% -393 13F-HR Timeline Group Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 53,457 $1.77M 1.24% -1,486 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 48,067 $1.59M 0.11% -4,293 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 43,505 $1.44M 0.26% -6,104 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 42,894 $1.42M 0.11% -10,018 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 40,669 $1.35M <0.01% +11,279 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 37,645 $1.25M 0.19% -1,023 13F-HR/A Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 34,233 $1.14M 0.23% -4,464 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 32,158 $1.07M 0.01% +19,710 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 31,198 $1.04M 0.01% +5,812 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 26,524 $880K 0.01% -40 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 25,454 $845K <0.01% -4,896 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 25,233 $837K 0.34% -1,500 13F-HR Timeline 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 24,504 $813K <0.01% -1,102 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 22,366 $742K 0.47% -1,467 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,121 $734K 0.01% -5,432 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,078 $733K <0.01% +2,489 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 20,703 $687K 0.09% -623 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 19,778 $656K <0.01% +883 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 19,288 $640K 0.01% -2,806 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 17,974 $596K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 17,743 $589K 0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 17,623 $585K <0.01% -824 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 15,901 $528K 0.17% +4,259 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,836 $525K 0.02% -987 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 15,573 $517K 0.3% +7,973 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 14,853 $493K 0.04% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 14,299 $474K 0.3% -240 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,421 $445K 0.01% +1,509 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,717 $422K <0.01% -127,278 13F-HR/A Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 11,997 $398K 0.05% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,968 $397K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 11,941 $396K <0.01% +2,602 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 12,225 $392K 0.09% -197 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 11,576 $384K <0.01% -217 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 11,551 $383K 0.16% +102 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,551 $383K 0.01% -856 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,454 $380K <0.01% -2,444 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,612 $352K <0.01% +3,038 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 10,612 $352K <0.01% +3,038 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,917 $329K <0.01% -1,373 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 9,908 $329K 0.05% +1,610 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,205 $305K <0.01% -656 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,181 $305K 0.06% +150 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,020 $299K 0.01% -668 13F-HR/A Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,986 $298K 0.04% -207,660 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 8,797 $292K <0.01% -125 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 8,599 $285K 0.03% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,043 $283K 0.05% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,493 $282K 0.02% new 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,297 $275K <0.01% -808 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,971 $264K <0.01% -5,476 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,772 $258K <0.01% -1,662 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 7,676 $255K 0.22% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,000 $254K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,530 $250K <0.01% -1,500 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,243 $240K <0.01% -15,025 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,641 $220K 0.05% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,472 $215K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,128 $203K <0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,086 $202K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,878 $162K <0.01% +1,000 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,789 $126K <0.01% +218 13F-HR/A Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,775 $125K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,661 $121K <0.01% +3,320 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,519 $84K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,097 $69.6K <0.01% +270 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,658 $55K 0.01% +25 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,350 $45K <0.01% -325 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,055 $35K <0.01% +1,006 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 974 $32.3K <0.01% +165 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 911 $30.2K <0.01% -1,130 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 700 $23.2K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 683 $22.7K <0.01% -1,767 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 575 $19.1K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 571 $18.9K <0.01% +191 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 557 $18.5K <0.01% -678 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 523 $17.4K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 497 $16.5K <0.01% -1,200 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 462 $15.3K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 455 $15K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 439 $14.6K <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 416 $13.8K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 371 $12K <0.01% +185 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. 359 $11.9K <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 348 $11.5K <0.01% -150 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 331 $11K <0.01% -43 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 309 $10.3K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 285 $9.46K <0.01% +258 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 261 $8.68K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 255 $8.46K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 247 $8.2K 0.01% new 13F-HR/A Timeline 2UniFi Bank More: the full row for 2UniFi Bank 216 $7.05K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 208 $6.9K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 203 $6.74K <0.01% -97 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 200 $6.64K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 179 $5.91K <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 143 $4.75K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 124 $4.11K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 109 $3.66K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 99 $3.29K <0.01% +25 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 104 $3K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 88 $2.9K <0.01% -80 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 83 $2.75K <0.01% -8 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 75 $2.49K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 65 $2.24K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 41 $1.36K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 29 $962 <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 22 $730 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17 $564 <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 10 $347 <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 4 $133 <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1 $33 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,973 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.