STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 571,688 $49.5M <0.01% +128,618 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 242,809 $21M 0.04% +21,676 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 198,188 $17.1M 0.95% +2,824 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 176,513 $15.2M <0.01% +65,179 13F-HR Timeline Group swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 147,830 $12.8M 8.61% +20 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 96,887 $8.38M 2.04% -1,526 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 89,080 $7.71M <0.01% +94 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 82,303 $7.12M <0.01% -6,354 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 64,142 $5.76M 0.02% +31,788 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 63,783 $5.52M <0.01% -30,275 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 56,879 $4.92M -1,879 Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 49,824 $4.31M 0.03% +4,697 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 43,239 $3.74M <0.01% -1,488 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 37,603 $3.25M 0.02% -34,361 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 33,465 $2.9M 0.05% +2,350 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 26,706 $2.31M <0.01% -196 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 24,592 $2.13M <0.01% 0 13F-HR Timeline Group Mittelman Wealth Management More: the full row for Mittelman Wealth Management 5,541 $2.12M 1.41% -11,275 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 24,386 $2.11M <0.01% +7,582 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 21,330 $1.85M 0.02% +5,122 13F-HR Timeline Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 16,750 $1.45M 1.34% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,372 $1.42M 0.01% +126 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 16,202 $1.4M 0.08% +551 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 11,215 $970K <0.01% +22 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,117 $875K <0.01% +778 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 9,142 $791K 0.91% +6 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,473 $733K <0.01% -45 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 8,270 $716K <0.01% -784 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,527 $565K <0.01% -10,686 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,333 $461K <0.01% +566 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,001 $433K <0.01% -271 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 3,971 $344K 0.19% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 3,770 $326K 0.1% +50 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,595 $311K 0.01% +326 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,281 $284K <0.01% +890 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,690 $233K 0.04% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,428 $210K <0.01% -983 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,404 $208K <0.01% new 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,170 $188K <0.01% -500 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 1,800 $156K 0.03% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,386 $120K <0.01% +2 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,285 $111K 0.05% -22 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,159 $100K <0.01% -185 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1,110 $96K 0.08% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,090 $93.6K <0.01% +853 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,064 $92.1K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 969 $83.8K <0.01% +968 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 729 $63.3K <0.01% +81 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 722 $62.4K 0.01% +7 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 664 $57.4K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 635 $54.9K <0.01% -530 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 633 $54.8K 0.01% +5 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 565 $48.9K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 491 $42.5K 0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 420 $36.3K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 369 $31.9K <0.01% -14 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 345 $29.8K <0.01% -90 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 284 $24.6K <0.01% +150 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 244 $21.1K <0.01% 0 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 204 $17.6K 0.01% -3,111 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 188 $16.3K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 176 $15.2K <0.01% +47 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 150 $13K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 150 $13K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 120 $10.5K <0.01% +1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 85 $7.43K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 82 $7.09K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 73 $6.32K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 61 $5.28K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26 $2.29K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8 $692 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3 $260 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2 $173 <0.01% 0 13F-HR Timeline