CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 23,761,393 $764M 0.1% -1,861,202 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,835,059 $91.1M <0.01% +1,508,042 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,769,198 $56.9M 0.24% -153,452 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,424,752 $46M 0.08% -110,418 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/ 1,242,881 $39.9M <0.01% +86,120 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 1,136,736 $36.5M 0.87% -197,401 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,015,884 $32.7M 0.04% -17,315 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,006,549 $32.4M 0.66% +8,034 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 952,348 $30.6M 0.01% -14,756 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 635,354 $20.4M -10,548 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 613,126 $19.7M <0.01% -7,654 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 596,285 $19.2M 0.23% 0 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 583,660 $18.8M 0.23% +106,678 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 532,574 $17.1M <0.01% +2,642 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 491,833 $15.8M 1.99% -66,868 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 415,793 $13.4M 0.03% +33,750 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 402,360 $12.9M 1.26% -1,627 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 392,423 $12.6M 0.17% +23,464 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 381,715 $12.3M <0.01% -32,832 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 371,777 $11.9M 0.02% +7,481 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 348,223 $11.3M <0.01% +10,255 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 330,212 $10.6M 0.01% -3,583 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 330,063 $10.6M 0.11% +17,423 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 302,668 $9.73M 2.31% +45 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 297,930 $9.58M 0.07% -13,933 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 245,428 $7.89M 1.68% -889 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 197,077 $6.33M 0.01% -727 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 189,021 $6.08M <0.01% +4,389 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 183,752 $5.91M 0.29% +2,926 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 158,113 $5.08M <0.01% -407 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 150,453 $4.84M 0.15% +29,370 13F-HR Timeline Group Paller Financial Services Inc More: the full row for Paller Financial Services Inc 136,113 $4.37M 3.27% -12,131 13F-HR Timeline SWS Partners More: the full row for SWS Partners 125,266 $4.03M 0.87% +2,394 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 125,033 $4.02M 0.01% -7,178 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 101,610 $3.27M <0.01% -1,166 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 100,648 $3.23M 0.18% -2,079 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 100,451 $3.23M <0.01% +2,714 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 99,033 $3.18M 0.08% +98,712 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 96,818 $3.11M 0.02% +6,276 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 74,970 $2.41M 0.07% +5,175 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 65,661 $2.11M 0.13% -282 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 63,914 $2.05M <0.01% +5,344 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 55,899 $1.8M <0.01% new 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 51,942 $1.67M 0.52% -108 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 51,877 $1.67M 1.32% -13,577 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 41,650 $1.34M <0.01% -2,174 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 37,667 $1.21M 0.02% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 37,391 $1.2M <0.01% +2,431 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 36,750 $1.18M 0.02% +2,030 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 35,722 $1.16M 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 34,597 $1.11M 0.02% +1,145 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,442 $1.07M <0.01% +17,233 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 32,653 $1.05M <0.01% +3,778 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 32,428 $1.04M <0.01% +2,750 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 31,875 $1.02M 0.01% +19,572 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 31,511 $1.01M 0.38% +1,479 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 31,457 $1.01M <0.01% +11,162 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 29,766 $957K 0.02% +40 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 28,702 $922K <0.01% +11,211 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,198 $874K <0.01% -336 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 23,900 $768K <0.01% 0 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 22,826 $734K 0.03% +9,380 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 21,026 $676K 0.08% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 20,239 $674K 0.14% +3,666 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 20,746 $667K <0.01% +6,058 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 19,628 $641K 0.02% -7,918 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 18,116 $582K 0.05% -852 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 17,716 $569K 0.2% -676 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,663 $503K <0.01% +7,339 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 15,270 $491K 0.27% +1,066 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 14,996 $481K <0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 14,238 $458K <0.01% +7,444 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,640 $438K <0.01% +359 13F-HR/A Timeline Group FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 13,491 $434K 0.11% +295 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 12,540 $403K <0.01% -88 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 12,369 $398K 0.12% -106 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 12,090 $389K 0.1% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,644 $374K <0.01% new 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 11,481 $369K 0.21% -40 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 11,070 $356K 0.13% 0 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 10,423 $353K 0.13% +355 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 10,859 $349K <0.01% -365 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,655 $342K 0.01% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,622 $341K <0.01% +2,345 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,523 $338K <0.01% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 10,342 $332K 0.05% -1,827 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,340 $332K 0.02% 0 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,935 $319K <0.01% -669 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,837 $316K 0.01% +214 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,521 $306K <0.01% -291 13F-HR Timeline Group Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 8,667 $279K 0.03% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 8,130 $261K 0.09% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,130 $261K 0.01% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,756 $249K <0.01% +182 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 7,739 $249K 0.1% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,661 $226K 0.02% -912 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,408 $206K <0.01% -558 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 6,322 $203K 0.02% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,933 $191K <0.01% +5,332 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,814 $190K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,746 $185K <0.01% +822 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,648 $182K <0.01% -4,617 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,321 $171K 0.06% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,302 $170K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,392 $141K 0.01% +105 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,189 $135K 0.01% -1,595 13F-HR/A Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3,948 $127K 0.03% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,865 $124K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,963 $95.2K <0.01% new 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,756 $88.6K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,504 $80.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,750 $56.2K <0.01% -8,802 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,700 $54.6K <0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,667 $53.6K <0.01% -166 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,621 $52.1K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,601 $51.5K <0.01% 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,030 $33.1K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 788 $25.3K <0.01% +224 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 714 $22.9K <0.01% +5 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 677 $21.8K 0.01% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 626 $20.1K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 525 $16.9K 0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 505 $16.2K 0.09% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 504 $16.2K 0.01% 0 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 409 $13.1K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 356 $12.1K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 266 $8.55K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 255 $8.2K <0.01% -7 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 214 $6.87K <0.01% new 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 210 $6.75K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 195 $6.27K <0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 179 $5.75K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 151 $4.85K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 143 $4.6K <0.01% +22 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 118 $3.79K <0.01% new 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 104 $3.34K <0.01% -30 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 91 $2.92K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 26 $836 <0.01% 0 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 211 $1.74M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.