CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 31,151,476 $899M 0.16% -3,319,200 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,854,966 $53.5M 0.26% +35,598 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,791,122 $51.7M 8.11% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,650,329 $47.9M 0.08% +108,952 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/ 958,927 $27.7M <0.01% -70,484 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 946,990 $27.3M 0.67% -502,255 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 874,533 $25.2M 0.01% +710,985 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 842,062 $24.3M 0.01% -9,911 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 781,903 $22.6M <0.01% +45,469 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 596,962 $17.2M 0.02% +1,868 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 512,442 $14.8M <0.01% +30,929 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 443,049 $12.8M <0.01% +249,799 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 422,570 $12.2M 0.79% -7,484 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 420,455 $12.1M 0.2% -4,061 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 414,357 $12M 1.46% -280 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 412,365 $11.9M 0.03% -2,125 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 372,265 $10.7M <0.01% +87,406 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 322,048 $9.29M 0.08% +53,430 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 321,048 $9.27M 0.02% -1,312 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 290,296 $8.38M 1.52% +92,591 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 287,898 $8.31M 0.12% +6,628 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 282,654 $8.16M 2.26% +17,113 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 276,872 $7.99M 0.16% +75,586 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 257,413 $7.43M 1.85% -7,609 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 188,119 $5.43M 0.01% -6,572 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 170,880 $4.93M 0.18% +81,237 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 161,653 $4.67M 0.53% +16,488 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 160,674 $4.64M <0.01% +39,735 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 160,235 $4.62M 0.01% +36,037 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 159,121 $4.59M <0.01% +77,129 13F-HR Timeline Group SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 136,493 $3.94M 0.28% -12,630 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 126,031 $3.64M 0.11% 0 13F-HR Timeline SWS Partners More: the full row for SWS Partners 118,574 $3.42M 0.92% -1,893 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 102,716 $2.96M 2.58% +18,660 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 96,498 $2.78M <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 89,057 $2.57M <0.01% +28,407 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 73,755 $2.13M 0.27% -11,400 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 73,720 $2.13M 0.07% -2,920 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 69,142 $2M 0.16% -57 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 67,285 $1.94M <0.01% +33,139 13F-HR/A Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 58,636 $1.69M 0.01% +33,071 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 56,077 $1.62M 0.61% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 54,389 $1.57M 0.2% +4,486 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 50,825 $1.47M <0.01% +1,418 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 50,490 $1.45M 0.02% +10,237 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 48,997 $1.41M <0.01% +7,000 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 41,900 $1.21M 0.01% 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 39,974 $1.15M 0.02% new 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 38,216 $1.1M <0.01% +4,274 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 34,855 $1.03M 0.03% -622 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 33,470 $966K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 33,261 $960K 0.04% new 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 31,491 $909K 0.02% -1,831 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 29,379 $848K 0.01% -3,230 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 28,604 $826K <0.01% +4,798 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,534 $795K <0.01% +373 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 25,468 $735K <0.01% -1,334 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24,370 $703K 0.02% +235 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 23,766 $686K 0.02% -346 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 22,583 $652K <0.01% -639 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 21,653 $615K 0.11% -3,298 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 18,968 $547K 0.05% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 16,000 $462K <0.01% +4,950 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 15,708 $453K 0.1% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 14,158 $409K <0.01% -1,034 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,731 $396K <0.01% +346 13F-HR Timeline Group Headland Capital, LLC More: the full row for Headland Capital, LLC 12,149 $351K 0.11% +260 13F-HR/A Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 11,758 $339K 0.1% -1,496 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,475 $332K 0.03% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,460 $331K <0.01% -4,593 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 11,237 $324K 0.02% +627 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,655 $308K 0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,523 $304K <0.01% -822 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,873 $285K <0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,715 $280K 0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,454 $273K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,333 $269K <0.01% 0 13F-HR/A Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 9,254 $267K <0.01% -456 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,031 $261K <0.01% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 8,980 $259K 0.18% -4,660 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,735 $251K <0.01% +5,562 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,511 $246K 0.02% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 8,130 $235K 0.12% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,130 $235K 0.02% 0 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 7,739 $223K 0.12% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,738 $223K 0.1% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,595 $219K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,814 $168K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,745 $166K 0.02% +414 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,390 $127K <0.01% +2,316 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,041 $117K <0.01% +1,308 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,859 $111K 0.01% -3,859 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,650 $105K <0.01% -6,706 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. 3,243 $93.6K <0.01% +1,831 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,911 $55.2K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,834 $52.9K 0.01% -3,041 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,791 $51.7K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,621 $46.8K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,153 $33.3K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 739 $21.3K <0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 709 $20.5K 0.01% +15 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 601 $17.3K <0.01% -852 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 531 $15.3K <0.01% 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 357 $10K <0.01% -36 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 302 $8.72K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 266 $7.68K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 226 $6.52K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 59 $1.7K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 46 $1.34K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 6 $173 <0.01% +4 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5 $144 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.