TIAA group of 2 filers holding More: the full row for TIAA 715,007 $32M -19,702 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 518,557 $23.2M <0.01% +70,414 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 410,259 $18.4M <0.01% +49,126 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/ 389,928 $17.4M <0.01% -22,371 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 299,834 $13.4M 0.17% -2,314 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 252,301 $11.3M 0.01% -13,210 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 213,736 $9.56M 1.42% +28,469 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 135,156 $6.05M <0.01% +739 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 133,965 $5.99M 2.77% -2,782 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 118,228 $5.29M <0.01% +1,803 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 108,394 $4.85M 0.01% +2,751 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 79,163 $3.54M 0.14% +1,432 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 77,723 $3.48M <0.01% -18,568 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 73,832 $3.3M <0.01% +6,134 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 58,203 $2.6M 2.83% -337 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 40,464 $1.81M <0.01% -452 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 40,224 $1.8M 0.01% new 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 35,133 $1.57M <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 31,560 $1.41M <0.01% +4,670 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,230 $1.35M <0.01% +21,131 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 22,460 $1M 0.57% +3,298 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 15,865 $710K 0.02% -435 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 15,255 $682K <0.01% +5,270 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,359 $642K 0.01% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,246 $548K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 11,506 $515K <0.01% +4,626 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,286 $505K 0.01% +550 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,775 $437K 0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,260 $414K <0.01% -4,299 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,914 $399K <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 8,669 $388K 0.01% new 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 8,173 $366K 0.07% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 6,621 $296K 0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,562 $294K <0.01% -796 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,720 $211K <0.01% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,699 $210K 0.01% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,674 $209K 0.02% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,314 $193K <0.01% -234 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3,207 $144K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,000 $134K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,363 $106K 0.01% -614 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,100 $93.9K 0.06% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,030 $90.8K 0.07% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,641 $73.4K <0.01% +1,091 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,434 $64.1K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,121 $50.1K <0.01% -125 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 716 $32K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 700 $31.3K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 614 $27.5K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 358 $16K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 303 $13.6K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 212 $9.48K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 128 $5.62K <0.01% 0 13F-HR Timeline Group